Money, Riches & Wealth - The Podcast

MRW - Podcast - OPEN SHOW - September 08, 2021

This week Drew and Mike answer listener's question ranging from government pensions; i.e gradual payout versus a lump sum, an annuities relationship to the economy and how it might affect retirement. There were some other topics that were discussed but the education comes through discovery; download and enjoy.

MRW - Podcast - OPEN SHOW - September 01, 2021

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.

MRW - Podcast - OPEN SHOW - August 25, 2021

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.

MRW - Podcast - OPEN SHOW - August 18, 2021

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.

MRW - Podcast - OPEN SHOW - August 11, 2021

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.

MRW - Podcast - OPEN SHOW - August 04, 2021

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.

MRW - Podcast - OPEN SHOW - July 28, 2021

Drew and Mike talk with listeners about their concerns with financial planning fees, general investing, gold, and settlements. If you are a regular follower of the show you know there is more content than this brief description but this box can only hold so much information. To find out what other topics were discussed or to get more information on those that were mentioned; download and enjoy!

MRW - Podcast - OPEN SHOW - July 21, 2021

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.

MRW - Podcast - OPEN SHOW - July 14, 2021

Drew, Chris and a new employee of the Financial Consulate, Jackson Courtney, talk with listeners about the tax benefits of IRA contributions, Roth IRAs and 401ks, withdraw amounts and investment firm fees versus using a fee only firm like the Financial Consulate. Call the office today and make an appointment for your financial physical.

MRW - Podcast - OPEN SHOW -July 07, 2021

Drew and Alex Price talk with listeners about taxing unemployment, what a 1031 exchange is and making a home purchase. There are some other topics but a download will provide more information and 40 minutes of educational listening pleasure. Enjoy!