Mindy and Nolan discuss planning for when you pass away and leave your belongings to the people or institutions you wish, and how this needs to be handled to make sure your wishes are carried out as you desire, and in a tax efficient manner for financial accounts.
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.
