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How Money WorksAuthor: Craig Moser
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 Man Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Mutual Funds vs. ETFs: Which Is Right for You?
Thursday, 19 February, 2026
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. Here's some of what we discuss in this episode: ⚖️ Active vs Passive: Cost and management differences 💸 Expense Ratios: Understanding hidden costs 🧾 Tax Distributions: Year-end capital gain surprises 📈 ETF Comparison: Liquidity and tax efficiency 🌍 Global Allocation: Looking beyond U.S. markets Contact Maestro Wealth: Web: https://maestrowealth.com/ Email: info@maestrowealth.com Phone: 336-448-1086
