Wealth Michigan with the McIntoshs'

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. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associat...

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. Wealth Michigan with the McIntoshes i...

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. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based...

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. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial...

Mindy and Nolan discuss new opportunities 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. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh...

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. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team...

Mindy and Nolan take a look at a couple of subjects from recent programs - strategies to help retirees lower their tax bill to Uncle Sam as well as spending realities in retirement and how to provide the money needed to provide what you need for those levels. Mindy also goes over some upcoming events hosted by McIntosh and Associates on a variety of subjects. Wealth Michigan with the McIntoshes is...

Nolan handles most of the show today, including the main topic of retirement planning options for small business owners, including transition planning, savings options for themselves and employees and more.  Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and...

Mindy and Nolan dive into the One Big Beautiful Bill and its provisions regarding taxes, especially where retirees are concerned, and some of the benefits it provides and also some of the areas to be careful with to avoid needless overpayments. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial ad...

A study late last year done by AARP showed that some 20% of adults age 50 or older had no retirement savings, and some 57 million private sector workers did not have either a pension or other retirement savings plan through their employer. Mindy and Nolan break down the numbers and offer some tips for how people can put some savings together and get on the road to being able to retire. They also r...

Mindy and Nolan take a look at some of the provisions of the newly passed Big Beautiful Bill and the tax changes it creates for retirees. They also revisit how to preserve your retirement savings from unnecessary taxes by planning to pay some of them now when rates are lower rather than defer them until later when rates may be higher. Wealth Michigan with the McIntoshes is a weekly radio program f...

After looking at things you should avoid during retirement, Mindy and Nolan revisit things you can control in your retirement that are outside of news and events which could make the markets go haywire. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Assoc...

Mindy and Nolan take another look at a couple of subjects recently touched on - retirement stressors and what makes folks stress out when it comes to retirement planning, as well as three pillars of planning that must be addressed in any solid plan. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financi...

After an initial uncovering of the Big Beautiful Bill become law, Mindy and Nolan tackle the reality of spedning in retirement, which conventional wisdom says will be just 70-80% of what you earned in your later working years. They go over what could happen if that conventional wisdom is wrong and you want, or need, to spend more in retirement, and how to plan to make sure that money is available...

Mindy and Nolan revisit the subject of people worrying that their retirement savings aren't enough to get them through retirement, and how planning can help them stretch their dollars so they can enjoy their post-working years. They also revisit when you may need to change your financial advisor to one who focuses on retirement and not just managing growith investments. Wealth Michigan with the Mc...

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. Wealth Michigan with the McIntoshes is a weekly radio program 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...

Savvy investors know how to react when markets turn volatile. Mindy and Nolan explore this subject and how planning can help when volatility, such as what has happened during the first half of 2025, occurs. They also revisit four unknown factors about retirement, including how long someone might live and how much money they may need for retirement as a result. Wealth Michigan with the McIntoshes i...

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. Wealth Michiga...

Mindy and Nolan first discuss some of the top things to avoid when you retire, then revisit rebalancing your portfolio and why it is important to keep your accounts balanced and focused on your retirement savings goals. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of M...

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. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of...

Mindy and Nolan share some of the best retirement advice they have learned over their years in the business, as well as revisiting the tax challenges retirees face when withdrawing from their accounts. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associ...

Mindy and Nolan take a look at how people view wealth, not just in terms of dollar amounts but in lifestyle. They also revisit four questions people may have on their minds when going into retirement that could make planning tricky in some spots. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial...

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. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wi...

Tax rates could be going up by the end of this year, so Mindy and Nolan take a deep dive int0 some strategies you can use to make sure you are paying the lowest amount necessary to the IRS in the event rates change. Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McInt...

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. Wealth Michigan with the McIntoshes is a weekly radio program featuring the...