The Financial Consulate, Inc.

Money, Riches & Wealth - The Podcast

Business EN ↓ 20 episodes

The podcast version of the popular radio show "Money, Riches & Wealth" on TalkRadio 680 WCBM in Baltimore

Author

The Financial Consulate, Inc.

Episodes

MRW - 07/08/26: QCDs, Trump Accounts, and More! 10.07.2026 41:59

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!

MRW - 07/01/26: Medicare, 401k Rollovers, and More! 08.07.2026 41:02

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!

MRW - 06/24/26: Bonds, Taxes, Medicare, and More! 25.06.2026 43:26

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!

MRW - 06/17/26: Space X, Taxes, Medical Plans and More! 23.06.2026 40:50

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!

MRW - 06/10/26: All About Medicare! 22.06.2026 41:34

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!

MRW - 06/03/26: Tax Filing, 401(k) Rollovers, and More! 05.06.2026 40:56

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!

MRW - 05/27/26: Taxes, Gifting, Insurance, and More! 02.06.2026 41:07

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!

MRW - 05/20/26: Roth Conversions, Treasury Bonds, and More! 21.05.2026 39:00

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!

MRW - 05/13/26: 529 Accounts, FDIC Insurance, and More! 14.05.2026 41:00

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!

MRW - 05/06/26: Inheritance Tax in MD, Online Saving Accounts, and More! 07.05.2026 40:53

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!

MRW - 04/29/26: RMDs, House Sales, and More! 01.05.2026 41:53

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!

MRW - 04/22/26: Tax Questions, Estate Planning, and More! 01.05.2026 41:06

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!

MRW - 04/15/26: ETFs, 403(b), and More! 16.04.2026 41:22

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!

MRW - 04/08/26: Moving Out of State, Foreign Citizen Taxes, and More! 10.04.2026 41:07

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!

MRW - 04/01/26: NIIT Tax, Enhanced Senior Deduction, and More! 03.04.2026 42:15

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!

MRW - 03/25/26: Tax Laws, Savings Bonds, and More! 26.03.2026 41:04

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!

MRW - 03/18/26: Inheritance & Estate Taxes, RMDs, and More! 19.03.2026 40:37

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!

MRW - 03/11/26: Tech Stocks, Direct Indexing, and More! 13.03.2026 40:50

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!

MRW - 03/04/26: Taxes, HSAs, 529 Accounts and More! 09.03.2026 40:56

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!

MRW - 02/25/26: DROPs, Gold, Trusts and More! 26.02.2026 40:59

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!