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!
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!
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.
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.
Drew flies solo in this edition of the MRW Podcast and as usual, does a fine job talking with listener's and solving their financial questions. A few of the concerns that Drew address' are, Medicare, Social Security, IRAs and real estate.
The podcast is like Cracker Jack and is best savored at a slow and steady pace; it's an adventure.
Mike is co-hosting with Drew in this edition of the Money, Riches and Wealth podcast and together they listen and answer caller's questions about charitable distributions, Medicaid look back and the difference between pre and post tax money used for a second home. We know the podcast is informative but did you know about the MRW Database/Library? It is easy; go to the Financial Consulate webpage and click on Knowledge Center at the top of the page.
Enjoy!
Drew focused on helping the small business owner by talking with Peter Haukebo, an attorney, in reference to PPP Loans and the Employer Retention Credit. We suggest even if you are not a small business owner now you may be in the future; knowledge is power.
Download and enjoy!
Drew and Chris get together and talk with listeners on topics ranging from dying without a will in Maryland, leaving your estate to charity and how to set up an investment account for a child. If you are a regular listener to the MRW Podcast, you know that there is more than the description box can hold. If you are new follower, the only way to get all of the information is to download and enjoy. The best way to learn is call the Financial Consulate and see what the team can do for you toll free at 877-823-7283 or 410-823-7283.
Drew and Chris draw upon their experience and knowledge to tackle topics such as when it is best to either rent a home versus selling it, taxes associated with a trust bankruptcy and......?
You never know what is in the box until you open it so download, educate yourself but most of all, enjoy!
