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Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 2/16/23

by | Sep 27, 2025 |

Retire…and STAY retired!! …There’s a right way and a wrong way to go about it! If you find yourself stuck in a cookie-cutter big box portfolio– that THEY say is good enough for you,  and you’re worried about where and how you’ll get guaranteed income at a rate of 5% to 11% for life, DON’T MISS OUR SHOW TODAY—insure your income, insure your outcomes, invest the rest with purpose. MASTERING MONEY is on the air!!!

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Mastering Money 2/10/23

by | Sep 27, 2025 |

There are approximately 17,500 companies in the United States, employiing over 80 million people. About 6,000 of those companies trade on the various U.S. stock exchanges. The Standard & Poor’s 500 Index, known simply as the S&P 500, is a market-capitalization-weighted index of 505 of the largest,  large-cap U.S. stocks. Why 505 not, 500 stocks?   We’ll explore that question and more as we shed light on an index that went down nearly 20% in 2022, and which ten stocks did the most damage. Then health insurance and medicare expert Shelley Grandidge joins us.  An info-packed show you don’t want to miss, MASTERING MONEY is on the air!!

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Mastering Money 2/13/23

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 2/14/23

by | Sep 27, 2025 |

Amazon’s stock has taken a dive and not getting up so quickly.  Meta and other big tech companies are laying off tens of thousands of people.  The irony is that it appears to be HEALTHY for the stock market!  Some tech companies are up 50% and more from their low’s, with even more upside potential. Once upon a time, Amazon was the gold standard of tech stocks–but–has Amazon gotten too big, too sloppy, and too slow?  We’ll explore Amazon’s issues and what it means on Wall Street in the Market Intel segment, then Estate Planning Attorney Libby Banks joins us.  An important 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