Jackson is on the air with Drew this week as they talk to callers and answer questions regarding multi-factor investing, Roth conversions, the enhanced senior deduction, and more! Download and enjoy! 

Drew is joined by special guests Vito & Doris Piazza who founded the nonprofit, Hope for Morrope Foundation. Vito & Doris discuss how they help support and educate communities in Morrope, Peru. Drew also discusses the importance of charitable giving and the best ways to give. 

Peter joins Drew this week as they talk to callers and answer questions regarding Roth I401ks, social security, beneficiaries paying taxes on a high yield savings accounts, annuities, RMDs, and more! Download and enjoy!  

Chris is on the air this week with Drew as they answer questions regarding when to take social security, taxes on social security, setting up a grandchild's college fund, Roth IRAs, and more! Download and enjoy! 

Jackson is back this week with Drew as they talk to callers and answer questions regarding Bitcoin, social security, IRAs, capital gains, and more! Download and enjoy!

Drew is joined by Leo this week as they talk to callers and answer questions regarding Traditional Medicare vs. Medicare Advantage, completing a Roth conversion with multiple custodians, tax implication of cancelling an annuity, and more! Download and enjoy!

Drew is joined by Jackson this week as they talk to callers and answer questions regarding Medicare, life insurance, life estate deeds, taxes on passing down a house, and more! Download and enjoy! 

Chris returns this week with Drew as they talk to callers and answer questions regarding auto insurance, annuities, retiring in MD, tax bills, and more! Download and enjoy!

Peter is back again this week with Drew as they talk to callers regarding estate planning, adding a child to a bank account, bank account POD vs. beneficiaries, and more! Download and enjoy!

Peter joins Drew as a cohost this week as they talk to callers regarding tax credits for replacing your HVAC system, capital gains, Roth conversions, selling your home before or after moving out of MD, and more! Download and enjoy!

Leo is back on the air with Drew this week as they answer questions regarding step-up in basis for traditional IRAs, ETF exchange, 403b catch-up contributions, estate planning for a spouse with early onset dementia, and more! Download and enjoy! 

Chris is the host this week and is joined by estate planning attorney Kevin Bress. Chris and Kevin discuss estate planning, long term care, trusts, wills, and more! Download and enjoy!     

Jackson joins Drew this week as they talk to callers and answer questions regarding tax withholding, QCDs, social security, estate tax, gifting, and more! Download and enjoy! 

Peter is back again this week with Drew as they answer questions regarding inherited IRAs, capital gains, life insurance, pensions, and more! Download and enjoy! 

Peter makes his return on air with Drew as they talk to callers and answer questions regarding information on your tax return, SSA-44, Medicare, estate planning, and more! Download and enjoy!

Chris joins Drew this week as a cohost as they answers questions regarding changes to social security, tax credits to take advantage of, tax deductions, Roth conversions, and more! Download and enjoy! 

Drew is solo this week as he talks to callers and answers their questions regarding Medicare plans, bonds, Roth conversions, losses on real estate, and more! Download and enjoy! 

Leo is Drew's cohost again this week as they answer callers questions regarding tax moves to make this year, new standard deduction for seniors, claiming social security after FRA, and more! Download and enjoy!

Leo is back again this week with Drew as they talk to callers and answer questions regarding mortgage rates, when does a revocable trust make sense in an estate plan, interest rates, how much a young person should be saving, and more! Download and enjoy!

Leo is back with Drew this week as they talk to callers and answer questions regarding tax laws, how to split an inheritance between two unrelated beneficiaries, opening a MD 529 for out of state grandchildren, and more! Download and enjoy!