Wealth Michigan Podcast

Wealth Michigan Podcast

Looking to tune up your retirement? Tune in to McIntosh & Associates for the latest news and strategies. Insurance products are offered through the insurance business McIntosh & Associates Inc. McIntosh & Associates Financial LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McIntosh & Associates Inc are not subject to Investment Adviser requirements. AEWM and McIntosh & Associates Inc are not affiliated companies.

Episodes

Tax Savvy Strategies

July 6, 2025 • 39 mins
Taxes in retirement are a big deal, and Mindy and Nolan discuss strategies to use to help you pay less to the IRS than you might otherwise do without using them.
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Retirement Stressors

June 22, 2025 • 39 mins
Mindy and Nolan go over some of the things that people can sometimes get stressed about when it comes to retirement, especially as it pertains to things in the news which could affect their savings. They also clear up some retirement myths, answer some listener questions, and review their retirement tool kit, which is available by calling or texting a special number at their office.
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Three Essential Pillars of Financial Stability

June 8, 2025 • 39 mins
Mindy and Nolan address three essential pillars of a solid financial plan for retirement - reliable income generation, tax efficient strategies, and investment management that is appropriate for one's tolerance for risk. They also announce the debut of a second podcast, Beyond the Focus, which debuts June 9 on major podcast platforms.
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The Retirement Income Blueprint

May 11, 2025 • 39 mins
It's great to have retirement accounts with a fat nest egg to work with, but it take a different mindset to turn that savings into reliable lifetime income. Mindy and Nolan discuss the difference, and the steps needed to make the transition so your money will provide what you need for your retirement dreams.
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Rebalance Your Retirement Portfolio Now

April 27, 2025 • 38 mins
Rebalancing is an aspect of retirement planning that many people find daunting, especially after going through such a process just to get it started. Mindy and Nolan discuss why rebalancing is important, especially as it pertains to keep track of your goals and making sure your plan remains on track to do what it needs to.
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Retirement Income Faces Tax Challenges

April 13, 2025 • 38 mins
Many people think they will pay less in taxes once they stop working, but that may not always be the case. Mindy and Nolan take a look at the structure of taxes as they involve retirement accounts, and why tax planning - including Roth conversions - may help to lower the amount you need to pay.
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Dealing with Volatility

March 30, 2025 • 39 mins
There has been plenty of volatility in the markets this year, and it's likely to continue. Nolan discusses how best to deal with it and why timing the market is usually not productive to your investments or your plan. Later Mindy joins him to take a look at hidden obstacles that could derail your retirement if not carefully planned for, such as health care costs and taxes.
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Protected Income

March 2, 2025 • 39 mins
The income you need for regular expenses in retirement has to be protected - that is come from a guaranteed source such as Social Security, a pension or an annuity. Mindy and Nolan discuss these sources as well as the various types of annuities, and how they can make sense in your retirement plan. 
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Preserving Your Retirement From Taxes

February 16, 2025 • 40 mins
Taxes may be going up at the end of this year - or they may stay the same. No one knows yet, but Mindy and Nolan take a look ahead and how to plan for either scenario so you can keep more of your hard earned savings in your pocket.
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Four Retirement Unknowns

February 2, 2025 • 39 mins
Longevity, health care costs, taxes and stock market performance are four areas that can't be known at the time a retirement plan is being put together. But they can be accounted for. Mindy and Nolan go over ways where proper planning can help account for these variables so funds can be there when they are needed.
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Tackling the Twin Threats of Taxes and Inflation

January 30, 2025 • 38 mins
Taxes and inflation are two huge unknown factors going into retirement. Mindy takes a look at how planning can help mitigate these factors so your retirement can be less stressful and more enjoyable.
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Four Questions About Retirement

December 22, 2024 • 38 mins
Have I saved enough? Will my money last? These are two of four very important questions you need to ask before you make the final decision to retire. Mindy and Nolan go over these areas and how to help determine whether you are truly ready to retire.
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Growing Government Debt

November 24, 2024 • 40 mins
First, Mindy goes over items which need to be taken care of before the end of 2024, including Roth conversions and Medicare planning, then she looks at the growing government debt and the potential of higher taxes to help pay it off.
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Balance Your Retirement Portfolio Now

November 17, 2024 • 39 mins
Rebalancing is something a lot of people may not grasp when managing their retirement accounts. Today Mindy and Nolan discuss this issue, why it's important, and the best ways to keep track of the amount of stock and bond investments in your portfolio to make sure they keep consistant growth going.
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Election Analysis and Making Your Money Work

November 13, 2024 • 41 mins
Nolan begins the episode by looking at the recent election and what to maybe expect from a new Trump administration. Then Mindy joins him to talk about making your money work for you for retirement, and some strategies that are used to best provide whatever you need when you need it.
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Retirement Planning For Women

October 27, 2024 • 41 mins
Women face their own unique challenges in planning for retirement. Today Mindy and Nolan discuss what these are and what women need to keep in mind when having their plan put together. 
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Optimizing Social Security

October 13, 2024 • 41 mins
After looking at some recent headlines, Mindy and Nolan dive into Social Security, and how you can utliize strategies to best optimize your benefits for your specific situation. They also look at Medicare Open Enrollment and upcoming showings of the movie The Psychology of Retirement  at theatres in the area.
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Taking Control of Retirement

September 29, 2024 • 39 mins
With events of recent years, you may feel you have less control over retirement planning than ever. Today Mindy and Nolan discuss what you can be doing to take back control of your retirement future, especially when it comes to risk mitigation and planning for future taxes. They also take a look at upcoming showings of the film The Psychology of Retirement, where they served as co-executive producers.
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Making Retirement Money Last

September 22, 2024 • 39 mins
Just about everyone has Social Security, but outside of that most folks need to have plenty of savings for a retirement nest egg because pensions have pretty much gone away. In this episode, Mindy and Nolan discuss some of the issues people have in making sure their retirement savings can last as long as needed, including perceived coming tax increases, longevity risk and the continual rise in health care expenses, especially when ...
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Reasons To Fire Your Advisor

September 1, 2024 • 39 mins
You may have had an advisor who has helped you grow your retirement nest egg, but is that advisor the one that can get you through retirement? Mindy and Nolan discuss ways to help you determine if the advisor you have is right to help reach you retirement goals, or if they are just someone who oversees investments and doesn't take things into account such as income, taxes or health care.
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