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.
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 is flying solo in this installment of the Money, Riches and Wealth Podcast. Drew helps listeners by sharing his knowledge as callers journey through the turbulence associated with financial planning and investments. In this edition, Drew navigates through such topics as blue chip stocks, the clarification of the Maryland Retirement Income Tax Elimination Act and getting remarried late in life. It is all here and all you have to do is download, fasten your seatbelt, and enjoy.
Drew and Mike team up for the second week in a row to help callers understand what a spousal IRA is, what are H-Bonds and quantitative easing.
There is always more but to find out, a few clicks will allow you to listen to the podcast and find out what other hidden gems are awaiting your discovery.
Drew and Mike are two for two as they team up for the second week in a row to talk with listeners about I-Bonds, the possibility of Amazon being broken up, Roth conversions and reverse mortgages. The show is like Cracker Jack and the prize is at the bottom; what will it be? To find out it is best to download and enjoy. We think it is better than a band of gold.
In this installment of the MRW Podcast, Drew and Mike share copious amounts of information on such topics as young investors, home insurance and everyone's favorite, taxes! There is more but the description box is small; indulge by downloading. Enjoy!
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!
For the first time in a long time, Mike joins Drew to share their financial knowledge with listeners. Callers need help with topics ranging from Medicare to 529s. Drew and Mike also talk about how to spend money; i.e. cash vs. credit cards. They also demystify the topic of tax brackets. So, download, learn but most of all enjoy this new episode of the Money, Riches and Wealth podcast.
Drew and Maddie join forces to answer several listener's financial questions. They address the subject matter of long term care insurance, the history of Social Security, the definition of a Q.C.D and a few other topics. To find out more, download and enjoy! To talk about your personal financial needs, call the Financial Consulate at 877-823-7283.
