Episodes
Thursday Jul 25, 2024
MRW - Podcast - OPEN SHOW - July 24, 2024
Thursday Jul 25, 2024
Thursday Jul 25, 2024
Mike is back with Drew as a cohost this week as they take questions from callers regarding reducing taxes, IRA conversions, company stock in a 401k, tax loss harvesting, and more! Download and enjoy!
Monday Jul 22, 2024
MRW - Podcast - OPEN SHOW - July 17, 2024
Monday Jul 22, 2024
Monday Jul 22, 2024
Chris joins Drew this week as a cohost as they talk to callers and answer questions regarding expenses, Vanguard, QCD's, wills, Roth IRA's, and more! Download and enjoy!
Thursday Jul 11, 2024
MRW - Podcast - OPEN SHOW - July 10, 2024
Thursday Jul 11, 2024
Thursday Jul 11, 2024
Drew & Peter cohost this week as they take questions from callers regarding taking social security while still working, managing parents assets after they pass away, credit freezes, reverse mortgages, and more! Download and enjoy!
Thursday Jun 27, 2024
MRW - Podcast - OPEN SHOW - June 26, 2024
Thursday Jun 27, 2024
Thursday Jun 27, 2024
Drew welcomes Leo this week as a cohost as they answer questions about ways to save money for grandchildren, QCD's while still working, what to do with old 401k's, bitcoin, and more! Download & enjoy!
Thursday Jun 27, 2024
MRW - Podcast - OPEN SHOW - June 19, 2024
Thursday Jun 27, 2024
Thursday Jun 27, 2024
Drew is solo tonight as he talks to callers and answer questions regarding AI and security concerns, Medicare vs. Medicare Advantage, taxing of social security, and more! Download & enjoy!
Monday Jun 24, 2024
MRW - Podcast - OPEN SHOW - June 12, 2024
Monday Jun 24, 2024
Monday Jun 24, 2024
Jackson is back on the air this week with Drew as they answer questions regarding social security, 401k/pensions, real estate property with gains, money market investing, and more! Download and enjoy!
Friday Jun 07, 2024
MRW - Podcast - OPEN SHOW - June 05, 2024
Friday Jun 07, 2024
Friday Jun 07, 2024
Peter joins Drew as a cohost this week as they answer questions regarding RMD's, paying off a mortgage with an IRA, SSDI, beneficiaries, and more! Download & enjoy!
Thursday May 30, 2024
MRW - Podcast - OPEN SHOW - May 29, 2024
Thursday May 30, 2024
Thursday May 30, 2024
Leo & Drew cohost this week as they take questions from callers regarding charitable gift annuity, how to know if your financial advisor is working in your best interest, 401k allocation, delaying RMD's if over RMD age, and more! Download & enjoy!
Thursday May 30, 2024
MRW - Podcast - OPEN SHOW - May 22, 2024
Thursday May 30, 2024
Thursday May 30, 2024
Drew welcomes Chris this week as they host and take questions from callers regarding Social Security, 1035 exchanges, disability insurance, Roth conversions, and more! Download & enjoy!
Monday May 20, 2024
MRW - Podcast - OPEN SHOW - May 15, 2024
Monday May 20, 2024
Monday May 20, 2024
Jackson is back on the air this week with Drew as they answer questions regarding trusts, beneficiaries, taxes, annuities, and RMDs. Download & enjoy!