Episodes
6 days ago
6 days ago
Mike is back on the air this week with Drew as they answer questions regarding RMDs, interest rate cuts, social security and how to maximize it, and more! Download and enjoy!
6 days ago
6 days ago
Chris makes his return as a cohost with Drew as they take questions from callers regarding step-up in basis, government pension offset, IRAs, and more! Download & enjoy!
Thursday Oct 24, 2024
MRW - Podcast - OPEN SHOW - October 23, 2024
Thursday Oct 24, 2024
Thursday Oct 24, 2024
Drew welcomes Leo back this week as they talk to callers and answer questions regarding impacts of larger RMD's on IRMAA, how to invest given falling interest rates, penalty (tax-wise) for getting married, social security survivor benefit, and more! Download and enjoy!
Tuesday Oct 22, 2024
MRW - Podcast - OPEN SHOW - October 16, 2024
Tuesday Oct 22, 2024
Tuesday Oct 22, 2024
Peter is back on the air this week with Drew as they answer questions regarding EE bonds, RMD's, social security taxation, health insurance, and more! Download and enjoy!
Thursday Oct 10, 2024
MRW - Podcast - OPEN SHOW - October 09, 2024
Thursday Oct 10, 2024
Thursday Oct 10, 2024
Drew welcomes Leo this week as they talk to callers and discuss titling of accounts when you pass away, social security survivor benefit, when to collect social security as a widow, and more! Download and enjoy!
Tuesday Oct 08, 2024
MRW - Podcast - OPEN SHOW - October 02, 2024
Tuesday Oct 08, 2024
Tuesday Oct 08, 2024
Mike is Drew's cohost this week as they take questions from callers regarding freezing credit reports, The Corporate Transparency Act, filing taxes, and more! Download and enjoy!
Thursday Sep 26, 2024
MRW - Podcast - OPEN SHOW - September 25, 2024
Thursday Sep 26, 2024
Thursday Sep 26, 2024
Chris joins Drew this week as they answer callers questions regarding social security, RMD's when to retire, retirement plans at work, and more! Download and enjoy!
Thursday Sep 19, 2024
MRW - Podcast - OPEN SHOW - September 18, 2024
Thursday Sep 19, 2024
Thursday Sep 19, 2024
Jackson is back on the air with Drew this week as they take questions from callers regarding government pensions, Roth IRAs, life insurance, investments, and taxes. Download & enjoy!
Thursday Sep 12, 2024
MRW - Podcast - OPEN SHOW - September 11, 2024
Thursday Sep 12, 2024
Thursday Sep 12, 2024
Drew welcomes Peter back this week as they talk to callers and discuss Medicare, when to sign up for social security, investment vehicles for small businesses, and more! Download and enjoy!
Friday Sep 06, 2024
MRW - Podcast - OPEN SHOW - September 04, 2023
Friday Sep 06, 2024
Friday Sep 06, 2024
Mike makes his return as a cohost with Drew this week as they talk to callers and answer questions regarding taxes on the sale of a house, Medicare Part D and other Medicare plans, capital gains, and more! Download and enjoy!