Episodes
Thursday Sep 25, 2025
MRW - Podcast - OPEN SHOW - September 24, 2025
Thursday Sep 25, 2025
Thursday Sep 25, 2025
Leo is back on the air with Drew this week as they answer questions regarding step-up in basis for traditional IRAs, ETF exchange, 403b catch-up contributions, estate planning for a spouse with early onset dementia, and more! Download and enjoy!
Thursday Sep 18, 2025
MRW - Podcast - OPEN SHOW - September 17, 2025
Thursday Sep 18, 2025
Thursday Sep 18, 2025
Chris is the host this week and is joined by estate planning attorney Kevin Bress. Chris and Kevin discuss estate planning, long term care, trusts, wills, and more! Download and enjoy!
Thursday Sep 11, 2025
MRW - Podcast - OPEN SHOW - September 10, 2025
Thursday Sep 11, 2025
Thursday Sep 11, 2025
Jackson joins Drew this week as they talk to callers and answer questions regarding tax withholding, QCDs, social security, estate tax, gifting, and more! Download and enjoy!
Thursday Sep 04, 2025
MRW - Podcast - OPEN SHOW - September 03, 2025
Thursday Sep 04, 2025
Thursday Sep 04, 2025
Peter is back again this week with Drew as they answer questions regarding inherited IRAs, capital gains, life insurance, pensions, and more! Download and enjoy!
Wednesday Sep 03, 2025
MRW - Podcast - OPEN SHOW - August 27, 2025
Wednesday Sep 03, 2025
Wednesday Sep 03, 2025
Peter makes his return on air with Drew as they talk to callers and answer questions regarding information on your tax return, SSA-44, Medicare, estate planning, and more! Download and enjoy!
Tuesday Aug 26, 2025
MRW - Podcast - OPEN SHOW - August 20, 2025
Tuesday Aug 26, 2025
Tuesday Aug 26, 2025
Chris joins Drew this week as a cohost as they answers questions regarding changes to social security, tax credits to take advantage of, tax deductions, Roth conversions, and more! Download and enjoy!
Tuesday Aug 26, 2025
MRW - Podcast - OPEN SHOW - August 13, 2025
Tuesday Aug 26, 2025
Tuesday Aug 26, 2025
Drew is solo this week as he talks to callers and answers their questions regarding Medicare plans, bonds, Roth conversions, losses on real estate, and more! Download and enjoy!
Thursday Aug 07, 2025
MRW - Podcast - OPEN SHOW - August 06, 2025
Thursday Aug 07, 2025
Thursday Aug 07, 2025
Leo is Drew's cohost again this week as they answer callers questions regarding tax moves to make this year, new standard deduction for seniors, claiming social security after FRA, and more! Download and enjoy!
Friday Aug 01, 2025
MRW - Podcast - OPEN SHOW - July 30, 2025
Friday Aug 01, 2025
Friday Aug 01, 2025
Leo is back again this week with Drew as they talk to callers and answer questions regarding mortgage rates, when does a revocable trust make sense in an estate plan, interest rates, how much a young person should be saving, and more! Download and enjoy!
Thursday Jul 17, 2025
MRW - Podcast - OPEN SHOW - July 16, 2025
Thursday Jul 17, 2025
Thursday Jul 17, 2025
Leo is back with Drew this week as they talk to callers and answer questions regarding tax laws, how to split an inheritance between two unrelated beneficiaries, opening a MD 529 for out of state grandchildren, and more! Download and enjoy!
