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Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 7/5/23

by | Sep 27, 2025 |

Economic downturns are usually: horrible for poor people, bad for the middle class and an inconvenience for the rich. But an anamoly is taking place in 2023—higher earners are being laid off at a faster pace than lower wage earners. This has prompted the Wall Street Journal to dub a new economic term. They say we are in a “RICH-cession”, not a recession. We’ll explain all that goes into that in the Market Intel segment, then  Shelley Grandidge is here to bring us up to date on health insurance and Medicare.  MASTERING MONEY is on the air!!!

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Mastering Money 6/26/23

by | Sep 27, 2025 |

Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts.    “MOTLEY FOOL MONEY”  is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm!  First we’ll update breaking financial news and get a read on all the indexes, THEN,  we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL !    … MASTERING MONEY IS ON THE AIR!!!  

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Mastering Money 6/16/23

by | Sep 27, 2025 |

The Dogs of the Dow is a somewhat famous, simplified approach to picking stocks that has been around since 1991. The strategy rebalances once a year, choosing the WORST 10 stocks of the Dow 30 to formulate the complete 10 stock portfolio for the coming year. We’ll reveal the 10 Dow Dogs today, and compare its performance to the IQ Wealth Black Diamond Dividend Growth portfolio, and it may shock you!  Then health insurance and Medicare expert Shelley Grandidge joins us. A can’t miss show….MASTERING MONEY is on the air!!!

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Mastering Money 6/20/23

by | Sep 27, 2025 |

Once looked down upon, Dollar stores are suddenly winning big in the retail foot traffic wars.  You’ll see Mercedes, BMWs, and Audi’s sitting in parking lots as social media –and inflation—are making it cool to go to Dollar stores—and brag about it!  We’ll review the Wall Street Journal report in the Market Intel segment, then Estate attorney Libby Banks joins us. A timely show you don’t want to miss…MASTERING MONEY is on the air!!!

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Who We Are

Disciplined

THINK Wealth Advisory, LLC provides experienced investment management services and portfolios designed for retiring professionals.

What We Do

Guide & Coach

With a proven financial track record spanning 22+ years, our focus is on helping create exceptional investment and fixed income options for clients and advisors.

How We Work

Our Mission

To help clients and advisors build, grow, and protect meaningful wealth using a simple, field-tested financial bucketing system.

Keeping Your Retirement Goals Front and Center

As we begin the planning process, your retirement goals remain our top priority. Clearly defining the kind of retirement you envision allows us to strategically align each asset with a specific purpose and timeline—ensuring your money works for you, when you need it.

At this stage, most of our clients have important questions, such as:

  • Social Security: When is the best time to start collecting?
  • Required Minimum Distributions (RMDs): How will they impact your taxes and income?
  • Current Portfolio Review: What’s working, what’s not, and what adjustments make sense?
  • Retirement Security: How protected are you from market volatility?
  • Mutual Fund Concerns: Are they too risky for your retirement goals?
  • Risk Reduction & Income Growth: How can you create more stability?
  • Tax Strategies: How can you minimize your tax burden in retirement?
  • IRA Rollovers & Roth Conversions: Are they the right move for you?
  • Investments & Annuities: What role should they play in your financial plan?
  • “Are annuities really safe?” (Hint: It depends on the type of annuity and how it’s structured.)

If you have additional questions, we’re here to answer them all—ensuring you feel confident and in control of your retirement future.

Getting Started

Step #1

Schedule

Schedule Your Free Retirement Review with an experienced advisor who focuses on retirement.

Step #2

Review

We evaluate your current situation and identify key action points — starting to develop your strategy.

Step #3

Plan

Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality

Schedule Your Free Retirement Review

Free Retirement Review

Schedule a Meeting