Wealth Michigan Podcast

Mindy and Nolan discuss planning for when you pass away and leave your belongings to the people or institutions you wish, and how this needs to be handled to make sure your wishes are carried out as you desire, and in a tax efficient manner for financial accounts.

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.

More people are coming in with 401K accounts of a half million dollars or more. But what are they supposed to do with all that money for retirement income, especially when it comes to paying taxes? Today Mindy and Nolan discuss strategies to help you keep more money in your pocket and pay less - legally - to Uncle Sam.

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 first discuss the upcoming presidential election, including the future of the Tax Cuts and Jobs Act depending on who may win. They also talk about next month's Summer Olympics in Paris and how training for the Games can relate to retirement 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.

Nolan runs solo in this episode with a discusssion about the popular 401K retirement savings vehicles, and decisions people need to make concerning them and their IRAs, which many 401Ks provide money for. He also discusses pensions and how to decide whether to take the monthly payments or a lump sum buyout, which can be rolled over to a personal IRA.

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.

No one likes to think about the bad things that can happen in the future, but the truth is they do, and they need to be planned for. Mindy and Nolan cover some of these potential events, and offer some strategies which can be used so that your money can provide for the situation at hand.

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.

Tax planning is more important than ever in retirement, especially with rates set to go up at the start of 2026. Mindy and Nolan take a look at what you can do now to pay at lower rates so you can save when rates go up for later retirement years.

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 may not think of life insurance as a retirement planning tool, but if used the right way, it can fit into someone's situation. Mindy and Nolan discuss some of the strategies life insurance can be used for retirement, and also for 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.

First, Mindy and Nolan discuss whether we may or may not have a recession in 2024, then they look at how small business owners can plan for their own retirement, whether it may be by selling their business or passing it on to a family member or an employee.

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.

How people think about money can be beneficial, especially to a financial advisor trying to steer them in the right direction for retirement. Today Mindy and Nolan discuss the growing field of behavioral finance and how it affects the way people plan for retirement.

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 legacy planning and how it addresses the way any individual wants to leave behind things when they pass as well as who to leave it to, and whether a will, trust or other strategy can be used for a particular situation. 

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.