Episodes
Monday Jun 12, 2023
MRW - Podcast - OPEN SHOW - May 31, 2023
Monday Jun 12, 2023
Monday Jun 12, 2023
Leo makes an appearance as Drew's co-host this week. In this installment of the Money, Riches and Wealth podcast, the two take listener's calls and discuss capital gains, donor advised fund and explain what a transfer on death is. As usual there is more so download and enjoy!
Sunday Apr 09, 2023
MRW - Podcast - OPEN SHOW - April 05, 2023
Sunday Apr 09, 2023
Sunday Apr 09, 2023
Chris joins Drew as co-host as the end of tax season draws to a close. Listeners are diligently trying to file their taxes and as a result they call in to ask about Social Security, an inheritance and a ROTH IRA contribution as well as ROTH IRA penalties on withdraws. These are just some of the nuggets of financial knowledge that the Financial Consulate shares. Call them today to set up your financial physical.
Wednesday Mar 29, 2023
MRW - Podcast - OPEN SHOW - March 22, 2023
Wednesday Mar 29, 2023
Wednesday Mar 29, 2023
Leo steps up to the plate as co-host and joins Drew in this installment of the Money, Riches and Wealth podcast. As we get closer to the deadline for filing income tax, the team answers questions in reference to Turbo Tax, disability and oil and fuel royalty trusts. Call the Financial Consulate and hit a home run by scheduling your financial physical today, 877-823-7283.
Enjoy!
Saturday Mar 11, 2023
MRW - Podcast - OPEN SHOW - March 01, 2023
Saturday Mar 11, 2023
Saturday Mar 11, 2023
Drew asks Leo to co-host this week and they answer caller's questions in reference to taxes and gift recipients, depreciation and converting a 403B into an IRA. Drew proves that fireworks are not only for the Fourth of July when it comes to taxation and the Federal Government!
Tuesday Mar 07, 2023
MRW - Podcast - OPEN SHOW - February 22, 2023
Tuesday Mar 07, 2023
Tuesday Mar 07, 2023
Drew took time off so Mike and Chris team up to talk with callers about taxing the sale of personal goods, a credit freeze and last but not least, annuities.
Just when you think you've heard everything relating to personal finance, a new episode of Money, Riches and Wealth appears and you learn something fresh. Enjoy!
Tuesday Feb 14, 2023
MRW - Podcast - OPEN SHOW - February 01, 2023
Tuesday Feb 14, 2023
Tuesday Feb 14, 2023
Drew invites Leo to join him in this new installment of the Money, Riches and Wealth podcast and together they talk to callers about interval funds, itemization and the difference between a Roth IRA and a Roth 401k. Enjoy!
Thursday Feb 02, 2023
MRW - Podacast - OPEN SHOW - January 25, 2023
Thursday Feb 02, 2023
Thursday Feb 02, 2023
It's Mike's first appearance with Drew in 2023 and together they help listener's cope with the pitfalls involved with financial planning. A few of the topics discussed are the A.A.R.P., the 529 plan and what an umbrella insurance policy is. You know what you need to do to educate yourself so enjoy!
Friday Jan 06, 2023
MRW - Podcast - OPEN SHOW - January 04, 2023
Friday Jan 06, 2023
Friday Jan 06, 2023
In the first show of a new year, Chris joins Drew and together they help listeners with topics ranging from amended taxes to the secure act to the transferring of money between institutions. They also touch on the new tax laws. Ring in 2023 with a new download of the MRW Podcast!
Thursday Dec 29, 2022
MRW - Podcast - OPEN SHOW - December 28, 2022
Thursday Dec 29, 2022
Thursday Dec 29, 2022
Drew closes 2022 with Mike as co-host and together they talk with callers on topics in reference to Social Security, financial journalists, taking a cash payout versus receiving pension payments; so download and enjoy!
Call the Financial Consulate today to set up your financial physical at 877-823-7283. Happy New Year!
Monday Dec 12, 2022
MRW - Podcast - OPEN SHOW - November 30, 2022
Monday Dec 12, 2022
Monday Dec 12, 2022
Drew and Mike team up to help callers learn about Roth IRAs, RMDs, QCDs and what these acronyms stand for and how they relate to investing. We want you to learn how to be a better investor so download and enjoy.