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Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 2/27/23

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 2/28/23

by | Sep 27, 2025 |

The real estate bubble is losing altitude. A Wall Street Journal report shows that apartment rents fell in every major metropolitan area in the U.S. over the six months through January 2023, a trend the Journal says is poised to continue. Why?  The biggest delivery of newly built apartments in nearly four decades is about to hit the supply side. We’ll have that report for you in the Market Intel Segment, then review the smart way to plan your retirement with less risk and lower fees.

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Mastering Money 2/24/23

by | Sep 27, 2025 |

Windmills the size of the Statue of Liberty are failing more often, killing whales and causing concern for investors, insurance companies, and regulators. But it looks like they are here to stay. We’ve got an intriguing report on the state of the state in Windmill technology and it may shock you.  Then health insurance expert Shelley Grandidge joins us.  An informative show you don’t want to miss, MASTERING MONEY is on the air!!

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Mastering Money 3/1/23

by | Sep 27, 2025 |

While U.S. offices are half empty three years into the Covid-19 pandemic, workplaces in Europe and Asia are bustling again, reports the Wall Street Journal. According to a  recent Gallup poll, 45 percent of full time U.S. workers still work from home or mostly from home. We’ll review why it matters in the Market Intel segment, then Medicare and Health Insurance expert Shelley Grandidge joins us.  A fact filled show you don’t want to miss…MASTERING MONEY is on the air!!!

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Mastering Money 2/17/23

by | Sep 27, 2025 |

So, ..what factors drive return-on-investment in the stock market? We know that the stock market is all about supply and demand, but researchers have isolated multiple factors that, when properly employed, show evidence of increasing investment returns over time. Isolating and separating those factors may put an investor in the position of outperforming benchmarks like the S & P over time—or matching benchmarks with less risk—which is just as important. Global markets are made up of dozens of asset classes and millions of individual securities…making it challenging to understand what really matters for your portfolio. Today, we’ll review in detail what really matters and why you need an asset allocation model built for a new financial environment. Then Medicare specialist Shelley Grandidge joins us. A big 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