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!
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.
Mike sits in the co-pilot chair as Drew guides the boat through the treacherous water of I- Bonds, Estate Tax and the decision one has to make between leaving an inheritance or a gift for loved ones.
Download this episode of the MRW Podcast to see how they can help you keep yourself financially afloat.
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!
Maddie, a relative newcomer to the staff of the Financial Consulate, joins Drew and together they talk with listeners about technological advancements and their impact on investing, applying for Medicare and the pros and cons of a long term care insurance policy. The shows are excellent tools but to get a better picture of your financial future call the Financial Consulate at 877- 823-7283 for your financial physical.
