『Wealth Michigan Podcast』のカバーアート

Wealth Michigan Podcast

Wealth Michigan Podcast

著者： Mindy and Nolan McIntosh
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 Looking to tune up your retirement? Tune in to McIntosh & Associates for the latest news and strategies.


Insurance products are offered through the insurance business McIntosh & Associates Inc. McIntosh & Associates Financial LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McIntosh & Associates Inc are not subject to Investment Adviser requirements. AEWM and McIntosh & Associates Inc are not affiliated companies.Copyright Eric Pedersen 経済学
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  • Revisiting Taxes

    Revisiting Taxes
    2026/01/11
    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 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 based on the needs of the individuals or couples they serve.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
    続きを読む 一部表示
    39 分
  • Dates to Remember for the New Year

    Dates to Remember for the New Year
    2026/01/04
    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 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 based on the needs of the individuals or couples they serve.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
    続きを読む 一部表示
    39 分
  • Revisiting Strategies and Income Tax Challenges

    Revisiting Strategies and Income Tax Challenges
    2025/12/28
    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 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 based on the needs of the individuals or couples they serve.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
    続きを読む 一部表示
    37 分
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