February 10 2021

MRW - Podcast - Ferrier Stillman (guest) - February 03, 2021

In this episode Drew is joined by Ms. Ferrier Stillman to discuss family law and the various ways it can impact financial planning.

MRW - Podcast - OPEN SHOW - January 27, 2021

Drew and Mike talk with listeners about topics such as early retirement and Social Security, options you have in case you did not save enough to retire, the Biden tax plan and the growth of solar stocks.

January 27 2021

MRW - Podcast - Kandace Scherr (guest) - January 20, 2021

Drew talks with Kandace Scherr, Esq. about elder care planning. They discuss how a qualified elder care lawyer can help you navigate through or around a delicate but difficult situation that we all have to cope with at some point in our lives.

January 14 2021

MRW - Podcast - OPEN SHOW - January 13, 2021

In this episode of the Money, Riches and Wealth podcast, Drew and Mike are back together to talk about how the election might affect your financial strategy, the effect of moving to a different state, how a state's income tax impacts you and inheriting an IRA, just to mention a few topics. If you need to talk specifically about your financial goals, you can call during the show or call The Financial Consulate office directly at 877-823-7283 to speak with a member of the team.

MRW - Podcast - OPEN SHOW - January 06, 2021

Drew and Chris talk with listeners about the difference between trading and investing, capital gains tax and taking social security while on disability. To get the full picture listen to the podcast or call The Financial Consulate, toll free at 877-823-7283 to discuss your financial and investment needs.

January 1 2021

MRW - Podcast - Charles Schwab (guest) - December 30, 2020

While Drew was on vacation, he wanted a rebroadcast and a re-posting of a show done earlier in 2020 with Charles Schwab. Drew talks to Mr. Schwab about his life and how he changed the way investing in one's future is done.

If you have a question about your financial future, do not hesitate to call during the show or the Financial Consulate office, toll free at 877-823-7283.

December 30 2020

MRW - Podcast - OPEN SHOW - December 23, 2020

In this new edition of the Money, Riches and Wealth podcast, Drew answers listener's questions ranging from bill payment, insurance, RMDs and capital gains tax. In addition, Drew shares a gift that will put your mind and soul at ease in what is truly the most difficult year in our lifetime.

December 21 2020

MRW - Podcast - OPEN SHOW - December 16, 2020

Flying solo, Drew shares his knowledge about charitable contributions/deductions, credit cards, ROTH IRA conversions, itemization and that is just a start. You can hear the show live every Wednesday night from 6 to 7pm Eastern time on WCBM, AM 680 or you can visit the station's web page and press the "listen live" button to stream it to your device.

December 15 2020

MRW - Podcast - OPEN SHOW - December 09, 2020

In this episode, Drew and Chris talk to listeners about how to pay for college, long held investments and how to stay calm during a financial roller-coaster ride, just to name a few.
 

December 9 2020

MRW - Podcast - OPEN SHOW - December 02, 2020

In this episode, Drew and Mike touch on the subjects of: crypto currency, define a wash sale and the benefits of financial planning just to name a few. If you have a question about your financial future, don't hesitate to call during the show or the Financial Consulate office, toll free at 877-823-7283.

« Older episodes ·



Play this podcast on Podbean App