Money, Riches & Wealth - The Podcast

Leo joins Drew on the air this week as they talk to callers and answer questions regarding how agricultural zoning affect taxes, moving to a tax friendly state with a MD State pension, MD taxes while one spouse is working remotely in VA for a MD company, and more! Download and enjoy!

Peter joins Drew on the air this week as they talk to callers and answer questions regarding deductions for charitable giving, social security, taxes regarding Roth IRAs, inherited annuities, and more! Download and enjoy! 

Drew is joined by Chris this week as they answer questions regarding the process of QCDs, S&P 500 index, index annuities, trump account qualifications and their purpose, and more! Download and enjoy!  

Drew is solo this week as he talks to callers and answer questions regarding Medicare Part B late enrollment fee, signing up for Medicare, ACA enrollment, scams,  401k rollovers, and more! Download and enjoy!

Leo joins Drew this week as they talk to callers and answer questions regarding bonds vs. stocks in a portfolio, Trump accounts, Medicare supplemental policies, late estimated tax payment penalties, and more! Download and enjoy!

Peter makes his return on the air with Drew as they talk to callers and answer questions regarding how to purchase Space X, estimated taxes for covering capital gains, group medical plans for religious organizations, Vanguard mutual funds vs ETF, and more! Download and enjoy!

Chris is on the air with Drew this week as they talk to callers and answer questions about Medicare! Chris and Drew dive into Medicare and Medicare Supplemental Plans. Download and enjoy!

Drew is joined by Jackson this week as they talk to callers and answer questions regarding tax filing, zero-fee index funds, Roth 401(k) rollovers and more! Download and enjoy!

Leo returns on the air this week with Drew as they talk to callers and answer questions regarding taxes when you are physically handicapped, taxation of an installment sale when you move states, gifting and reporting when giving stock, FDIC insurance, and more! Download and enjoy! 

Peter joins Drew on the air this week as they answer questions regarding tax forms for an IRA to Roth conversion, the pros and cons of a 10 year treasury bond, putting money away in a 529 plan, life care facilities, and more! Download and enjoy! 

Chris joins Drew this week as they talk to callers and discuss 529 accounts, loaning money to children, the cost of college, FDIC insurance, and more! Download and enjoy! 

Jackson makes his return on air with Drew this week as they talk to callers and answer questions regarding states with no income tax, online savings accounts, FDIC insurance, inheritance tax in MD, and more! Download and enjoy! 

Drew is joined by Leo this week as they talk to callers and answer questions regarding the withholding on a house sale for MD non-residents, credits for infrastructure projects like wind farms, inherited Roth IRA Pre-2020 rules and what happens if you missed an RMD, and more! Download and enjoy!

Peter returns on the air with Drew this week as they answer questions regarding tax refunds, best accounts to set up for grandchildren, life estate deeds, and more! Download and enjoy!

Chris is on the air with Drew this week as they talk to callers and answer questions regarding how ETFs are different from traditional mutual funds, how to tell total 403(b) fees, doing a construction loan or a first mortgage on a home upgrade, and more! Download and enjoy! 

Drew is joined by Peter this week as talk to callers and answer questions regarding moving out of state, foreign citizen taxes, inherited IRAs, and more! Download and enjoy!

Leo makes his return on air this week with Drew as they talk to callers and answer questions regarding NIIT tax, taxation of those who live on a boat, enhanced senior deduction, TurboTax, and more! Download and enjoy! 

Peter joins Drew this week as they answer questions regarding weird tax laws, savings bonds, things to know when a spouse passes away, federal money market taxation, and more! Download and enjoy! 

Chris makes a return on air this week with Drew as they talk to callers and answer questions regarding home titling, inheritance and estate taxes, RMDs, the MD senior tax credit, and more! Download and enjoy! 

Jackson joins Drew on the air this week as they talk to callers and answer questions regarding direct indexing, life estate deeds, tech stocks, and more! Download and enjoy! 

Drew is joined by Leo this week as they talk to callers and answer questions regarding tax advantages of solar energy, tax loss harvesting, taxation of US saving bonds, HSAs, and more! Download and enjoy! 

Peter makes his return on air with Drew as they talk to callers regarding $01k RMD distributions, DROPs, gold, special needs trusts, and more! Download and enjoy! 

Chris joins Drew this week as they talk to callers and answer questions regarding long term care insurance, elder care, social security, QLACS, and more! Download and enjoy! 

Drew is solo this week as he talks to callers and answer questions regarding 60 day rollovers, Bitcoin, IRA's, surrender charges, and more! Download and enjoy! 

Leo is back on the air with Drew this week as they talk to callers and  answer questions regarding when to do a Roth conversion, MD Medicaid eligibility, estate planning, new tax rules for charitable contributions, and more! Download and enjoy!

Drew is joined by Peter this week as they talk to callers and answer questions regarding online saving accounts, HVAC credits, Medicare part B, gold and silver, and more! Download and enjoy! 

Chris makes his return on air with Drew this week as they talk to callers and answer questions regarding timeshares, social security, Use Tax, and more! Download and enjoy! 

Jackson joins Drew on the air this week as they talk to callers and answer questions regarding 401k catchups, annuities, Roth 401ks, RMD's, and more! Download and enjoy! 

Leo joins Drew for the first show of the new year. They answer questions from callers regarding expenses for support animals (ie guide dogs) being tax deductible, umbrella policies and which companies should be looked at, new Roth 401k catch up requirement, options when potentially scammed by a contractor, and more. Download and enjoy!

Drew is joined by Peter this week as they talk to callers and answer questions regarding what goes into a IRMAA calculation, refinancing a 30-year mortgage, gold, enhanced senior deduction, and more! Download and enjoy! 

Chris returns with Drew this week as they talk to callers and answer questions regarding taxes, IRMAA, social security, estate planning, and more! Download and enjoy! 

Jackson is on the air with Drew this week as they talk to callers and answer questions regarding multi-factor investing, Roth conversions, the enhanced senior deduction, and more! Download and enjoy!