Money, Riches & Wealth - The Podcast

Peter joins Drew on the air this week as they talk to callers and answer questions regarding deductions for charitable giving, social security, taxes regarding Roth IRAs, inherited annuities, and more! Download and enjoy! 

Drew is joined by Chris this week as they answer questions regarding the process of QCDs, S&P 500 index, index annuities, trump account qualifications and their purpose, and more! Download and enjoy!  

Drew is solo this week as he talks to callers and answer questions regarding Medicare Part B late enrollment fee, signing up for Medicare, ACA enrollment, scams,  401k rollovers, and more! Download and enjoy!

Leo joins Drew this week as they talk to callers and answer questions regarding bonds vs. stocks in a portfolio, Trump accounts, Medicare supplemental policies, late estimated tax payment penalties, and more! Download and enjoy!

Peter makes his return on the air with Drew as they talk to callers and answer questions regarding how to purchase Space X, estimated taxes for covering capital gains, group medical plans for religious organizations, Vanguard mutual funds vs ETF, and more! Download and enjoy!

Chris is on the air with Drew this week as they talk to callers and answer questions about Medicare! Chris and Drew dive into Medicare and Medicare Supplemental Plans. Download and enjoy!

Drew is joined by Jackson this week as they talk to callers and answer questions regarding tax filing, zero-fee index funds, Roth 401(k) rollovers and more! Download and enjoy!

Leo returns on the air this week with Drew as they talk to callers and answer questions regarding taxes when you are physically handicapped, taxation of an installment sale when you move states, gifting and reporting when giving stock, FDIC insurance, and more! Download and enjoy! 

Peter joins Drew on the air this week as they answer questions regarding tax forms for an IRA to Roth conversion, the pros and cons of a 10 year treasury bond, putting money away in a 529 plan, life care facilities, and more! Download and enjoy! 

Chris joins Drew this week as they talk to callers and discuss 529 accounts, loaning money to children, the cost of college, FDIC insurance, and more! Download and enjoy!