Money, Riches & Wealth - The Podcast

Peter makes his first appearance as a cohost with Drew as they take questions from callers regarding exchange rates, Roth contributions, mutual funds, T-bills vs. annuities, and more! Download & enjoy! 

Leo joins Drew this week as they take questions from callers regarding Roth IRA contributions, freezing your credit, IRS catching overpayments, estate documents, and more! Download & enjoy! 

Drew welcomes Chris this week as a cohost as they take questions from callers regarding when to take social security, annuities, American Equity, and more! Download & enjoy!

Drew welcomes Mike this week as a cohost as they they talk to callers and answer questions regarding TurboTax, nondeductible IRA's, buying a house with cash vs. financing a house right now, where to invest money, and more! Download and enjoy! 

Chris is back on the air this week with Drew as they take questions regarding diversifying your portfolio, withdrawing from an IRA, annuities, and more. Download & enjoy!   

Drew & Leo cohost this week as they take questions from callers regarding quarterly estimated tax payments, dividends in a Roth IRA, states to retire in, and more! Download & enjoy! 

Jackson joins Drew on the air this week as they talk to callers and answer questions regarding stocks, rental income, cost basis, RMDs/QCDs, and more! Download & enjoy! 

Mike is Drew's cohost this week as they take questions from callers regarding estate planning, life estate deed, Roth conversions, taxation of density exchange, and more! Download & enjoy! 

Drew welcomes Jackson this week as they answer questions from callers regarding 401k rollovers, taxes, real estate property, and more. Download & enjoy!  

Leo is back on the air this week with Drew as they talk to callers and answer questions regarding the withholding on sale of a MD home, married filing separate vs. married filing joint, in home medical expenses, and more! Download and enjoy!