November 11 2022

MRW - Podcast - OPEN SHOW - November 09, 2022

Drew invites Jackson to co-host in this weeks installment of the Money, Riches and Wealth Podcast. Together they help callers understand what a fiduciary is, politics and how it affects personal finance and buying precious metals. It is all here and then some so download and enjoy!

September 3 2022

MRW - Podcast - OPEN SHOW - August 31, 2022

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.

MRW - Podcast - OPEN SHOW - August 17, 2022

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.

MRW - Podcast - OPEN SHOW - August 10, 2022

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!

September 2 2022

MRW - Podcast - OPEN SHOW - July 27, 2022

Mike joins Drew to discuss a subject that most people think they have a firm grasp of; risk management. Together they clarify and dispel some of the myths associated with the topic. In addition to risk management they help callers with Social Security, financial gifts and irrevocable trusts. To get a financial physical with the Financial Consulate, call the office at 877-823-7283.

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.

July 1 2022

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 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.

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!

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!

« Older episodes ·



Podbean App

Play this podcast on Podbean App