Money, Riches & Wealth - The Podcast: Recent Episodes
The Financial Consulate, Inc.
The podcast version of the popular radio show "Money, Riches & Wealth" on TalkRadio 680 WCBM in Baltimore
Leo returns with Drew this week as they talk to callers and answer questions regarding capital gains when selling rental property, reverse mortgages, MD inheritance tax, life estate deed, and more! Download and enjoy!
Peter is on the air with Drew this week as they talk to callers and answer questions regarding Bitcoin, receiving an inheritance, RMD's, IRA protection, and more! Download and enjoy!
Chris joins Drew this week as they talk to callers and answer questions regarding what happens with social security if a spouse passes away, Maryland taxes, converting to a Roth IRA, and more! Download and enjoy!
Jackson is back with Drew this week as they talk to callers and answer questions regarding social security, TSP rollovers, revocable trusts, and more! Download and enjoy!
Peter makes his return on air with Drew as they talk to callers and answer questions regarding Roth conversions, going on Medicare at 65, lump sum cash vs. monthly amount for a pension, tax changes of municipal bonds, and more. Download and enjoy!
Drew welcomes Leo this week as they talk to callers about the Medicare enrollment process, estate planning for giving property to children, Roth IRA five-year rule, owning gold, and more! Download and enjoy!
Chris is on the air with Drew this week as they talk to callers regarding social security, Medicaid estate planning, trusts, IRMAA, LLCs, and life insurance. Download and enjoy!
Jackson joins Drew this week as they talk to callers regarding start-up investing, crowdfunding, life estate deeds, inherited IRAs, MD taxes, and more! Download and enjoy!
Leo makes his return on the air with Drew as they talk to callers regarding Maryland tax law changes, probate for different properties in different states, self-directed IRAs, leaving assets to charity, and more! Download and enjoy!
Peter joins Drew this week as they talk to callers and answer questions regarding Medicare Part A & B, the bond market, Roth IRAs, insurance, and more! Download and enjoy!
Drew welcomes Chris as his cohost this week as they take questions from callers regarding social security, IRAs and the income threshold, Newsmax, investments, and more! Download and enjoy!
Jackson is back on the air this week with Drew as they answer questions regarding social security, taxes, MD tax proposals, CSRS pensions, and more! Download and enjoy!
Peter makes his return as a cohost with Drew this week as they talk to callers and answer questions regarding Index ETFs, tax deduction vs. tax credit, what to do when a stock goes bankrupt, diversification, and more! Download and enjoy!
Jackson joins Drew again as a cohost this week as they talk to callers and answer questions regarding social security, annuities, selling your home, taxes, and more! Download and enjoy!
Chris joins Drew on the air this week as they take questions from callers regarding insurance, spending money on a family member as POA, LTC Revocable vs. Irrevocable Trust Medicaid attachable, tax deductions, and more! Download and enjoy!
Jackson makes his return on air with Drew as they talk to callers about bitcoin, pensions, investments, and more! Download and enjoy!
Leo is back on the air with Drew this week as they answer questions from callers regarding gifting money to children, converting 60 day rollovers to Roth, rounding when preparing a tax return, and more! Download and enjoy!
Drew is solo this week as he talks to callers and answers questions regarding Roth IRAs, investing in ETFs or individual stocks, when to take social security, and more! Download and enjoy!
Chris is Drew's cohost this week as they take questions from callers regarding trustee to trustee transfers, 403-(b) plans, annuities, and more! Download and enjoy!
Drew welcomes Peter back as his cohost as they talk to callers regarding taxes in Maryland, unrealized gains, IRA contributions, online high-yield saving accounts, and more! Download and enjoy!
Mike is back on the air this week with Drew as they answer questions regarding RMDs, interest rate cuts, social security and how to maximize it, and more! Download and enjoy!
Chris makes his return as a cohost with Drew as they take questions from callers regarding step-up in basis, government pension offset, IRAs, and more! Download & enjoy!
Drew welcomes Leo back this week as they talk to callers and answer questions regarding impacts of larger RMD's on IRMAA, how to invest given falling interest rates, penalty (tax-wise) for getting married, social security survivor benefit, and more! Download and enjoy!
Peter is back on the air this week with Drew as they answer questions regarding EE bonds, RMD's, social security taxation, health insurance, and more! Download and enjoy!
Drew welcomes Leo this week as they talk to callers and discuss titling of accounts when you pass away, social security survivor benefit, when to collect social security as a widow, and more! Download and enjoy!
Mike is Drew's cohost this week as they take questions from callers regarding freezing credit reports, The Corporate Transparency Act, filing taxes, and more! Download and enjoy!
Chris joins Drew this week as they answer callers questions regarding social security, RMD's when to retire, retirement plans at work, and more! Download and enjoy!
Jackson is back on the air with Drew this week as they take questions from callers regarding government pensions, Roth IRAs, life insurance, investments, and taxes. Download & enjoy!
Drew welcomes Peter back this week as they talk to callers and discuss Medicare, when to sign up for social security, investment vehicles for small businesses, and more! Download and enjoy!
Mike makes his return as a cohost with Drew this week as they talk to callers and answer questions regarding taxes on the sale of a house, Medicare Part D and other Medicare plans, capital gains, and more! Download and enjoy!
Drew & Leo cohost this week as they talk to callers regarding maximizing social security benefits, Maryland Family Medical Leave Act, non deductible IRA contributions, and more! Download and enjoy!
Jackson is back hosting with Drew again as they talk to callers and answer questions regarding social security, investments, and 401(k) plans. Download and enjoy!
Chris hosts this week along with Graham Ewing and guest Barbara Horanoff. Together they discuss all things Medicare and answer any questions callers have about it.
Jackson is Drew's cohost this week as they talk to callers and answer questions regarding inherited IRAs, Bitcoin, step-up in cost basis, and investments. Download and enjoy!
Drew welcomes Leo this week as they talk to callers and answer questions regarding investing for those with religious beliefs that prevent them from earning compound interest, taxes to consider when moving states, pension lump sum payout offers, and more! Download & enjoy!
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!
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!
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!
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!
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!
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!
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!
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!
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!
Jackson is back on the air this week with Drew as they answer questions regarding trusts, beneficiaries, taxes, annuities, and RMDs. Download & enjoy!
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!
Chris joins Drew this week as they take questions from callers regarding interest rates, IRAs, stocks and bonds, and 401k's. Download and enjoy!
Drew & Mike cohost this week along with special guest Shawn King! They discuss cybersecurity, how to make sure your technology is protected, and how to avoid being scammed, Download & enjoy!
Drew welcomes Jackson on the air this week as they take questions from callers regarding Medicare and taxes. Download & enjoy!
Leo is back on the air this week with Drew as they answer questions regarding the Earned Income Tax Credit, 1031 Exchange, MD Senior Tax Credit, Medicare out of pocked cost calculations, and more! Download & enjoy!
Chris is back cohosting with Drew this week as they take questions from callers and discuss topics such as when to retire, if someone should defer social security, FinCEN BOI reporting, and more. Download and enjoy!
Drew welcomes Mikes this week as they answer questions about social security,
Thrift Savings Plan (TSP) , corrections to FAFSA, back taxes, financial aspects of switching jobs, and more! Download and enjoy!
Jackson joins Drew this week as they take questions from callers regarding RMD's, I bonds,
filing taxes when living in multiple states in a year, tax brackets, and more! Download and enjoy!
Leo & Drew are back together hosting as they answer questions from callers regarding invisible losses, long-term care insurance, self-trustee IRA owning real estate, 60 day vs. trustee to trustee rollover, and more! Download and enjoy!
Chris is back on the air this week with Drew and they answer calls regarding stocks after death and the options the executor has, inheritance tax in NY, LLC for property ownership, estate planning, and more! Download and enjoy!
Mike is back cohosting with Drew this week as they take questions and discuss gifting to your children, applying for Medicare, Medicare Part B, 529 plans, and more! Download & enjoy!
Jackson joins Drew this week as they talk to callers regarding Medicare. They discuss when to sign up for Medicare, special enrollment period, and the different parts of Medicare. They also discuss retiring early, health insurance, and more. Download & enjoy!
Leo is Drew's cohost this week as they discuss taking social security early or working, Roth vs. a savings account for money, RMD's, Roth IRA's for minors, and more! Download & enjoy!
Leo is back as a co-host with Drew as they take questions from callers regarding Roth conversions, how to leave inheritance behind to family, what to do if you are a victim of fraud and more! Download and enjoy!
Jackson is back with Drew this week as they take questions about the Maryland senior tax credit, income tax, estate planning, types of trusts and more! Enjoy!
Chris joins Drew as a co-host this week as they discuss acquiring a pension from an old employer, Medigap policies, RMD's, and more with callers. Download & enjoy today!
Drew and Mike are back together hosting as they answer questions regarding social security, pension plans (lump sum vs. annuity), trustee-to-trustee transfers, and more! Download and enjoy!
Maddie is back with Drew as they discuss the best way to do Roth conversions,
taking RMDs from 401ks while still working, and moving out of the US for retirement. Enjoy!
Maddie joins Drew this week to help take listener's calls regarding which custodial accounts to use, charitable remainder annuity trusts (CRAT), donor-advised funds, and more! Download & enjoy!
Chris makes an appearance as co-captain while Drew manages the team and together they field callers questions on topics concerning survivor benefits, high interest savings accounts and joint tenants with right of survivorship. Download, educate and enjoy!
Mike joins Drew and together they talk with callers about about Roth IRAs, the 529 plan and fee only annuities. Download and enjoy!
Leo joins Drew as co-host in this installment of the Money, Riches and Wealth podcast. Some of the topics that listeners called in about dealt with Social Security, the legitimacy of online banks ad how to retire in this economy. To hear about those subjects and more, download and enjoy!
Drew paid a visit to the Maryland office and and asks Maddie to join him live in the studio. Together they help callers with such topics as self employment and Social Security, precious metals and how to manage an inheritance. There are some hidden gems of information in the podcast but the description box limits the characters so the only way to hear them is to download and enjoy!
Drew asks Jackson to be his co-host in this new edition of the Money, Riches and Wealth podcast. Several listeners called in and asked the two about annuities, establishing credit after bankruptcy and savings bonds. There is always more to the story but to get all of the details, download. Enjoy!
Chris sits in the co-host seat to help Drew answer caller's questions on bond funds, banks going public and Social Security. Enjoy!
Mike co-hosts while Drew is at the helm in this edition of the Money, Riches and Wealth podcast. Listeners called in and asked the duo about unemployment and taxes, structured notes and itemizing; download and enjoy these and a few other topics.
Leo makes an appearance as Drew's co-host this week. In this installment of the Money, Riches and Wealth podcast, the two take listener's calls and discuss capital gains, donor advised fund and explain what a transfer on death is. As usual there is more so download and enjoy!
Maddie joins Drew and together they talk with callers about online banking, the effect of future tax laws and the ramifications that politics has on the economy. Enjoy!
Drew asks Chris to join him in this new installment of the Money, Riches and Wealth podcast. Caller's had questions in reference to how politics affect the economy, credit unions and what closing a credit card does to your credit report. Enjoy!
Drew joins Mike in the studio to answer caller's questions in reference to inheriting an IRA, how to re-establish credit after declaring bankruptcy and how the new tax laws affect a mortgage. There are several more tidbits of information so download and enjoy!
Drew asked Leo to join him and together they answer caller's questions about online banking, investing in precious metals and 401k's and IRA's; download and enjoy!
Maddie adjusts her schedule to join Drew as they field caller's questions in reference to residency domicile, divorce and Social Security benefits and inheriting "I" or "E" Bonds. Enjoy!
Jackson steps up to the plate to join Drew and together they help callers with Social Security, Insurance and how politics affect our taxes. Enjoy!
Chris joins Drew as co-host as the end of tax season draws to a close. Listeners are diligently trying to file their taxes and as a result they call in to ask about Social Security, an inheritance and a ROTH IRA contribution as well as ROTH IRA penalties on withdraws. These are just some of the nuggets of financial knowledge that the Financial Consulate shares. Call them today to set up your financial physical.
Mike adjusts his schedule to join Drew in this "close to the tax season edge" installment of the Money, Riches and Wealth podcast. Some of the questions that callers had dealt with taxes and an IRA, your credit score and how it affects your insurance and the FDIC and your savings accounts. There is always more content but to find out what it is, download and enjoy.
Leo steps up to the plate as co-host and joins Drew in this installment of the Money, Riches and Wealth podcast. As we get closer to the deadline for filing income tax, the team answers questions in reference to Turbo Tax, disability and oil and fuel royalty trusts. Call the Financial Consulate and hit a home run by scheduling your financial physical today, 877-823-7283.
Enjoy!
Drew asks Jackson to be his co-host this week. Listeners of the show called in and asked them about how to deduct mortgage interest on a second home for tax purposes, bank scares and credit rating. It's all there and more so download and enjoy.
Drew asks Chris to join him in this latest installment of the Money, Riches and Wealth podcast. Callers asked the pair about what to do with a cash inheritance, capital gains tax and when to sign up for Medicare. There are a few more nuggets of information to glean but in order to find out you have to download; enjoy!
Drew asks Leo to co-host this week and they answer caller's questions in reference to taxes and gift recipients, depreciation and converting a 403B into an IRA. Drew proves that fireworks are not only for the Fourth of July when it comes to taxation and the Federal Government!
Drew took time off so Mike and Chris team up to talk with callers about taxing the sale of personal goods, a credit freeze and last but not least, annuities.Just when you think you've heard everything relating to personal finance, a new episode of Money, Riches and Wealth appears and you learn something fresh. Enjoy!
This week, Jackson is sitting in the co-host chair and together they talk with listeners about how long you should keep your tax returns, claiming dependents and rental real estate. Download, educate and enjoy.
Chris is back from vacation and joins Drew as co-host. They take listener's calls and answer their questions in reference to tax fraud, small business and Social Security and can you claim elderly dependents? We all know there are more subjects that are discussed but this description box is limited. So, how do you find out? Enjoy!
Drew invites Leo to join him in this new installment of the Money, Riches and Wealth podcast and together they talk to callers about interval funds, itemization and the difference between a Roth IRA and a Roth 401k. Enjoy!
It's Mike's first appearance with Drew in 2023 and together they help listener's cope with the pitfalls involved with financial planning. A few of the topics discussed are the A.A.R.P., the 529 plan and what an umbrella insurance policy is. You know what you need to do to educate yourself so enjoy!
Jackson joins Drew as the two help callers with financial topics as closing credit cards, 529s and how a fiduciary gets paid for their services. Of course there are more topics but in order to find out you will need to download and listen. Enjoy!
Leo returns as co-host and in this new edition of the Money, Riches and Wealth podcast and together with Drew they help callers deal with such topics as the importance of opening your mail, hi-tech stock information and your 401k. Enjoy!
In the first show of a new year, Chris joins Drew and together they help listeners with topics ranging from amended taxes to the secure act to the transferring of money between institutions. They also touch on the new tax laws. Ring in 2023 with a new download of the MRW Podcast!
Drew closes 2022 with Mike as co-host and together they talk with callers on topics in reference to Social Security, financial journalists, taking a cash payout versus receiving pension payments; so download and enjoy!Call the Financial Consulate today to set up your financial physical at 877-823-7283. Happy New Year!
As 2022 is quickly coming to an end, elfin Leo joins Santa Drew in the workshop. In the spirit of the season, this years present will have plenty of tender financial morsels for you to relish. We don't want to spoil the surprise, so rip off the paper, download, enjoy and know "it won't put your eye out". Merry Christmas!
Drew asked Leo to join him in this edition of the Money, Riches and Wealth podcast; the main theme turns out to be online banking.
There are other gems in; "the stockings that were hung by the chimney with care" but until next week this is all we have so download and enjoy!
Drew asks Jackson to co-host this new installment of the Money, Riches and Wealth podcast and together they tackle some tough caller's questions. Some of which involve the short term investment of liquid assets, 403-B withdraws and timeshare deductions. Enjoy!
Drew and Mike team up to help callers to the show learn about Roth IRAs, RMDs and QCDs. What do these acronyms stand for and how do they relate to investing? We want you to learn how to be a better investor so download, learn and enjoy.
Drew and Mike team up to help callers to the show learn about Roth IRAs, RMDs and QCDs. What do these acronyms stand for and how do they relate to investing? We want you to learn how to be a better investor so download, learn and enjoy.
Another new member of the Financial Consulate team, Leo Lovezza, joins Drew to help callers with how to make wise financial decisions. They define what a fiduciary is and how important it is to have one, itemized state and federal tax forms and the benefits of online banking. There is always more than the description box can hold so download and enjoy!
Drew invites Jackson to co-host in this weeks installment of the Money, Riches and Wealth Podcast. Together they help callers understand what a fiduciary is, politics and how it affects personal finance and buying precious metals. It is all here and then some so download and enjoy!
Chris sits in the co-pilot seat while Drew manages the ship in this new installment of the Money, Riches and Wealth podcast. Together they help listeners maneuver around the icebergs that are associated with financial planning and whose names are pension, itemization and supplemental insurance. Of course there are some more lurking just below the surface and to see if you have any in your path, put your headphones on and download. Contact the financial Consulate today at 877-823-7283 and let the team help you keep your financial boat afloat!
Together Drew and Mike take listener's calls and provide nuggets of information in reference to Medicare, RMDs, charity and so much more. The only way to find out what else is on the menu is to download. Enjoy!
In this new installment of the Money, Riches and Wealth podcast, Mike joins Drew to help solve the mystery of how to keep more of your money. Listener's call in and ask the sleuth's about, I-Bonds, where to get basic investment information and Medicare. Stay tuned for the next episode of the MRW Podcast, subtitled, "Ghouls, Goblins and the IRS".
Chris co-hosts this new installment of the Money, Riches and Wealth podcast. Listeners call in and ask them about the windfall elimination, Drew's background and federal retirement benefits. There is always more but this little box limits the description so to find out what other topics they talk about, download and enjoy. The Financial Consulate, 877-823-7283.
Mike joins Drew to answer questions that listeners have in reference to stocks, long term care and the difference between quantitative easing/tightening. Download, educate and enjoy!
Mike rises to the occasion and joins Drew as they forge another path in the jungle known as personal finance. They take listener's calls and guide them on topics dealing with online savings accounts, ETFs and a few other topics of interest. Make an appointment with the Financial Consulate at 877-823-7283 and schedule your financial physical today!
Chris joins Drew and together they answer listener's questions in reference to topics concerning annuities, the gifting of money and the function of a title company. Call the Financial Consulate at 410-823-7283 or toll free at 877-823-7283 to schedule a financial physical today!
Drew and Mike share their collective experience on caller's topics in reference to personal finance and investing. In this weeks edition of the Money, Riches and Wealth podcast listeners called in to ask questions about online savings accounts, relocating from Maryland and scams. To learn about the subjects and glean a few more nuggets of helpful information; download. Enjoy!
Drew was having some technical problems however the show must go on and with that Mike joins Drew as co-host of this new installment of the Money, Riches and Wealth podcast. Together they answer listener's questions in reference to establishing a special needs trust, estate planning and Medicare. To hear the other topics that were discussed, all you have to do is download; enjoy!
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.
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.
Chris is the co-pilot seat with Drew 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.
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!
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.
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.
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!
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.
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.
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.
Mike and Drew are together again in this new installment of the Money, Riches and Wealth podcast. They help listeners understand the complexities of the Government Thrift Savings Plan (TSP), I-Bonds and Annuities. Yes, there is more but there is a limited number of characters the description can hold. So how do you find out what else there is; download. Enjoy!
Chris joins Drew this week to tackle listener's questions about life estate deeds, volatility and collision insurance that rental car companies try to sell you. All this and more in this installment of the Money, Riches and Wealth podcast. Enjoy!
Maddie, a relative newcomer to the staff of the Financial Consulate, joins Drew and together they talk with listeners about technological advancements and their impact on investing, applying for Medicare and the pros and cons of a long term care insurance policy. The shows are excellent tools but to get a better picture of your financial future call the Financial Consulate at 877- 823-7283 for your financial physical.
As the population of the U.S. ages, many people are taking care of their parents while they themselves are preparing to leave their children. As a result of this trend and changing statutes, Drew talks with Raj Goel who is an attorney who specializes in elder care and estate planning. It is an episode you not only want to download but keep for reference.
Drew and Mike are two for two as they team up for the second week in a row to talk with listeners about I-Bonds, the possibility of Amazon being broken up, Roth conversions and reverse mortgages. The show is like Cracker Jack and the prize is at the bottom; what will it be? To find out it is best to download and enjoy. We think it is better than a band of gold.
The dynamic duo of Drew and Mike return to answer listener's questions concerning topics that range from low risk but high yield investments, unclaimed assert search and Medicare. There are a few more tidbits of information but there is only one way to find out; download and enjoy!
Drew flies solo in this edition of the MRW Podcast and as usual, does a fine job talking with listener's and solving their financial questions. A few of the concerns that Drew address' are, Medicare, Social Security, IRAs and real estate. The podcast is like Cracker Jack and is best savored at a slow and steady pace; it's an adventure.
Mike is co-hosting with Drew in this edition of the Money, Riches and Wealth podcast and together they listen and answer caller's questions about charitable distributions, Medicaid look back and the difference between pre and post tax money used for a second home. We know the podcast is informative but did you know about the MRW Database/Library? It is easy; go to the Financial Consulate webpage and click on Knowledge Center at the top of the page. Enjoy!
Mike joins Drew in this episode of the MRW Podcast. They talk with listeners about their concerns in reference to Probate Share, Twitter and Amazon Bonds. These are just some of the topics that listeners call about and each episode is like a box of chocolates. Download and enjoy!
Drew and Maddie join forces to answer listener's questions on topics ranging from capital gains to stopping social security payments. As usual there are more topics but we save the rest as a surprise; download and enjoy!
Drew focused on helping the small business owner by talking with Peter Haukebo, an attorney, in reference to PPP Loans and the Employer Retention Credit. We suggest even if you are not a small business owner now you may be in the future; knowledge is power. Download and enjoy!
Drew and Chris get together and talk with listeners on topics ranging from dying without a will in Maryland, leaving your estate to charity and how to set up an investment account for a child. If you are a regular listener to the MRW Podcast, you know that there is more than the description box can hold. If you are new follower, the only way to get all of the information is to download and enjoy. The best way to learn is call the Financial Consulate and see what the team can do for you toll free at 877-823-7283 or 410-823-7283.
In this new episode of the Money, Riches and Wealth podcast, Drew and Mike team up to talk with listeners about the cost of stocks, property tax and the inheritance of the family home. There is more to the show than this brief summary; download and enjoy!
Drew and Mike collaborate to talk with listeners about wills, tax brackets and what really makes a financial advisor a financial advisor. These are just some of the topics discussed but the episode description box limits the number of characters; think of the MRW Podcast as Cracker Jack for adults. Download and enjoy!
Drew and Chris draw upon their experience and knowledge to tackle topics such as when it is best to either rent a home versus selling it, taxes associated with a trust bankruptcy and......? You never know what is in the box until you open it so download, educate yourself but most of all, enjoy!
In this installment of the MRW Podcast, Drew and Mike share copious amounts of information on such topics as young investors, home insurance and everyone's favorite, taxes! There is more but the description box is small; indulge by downloading. Enjoy!
As we start to end the first quarter of 2022, you'd think that taxes would be on everyone's mind. They might be however in this new episode of the MRW Pocast Drew and Mike talk with callers about everything else but taxes. The topics of international funds and Russia, Social Security and capital gains are a few that grab the spotlight. Enjoy!
Drew talks with author and Economics Professor, Larry Kotlikoff about the things people can do to build a sound financial foundation where you can prosper.
Drew headed North and flew into the studio where he was joined by Chris to answer listener's questions about auto insurance, using a 401k to buy a home and Roth IRAs. The goal is to download and enjoy but more importantly, educate. Call the Financial Consulate today and make an appointment to discuss your financial needs.
Maddie joins Drew to co-host this installment of the Money, Riches and Wealth Podcast. Some of the questions listeners have deal with topics concerning Experion, investments, the value of a deed and the demystification of car insurance. Enjoy!
In this new installment of the MRW podcast, Drew and Mike team up to share their collective knowledge on topics ranging from investment tax to taxes related to retiring out of the country. Yes, there are more things that are discussed but we don't want to spoil the surprise. Download and enjoy!
For the first time in a long time, Mike joins Drew to share their financial knowledge with listeners. Callers need help with topics ranging from Medicare to 529s. Drew and Mike also talk about how to spend money; i.e. cash vs. credit cards. They also demystify the topic of tax brackets. So, download, learn but most of all enjoy this new episode of the Money, Riches and Wealth podcast.
Drew and Chris join forces to address listener's concerns in reference to Roth IRAs, Florida taxes, Ford stock and conversions. You can call the Financial Consulate to discuss your specific needs at 877-823-7283.
Listeners call in and talk to Drew about downsizing and credit card debt. But wait, there's more! If you download now you'll hear about more topics free of charge. No extra shipping and handling charges which saves you money and that is what the MRW Show/Podcasts are all about! Enjoy!
Drew starts off 2022 flying solo in this new edition of the Money, Riches and Wealth podcast. Listeners called in to contribute topics as diverse as elder care to the making of a portfolio and the intrinsic value of a Roth IRA versus a 401k. Download, learn but most of all enjoy this and all installments of the Money, Riches and Wealth Podcasts. Happy New Year!
Being the great guy that he is, Drew was kind to give his stable of co-hosts the night off and fly solo in fielding listener's questions. Some of the topics covered are F.A.N.G stocks, what an N.U.A. is, RMDs and the difference between Capital gains tax versus the common tax. Download and enjoy because we know 2022 is going to be difficult but we will emerge financially sound.
In this new episode of the Money, Riches and Wealth podcast, Drew and Mike team up to offer some financial guidance on topics ranging from inheritance, home title lock, end of life issues to charity and credit freezes; download and enjoy. Merry Christmas!
Chris sits in the host seat with this new episode of the Money, Riches and Wealth podcast. Martha Shedden is his guest, the two talk about Social Security and answer listener's questions on the subject.
Drew and Maddie join forces to answer several listener's financial questions. They address the subject matter of long term care insurance, the history of Social Security, the definition of a Q.C.D and a few other topics. To find out more, download and enjoy! To talk about your personal financial needs, call the Financial Consulate at 877-823-7283.
In this episode of the Money, Riches and Wealth podcast, Drew teams up with Chris and together they help listeners with topics ranging from income annuities to medicare. In between calls they may expand on a caller's topic or introduce a new one and there is only one way to find out what they are. Enjoy!
Drew's guest for his yearly Thanksgiving/charity show is Russell Snyder; President & CEO of the Volunteers of America Chesapeake and the Carolinas chapter. It is, as always, an important show not only for this time of year but in our everyday lives.
Mike joins Drew in this new episode of the Money, Riches and Wealth podcast to help listeners get answers to their personal financial questions. Some of the topics that are touched on range from Medicare to giving mutual funds as gifts to Bitcoin. There are more so download and enjoy!
Drew and Mike combine their skills to talk with listeners about the intricacies of moving from Maryland, the tax implications for out of state investment property and Medicare. These are some of the items discussed in this episode. After you listen and you need help with your personal financial situation, call the Financial Consulate at 877-823-7283.
Drew has invited Alex to be his co-host for this new installment of the Money, Riches and Wealth podcast. A few of the topics that they talk with listeners about deal with survivor benefits, donor funds and the delaying of social security benefits. There are more topics discussed so to find out what they are, you will have to download. Enjoy!
Maddie joins Drew in this installment of the Money, Riches and Wealth podcast to help listeners learn about social security and survivor benefits, medicare, long term insurance and....? Download and find out what the podcast contains since the description box is limited to list all of the topics. Enjoy!
In this episode of the Money, Riches and Wealth podcast Drew flies solo and talks with listeners about RMDs, itemized deductions and possible inflation hedges to name a few. The best way to obtain your financial goal is to give the Financial Consulate a call at 877-823-7283 and make an appointment. The hardest part of taking a long journey is the first step.
In this episode of the Money, Riches and Wealth podcast, Drew and Maddie combine talents to field listener's concerns about inherited IRAs, investing in education, real estate and ROTH conversions but wait....there's more! Download and enjoy.
Drew and Mike unite to become the financial planning database ready to be mined. Listeners took advantage of the situation by asking questions about property transfer, health saving accounts, guardianship and annuities. If we told you all of the topics covered you would not experience the joy of downloading and listening. If you can't wait, give the Financial Consulate a call at 877-823-7283 to make an appointment and discover how they can help you.
Drew and Chris team up for the second week to talk with listener's about their financial concerns. They attend to questions about Roth conversion, safe business', QLAC and more. To understand the complete episode, download. To see how you can benefit from a changing economy, call the Financial Consulate today.
Drew and Chris reunite to help listeners with their questions in reference to credit checks, 401K liquidation and the effects of such, the effect of a possible burst in the economy and IRAs; these are just highlights of this weeks episode. Drew and Chris provide facts that help put the current view of the economy in it's proper perspective; knowledge wins. Let the Financial Consulate help you make your assets grow so you have greater piece of mind in today's world; the number is 877-823-7283