Money, Riches & Wealth - The Podcast

Leo makes an appearance as Drew's co-host this week. In this installment of the Money, Riches and Wealth podcast, the two take listener's calls and discuss capital gains, donor advised fund and explain what a transfer on death is. As usual there is more so download and enjoy!

Drew asks Leo to co-host this week and they answer caller's questions in reference to taxes and gift recipients, depreciation and converting a 403B into an IRA. Drew proves that fireworks are not only for the Fourth of July when it comes to taxation and the Federal Government!

Drew invites Leo to join him in this new installment of the Money, Riches and Wealth podcast and together they talk to callers about interval funds, itemization and the difference between a Roth IRA and a Roth 401k. Enjoy!

It's Mike's first appearance with Drew in 2023 and together they help listener's cope with the pitfalls involved with financial planning. A few of the topics discussed are the A.A.R.P., the 529 plan and what an umbrella insurance policy is. You know what you need to do to educate yourself so enjoy!

In the first show of a new year, Chris joins Drew and together they help listeners with topics ranging from amended taxes to the secure act to the transferring of money between institutions. They also touch on the new tax laws. Ring in 2023 with a new download of the MRW Podcast!

Drew and Mike team up to help callers learn about Roth IRAs, RMDs, QCDs and what these acronyms stand for and how they relate to investing. We want you to learn how to be a better investor so download and enjoy.

It is Drew's yearly Thanksgiving episode. He is talking with Gregory Miller, CEO of both Penn-Mar Human Services and the Penn-Mar Foundation.

Together Drew and Mike take listener's calls and provide nuggets of information in reference to Medicare, RMDs, charity and so much more. The only way to find out what else is on the menu is to download. Enjoy!

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!

Chris joins Drew and together they answer listener's questions in reference to topics concerning annuities, the gifting of money and the function of a title company. Call the Financial Consulate at 410-823-7283 or toll free at 877-823-7283 to schedule a financial physical today!