Money, Riches & Wealth - The Podcast

Leo is back with Drew this week as they talk to callers and answer questions regarding tax laws, how to split an inheritance between two unrelated beneficiaries, opening a MD 529 for out of state grandchildren, and more! Download and enjoy!

Jackson is back on the air this week with Drew as they answer questions regarding ACA tax benefits, mortgage rates, social security, estate planning, and more! Download and enjoy! 

Peter joins Drew this week as they talk to callers and answer questions regarding DST, IRA distributions and when to invest in them, gold, inherited assets, and more! Download and enjoy! 

Chris is back with Drew this week as they answer questions from callers regarding home equity loans or a 401k loan, inheritance tax, business tax, and more! Download and enjoy!

Drew welcomes Jackson this week as they answer callers questions regarding stable coins, bitcoin, mutual funds, index ETFs, and more! Download and enjoy!

Leo returns with Drew this week as they talk to callers and answer questions regarding capital gains when selling rental property, reverse mortgages, MD inheritance tax, life estate deed, and more! Download and enjoy! 

Peter is on the air with Drew this week as they talk to callers and answer questions regarding Bitcoin, receiving an inheritance, RMD's, IRA protection, and more! Download and enjoy! 

Chris joins Drew this week as they talk to callers and answer questions regarding what happens with social security if a spouse passes away, Maryland taxes, converting to a Roth IRA, and more! Download and enjoy!

Jackson is back with Drew this week as they talk to callers and answer questions regarding social security, TSP rollovers, revocable trusts, and more! Download and enjoy!

Peter makes his return on air with Drew as they talk to callers and answer questions regarding Roth conversions, going on Medicare at 65, lump sum cash vs. monthly amount for a pension, tax changes of municipal bonds, and more. Download and enjoy! 

Drew welcomes Leo this week as they talk to callers about the Medicare enrollment process, estate planning for giving property to children, Roth IRA five-year rule, owning gold, and more! Download and enjoy! 

Chris is on the air with Drew this week as they talk to callers regarding social security, Medicaid estate planning, trusts, IRMAA, LLCs, and life insurance. Download and enjoy!

Jackson joins Drew this week as they talk to callers regarding start-up investing, crowdfunding, life estate deeds, inherited IRAs, MD taxes, and more! Download and enjoy!

Leo makes his return on the air with Drew as they talk to callers regarding Maryland tax law changes, probate for different properties in different states, self-directed IRAs, leaving assets to charity, and more! Download and enjoy!

Peter joins Drew this week as they talk to callers and answer questions regarding Medicare Part A & B, the bond market, Roth IRAs, insurance, and more! Download and enjoy!

Drew welcomes Chris as his cohost this week as they take questions from callers regarding social security, IRAs and the income threshold, Newsmax, investments, and more! Download and enjoy!  

Jackson is back on the air this week with Drew as they answer questions regarding social security, taxes, MD tax proposals, CSRS pensions, and more! Download and enjoy!  

Peter makes his return as a cohost with Drew this week as they talk to callers and answer questions regarding Index ETFs, tax deduction vs. tax credit, what to do when a stock goes bankrupt, diversification, and more! Download and enjoy! 

Jackson joins Drew again as a cohost this week as they talk to callers and answer questions regarding social security, annuities, selling your home, taxes, and more! Download and enjoy!