Episodios
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Drew welcomes Leo back this week as they talk to callers and answer questions regarding impacts of larger RMD's on IRMAA, how to invest given falling interest rates, penalty (tax-wise) for getting married, social security survivor benefit, and more! Download and enjoy!
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Peter is back on the air this week with Drew as they answer questions regarding EE bonds, RMD's, social security taxation, health insurance, and more! Download and enjoy!
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Drew welcomes Leo this week as they talk to callers and discuss titling of accounts when you pass away, social security survivor benefit, when to collect social security as a widow, and more! Download and enjoy!
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Mike is Drew's cohost this week as they take questions from callers regarding freezing credit reports, The Corporate Transparency Act, filing taxes, and more! Download and enjoy!
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Chris joins Drew this week as they answer callers questions regarding social security, RMD's when to retire, retirement plans at work, and more! Download and enjoy!
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Jackson is back on the air with Drew this week as they take questions from callers regarding government pensions, Roth IRAs, life insurance, investments, and taxes. Download & enjoy!
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Drew welcomes Peter back this week as they talk to callers and discuss Medicare, when to sign up for social security, investment vehicles for small businesses, and more! Download and enjoy!
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Mike makes his return as a cohost with Drew this week as they talk to callers and answer questions regarding taxes on the sale of a house, Medicare Part D and other Medicare plans, capital gains, and more! Download and enjoy!
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Drew & Leo cohost this week as they talk to callers regarding maximizing social security benefits, Maryland Family Medical Leave Act, non deductible IRA contributions, and more! Download and enjoy!
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Jackson is back hosting with Drew again as they talk to callers and answer questions regarding social security, investments, and 401(k) plans. Download and enjoy!
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Chris hosts this week along with Graham Ewing and guest Barbara Horanoff. Together they discuss all things Medicare and answer any questions callers have about it.
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Jackson is Drew's cohost this week as they talk to callers and answer questions regarding inherited IRAs, Bitcoin, step-up in cost basis, and investments. Download and enjoy!
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Drew welcomes Leo this week as they talk to callers and answer questions regarding investing for those with religious beliefs that prevent them from earning compound interest, taxes to consider when moving states, pension lump sum payout offers, and more! Download & enjoy!
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Mike is back with Drew as a cohost this week as they take questions from callers regarding reducing taxes, IRA conversions, company stock in a 401k, tax loss harvesting, and more! Download and enjoy!
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Chris joins Drew this week as a cohost as they talk to callers and answer questions regarding expenses, Vanguard, QCD's, wills, Roth IRA's, and more! Download and enjoy!
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Drew & Peter cohost this week as they take questions from callers regarding taking social security while still working, managing parents assets after they pass away, credit freezes, reverse mortgages, and more! Download and enjoy!
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Drew welcomes Leo this week as a cohost as they answer questions about ways to save money for grandchildren, QCD's while still working, what to do with old 401k's, bitcoin, and more! Download & enjoy!
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Drew is solo tonight as he talks to callers and answer questions regarding AI and security concerns, Medicare vs. Medicare Advantage, taxing of social security, and more! Download & enjoy!
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Jackson is back on the air this week with Drew as they answer questions regarding social security, 401k/pensions, real estate property with gains, money market investing, and more! Download and enjoy!
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Peter joins Drew as a cohost this week as they answer questions regarding RMD's, paying off a mortgage with an IRA, SSDI, beneficiaries, and more! Download & enjoy!
