Drew and Chris team up to help listeners get their questions answered. They helped listeners with ETFs, online banking and Social Security checks and companies that do not offer a Roth IRA option. This is just a partial list so download to get the details. The best thing to do is call the Financial Consulate, make an appointment and create your best plan for your financial future; 877-823-7283.

Drew and Mike briefly discuss long term care then tackle the issues that are important to listeners. They help people with social security, csrs pensions, investing safely for retirement and will execution. Every week it is something new because everyone has a different set of circumstances when it come to retirement. To get a specific plan for your needs, call the Financial Consulate today at 877 -823- 7283 for your financial physical.

Drew and Mike talk with listeners about social security, annuities, Maryland taxes and a checklist of things to do if you are leaving one state and moving to another. These are just some of the topics discussed in this episode of the Money, Riches and Wealth Podcast.

Drew and Chris introduce a new member of the Financial Consulate team, Leo Lavezza.
They tackle listener's concerns with the usual determination and a hint of humor to help keep things in perspective. They discuss some of the tax benefits when you move out of state, capital gains and scammers. There are two things you can do download and enjoy or call the Financial Consulate and make your appointment for a financial physical today.

Drew and Maddie team up to help listener's with their questions in reference to taxes, the "Great Reset" donations and stimulus checks. These are just some of the offerings but wait; there's more!
No extra shipping and handling here just download and enjoy.

Drew and Mike discussed various items as well as talking with listeners about their finance and investment needs. Some of the items examined were the S&P 500, Hedge Funds, bankruptcy, Social Security and everyone's favorite topic, the proverbial 401k. Download and learn but most of all enjoy. Drew may not know anything about music but his knowledge and guidance on how to make your money grow is top notch.

Drew and his guest, Rajiv (Raj) Goel, discuss estate and elder care planning in a one on one conversation then took a few listener's questions.

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.

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.