Shows
Wealth Michigan with the McIntoshs'Financial Planning Month - October 26, 2025October 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.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based...
2025-10-2642 min
Wealth Michigan PodcastFinancial Planning MonthOctober 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...
2025-10-2639 minWealth Michigan with the McIntoshs'Revisiting Savvy Strategies and Retirement Spending - September 7, 2025Mindy and Nolan take a look at a couple of subjects from recent programs - strategies to help retirees lower their tax bill to Uncle Sam as well as spending realities in retirement and how to provide the money needed to provide what you need for those levels. Mindy also goes over some upcoming events hosted by McIntosh and Associates on a variety of subjects.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland...
2025-09-0742 minWealth Michigan PodcastRevisiting Savvy Strategies and Retirement SpendingMindy and Nolan take a look at a couple of subjects from recent programs - strategies to help retirees lower their tax bill to Uncle Sam as well as spending realities in retirement and how to provide the money needed to provide what you need for those levels. Mindy also goes over some upcoming events hosted by McIntosh and Associates on a variety of subjects.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...
2025-09-0738 minWealth Michigan with the McIntoshs'The Big Beautiful Law - August 10, 2025Mindy and Nolan take a look at some of the provisions of the newly passed Big Beautiful Bill and the tax changes it creates for retirees. They also revisit how to preserve your retirement savings from unnecessary taxes by planning to pay some of them now when rates are lower rather than defer them until later when rates may be higher.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-08-1042 minWealth Michigan with the McIntoshs'More About Taking Control - August 3, 2025After looking at things you should avoid during retirement, Mindy and Nolan revisit things you can control in your retirement that are outside of news and events which could make the markets go haywire.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-08-0342 minWealth Michigan with the McIntoshs'Revisiting Stressors and Pillars - July 27, 2025Mindy and Nolan take another look at a couple of subjects recently touched on - retirement stressors and what makes folks stress out when it comes to retirement planning, as well as three pillars of planning that must be addressed in any solid plan.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-07-2742 minWealth Michigan PodcastThe Reality of Retirement SpendingAfter an initial uncovering of the Big Beautiful Bill become law, Mindy and Nolan tackle the reality of spedning in retirement, which conventional wisdom says will be just 70-80% of what you earned in your later working years. They go over what could happen if that conventional wisdom is wrong and you want, or need, to spend more in retirement, and how to plan to make sure that money is available if you need it.The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy...
2025-07-2039 minWealth Michigan with the McIntoshs'The Reality of Retirement Spending - July 20, 2025After an initial uncovering of the Big Beautiful Bill become law, Mindy and Nolan tackle the reality of spedning in retirement, which conventional wisdom says will be just 70-80% of what you earned in your later working years. They go over what could happen if that conventional wisdom is wrong and you want, or need, to spend more in retirement, and how to plan to make sure that money is available if you need it.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial...
2025-07-2042 minWealth Michigan with the McIntoshs'The Fear of Outliving Savings - July 13, 2025Mindy and Nolan revisit the subject of people worrying that their retirement savings aren't enough to get them through retirement, and how planning can help them stretch their dollars so they can enjoy their post-working years. They also revisit when you may need to change your financial advisor to one who focuses on retirement and not just managing growith investments.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-07-1342 minWealth Michigan with the McIntoshs'Tax Savvy Strategies - July 6, 2025Taxes in retirement are a big deal, and Mindy and Nolan discuss strategies to use to help you pay less to the IRS than you might otherwise do without using them.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-07-0642 minWealth Michigan PodcastTax Savvy StrategiesTaxes in retirement are a big deal, and Mindy and Nolan discuss strategies to use to help you pay less to the IRS than you might otherwise do without using 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...
2025-07-0639 minWealth Michigan with the McIntoshs'Turn Volatility Into Opportunity - June 29, 2025Savvy investors know how to react when markets turn volatile. Mindy and Nolan explore this subject and how planning can help when volatility, such as what has happened during the first half of 2025, occurs. They also revisit four unknown factors about retirement, including how long someone might live and how much money they may need for retirement as a result.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-06-2942 minWealth Michigan with the McIntoshs'Retirement Stressors - June 22, 2025Mindy and Nolan go over some of the things that people can sometimes get stressed about when it comes to retirement, especially as it pertains to things in the news which could affect their savings. They also clear up some retirement myths, answer some listener questions, and review their retirement tool kit, which is available by calling or texting a special number at their office.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland...
2025-06-2242 minWealth Michigan PodcastRetirement StressorsMindy and Nolan go over some of the things that people can sometimes get stressed about when it comes to retirement, especially as it pertains to things in the news which could affect their savings. They also clear up some retirement myths, answer some listener questions, and review their retirement tool kit, which is available by calling or texting a special number at their office.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...
2025-06-2239 minWealth Michigan with the McIntoshs'Revisiting Things to Avoid and Rebalancing - June 15, 2025Mindy and Nolan first discuss some of the top things to avoid when you retire, then revisit rebalancing your portfolio and why it is important to keep your accounts balanced and focused on your retirement savings goals.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-06-1542 minWealth Michigan with the McIntoshs'Three Pillars of Financial Stability - June 8, 2025Mindy and Nolan address three essential pillars of a solid financial plan for retirement - reliable income generation, tax efficient strategies, and investment management that is appropriate for one's tolerance for risk.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-06-0842 minWealth Michigan PodcastThree Essential Pillars of Financial StabilityMindy and Nolan address three essential pillars of a solid financial plan for retirement - reliable income generation, tax efficient strategies, and investment management that is appropriate for one's tolerance for risk. They also announce the debut of a second podcast, Beyond the Focus, which debuts June 9 on major podcast platforms.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...
2025-06-0839 minWealth Michigan with the McIntoshs'Top Retirement Advice - May 25, 2025Mindy and Nolan share some of the best retirement advice they have learned over their years in the business, as well as revisiting the tax challenges retirees face when withdrawing from their accounts.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-05-2542 minWealth Michigan with the McIntoshs'What Is Wealthy? - May 18, 2025Mindy and Nolan take a look at how people view wealth, not just in terms of dollar amounts but in lifestyle. They also revisit four questions people may have on their minds when going into retirement that could make planning tricky in some spots.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-05-1842 minWealth Michigan PodcastThe Retirement Income BlueprintIt's great to have retirement accounts with a fat nest egg to work with, but it take a different mindset to turn that savings into reliable lifetime income. Mindy and Nolan discuss the difference, and the steps needed to make the transition so your money will provide what you need 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...
2025-05-1139 minWealth Michigan with the McIntoshs'The Retirement Income Blueprint - May 11, 2025It's great to have retirement accounts with a fat nest egg to work with, but it take a different mindset to turn that savings into reliable lifetime income. Mindy and Nolan discuss the difference, and the steps needed to make the transition so your money will provide what you need for your retirement dreams.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-05-1142 minWealth Michigan with the McIntoshs'Preserving Your Retirement From Taxes - May 4, 2025Tax rates could be going up by the end of this year, so Mindy and Nolan take a deep dive int0 some strategies you can use to make sure you are paying the lowest amount necessary to the IRS in the event rates change.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-05-0442 minWealth Michigan PodcastRebalance Your Retirement Portfolio NowRebalancing is an aspect of retirement planning that many people find daunting, especially after going through such a process just to get it started. Mindy and Nolan discuss why rebalancing is important, especially as it pertains to keep track of your goals and making sure your plan remains on track to do what it needs to.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...
2025-04-2738 minWealth Michigan with the McIntoshs'Balance Your Retirement Portfolio Now - April 27, 2025Rebalancing is an aspect of retirement planning that many people find daunting, especially after going through such a process just to get it started. Mindy and Nolan discuss why rebalancing is important, especially as it pertains to keep track of your goals and making sure your plan remains on track to do what it needs to.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-04-2742 minWealth Michigan PodcastRetirement Income Faces Tax ChallengesMany people think they will pay less in taxes once they stop working, but that may not always be the case. Mindy and Nolan take a look at the structure of taxes as they involve retirement accounts, and why tax planning - including Roth conversions - may help to lower the amount you need to pay.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...
2025-04-1338 minWealth Michigan with the McIntoshs'Retirement Income Faces Tax Challenges - April 13, 2025Many people think they will pay less in taxes once they stop working, but that may not always be the case. Mindy and Nolan take a look at the structure of taxes as they involve retirement accounts, and why tax planning - including Roth conversions - may help to lower the amount you need to pay.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-04-1342 minWealth Michigan with the McIntoshs'Taxes and the Unknowns - April 6, 2025Taxes - will they or won't they go up? Mindy and Nolan address this issue and what Congress may or may not do before the end of 2025, as well as unknown factors such as longevity and health care that may well affect your plan as retirements get longer and longer.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-04-0642 minWealth Michigan with the McIntoshs'Top Things to Avoid and Preserving From Taxes - March 23, 2025Mindy and Nolan revisit a couple of subjects, including the top five things to avoid in retirement, as well as how to preserve your retirement from unnecessary taxes and keep more of your savings in your pocket.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-03-2342 minWealth Michigan with the McIntoshs'Trump's Tax Policies - March 9, 2025Mindy and Nolan look back at the battle coming in Congress as to whether or not the 2017 Tax Cuts and Jobs Act will be extended, along with new policies President Trump would like to implement. They also revisit the idea of making retirement money last and ways to do it with tax efficiency.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-03-0942 minWealth Michigan PodcastProtected IncomeThe income you need for regular expenses in retirement has to be protected - that is come from a guaranteed source such as Social Security, a pension or an annuity. Mindy and Nolan discuss these sources as well as the various types of annuities, and how they can make sense in your retirement plan. 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 t...
2025-03-0239 minWealth Michigan with the McIntoshs'Protected Income - March 2, 2025The income you need for regular expenses in retirement has to be protected - that is come from a guaranteed source such as Social Security, a pension or an annuity. Mindy and Nolan discuss these sources as well as the various types of annuities, and how they can make sense in your retirement plan. Wealth Michigan with the McIntoshes is a weekly radio program 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 f...
2025-03-0142 minWealth Michigan with the McIntoshs'Preserving Your Retirement From Taxes - February 16, 2025Taxes may be going up at the end of this year - or they may stay the same. No one knows yet, but Mindy and Nolan take a look ahead and how to plan for either scenario so you can keep more of your hard earned savings in your pocket.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-02-1642 minWealth Michigan PodcastPreserving Your Retirement From TaxesTaxes may be going up at the end of this year - or they may stay the same. No one knows yet, but Mindy and Nolan take a look ahead and how to plan for either scenario so you can keep more of your hard earned savings 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...
2025-02-1640 minWealth Michigan with the McIntoshs'Four Retirement Unknowns - February 2, 2025Longevity, health care costs, taxes and stock market performance are four areas that can't be known at the time a retirement plan is being put together. But they can be accounted for. Mindy and Nolan go over ways where proper planning can help account for these variables so funds can be there when they are needed.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2025-02-0241 minWealth Michigan PodcastFour Retirement UnknownsLongevity, health care costs, taxes and stock market performance are four areas that can't be known at the time a retirement plan is being put together. But they can be accounted for. Mindy and Nolan go over ways where proper planning can help account for these variables so funds can be there when they are needed.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...
2025-02-0239 minWealth Michigan with the McIntoshs'Four Questions About Retirement - December 22, 2024When can I retire? Have I saved enough? Will my money last? Will my loved ones be okay if something happens to me? These are four huge questions surrounding retirement, and Mindy and Nolan take a look at how you can answer each of these to help determine if your plan is on target for retirement.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2024-12-2242 minWealth Michigan PodcastFour Questions About RetirementHave I saved enough? Will my money last? These are two of four very important questions you need to ask before you make the final decision to retire. Mindy and Nolan go over these areas and how to help determine whether you are truly ready to retire.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...
2024-12-2238 minWealth Michigan with the McIntoshs'Rollover Mistakes - December 1, 2024Today Mindy and Nolan revisit a big mistake many people make when rolling their 401K into an IRA that is costing them millions of dollars in potential gains for their retirement. They also tackle how to take control of your retirement with a properly designed plan.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2024-12-0142 minWealth Michigan with the McIntoshs'Balance Your Retirement Portfolio - November 17, 2024Rebalancing your portfolio is an issue not always understood. Today Mindy and Nolan address what it is and how the proper mix of stock, bond and other investments can help provide the funds you need for retirement, as well as the proper amount of risk for each individual plan.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2024-11-1742 minWealth Michigan PodcastBalance Your Retirement Portfolio NowRebalancing is something a lot of people may not grasp when managing their retirement accounts. Today Mindy and Nolan discuss this issue, why it's important, and the best ways to keep track of the amount of stock and bond investments in your portfolio to make sure they keep consistant growth going.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...
2024-11-1739 minWealth Michigan with the McIntoshs'Retirement Planning for Women - October 27, 2024Women face their own unique challenges in planning for retirement. Today Mindy and Nolan discuss these challenges and how to overcome them.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2024-10-2741 minWealth Michigan PodcastRetirement Planning For WomenWomen face their own unique challenges in planning for retirement. Today Mindy and Nolan discuss what these are and what women need to keep in mind when having their plan put together. 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 i...
2024-10-2741 minWealth Michigan with the McIntoshs'Optimizing Social Security - October 13, 2024Social Security is a popular - and complex - program for retirees. How can you be sure you are getting the most from it? Mindy and Nolan discuss how planning can help optimize, as opposed to maximize, your benefits for your own unique situation. They also take a look at the upcoming open enrollment period for Medicare and showings for the movie The Psychology of Retirement in area theaters over the coming weeks.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan...
2024-10-1342 minWealth Michigan PodcastOptimizing Social SecurityAfter looking at some recent headlines, Mindy and Nolan dive into Social Security, and how you can utliize strategies to best optimize your benefits for your specific situation. They also look at Medicare Open Enrollment and upcoming showings of the movie The Psychology of Retirement at theatres in the area.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 p...
2024-10-1341 minWealth Michigan with the McIntoshs'Taking Control of Retirement - September 29, 2024With events of recent years, you may feel you have less control over retirement planning than ever. Today Mindy and Nolan discuss what you can be doing to take back control of your retirement future, especially when it comes to risk mitigation and planning for future taxes. They also take a look at upcoming showings of the film The Psychology of Retirement, where they served as co-executive producers.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates...
2024-09-2942 minWealth Michigan PodcastTaking Control of RetirementWith events of recent years, you may feel you have less control over retirement planning than ever. Today Mindy and Nolan discuss what you can be doing to take back control of your retirement future, especially when it comes to risk mitigation and planning for future taxes. They also take a look at upcoming showings of the film The Psychology of Retirement, where they served as co-executive producers.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...
2024-09-2939 minWealth Michigan with the McIntoshs'Making Retirement Money Last - September 22, 2024With longer life spans, taxes likely to go up, inflation and other factors, your retirement savings needs to be able to grow and last during your post-working years. Mindy and Nolan discuss the factors that put pressure on your nest egg, and some strategies to use to help the process so your money can last.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2024-09-2242 minWealth Michigan PodcastMaking Retirement Money LastJust about everyone has Social Security, but outside of that most folks need to have plenty of savings for a retirement nest egg because pensions have pretty much gone away. In this episode, Mindy and Nolan discuss some of the issues people have in making sure their retirement savings can last as long as needed, including perceived coming tax increases, longevity risk and the continual rise in health care expenses, especially when it comes to long term care.The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of...
2024-09-2239 minWealth Michigan PodcastReasons To Fire Your AdvisorYou may have had an advisor who has helped you grow your retirement nest egg, but is that advisor the one that can get you through retirement? Mindy and Nolan discuss ways to help you determine if the advisor you have is right to help reach you retirement goals, or if they are just someone who oversees investments and doesn't take things into account such as income, taxes or health care.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...
2024-09-0139 minWealth Michigan with the McIntoshs'Estate and Legacy Planning - August 18, 2024Mindy and Nolan discuss estate planning, and the importance of leaving your possessions to your designated beneficiaries in the most efficient way possible - as well as having this plan make sure they are left to who you want and not subjected to court battles.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2024-08-1842 minWealth Michigan PodcastEstate and Legacy PlanningMindy 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...
2024-08-1839 minWealth Michigan with the McIntoshs'Planning for Large IRAsMore people are coming in with 401K accounts of a half million dollars or more. But what are they supposed to do with all that money for retirement income, especially when it comes to paying taxes? Today Mindy and Nolan discuss strategies to help you keep more money in your pocket and pay less - legally - to Uncle Sam.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2024-08-0442 minWealth Michigan PodcastPlanning For Large IRAsMore people are coming in with 401K accounts of a half million dollars or more. But what are they supposed to do with all that money for retirement income, especially when it comes to paying taxes? Today Mindy and Nolan discuss strategies to help you keep more money in your pocket and pay less - legally - to Uncle Sam.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...
2024-08-0438 minWealth Michigan with the McIntoshs'Election 2024Mindy and Nolan look ahead at the upcoming presidential election and the future of the Tax Cuts and Jobs Act, and how people can take advantage of tax planning opportunities now that may not be available if the TCJA sunsets at the end of 2025 as is currently the case. They also discuss the upcoming Olympic Games in Paris and how preparing for that event relates to retirement planning.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates...
2024-07-2142 minWealth Michigan PodcastElection 2024 and The OlympicsMindy and Nolan first discuss the upcoming presidential election, including the future of the Tax Cuts and Jobs Act depending on who may win. They also talk about next month's Summer Olympics in Paris and how training for the Games can relate to retirement 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...
2024-07-2138 minWealth Michigan PodcastPlan For The Worst, Hope For The BestNo one likes to think about the bad things that can happen in the future, but the truth is they do, and they need to be planned for. Mindy and Nolan cover some of these potential events, and offer some strategies which can be used so that your money can provide for the situation at hand.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...
2024-06-1236 minWealth Michigan PodcastPreserving Your Retirement From TaxesTax planning is more important than ever in retirement, especially with rates set to go up at the start of 2026. Mindy and Nolan take a look at what you can do now to pay at lower rates so you can save when rates go up for later retirement years.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...
2024-06-1040 minWealth Michigan with the McIntoshs'Plan For The Worst, Hope For The BestNo one likes to think about the bad things that can happen in the future, but the truth is they do, and they need to be planned for. Mindy and Nolan cover some of these potential events and some strategies which can be used so that your money can provide for the situation at hand.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2024-06-0942 minWealth Michigan PodcastDo You Need Life Insurance?People may not think of life insurance as a retirement planning tool, but if used the right way, it can fit into someone's situation. Mindy and Nolan discuss some of the strategies life insurance can be used for retirement, and also for 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...
2024-05-3038 minWealth Michigan PodcastRetirement for Small Business OwnersFirst, Mindy and Nolan discuss whether we may or may not have a recession in 2024, then they look at how small business owners can plan for their own retirement, whether it may be by selling their business or passing it on to a family member or an employee.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...
2024-05-1440 minWealth Michigan with the McIntoshs'Retirement for Small Business OwnersFirst, Mindy and Nolan discuss whether we may or may not have a recession sometime in 2024, then they look at how small business owners can plan for their own retirement, whether it may be by selling the business or passing it on to a family member or an employee.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2024-05-1242 minWealth Michigan PodcastBehavioral Finance and YouHow people think about money can be beneficial, especially to a financial advisor trying to steer them in the right direction for retirement. Today Mindy and Nolan discuss the growing field of behavioral finance and how it affects the way people plan for 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...
2024-05-0236 minWealth Michigan with the McIntoshs'Behavioral Finance and YouMindy and Nolan take a look at the relatively new category of behavioral finance and how people look at money and what it means to them. They discuss how proper planning can help keep clients away from making emotional decisions with their money, as studies have shown that many folks make less than the S & P 500 index because they buy and/or sell at the wrong time.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based...
2024-04-2842 minWealth Michigan PodcastCreating A Lasting LegacyMindy and Nolan discuss legacy planning and how it addresses the way any individual wants to leave behind things when they pass as well as who to leave it to, and whether a will, trust or other strategy can be used for a particular situation. 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 n...
2024-04-1537 minWealth Michigan with the McIntoshs'Creating a Lasting LegacyMindy and Nolan discuss legacy planning and how it addresses the way any individual wants to leave behind when they pass and who to leave it to, and whether a will, trust or other strategy can be used for a particular situation.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2024-04-1442 minWealth Michigan PodcastRetirement Puzzle CubeRetirement planning can be like a puzzle - you need to put the right pieces in the right places. In this episode, Mindy and Nolan discuss the various pieces needed for a proper retirement plan, such as when to withdraw from which accounts, when to take Social Security, doing things to allow for tax efficiency, etc.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...
2024-04-0338 minWealth Michigan PodcastFour Retirement UnknownsThere are four factors going into retirement that are not entirely certain at the time. They include how long one might live, health care costs, stock market performance and taxes. Today Mindy and Nolan look at these areas and talk about how they help construct plans for their clients that can address each of these areas as best as possible.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...
2024-03-1837 minWealth Michigan PodcastDealing with LayoffsIn the past few months there have been layoffs at companies in the area such as Dow Chemical and others. What do you do with any savings programs if you find yourself in this position? Today Mindy and Nolan discuss what has been happening and how you can address this issue should this situation affect your family. 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 E...
2024-03-0438 minWealth Michigan PodcastNews, Questions and TriviaToday Mindy and Nolan take a look at recent financial headlines and answer some listener questions, then Mindy takes on the familiar subject of Medicare trivia as the first of the year open enrollment period comes to an end on March 31. 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 t...
2024-02-2837 minWealth Michigan PodcastMake Your Money Work for YouWhile working, your retirement savings is working to grow to enhance your nest egg. But in retirement, that nest egg has to provide income so you can live the lifestyle you want. Today Mindy and Nolan discuss how that nest egg needs to work differently, especially in a tax advantaged way, to provide that income while paying the lowest amount of taxes necessary. 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 F...
2024-02-2840 minWealth Michigan PodcastTop Five Things to Avoid When You RetireMindy and Nolan go over five things NOT to do when you retire according to an article from Lovetoknow.com. They include not being discliplined about time and money, not immediately downsizing your residence, neglecting estate planning and two others. They also take on listener questions. 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 t...
2024-02-2840 minWealth Michigan with the McIntoshs'Things To Avoid When You RetireMindy and Nolan take a look at some year end news headlines, then discuss the top five things to avoid when you retire, including making hasty decisions on downsizing your home, or neglecting estate planning, and others.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2023-12-3142 minWealth Michigan PodcastRetirement Dreams vs. RealityFewer than 25% of Americans feel their retirement lifestyle amounts to what they thought it would be. Mindy and Nolan discuss the importance of having a plan, especially for income, so that you'll have the money to make sure your retirement dreams become what you want it to be. They also address the retirement system in the U.S. and how the benefits available can best be used to augment one's income sources to help their retirement become more comfortable.The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team...
2023-11-1736 minWealth Michigan PodcastRespect Your Elders; Honor Their LegacyToday's podcast takes a look at the importance of legacy planning and making sure that what an individual leaves behind on their death passes on to their beneficiaries in the most tax efficient way possible, and also makes sure it goes to who it is supposed to go to. Mindy and Nolan also look at things to get done financially before the end of 2023.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...
2023-11-1739 minWealth Michigan PodcastTop Retirement AdviceThis show opens with tips and stories from clients of Mindy and Nolan on how to strategize for retire and put a plan together for a person's individual situation. Later they look at planning for the worst for the times when things take a wrong turn, such as health concerns 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...
2023-11-1738 minWealth Michigan PodcastGet the Facts on Social SecurityBesides Medicare, the biggest government benefit to retirees is Social Security. But it's complicated with numerous rules and ways it can be taken. Today Mindy and Nolan discuss this program and try to help simplify what it's about and how qualified individuals can use it in the best way possible to augment their retirement income and pay the lowest amount of taxes necessary.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...
2023-11-1338 minWealth Michigan PodcastThe Medicare MazeIt's Open Enrollment time through December 7th, and Mindy and Nolan discuss the many changes and options available in 2023 that Medicare qualified individuals can make to be sure their plan is right for them, as well as being cost effective.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...
2023-11-1339 minWealth Michigan PodcastBon Voyage in RetirementIn this debut of the Wealth Michigan Podcast, Mindy and Nolan McIntosh address how retirement planning is like planning a vacation - except this one could last 20, 30 or more years rather than just a week or two. They also take a look at one of their favorite subjects, Medicare, during the Open Enrollment period going on through December 7th.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...
2023-11-1340 minWealth Michigan with the McIntoshs'Getting to Know Mindy and NolanYou hear Mindy and Nolan's voices on the radio and perhaps you’ve seen their faces on advertising around your area… maybe you even have a friend or an acquaintance who works with them. But how much do you really know about them? Well, there’s no better time than now to get to know Mindy and Nolan, and what led them to become financial retirement planners.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Fre...
2023-08-2542 minWealth Michigan with the McIntoshs'Top Retirement AdviceIf you have questions about retirement, who better to ask than someone who’s been there before? Today we’ll share top advice from people who have been there and done that. Real retirement tips from real retirees. And Mindy and Nolan McIntosh will share some of their top practical tips for those who are getting ready to retire.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2023-08-1842 minWealth Michigan with the McIntoshs'Retirement Naughty or Nice List - December 25, 2022In a Christmas themed show, Mindy and Nolan take a look at the Christmas Price Index, which tracks the cost of the items in the song "The Twelve Days of Christmas" and how inflation affects them, and also determines how certain people are either naughty or nice when it comes to certain items regarding retirement planning.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-12-2742 minWealth Michigan with the McIntoshs'Downsizing - October 30, 2022There comes a time when potential retirees may choose to downsize their home, and if that happens, they also need to downsize the amount of stuff they have. Today Mindy and Nolan take a look at downsizing, some of its benefits, and ways to make sure the things being given up go to where they are supposed to, whether it is to other family members or to charity or other sources.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of...
2022-10-3042 minWealth Michigan with the McIntoshs'Who Killed The 60-40 Rule? - October 2, 2022Until recently, a mix of 60% stocks and 40% bonds was considered a perfect blend for retirement income. But with both stocks and bonds on the skids right now, that mix just isn't getting the job done. Today Mindy and Nolan take a look at why this is, and how to look at different strategies to help produce the retirement income you need to fund your lifestyle.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland...
2022-10-0242 minWealth Michigan with the McIntoshs'What To Do When Your Spouse Dies - September 18, 2022The death of a spouse or partner is devastating enough, but life goes on, even through the grieving process. Mindy and Nolan discuss the financial steps to take to at least make that part of the process a bit easier on the remaining partner and others left behind.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-09-1842 minWealth Michigan with the McIntoshs'Four Retirement Pillars - September 11, 2022There are four things you need from a solid retirement plan - income, growth, liquidity and protection. Mindy and Nolan look at each of these pillars and how they come together in a plan so that your money meets your goals and wishes.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-09-1142 minWealth Michigan with the McIntoshs'Four Keys To A Comfortable Retirement - September 4, 2022Retirees who are most comfortable in retirement have four things in common. Today Mindy and Nolan discuss what they are and why they are important in developing a retirement plan that works for you.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-09-0442 minWealth Michigan with the McIntoshs'Planning For The Future As A Family - August 21, 2022Estate and legacy planning can be a difficult issue to talk about because no one really likes having to address their own mortality. Today Mindy and Nolan look at this issue and some of the ways to best approach it with family members to make sure everyone knows what to expect, as well as planning for the surviving partner or spouse to be sure they still have the resources needed to keep their life going.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial...
2022-08-2142 minWealth Michigan with the McIntoshs'The Psychology of Money - December 19, 2021Money has a strong emotional side to it, as explained in the book The Psychology of Money by Morgan Housel. Mindy and Nolan talk about how the right advisor can help people set their emotions aside when it comes to their money and make good decisions on investing and withdrawing it for their retirement.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-08-0742 minWealth Michigan with the McIntoshs'Retirement For Small Business Owners - March 6, 2022For many small business owners, their work has been their life and they may not know what to do when the time comes to slow down or leave work altogether. Today Mindy and Nolan discuss how having a succession plan can help relieve these concerns, whether it is selling the business or passing it on to the next generation. It also addresses certain retirement savings tools specifically designed for small business can be put into place for the its employees as well as the owner.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband...
2022-08-0742 minWealth Michigan with the McIntoshs'Retirement Dreams vs. Reality - February 6, 2022A recent interview with a retired professor from the University of Kansas - who taught retirement planning for years - indicates that his own reality of retirement is much different than what he was teaching about. Mindy and Nolan discuss his talking points and how a written and structured retirement plan should take into account what to do with your time and structure your finances around what it will take to accommodate that lifestyle.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor...
2022-08-0742 minWealth Michigan with the McIntoshs'401 K and IRA Decisions - January 23, 2022Saving money in an employer based retirement plan is something most Americans are able to do - to the tune of $19 trillion plus as of 2020. But there are lots of decisions to be made when the time comes to distribute that money in retirement. Mindy and Nolan discuss some of these, especially as it revolves around tax efficiency, and ways you can keep more of that money for yourself instead of handing it off to Uncle Sam.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh...
2022-08-0142 minWealth Michigan with the McIntoshs'Make Your Money Work For You - February 20, 2022It's not what you make, it's what you keep that counts in retirement. Today Mindy and Nolan discuss some of the ways to make your money work to provide what your retirement lifestyle needs regardless of how much you have to work with.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-08-0142 minWealth Michigan with the McIntoshs'Retirement Challenges For Women - April 3, 2022More often than not, women outlive their spouses or partners, meaning they will need to take over their own finances, some perhaps for the first time ever. Mindy and Nolan talk about the unique challenges women face and how proper planning can help them through the transition process if they should find themselves suddenly single.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-08-0142 minWealth Michigan with the McIntoshs'Financial Literacy - April 24, 2022A survey by the American College of Financial Services revealed that most Americans failed a quiz dealing with knowledge of retirement issues. Today Mindy and Nolan talk about the issues most people struggle with in retirement planning and how help from a trusted financial professional can help ready them for the many challenges ahead.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-08-0142 minWealth Michigan with the McIntoshs'The Tax Time Bomb - May 1, 2022A great deal of basic retirement savings is tax deferred, meaning folks will have to pay taxes later when the money is withdrawn. If not properly planned for, this could mean thousands of dollars could be going to the government rather than into your pocket. Nationally know actuary Marty Ruby will be coming to the area for a seminar in late May, and he joins Mindy and Nolan on this show to explain how proper tax planning can help avoid a huge tax bill in the future when rates could be much higher.Wealth Michigan with the McIntoshes...
2022-08-0142 minWealth Michigan with the McIntoshs'Money Challenges In Retirement - June 26, 2022Retirees have a lot to be concerned about and aware of when it comes to their finances. Inflation and health care costs are just two of the many issues. Today Mindy and Nolan take a look at these and other areas where proper planning can help make sure people are prepared for whatever the future may bring.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-08-0142 minWealth Michigan with the McIntoshs'Topics On Your Retirement Planning List - July 24, 2022There are many things that a solid retirement plan needs to cover, and today Mindy and Nolan tackle three of them: income, health care and taxes. If not properly accounted for, any of these areas could cost you thousands in retirement.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-07-2442 minWealth Michigan with the McIntoshs'Lessons of Retirements Past and Present - July 17, 2022Today Mindy and Nolan look back at how retirement planning has changed, and how you can take what retirees of the past have learned and apply it to your own plans.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-07-1842 minWealth Michigan with the McIntoshs'Retirement Tool Kit - July 10, 2022Everyone's retirement dreams and desires are different, meaning that their financial plans are also different. Today Mindy and Nolan discuss the variety of instruments, or tools, they have access to in order to create a fully customized financial plan for each individual or couple that meets their needs and goals.Wealth Michigan with the McIntoshes is a weekly radio program 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...
2022-07-1142 min