Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
Listen Now

Mastering Money 1/26/23

by | Sep 27, 2025 |

Larry Kudlow kicks off our show with his daily Riff, then we dig into one of the unforeseen problems the Federal Reserve is causing with its tightening program. With ten million job openings, millions of people would still rather collect unemployment checks than go to work. Some startling statistics from the Wall Street Journal next, then a way to never have to worry about another market crash as long as you live, growing a six figure income and a seven figure portfolio—SAFELY.  A loaded show you don’t want to miss, MASTERING MONEY is on the air!!!

Check out this episode!

Mastering Money 2/7/23

by | Sep 27, 2025 |

Today is an extra special day on Mastering Money — we welcome the great economist and Fox Business show host Larry Kudlow, who served in both the Reagan and Trump administrations. Larry joins us right after we do a deep dive into cyclical stocks. We’ll talk about what they, when to invest in them, and when NON-cyclical stocks can be the better choice.  A great show you don’t want to miss, MASTERING MONEY  is on the air!!!

Check out this episode!

Mastering Money 2/8/23

by | Sep 27, 2025 |

Today, in the Market Intel segment,  we’ll review a stock pick from Barrons that we will be adding to the Blue Diamond Tech And Energy portfolio today—could be a real mover—then Shelley Grandidge joins us to talk about health insurance– Mastering Money i on the air!!

Check out this episode!

Mastering Money 2/9/23

by | Sep 27, 2025 |

Let’s get REAL… you are PLANNING your retirement in a CRAZY world, at a CRAZY time. What’s your PLAN? Should you just keep your retirement nest egg in a cookie cutter pile of mutual funds waiting to get whacked by the next economic downturn– with no plan for guaranteed income? Great retirements are built on solid retirement income exceeding your expenses. Stop floating on an ocean with no specific, guaranteed plan for income. Its time for a new, upgraded financial plan.  We will do a deep dive today into the Common Sense fundamentals.  Don’t just manage your money, MASTER your money. MASTERING MONEY is on the air!!

Check out this episode!

Mastering Money 1/16/23

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!!!

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