Money, Riches & Wealth - The Podcast

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.

Drew is joined by a friend, Ramon Baez who was a former CIO for HP and Kimberly-Clark; Ramon specialized in cybersecurity. It is an open show that answers listener's questions ranging from social security, estate taxes and the possible pitfalls of moving to another state but Ramon's insight to cybersecurity is something we should pay close attention to.

Drew talks with author Danielle K. Roberts about Medicare. They give a brief overview to some of the ten costliest mistakes and how to avoid them when signing up for the program. On average, ten thousand people reach retirement age on a daily basis; the subject matter is a timely one in planning for your future financial needs.

Drew and Mike take listener's calls and answer questions in reference to Power of Attorney, 401k, TSP account vs Roth IRA, continuing care expenses and L.L.C's. There is more but to find out what is discussed and how the situation might apply to you, download this most recent edition of the Money, Riches and Wealth Podcast. Better yet? Call the Financial Consulate at 877-823-7283 and set up your financial physical appointment today!

Drew and Chris team up to answer listener's questions on such diverse financial topics as Social Security, bit coin, VA benefits, federal pensions and that is only a small sample. Each episode of the Money, Riches and Wealth Podcast is different because everyone's financial needs are different. To get a personalized financial physical, call the Financial Consulate at 410-823-7283 and set up an appointment.

Drew and Mike team up to answer listener's questions about such diverse topics as how to teach kids about saving, liquid money and the benefits of online banking versus a traditional brick and mortar location. There are more topics but it illustrates the depth of knowledge that the Financial Consulate team has and how they look out for your best interest.

Drew and Chris talked with listeners on the topics of immigration and tax returns, the Maryland stimulus checks, real estate/capital gains tax and trust accounts just to name a few. If you have a question about your financial future, call the Financial Consulate toll free at 877-823-7283; proudly serving the Mid-Atlantic region.

Drew discusses what to look for in a financial advisor, taking social security, state residency, reverse mortgages and much more.