Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 5/11/23

by | Sep 27, 2025 |

The Federal Reserve has conducted the most severe and sudden tightening of the U.S. economy in over forty years. Playing whack a mole instead of chess, it has created a banking and real estate crisis. We’ll report on 17 banks over-exposed to loans on office buildings at  50 percent occupancy or thereabouts, and how their share prices are nosediving. Then we’ll examine the shakier components of the S & P 500 index, what to avoid,  and what strategies might be better.  Plenty to chew on today…MASTERING MONEY is on the air!!!

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Mastering Money 5/5/23

by | Sep 27, 2025 |

So, what’s the difference between banks and life insurance companies issuing annuities in a financial crisis? A big difference. Fast rising rates by the Fed have HURT banks reserves dramatically, but HELPED insurance companies’ reserves GREATLY. We’ll explain why today and then Shelley Grandidge joins us to review today’s best health insurance and Medicare options…MASTERING MONEY is on the air!!!

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Mastering Money 4/26/2023

by | Sep 27, 2025 |

Today on Mastering Money we explore the reasons why a stock like Johnson & Johnson has so much more firepower than other dividend paying stocks like Procter & Gamble. J & J is a long standing position in the Black Diamond Dividend Growth portfolio, while P & G is not. We explain in the Market Intel segment.  Then Shelley Grandidge joins us in the Q & A Segment to review today’s best choices in Medicare and health insurance.  An informative show you don’t want to miss. MASTERING MONEY is on the air!!!

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Mastering Money 5/4/23

by | Sep 27, 2025 |

Once upon a time, there was a beautiful city by the name of San Francisco. Then woke Democrats took over. Today, it is a mess. Nordstrom and Whole Foods are now leaving San Francisco, proving once again: Go Woke, Go Broke. Defund the police and you defund your economy. The inside scoop in the Market Intel segment, and then we’ll talk about the specifics of an investment strategy for retirement built to take a lickin’ and keep on tickin’…MASTERING MONEY is on the air!!!

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Mastering Money 4/28/23

by | Sep 27, 2025 |

In today’s crazy world smart money seeks safety, quality, liquidity, income, and opportunity in that order. We’ll stay with that theme today and reveal what George Soros and Warren Buffett are buying, as well as an emerging opportunity in the Market Intel Segment. Then health insurance and Medicare expert Shelley Grandidge joins us.  Don’t miss today’s show, MASTERING MONEY is on! the air!!

Check out this episode!

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