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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.
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    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.
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    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.
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    37 分
  • A Christmas Retirement List

    A Christmas Retirement List
    2025/12/21
    Santa makes a list - and checks it twice - when he delivers presents for the Christmas season. Why not do the same for a retirement plan? Today Mindy and Nolan help prepare that list and what should go on it, including plans for income, covering taxes, health care and leaving a legacy.

    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.
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    40 分
  • Revisiting Myths and Answering Questions - December 14, 2025

    Revisiting Myths and Answering Questions - December 14, 2025
    2025/12/14
    After first looking at an ongoing retirement savings crisis, Mindy and Nolan discuss some common myths about retirement, then answer some common questions before taking on some questions about their own likes and dislikes on certain topics.

    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.
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    40 分
  • Top Financial News of 2025

    Top Financial News of 2025
    2025/12/07
    Mindy and Nolan take a look at the top financial stories of 2025, then they revisit the importance of estate and legacy planning.

    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
  • Optimism About the Future

    Optimism About the Future
    2025/11/30
    A new U.S. News study reveals financial advisors are optimistic about the future, economically speaking. Mindy and Nolan take a look and find that advisors feel that preparing for what lies ahead with a comprehensive plan can help alleviate concerns about any coming potholes such as market volatility, tax increases and further inflation, among others. Later they revisit four major retirement unknowns and how to plan for them.

    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
  • Giving Thanks

    Giving Thanks
    2025/11/23
    Mindy rides solo on this episode and begins by addressing the upcoming Thanksgiving holiday, family plans and being grateful for the blessings she and Nolan and their family enjoy. Then she turns to the topic of running out of money in retirement, something feared by almost every retiree, and the ways a solid plan can help avoid this catastrophe.

    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
    40 分