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How Money Works

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by Craig Moser

5.0(1 reviews)
142 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
69

Podcast Authority

Beta
GoodBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality87
Social0
YouTube93
Engagement32
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Podcast Overview

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. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services(SM), Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services(SM). Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc. All other insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management(SM) does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management(SM) or its subsidiaries. Avantax Wealth Management(SM) is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Language

🇺🇲

Publishing Since

3/27/2020

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69

Podcast Authority

Beta
GoodBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality87
Social0
YouTube93
Engagement32
Learn more
9
Excellent Areas
1
Good Performance
9
Growth Opportunities
excellent
Episode Length
20 minutes
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good
iTunes Tags
7.2/10

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Every 15 days

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Recent Episodes

Episode thumbnail for Mutual Funds vs. ETFs: Which Is Right for You?

February 19, 2026

Mutual Funds vs. ETFs: Which Is Right for You?

<p class="MsoNoSpacing">Mutual funds have been a staple of investing for decades, but are they still the best option? Craig & Jennifer walk through how mutual funds really work, where they shine, and where investors can get surprised, especially when it comes to taxes and costs. They also break down how ETFs compare, highlighting their liquidity, tax efficiency, and the choices investors have for building a diversified portfolio. Plus, a personal update from the Moser family and an exciting announcement about the future of the show.</p> <p class="MsoNoSpacing"><strong>Here's some of what we discuss in this episode:</strong></p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> ⚖️</span> Active vs Passive:</strong> Cost and management differences</p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> 💸</span> Expense Ratios:</strong> Understanding hidden costs</p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> 🧾</span> Tax Distributions:</strong> Year-end capital gain surprises</p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> 📈</span> ETF Comparison:</strong> Liquidity and tax efficiency</p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> 🌍</span> Global Allocation:</strong> Looking beyond U.S. markets</p> <p class="MsoNoSpacing"><strong>Contact Maestro Wealth:</strong></p> <p class="MsoNoSpacing">Web: https://maestrowealth.com/</p> <p class="MsoNoSpacing">Email: info@maestrowealth.com</p> <p class="MsoNoSpacing">Phone: 336-448-1086</p>

Episode thumbnail for Is DIY Financial Planning Costing You?

February 5, 2026

Is DIY Financial Planning Costing You?

<p class="MsoNoSpacing">Doing it yourself feels empowering, until the margin for error disappears. Craig and Jennifer look at why many people stick with a DIY financial approach longer than they should, and how retirement quietly changes the stakes. Small decisions start to matter more, timelines get longer, and mistakes get harder to unwind. The real question isn't can you do it yourself, it's should you?</p> <p class="MsoNoSpacing"><strong>Here's some of what we discuss in this episode:</strong></p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> 🛠️</span> DIY Mindset:</strong> Why people choose to manage money themselves</p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> ⚠️</span> Common Pitfalls:</strong> Where DIY strategies often fall short</p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> 📉</span> Real-Life Mistakes:</strong> How small errors become costly</p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> 🤝</span> Advisor's Role:</strong> What experience adds beyond investments</p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> ⏳</span> Living Longer:</strong> Why longevity multiplies financial risk</p> <p class="MsoNoSpacing"><strong><span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"> 🧭</span> Planning Matters:</strong> Turning uncertainty into structure</p> <p class="MsoNoSpacing"><strong>Contact Maestro Wealth:</strong></p> <p class="MsoNoSpacing">Web: https://maestrowealth.com/</p> <p class="MsoNoSpacing">Email: info@maestrowealth.com</p> <p class="MsoNoSpacing">Phone: 336-448-1086</p>

Episode thumbnail for Navigating Financial Changes in 2026: Retirement, Taxes & Medicare

January 15, 2026

Navigating Financial Changes in 2026: Retirement, Taxes & Medicare

Host Craig and guest Jennifer discuss 2026 financial changes impacting retirement, including Social Security, Medicare, and tax strategies for seniors.

142 total episodes available

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What is How Money Works?

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.

If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services(SM), Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services(SM). Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc. All other insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management(SM) does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management(SM) or its subsidiaries. Avantax Wealth Management(SM) is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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