Money, Riches & Wealth - The Podcast

By The Financial Consulate, Inc.Business Investing

Money, Riches & Wealth - The Podcast episodes

October 08 MRW - 10/07/26: Social Security, Roth IRAs, Retirement, and More!
Peter joins Drew this week as they answer questions from callers regarding Roth IRAs, DE vs MD residency, social security, step-up in basis, 401a retirement withholdings, estimated tax payments, and more! Download and enjoy!
40 min
October 07 MRW - 09/30.26: Insurance, RMDs, Capital Gains, and More!
Jackson returns on air this week with Drew as they talk to callers and answer questions regarding group life insurance vs. individual life insurance, RMDs, long-term capital gains, tax loss harvesting, revocable trusts vs. wills, and more! Download and enjoy!
43 min
September 26 MRW - 09/23/26: RMDs, Roth Conversions, Estate Planning, and More!
Drew is joined by Jackson this week as they talk to callers and answer questions regarding RMDs, Roth conversions, revocable trusts, treasury bonds, and more! Download and enjoy!
41 min
September 14 MRW - 09/09/26: HSAs, Medicare, and More!
Peter returns on the air this week with Drew as they talk to callers and answer questions regarding HSAs, Medicare, 401k plans, IRMAA, annuities, RMDs, and more! Download and enjoy!
41 min
September 03 MRW - 09/02/26: Insurance, Taxes, and More!
Chris returns on the air with Drew this week as they talk to callers and answer questions regarding term/life insurance, tax deductions, social security, inherited money, 401ks, and more! Download and enjoy!
42 min
September 01 MRW - 08/26/26: IRAs, Life Insurance, Taxes, and More!
Jackson joins Drew this week as they talk to callers and answer questions regarding home care coverage, Trump accounts, IRAs, life insurance, tax withholding and brackets, and more! Download and enjoy!
42 min
August 21 MRW - 08/19/26: Gold, Dividend vs. Interest Payments, and More!
Drew is joined by Leo this week as they talk to callers and answer questions regarding dividend vs. interest payments when determining the rate of return of a fund, selling gold jewelry and investing in gold, CDs, Social Security survivor benefits, and more! Download and enjoy!

42 min
August 19 MRW - 08/12/26: Bonds, Buying a House, CDs, and More!
Peter is on the air this week with Drew as they talk to callers and answer questions regarding bonds, renting vs. owning a home, withdrawing from an IRA to purchase a home, maturing CDs, and more! Download and enjoy!
42 min
August 06 MRW - 08/05/26: Japanese Yen, Annuities, Medicare Part B, and More!
Chris returns on the air this week with Drew as they talk to callers regarding the Japanese yen and the US helping to not let it fall, firefighter DROP options, annuities, beneficiaries, Medicare Part B, and more! Download and enjoy!
41 min
August 06 MRW - 07/29/26: RMDs, Taxes, Saving, and More!
Jackson makes his return on air this week with Drew as they talk to callers and answer questions regarding mobile home tax implications, ETF vs. investment trust, RMDs, totalization agreements, and more! Download and enjoy!
42 min