Money, Riches & Wealth - The Podcast

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!

Leo makes his return on the air with Drew this week as they talk to callers about social security, Roth conversions, taxation of lottery winnings, estate tax, and more! Download and enjoy! 

Peter is Drew's cohost this week as they talk to callers and answer questions regarding high yield savings accounts, RMD's, estate tax, traditional IRA benefits, and more! Download and enjoy!

Chris rejoins Drew on the air this week as they take questions from callers regarding the Social Security Fairness Act, when to take social security, gold, and more! Download and enjoy! 

Drew is solo this week to kick off the new year. He answers questions from callers regarding the stock market, Roth IRAs, social security, and more! Download and enjoy!

Drew welcomes back Leo this week as they answer questions from callers regarding Medigap, RMD's, helping children save for retirement, IRMAA, social security, and more! Download and enjoy! 

Mike is the host this week, along with special guest Todd Boyle from Boyle Insurance Group. Download and enjoy Mike & Todd's discussion with regard to all things insurance!

Chris is back this week with Drew as they take questions from callers regarding RMD's, Roth conversions, HSA's, investing, and more! Download and enjoy! 

Drew is solo this week as he takes questions from callers regarding estate tax in Maryland, charitable giving, social security, and more! Download and enjoy

Peter makes his return on the air with Drew this week as they talk to callers regarding social security, 401k contributions, gifting to grandchildren, IRMMA, and more! Download and enjoy! 

Drew is joined by special guest Laurence Kotlikoff as they talk to callers and answer questions regarding social security. Download & 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!