July 2 2022

MRW - Podcast - OPEN SHOW - June 22, 2022

Mike and Drew are together again in this new installment of the Money, Riches and Wealth podcast. They help listeners understand the complexities of the Government Thrift Savings Plan (TSP), I-Bonds and Annuities. Yes, there is more but there is a limited number of characters the description can hold. So how do you find out what else there is; download. Enjoy!

May 20 2022

MRW - Podcast - OPEN SHOW - May 11, 2022

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.

MRW - Podcast - OPEN SHOW - May 04, 2022

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!

April 25 2022

MRW - Podcast - OPEN SHOW - April 20, 2022

Drew and Maddie join forces to answer listener's questions on topics ranging from capital gains to stopping social security payments. As usual there are more topics but we save the rest as a surprise; download and enjoy!

April 20 2022

MRW - Podcast - Peter Haukebo (guest) - April 13, 2022

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!

April 13 2022

MRW- Podcast - OPEN SHOW - April 06, 2022

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.

March 30 2022

MRW- Podcast - OPEN SHOW - March 23, 2022

Drew and Mike collaborate to talk with listeners about wills, tax brackets and what really makes a financial advisor a financial advisor. These are just some of the topics discussed but the episode description box limits the number of characters; think of the MRW Podcast as Cracker Jack for adults. Download and enjoy!

March 23 2022

MRW - Podcast - OPEN SHOW - March 16, 2022

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!

March 8 2022

MRW - Podcast - OPEN SHOW - March 02, 2022

As we start to end the first quarter of 2022, you'd think that taxes would be on everyone's mind. They might be however in this new episode of the MRW Pocast Drew and Mike talk with callers about everything else but taxes. The topics of international funds and Russia, Social Security and capital gains are a few that grab the spotlight. Enjoy!

February 24 2022

MRW - Podcast - Laurence (Larry) Kotlikoff (guest) - February 23, 2022

Drew talks with author and Economics Professor, Larry Kotlikoff about the things people can do to build a sound financial foundation where you can prosper.

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