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!

MRW - Podcast - OPEN SHOW - June 15, 2022

Chris joins Drew this week to tackle listener's questions about life estate deeds, volatility and collision insurance that rental car companies try to sell you. All this and more in this installment of the Money, Riches and Wealth podcast. 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.

MRW - Podcast - Raj Goel (guest) - June 01, 2022

As the population of the U.S. ages, many people are taking care of their parents while they themselves are preparing to leave their children. As a result of this trend and changing statutes, Drew talks with Raj Goel who is an attorney who specializes in elder care and estate planning. It is an episode you not only want to download but keep for reference.

June 29 2022

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.

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!

May 11 2022

MRW - Podcast - OPEN SHOW - April 27, 2022

Mike joins Drew in this episode of the MRW Podcast. They talk with listeners about their concerns in reference to Probate Share, Twitter and Amazon Bonds.  These are just some of the topics that listeners call about and each episode is like a box of chocolates. 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!

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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