September 1 2022

MRW - Podcast - OPEN SHOW - July 13, 2022

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.

MRW - Podcast - OPEN SHOW - July 06, 2022

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.

MRW - Podcast - OPEN SHOW - June 29, 2022

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.

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!

July 1 2022

MRW - Podcast - OPEN SHOW - June 08, 2022

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.

June 29 2022

MRW - Podcast - OPEN SHOW - May 25, 2022

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.

MRW - Podcast - OPEN SHOW - May 18, 2022

The dynamic duo of Drew and Mike return to answer listener's questions concerning topics that range from low risk but high yield investments, unclaimed assert search and Medicare. There are a few more tidbits of information but there is only one way to find out; download and 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.

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!

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!

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