Money, Riches & Wealth - The Podcast

Drew, Chris and a new employee of the Financial Consulate, Jackson Courtney, talk with listeners about the tax benefits of IRA contributions, Roth IRAs and 401ks, withdraw amounts and investment firm fees versus using a fee only firm like the Financial Consulate. Call the office today and make an appointment for your financial physical.

Drew and Mike talked with listeners about IRS payments, beneficiaries, spousal benefits and social security, 401Ks and many other subjects associated with financial planning. To learn more; download and enjoy!

Drew and Chris answer listener's questions in reference to social security, the definition of a fiduciary, bonds and investments. Call the office to make an appointment for your financial physical today at 1-877-823-7283.

Drew and a new co-host from the Financial Consulate team, Madison (Maddie) Bennett, discuss listener topics ranging from home title lock to the cost of living to Roth conversion and that was in the first few phone calls. You can get the full scope of the show by downloading this and every episode of the MRW podcast. To find out what your financial future will look like, call the Financial Consulate and make an appointment for your financial physical at 877-823-7283.

Drew, Chris and listeners talk about subjects ranging from taxes in retirement to having enough money to retire. They address more subjects but to get the full story, you will have to download this new episode of the; "Money, Riches and Wealth" podcast. Enjoy.

Mike and Drew listened to caller's questions and provided sound information. A few of the topics discussed cryptocurrency, defined what a dividend aristocrat is, taxes and how they could affect your 401k withdraws depending on where you live and much more. Download. Load. Grow.

Drew and Chris team up in this new episode to answer listener's questions about home equity, financial planning fees and stimulus checks just to name a few. If you want to find out what other topics they talked about download, listen and enjoy!
If you would like to schedule a financial physical, call the Financial Consulate Toll Free: 877-823-7283 or locally at 410-823-7283.

Drew is joined by a friend, Ramon Baez who was a former CIO for HP and Kimberly-Clark; Ramon specialized in cybersecurity. It is an open show that answers listener's questions ranging from social security, estate taxes and the possible pitfalls of moving to another state but Ramon's insight to cybersecurity is something we should pay close attention to.

Drew and Chris talked with listeners on the topics of immigration and tax returns, the Maryland stimulus checks, real estate/capital gains tax and trust accounts just to name a few. If you have a question about your financial future, call the Financial Consulate toll free at 877-823-7283; proudly serving the Mid-Atlantic region.

Drew is back in the captain's seat with Mike as his co-pilot. The two of them answer listener's questions in reference to fraudulent tax returns and how you can avoid being a potential victim, the definition of a housing bubble versus a hot housing market, the government's printing money without financial backing and RMDs. These are just some of the topics in this episode so download, listen and enjoy but most importantly learn how to understand these financially chaotic times.