エピソード

  • Medicare Decoded

    Medicare Decoded
    2025/11/09
    Medicare Open Enrollment is going on through December 7th, and Mindy and Nolan break down what you need to know about this important government program for 2026.

    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
  • Six Common Myths

    Six Common Myths
    2025/11/02
    Mindy and Nolan revisit Medicare Open Enrollment to open the podcast, then they address six common myths about retirement which could surprise some people, including assuming Social Security will cover all of one's income needs, or that Medicare will cover all health care needs (neither of which is true).

    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
  • Financial Planning Month

    Financial Planning Month
    2025/10/26
    October is, among other things, Financial Planning Month, and Mindy and Nolan take a look at how planning for retirement can help folks to enjoy their post-working years, especially with retirements lasting as long as forty years or more. Later in the show, Nolan addresses how to optimize retirement income, especially when it comes to taking Social Security benefits to get the most out of the program.

    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
  • Questions and Taxes

    Questions and Taxes
    2025/10/19
    Mindy and Nolan begin by answering some listener questions on various topics, then discuss how to preserve your retirement savings from Uncle Sam with tax planning strategies that could save you big.

    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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    38 分
  • Medicare Open Enrollment - October 12, 2025

    Medicare Open Enrollment - October 12, 2025
    2025/10/12
    Medicare Open Enrollment begins Wednesday, and Mindy is all set with the latest developments and changes to plans in the Michigan area, and what you need to know if you need to make changes during this period. She and Nolan also address Roth conversions, which also need to be made by the end of the year to take advantage of tax planning opportunities for 2025.

    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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    41 分
  • Revisiting Things to Avoid and Questions

    Revisiting Things to Avoid and Questions
    2025/10/05
    Mindy and Nolan take a look back at some of the top things to avoid in retirement, then answer four key questions about retirement, which include saving enough, will the money last and more.

    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
    38 分
  • Top 5 Signs You Need A New Advisor

    Top 5 Signs You Need A New Advisor
    2025/09/28
    The advisor who helped you grow your wealth may not be the right one to help in the distribution phase when it comes to turning that money into retirement income. Mindy and Nolan discuss how to determine the right advisor to help in this process.

    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
  • Tax Opportunities and Social Security

    Tax Opportunities and Social Security
    2025/09/21
    Mindy and Nolan discuss new oppotunities for tax savings under the new One Big Beautiful Bill Act passed in July. They also revisit how to make the most from Social Security, and dive into their tool kit which can be yours for texting READY to (989) 656-8885.

    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