Money, Riches & Wealth - The Podcast

Drew closes 2022 with Mike as co-host and together they talk with callers on topics in reference to Social Security, financial journalists, taking a cash payout versus receiving pension payments; so download and enjoy!
Call the Financial Consulate today to set up your financial physical at 877-823-7283. Happy New Year!

Drew asked Leo to join him in this edition of the Money, Riches and Wealth podcast; the main theme turns out to be online banking.

There are other gems in; "the stockings that were hung by the chimney with care" but until next week this is all we have so download and enjoy!

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.

Another new member of the Financial Consulate team, Leo Lovezza, joins Drew to help callers with how to make wise financial decisions.
They define what a fiduciary is and how important it is to have one, itemized state and federal tax forms and the benefits of online banking.
There is always more than the description box can hold so download and enjoy!

Chris sits in the co-pilot seat while Drew manages the ship in this new installment of the Money, Riches and Wealth podcast. Together they help listeners maneuver around the icebergs that are associated with financial planning and whose names are pension, itemization and supplemental insurance. Of course there are some more lurking just below the surface and to see if you have any in your path, put your headphones on and download. Contact the financial Consulate today at 877-823-7283 and let the team help you keep your financial boat afloat!

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!

In this new installment of the Money, Riches and Wealth podcast, Mike joins Drew to help solve the mystery of how to keep more of your money. Listener's call in and ask the sleuth's about, I-Bonds, where to get basic investment information and Medicare. Stay tuned for the next episode of the MRW Podcast, subtitled, "Ghouls, Goblins and the IRS".

Chris  co-hosts this new installment of the Money, Riches and Wealth podcast. Listeners call in and ask them about the windfall elimination, Drew's background and federal retirement benefits. There is always more but this little box limits the description so to find out what other topics they talk about, download and enjoy. The Financial Consulate, 877-823-7283.

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!

Drew was having some technical problems however the show must go on and with that Mike joins Drew as co-host of this new installment of the Money, Riches and Wealth podcast.
Together they answer listener's questions in reference to establishing a special needs trust, estate planning and Medicare. To hear the other topics that were discussed, all you have to do is download; enjoy!