Wealth Michigan Podcast

It's not what you make, but what you get to keep that counts. Nolan goes solo on this episode to talk about how to work with a financial professional to help turn your retirement savings into a reliable paycheck. He also looks at the recent IPO of  Space X and how chasing the next hot stock may not be such a good idea. The Wealth Michigan Podcast is the podcast version of the weekly radio show fea...

Mindy and Nolan look at the subject of long term care planning, which is just one of the aspects of health care planning. It's a hard subject for many to come to terms with mainly due to costs, but Mindy and Nolan look at options besides traditional insurance plans which could make things less cumbersome. The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the hus...

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 base...

Nolan goes solo today and tackles the subject of planning for income and, more specifically, how to make your money last throughout your retirement. He mentions optimizing Social Security, managing taxes with proactive strategies, and transferring the risk of outlviing your savings to an insurance company using various products available for that purpose. The Wealth Michigan Podcast is the podcast...

Mindy and Nolan revisit some of the top retirement advice for those looking to make the leap into post-working years, then transition into how to take control of your retirement with certain strategies and ideas to help craft a unique plan for your retirement dreams. The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial profess...

Asset allocation is something which should change depending on where you are in terms of your status concerning retirement. If you are closer to it, your portfolio, in theory, should be more conservative. Mindy and Nolan take a look at how to determine what allocation is best for your age and risk tolerance, as well as looking at what could be ahead  for 2026 economcially. The Wealth Michigan Podc...

Mindy and Nolan revisit some of the signs to look for to see if a new financial advisor might be needed when you are getting close to 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 w...

Mindy and Nolan take a look back at how to preserve your retirement from taxes, and whether using Roth conversion strategies could be right for you to pay taxes at lower rates now instead of waiting and paying potentially higher rates later. 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 f...

2026 is underway, and Mindy takes a look at all the important dates throughout the year that you need to remember regarding various financial events, including taking RMDs, paying taxes, Medicare Open Enrollment and more. Later Nolan revisits ways you can optimize your retirement income using various strategies and methods to help make your money last. The Wealth Michigan Podcast is the podcast ve...

Taxes is the theme of this program - first some tax savvy strategies you can use to help save on what you may owe Uncle Sam for the coming year. Then how retirement income could face income tax challenges in the years ahead and how to plan for them to help keep more money in your pocket.  The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife tea...

Santa makes a list - and checks it twice - when he delivers presents for the Christmas season. Why not do the same for a retirement plan? Today Mindy and Nolan help prepare that list and what should go on it, including plans for income, covering taxes, health care and leaving a legacy. The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team o...

After first looking at an ongoing retirement savings crisis, Mindy and Nolan discuss some common myths about retirement, then answer some common questions before taking on some questions about their own likes and dislikes on certain topics. 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 fi...

Mindy and Nolan take a look at the top financial stories of 2025, then they revisit the importance of estate and 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 El...

A new U.S. News study reveals financial advisors are optimistic about the future, economically speaking. Mindy and Nolan take a look and find that advisors feel that preparing for what lies ahead with a comprehensive plan can help alleviate concerns about any coming potholes such as market volatility, tax increases and further inflation, among others. Later they revisit four major retirement unkno...

Mindy rides solo on this episode and begins by addressing the upcoming Thanksgiving holiday, family plans and being grateful for the blessings she and Nolan and their family enjoy. Then she turns to the topic of running out of money in retirement, something feared by almost every retiree, and the ways a solid plan can help avoid this catastrophe. The Wealth Michigan Podcast is the podcast version...

Today Mindy and Nolan revisit some past subjects, including some signs that you may need a new financial advisor, as well as the challenges that come with planning for a longer lifespan and the new strategies that can help 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 No...

Medicare Open Enrollment is going on through December 7th, and Mindy and Nolan break down what you need to know about this important government program for 2026.  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,...

Mindy and Nolan revisit Medicare Open Enrollment to open the podcast, then they address six common myths about retirement which could surprise some people, including assuming Social Security will cover all of one's income needs, or that Medicare will cover all health care needs (neither of which is true). The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the hus...

October is, among other things, Financial Planning Month, and Mindy and Nolan take a look at how planning for retirement can help folks to enjoy their post-working years, especially with retirements lasting as long as forty years or more. Later in the show, Nolan addresses how to optimize retirement income, especially when it comes to taking Social Security benefits to get the most out of the prog...

Mindy and Nolan begin by answering some listener questions on various topics, then discuss how to preserve your retirement savings from Uncle Sam with tax planning strategies that could save you big. 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 McIntos...

Medicare Open Enrollment begins Wednesday, and Mindy is all set with the latest developments and changes to plans in the Michigan area, and what you need to know if you need to make changes during this period. She and Nolan also address Roth conversions, which also need to be made by the end of the year to take advantage of tax planning opportunities for 2025. The Wealth Michigan Podcast is the po...

Mindy and Nolan take a look back at some of the top things to avoid in retirement, then answer four key questions about retirement, which include saving enough, will the money last and more. 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 Ass...

The advisor who helped you grow your wealth may not be the right one to help in the distribution phase when it comes to turning that money into retirement income. Mindy and Nolan discuss how to determine the right advisor to help in this process. The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh...

Mindy and Nolan discuss new oppotunities for tax savings under the new One Big Beautiful Bill Act passed in July. They also revisit how to make the most from Social Security, and dive into their tool kit which can be yours for texting READY to (989) 656-8885. The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mi...

People are living much longer than previous generations, which creates challenges for retirement planning, especially when many traditional methods didn't take longevity into account. Mindy and Nolan discuss how things have changed and how today's strategies can be a game changer for today's retirees. The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband...