Episodes

4 days ago
4 days ago
Mike joins Drew this week as they talk with callers and discuss high-yield savings accounts, selling a primary residence, digital currency, gold, and much more. Download and enjoy!

Thursday Sep 07, 2023
MRW - Podcast - OPEN SHOW - September 06, 2023
Thursday Sep 07, 2023
Thursday Sep 07, 2023
Leo is back as a co-host with Drew as they take questions from callers regarding Roth conversions, how to leave inheritance behind to family, what to do if you are a victim of fraud and more! Download and enjoy!

Thursday Aug 31, 2023
MRW - Podcast - OPEN SHOW - August 30, 2023
Thursday Aug 31, 2023
Thursday Aug 31, 2023
Jackson is back with Drew this week as they take questions about the Maryland senior tax credit, income tax, estate planning, types of trusts and more! Enjoy!

Thursday Aug 24, 2023
MRW - Podcast - OPEN SHOW - August 23, 2023
Thursday Aug 24, 2023
Thursday Aug 24, 2023
Chris joins Drew as a co-host this week as they discuss acquiring a pension from an old employer, Medigap policies, RMD's, and more with callers. Download & enjoy today!

Thursday Aug 17, 2023
MRW - Podcast - OPEN SHOW - August 16, 2023
Thursday Aug 17, 2023
Thursday Aug 17, 2023
Drew and Mike are back together hosting as they answer questions regarding social security, pension plans (lump sum vs. annuity), trustee-to-trustee transfers, and more! Download and enjoy!

Thursday Aug 10, 2023
MRW - Podcast - OPEN SHOW - August 09, 2023
Thursday Aug 10, 2023
Thursday Aug 10, 2023
Maddie is back with Drew as they discuss the best way to do Roth conversions,
taking RMDs from 401ks while still working, and moving out of the US for retirement. Enjoy!

Thursday Aug 03, 2023
MRW - Podcast - OPEN SHOW - August 02, 2023
Thursday Aug 03, 2023
Thursday Aug 03, 2023
Maddie joins Drew this week to help take listener's calls regarding which custodial accounts to use, charitable remainder annuity trusts (CRAT), donor-advised funds, and more! Download & enjoy!

Monday Jul 31, 2023
MRW - Podcast - OPEN SHOW - July 26, 2023
Monday Jul 31, 2023
Monday Jul 31, 2023
Drew & Jackson team up and take questions from callers regarding Social Security, Roth 401ks, and gold. Download and enjoy!

Friday Jul 28, 2023
MRW - Podcast - OPEN SHOW - July 19, 2023
Friday Jul 28, 2023
Friday Jul 28, 2023
Chris makes an appearance as co-captain while Drew manages the team and together they field callers questions on topics concerning survivor benefits, high interest savings accounts and joint tenants with right of survivorship. Download, educate and enjoy!

Friday Jul 28, 2023
MRW - Podcast - OPEN SHOW - July 12, 2023
Friday Jul 28, 2023
Friday Jul 28, 2023
Mike joins Drew and together they talk with callers about about Roth IRAs, the 529 plan and fee only annuities. Download and enjoy!