First, Mindy goes over items which need to be taken care of before the end of 2024, including Roth conversions and Medicare planning, then she looks at the growing government debt and the potential of higher taxes to help pay it off.
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.
