Mike rises to the occasion and joins Drew as they forge another path in the jungle known as personal finance. They take listener's calls and guide them on topics dealing with online savings accounts, ETFs and a few other topics of interest. Make an appointment with the Financial Consulate at 877-823-7283 and schedule your financial physical today!
Chris joins Drew and together they answer listener's questions in reference to topics concerning annuities, the gifting of money and the function of a title company. Call the Financial Consulate at 410-823-7283 or toll free at 877-823-7283 to schedule a financial physical today!
Drew and Mike share their collective experience on caller's topics in reference to personal finance and investing. In this weeks edition of the Money, Riches and Wealth podcast listeners called in to ask questions about online savings accounts, relocating from Maryland and scams. To learn about the subjects and glean a few more nuggets of helpful information; download. Enjoy!
Drew was having some technical problems however the show must go on and with that Mike joins Drew as co-host of this new installment of the Money, Riches and Wealth podcast.
Together they answer listener's questions in reference to establishing a special needs trust, estate planning and Medicare. To hear the other topics that were discussed, all you have to do is download; enjoy!
Mike came back from vacation and he joins Drew in this new chapter of the Money, Riches and Wealth podcast. The Summer is winding down and the focus is on tax planning for the end of the year. So they talk about what a fiduciary is and how it will benefit you to secure their services, what a QCD is, RMDs and the tax credit you can get with the installation of solar panels. It is all here and then some so download, relax and enjoy.
Drew invited Maddie to co-host in this installment of the Money, Riches and Wealth podcast. Together they help listeners navigate through the minefield associated with financial planning. Some of the topics that are discussed deal with RMDs, pensions, mortgage brokers and umbrella insurance. So download, sit down, educate yourself but most of all enjoy.
Chris is the co-pilot as Drew occupies the captains chair in the latest installment of the Money, Riches and Wealth podcast. Together they take listener's calls and help them deal with with a myriad of financially related topics. Some of the questions concern RMDs, politics and it's effect on the economy, dying without a will and the employee retention credit. As Forest Gump said; "Life is like a box of chocolates. You never know what you are going to get". The goal of the Financial Consulate is to grow the size of your wallet or purse, not your waistline.
The dynamic duo of Drew and Mike take on a number of topics in this episode of Money, Riches and Wealth. Listeners called in to ask if we were in a recession or not, what a step up in cost basis is, charitable contributions and insurance. We know that you know there is more to the show then what we can fit in the description box; so how do you find out? Download and enjoy!
Drew and Mike team up to explain the difference between risk management and insurance and their symbiotic relationship.
However, the show was not entirely on that topic. If you want to know the other talking points that were discussed, a download is all you need.
Mike joins Drew to discuss a subject that most people think they have a firm grasp of; risk management. Together they clarify and dispel some of the myths associated with the topic. In addition to risk management they help callers with Social Security, financial gifts and irrevocable trusts. To get a financial physical with the Financial Consulate, call the office at 877-823-7283.
