Money, Riches & Wealth - The Podcast

MRW - Podcast - OPEN SHOW - August 31, 2022

Mike came back from vacation and he joins Drew in this new chapter of the Money, Riches and Wealth podcast. The Summer is winding down and the focus is on tax planning for the end of the year. So they talk about what a fiduciary is and how it will benefit you to secure their services, what a QCD is, RMDs and the tax credit you can get with the installation of solar panels. It is all here and then some so download, relax and enjoy.

MRW - Podcast - OPEN SHOW - August 24, 2022

Drew invited Maddie to co-host in this installment of the Money, Riches and Wealth podcast. Together they help listeners navigate through the minefield associated with financial planning. Some of the topics that are discussed deal with RMDs, pensions, mortgage brokers and umbrella insurance. So download, sit down, educate yourself but most of all enjoy.

MRW - Podcast - OPEN SHOW - August 17, 2022

Chris is the co-pilot as Drew occupies the captains chair in the latest installment of the Money, Riches and Wealth podcast. Together they take listener's calls and help them deal with with a myriad of financially related topics. Some of the questions concern RMDs, politics and it's effect on the economy, dying without a will and the employee retention credit. As Forest Gump said; "Life is like a box of chocolates. You never know what you are going to get". The goal of the Financial Consulate is to grow the size of your wallet or purse, not your waistline.

MRW - Podcast - OPEN SHOW - August 10, 2022

The dynamic duo of Drew and Mike take on a number of topics in this episode of Money, Riches and Wealth. Listeners called in to ask if we were in a recession or not, what a step up in cost basis is, charitable contributions and insurance. We know that you know there is more to the show then what we can fit in the description box; so how do you find out? Download and enjoy!

MRW - Podcast - OPEN SHOW - August 03, 2022

Drew and Mike team up to explain the difference between risk management and insurance and their symbiotic relationship.
However, the show was not entirely on that topic. If you want to know the other talking points that were discussed, a download is all you need.

MRW - Podcast - OPEN SHOW - July 27, 2022

Mike joins Drew to discuss a subject that most people think they have a firm grasp of; risk management. Together they clarify and dispel some of the myths associated with the topic. In addition to risk management they help callers with Social Security, financial gifts and irrevocable trusts. To get a financial physical with the Financial Consulate, call the office at 877-823-7283.

MRW - Podcast - OPEN SHOW - July 20, 2022

Chris joins Drew in this bill of fare known as the Money, Riches and Wealth podcast. Together they answer listeners calls on topics ranging from charity to medicare and everyone's favorite; Social Security. If you are a regular listener/follower of the show you know these are just some of the appetizers on the menu; the main course is the download. So dig in and afterwards enjoy the desert that is the knowledge you will have gained. Bon appetit! 

MRW - Podcast - OPEN SHOW - July 13, 2022

Drew is flying solo in this installment of the Money, Riches and Wealth Podcast. Drew helps listeners by sharing his knowledge as callers journey through the turbulence associated with financial planning and investments. In this edition, Drew navigates through such topics as blue chip stocks, the clarification of the Maryland Retirement Income Tax Elimination Act and getting remarried late in life. It is all here and all you have to do is download, fasten your seatbelt, and enjoy.

MRW - Podcast - OPEN SHOW - July 06, 2022

Drew and Mike team up for the second week in a row to help callers understand what a spousal IRA is, what are H-Bonds and quantitative easing.
There is always more but to find out, a few clicks will allow you to listen to the podcast and find out what other hidden gems are awaiting your discovery.

MRW - Podcast - OPEN SHOW - June 29, 2022

Mike sits in the co-pilot chair as Drew guides the boat through the treacherous water of I- Bonds, Estate Tax and the decision one has to make between leaving an inheritance or a gift for loved ones.
Download this episode of the MRW Podcast to see how they can help you keep yourself financially afloat.