Episodes

4 days ago
4 days ago
Peter makes his return as a cohost with Drew this week as they talk to callers and answer questions regarding Index ETFs, tax deduction vs. tax credit, what to do when a stock goes bankrupt, diversification, and more! Download and enjoy!

Friday Mar 14, 2025
MRW - Podcast - OPEN SHOW - March 13, 2025
Friday Mar 14, 2025
Friday Mar 14, 2025
Jackson joins Drew again as a cohost this week as they talk to callers and answer questions regarding social security, annuities, selling your home, taxes, and more! Download and enjoy!

Thursday Mar 06, 2025
MRW - Podcast - OPEN SHOW - March 05, 2025
Thursday Mar 06, 2025
Thursday Mar 06, 2025
Chris joins Drew on the air this week as they take questions from callers regarding insurance, spending money on a family member as POA, LTC Revocable vs. Irrevocable Trust Medicaid attachable, tax deductions, and more! Download and enjoy!

Friday Feb 28, 2025
MRW - Podcast - OPEN SHOW - February 26, 2025
Friday Feb 28, 2025
Friday Feb 28, 2025
Jackson makes his return on air with Drew as they talk to callers about bitcoin, pensions, investments, and more! Download and enjoy!

Thursday Feb 20, 2025
MRW - Podcast - OPEN SHOW - February 19, 2025
Thursday Feb 20, 2025
Thursday Feb 20, 2025
Leo is back on the air with Drew this week as they answer questions from callers regarding gifting money to children, converting 60 day rollovers to Roth, rounding when preparing a tax return, and more! Download and enjoy!

Thursday Feb 20, 2025
MRW - Podcast - OPEN SHOW - February 12, 2025
Thursday Feb 20, 2025
Thursday Feb 20, 2025
Drew is solo this week as he talks to callers and answers questions regarding Roth IRAs, investing in ETFs or individual stocks, when to take social security, and more! Download and enjoy!

Monday Feb 10, 2025
MRW - Podcast- OPEN SHOW - February 05, 2025
Monday Feb 10, 2025
Monday Feb 10, 2025
Chris is Drew's cohost this week as they take questions from callers regarding trustee to trustee transfers, 403-(b) plans, annuities, and more! Download and enjoy!

Wednesday Feb 05, 2025
MRW - Podcast - OPEN SHOW - January 29, 2025
Wednesday Feb 05, 2025
Wednesday Feb 05, 2025
Drew welcomes Peter back as his cohost as they talk to callers regarding taxes in Maryland, unrealized gains, IRA contributions, online high-yield saving accounts, and more! Download and enjoy!

Thursday Jan 23, 2025
MRW - Podcast - OPEN SHOW - January 22, 2025
Thursday Jan 23, 2025
Thursday Jan 23, 2025
Leo makes his return on the air with Drew this week as they talk to callers about social security, Roth conversions, taxation of lottery winnings, estate tax, and more! Download and enjoy!

Thursday Jan 16, 2025
MRW - Podcast - OPEN SHOW - January 15, 2025
Thursday Jan 16, 2025
Thursday Jan 16, 2025
Peter is Drew's cohost this week as they talk to callers and answer questions regarding high yield savings accounts, RMD's, estate tax, traditional IRA benefits, and more! Download and enjoy!