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  • Your 401K is Not a Plan

    Your 401K is Not a Plan
    2026/02/21
    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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    42 分
  • Retirement Income Planning - February 8, 2026

    Retirement Income Planning - February 8, 2026
    2026/02/08
    Nolan goes solo today and tackles the subject of planning for income and, more specifically, how to make your money last throughout your retirement. He mentions optimizing Social Security, managing taxes with proactive strategies, and transferring the risk of outlviing your savings to an insurance company using various products available for that purpose.

    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
  • Advice and Taking Control

    Advice and Taking Control
    2026/02/01
    Mindy and Nolan revisit some of the top retirement advice for those looking to make the leap into post-working years, then transition into how to take control of your retirement with certain strategies and ideas to help craft a unique plan for your retirement dreams.

    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
  • Act Your Age: Asset Allocation

    Act Your Age: Asset Allocation
    2026/01/25
    Asset allocation is something which should change depending on where you are in terms of your status concerning retirement. If you are closer to it, your portfolio, in theory, should be more conservative. Mindy and Nolan take a look at how to determine what allocation is best for your age and risk tolerance, as well as looking at what could be ahead for 2026 economcially.

    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
  • Do You Need A New Advisor?

    Do You Need A New Advisor?
    2026/01/18
    Mindy and Nolan revisit some of the signs to look for to see if a new financial advisor might be needed when you are getting close to retirement.

    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 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