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!