Wealth Michigan Podcast

Santa makes a list - and checks it twice - when he delivers presents for the Christmas season. Why not do the same for a retirement plan? Today Mindy and Nolan help prepare that list and what should go on it, including plans for income, covering taxes, health care and leaving a legacy.

The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

After first looking at an ongoing retirement savings crisis, Mindy and Nolan discuss some common myths about retirement, then answer some common questions before taking on some questions about their own likes and dislikes on certain topics.

The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Mindy and Nolan take a look at the top financial stories of 2025, then they revisit the importance of estate and legacy planning.

The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

A new U.S. News study reveals financial advisors are optimistic about the future, economically speaking. Mindy and Nolan take a look and find that advisors feel that preparing for what lies ahead with a comprehensive plan can help alleviate concerns about any coming potholes such as market volatility, tax increases and further inflation, among others. Later they revisit four major retirement unknowns and how to plan for them.

The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Mindy rides solo on this episode and begins by addressing the upcoming Thanksgiving holiday, family plans and being grateful for the blessings she and Nolan and their family enjoy. Then she turns to the topic of running out of money in retirement, something feared by almost every retiree, and the ways a solid plan can help avoid this catastrophe.

The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Today Mindy and Nolan revisit some past subjects, including some signs that you may need a new financial advisor, as well as the challenges that come with planning for a longer lifespan and the new strategies that can help

The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Medicare Open Enrollment is going on through December 7th, and Mindy and Nolan break down what you need to know about this important government program for 2026. 

The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Mindy and Nolan revisit Medicare Open Enrollment to open the podcast, then they address six common myths about retirement which could surprise some people, including assuming Social Security will cover all of one's income needs, or that Medicare will cover all health care needs (neither of which is true).

The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

October is, among other things, Financial Planning Month, and Mindy and Nolan take a look at how planning for retirement can help folks to enjoy their post-working years, especially with retirements lasting as long as forty years or more. Later in the show, Nolan addresses how to optimize retirement income, especially when it comes to taking Social Security benefits to get the most out of the program.

The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Mindy and Nolan begin by answering some listener questions on various topics, then discuss how to preserve your retirement savings from Uncle Sam with tax planning strategies that could save you big.

The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.