Money, Riches & Wealth - The Podcast

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!