Leo joins Drew this week as they take questions from callers regarding Roth IRA contributions, freezing your credit, IRS catching overpayments, estate documents, and more! Download & enjoy! 

Drew welcomes Chris this week as a cohost as they take questions from callers regarding when to take social security, annuities, American Equity, and more! Download & enjoy!

Drew welcomes Mike this week as a cohost as they they talk to callers and answer questions regarding TurboTax, nondeductible IRA's, buying a house with cash vs. financing a house right now, where to invest money, and more! Download and enjoy! 

Chris is back on the air this week with Drew as they take questions regarding diversifying your portfolio, withdrawing from an IRA, annuities, and more. Download & enjoy!   

Drew & Leo cohost this week as they take questions from callers regarding quarterly estimated tax payments, dividends in a Roth IRA, states to retire in, and more! Download & enjoy! 

Jackson joins Drew on the air this week as they talk to callers and answer questions regarding stocks, rental income, cost basis, RMDs/QCDs, and more! Download & enjoy! 

Mike is Drew's cohost this week as they take questions from callers regarding estate planning, life estate deed, Roth conversions, taxation of density exchange, and more! Download & enjoy! 

Drew welcomes Jackson this week as they answer questions from callers regarding 401k rollovers, taxes, real estate property, and more. Download & enjoy!  

Leo is back on the air this week with Drew as they talk to callers and answer questions regarding the withholding on sale of a MD home, married filing separate vs. married filing joint, in home medical expenses, and more! Download and enjoy! 

Chris joins Drew this week as they take questions from callers regarding interest rates, IRAs, stocks and bonds, and 401k's. Download and enjoy! 

Drew & Mike cohost this week along with special guest Shawn King! They discuss cybersecurity, how to make sure your technology is protected, and how to avoid being scammed, Download & enjoy! 

Drew welcomes Jackson on the air this week as they take questions from callers regarding Medicare and taxes. Download & enjoy! 

Leo is back on the air this week with Drew as they answer questions regarding the Earned Income Tax Credit, 1031 Exchange, MD Senior Tax Credit, Medicare out of pocked cost calculations, and more! Download & enjoy! 

Chris is back cohosting with Drew this week as they take questions from callers and discuss topics such as when to retire, if someone should defer social security, FinCEN BOI reporting, and more. Download and enjoy! 

Drew welcomes Mikes this week as they answer questions about social security, Thrift Savings Plan (TSP) , corrections to FAFSA, back taxes, financial aspects of switching jobs, and more! Download and enjoy! 

Jackson joins Drew this week as they take questions from callers regarding RMD's, I bonds, filing taxes when living in multiple states in a year, tax brackets, and more! Download and enjoy! 

Leo & Drew are back together hosting as they answer questions from callers regarding invisible losses, long-term care insurance, self-trustee IRA owning real estate, 60 day vs. trustee to trustee rollover, and more! Download and enjoy! 

Chris is back on the air this week with Drew and they answer calls regarding stocks after death and the options the executor has, inheritance tax in NY, LLC for property ownership, estate planning, and more! Download and enjoy! 

Mike is back cohosting with Drew this week as they take questions and discuss gifting to your children, applying for Medicare, Medicare Part B, 529 plans, and more! Download & enjoy!

Jackson joins Drew this week as they talk to callers regarding Medicare. They discuss when to sign up for Medicare, special enrollment period, and the different parts of Medicare. They also discuss retiring early, health insurance, and more. Download & enjoy! 

Leo is Drew's cohost this week as they discuss taking social security early or working, Roth vs. a savings account for money, RMD's, Roth IRA's for minors, and more! Download & enjoy! 

Drew welcomes Chris this week as they answer questions about estate planning, CSRS pensions, starting a side business, waiting to take social security, and more! Download & enjoy! 

Drew & Mike are back together hosting as they answer questions from callers regarding Roth conversions, Medicare plans, RMD's, and social security. Download and enjoy! 

Drew welcomes Leo this week as his cohost as they answer questions regarding the start date for RMD's, digital vs. paper currency, establishing residency for tax purposes, and Medicare enrollment. Download & enjoy!