How Money Works Podcast

Financial Planning with Mark Twain (Originally aired January 16, 2021)

In this episode, Craig and Jennifer Moser look at two of Bob Farrell's  10 Rules of Investing.  They are:  #9 - When all the experts and forecasts agree, something is about to happen.#5 - The public buys the most and the top and the least at the bottom.They also take a look at 2021 and discuss understanding new legislation (like COVID-related stimulus), and reviewing old legislation (SECURE Act and RMD changes, IRA stretch, etc).

Bob Farrell's Rules of Investing, 2021 Preview, legislation, tax documents, values based planning, tax consequences, mailbag, and more. (Originally aired 1/09/21)

Financial Stocking Stuffers: Annuities, Apple Stock, High Yield Bonds, Life Insurance, and more. (Originally aired December 26, 2020)

Catch-up Contributions, Disappearing Debt, Downsizing, Twilight Career and more. (Originally aired December, 2020)

End of Year Planning: Retirement Contributions, CARES ACT, HSAs, Roth Conversion, etc. (Originally aired December 5, 2020)

The 4% Rule, Planning for Income Gaps, Social Security and more. (Originally aired November 21, 2020)

Living the Dream, Mistakes Couples Make, and Mailbag (Originally aired November 7, 2020

Financial Matters People Put Off, Retirement Income Gaps, and Mailbag. (Originally aired October 31, 2020)

4 Worlds of Money: Banking, Insurance, Real Estate and Wall Street (Originally aired October 24, 2020)

Financial Planning with Winston Churchill, Finding the Right Prescription, Red Flags, and Mailbag. (Originally aired October 19, 2020)

Health Insurance and Medicare with Special Guests Dean Kontos and Paul Spanos

Things that don't matter until they do, Uncommon Sense, Football, and Mailbag (Originally aired October 3, 2020)

Football and Financial Planning, Common Sense is Often Financially Uncommon, Things You Don't Realize are Important (Originally aired September 26, 2020)

Financial Planning by Profession, Financial Planning with Mom, Tax Planning and Mailbag (Originally aired September 19, 2020)

Financial Planning Based on Your Profession, Advice Mom Gave Us,Ttax Planning, and Mailbag (Originally aired September 12, 2020)

Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works.

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How Money Works Podcast

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