Wealth Michigan Podcast

Medicare Open Enrollment begins Wednesday, and Mindy is all set with the latest developments and changes to plans in the Michigan area, and what you need to know if you need to make changes during this period. She and Nolan also address Roth conversions, which also need to be made by the end of the year to take advantage of tax planning opportunities for 2025.

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 back at some of the top things to avoid in retirement, then answer four key questions about retirement, which include saving enough, will the money last and more.

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.

The advisor who helped you grow your wealth may not be the right one to help in the distribution phase when it comes to turning that money into retirement income. Mindy and Nolan discuss how to determine the right advisor to help in this process.

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 discuss new oppotunities for tax savings under the new One Big Beautiful Bill Act passed in July. They also revisit how to make the most from Social Security, and dive into their tool kit which can be yours for texting READY to (989) 656-8885.

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.

People are living much longer than previous generations, which creates challenges for retirement planning, especially when many traditional methods didn't take longevity into account. Mindy and Nolan discuss how things have changed and how today's strategies can be a game changer for today's retirees.

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 a couple of subjects from recent programs - strategies to help retirees lower their tax bill to Uncle Sam as well as spending realities in retirement and how to provide the money needed to provide what you need for those levels. Mindy also goes over some upcoming events hosted by McIntosh and Associates on a variety of subjects.

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.

Nolan handles most of the show today, including the main topic of retirement planning options for small business owners, including transition planning, savings options for themselves and employees and more. 

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 dive into the One Big Beautiful Bill and its provisions regarding taxes, especially where retirees are concerned, and some of the benefits it provides and also some of the areas to be careful with to avoid needless overpayments.

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 study late last year done by AARP showed that some 20% of adults age 50 or older had no retirement savings, and some 57 million private sector workers did not have either a pension or other retirement savings plan through their employer. Mindy and Nolan break down the numbers and offer some tips for how people can put some savings together and get on the road to being able to retire. They also revisit the tax challenges retirees face in today's environment, though some of those may ease with the passage of the One Big Beautiful Bill Act in July.

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 an initial uncovering of the Big Beautiful Bill become law, Mindy and Nolan tackle the reality of spedning in retirement, which conventional wisdom says will be just 70-80% of what you earned in your later working years. They go over what could happen if that conventional wisdom is wrong and you want, or need, to spend more in retirement, and how to plan to make sure that money is available if you need it.

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.