March 15 2021

MRW - Podcast - OPEN SHOW - March 10, 2021

Here are some of the subjects that listeners called Drew and Mike about in this episode of the MRW Podcast: health insurance and retirement, short selling, long term care and the federal stimulus check and how it might affect taxes.

February 10 2021

MRW - Podcast - OPEN SHOW - January 27, 2021

Drew and Mike talk with listeners about topics such as early retirement and Social Security, options you have in case you did not save enough to retire, the Biden tax plan and the growth of solar stocks.

January 14 2021

MRW - Podcast - OPEN SHOW - January 13, 2021

In this episode of the Money, Riches and Wealth podcast, Drew and Mike are back together to talk about how the election might affect your financial strategy, the effect of moving to a different state, how a state's income tax impacts you and inheriting an IRA, just to mention a few topics. If you need to talk specifically about your financial goals, you can call during the show or call The Financial Consulate office directly at 877-823-7283 to speak with a member of the team.

MRW - Podcast - OPEN SHOW - January 06, 2021

Drew and Chris talk with listeners about the difference between trading and investing, capital gains tax and taking social security while on disability. To get the full picture listen to the podcast or call The Financial Consulate, toll free at 877-823-7283 to discuss your financial and investment needs.

January 1 2021

MRW - Podcast - Charles Schwab (guest) - December 30, 2020

While Drew was on vacation, he wanted a rebroadcast and a re-posting of a show done earlier in 2020 with Charles Schwab. Drew talks to Mr. Schwab about his life and how he changed the way investing in one's future is done.

If you have a question about your financial future, do not hesitate to call during the show or the Financial Consulate office, toll free at 877-823-7283.

December 30 2020

MRW - Podcast - OPEN SHOW - December 23, 2020

In this new edition of the Money, Riches and Wealth podcast, Drew answers listener's questions ranging from bill payment, insurance, RMDs and capital gains tax. In addition, Drew shares a gift that will put your mind and soul at ease in what is truly the most difficult year in our lifetime.

December 15 2020

MRW - Podcast - OPEN SHOW - December 09, 2020

In this episode, Drew and Chris talk to listeners about how to pay for college, long held investments and how to stay calm during a financial roller-coaster ride, just to name a few.
 

August 16 2017

MRW - Podcast - Tim Barnaba (guest) - August 16, 2017

Drew and Tom are joined by Tim Barnaba.

Tim Barnaba is the Founder and President of Barnaba Insurance & Financial Services. Tim has over 33 years of experience in the insurance and financial service industries, and is fully licensed and insured. In 1980, Tim graduated from Towson University with a Bachelors degree in Business. Tim is a life long resident of Maryland and currently lives in Glen Arm with his wife, Jacqueline, and their two daughters. Tim is a member and lector at Immaculate Heart of Mary Church in Towson, and also volunteers at Our Daily Bread in his spare time. Tim and his family currently sponsor 20 children through the following organizations: Unbound, World Vision, Compassion International, and Children International.

April 26 2017

MRW - Podcast - Emily Guy Birken (guest) - April 26, 2017

Drew and Chris are joined by Emily Guy Birken.

Emily Guy Birken is a former educator and lifelong money nerd who specializes in the scientific research behind irrational money behaviors. Her background in education allows her to make complex financial topics relatable and easily understood by the layperson. She is the author of four books: "The Five Years Before You Retire," "Choose Your Retirement," "Making Social Security Work for You," and her newest title "End Financial Stress Now." Her work has appeared on The Huffington Post, Business Insider, Kiplinger's, MSN Money, and The New York Times online.

October 5 2016

MRW - Podcast - Wade Pfau (guest) - October 5, 2016

Drew and Chris are joined by Wade Pfau.

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He also serves as a Principal and Director for McLean Asset Management, helping to build retirement income solutions for clients, and Chief Planning Strategist of software provider inStream Solutions. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, New York Times, Wall Street Journal, Time, Kiplinger’s, and Money Magazine. He recently authored his first book, Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.

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