Wealth Michigan Podcast

Mindy and Nolan McIntosh

Looking to tune up your retirement? Tune in to McIntosh & Associates for the latest news and strategies. Insurance products are offered through the insurance business McIntosh & Associates Inc. McIntosh & Associates Financial LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McIntosh & Associates Inc are not subject to Investment Adviser requirements. AEWM and McIntosh & Associates Inc are not affiliated companies.

  1. 4d ago

    Make Your Money Work For You

    It's not what you make, but what you get to keep that counts. Nolan goes solo on this episode to talk about how to work with a financial professional to help turn your retirement savings into a reliable paycheck. He also looks at the recent IPO of  Space X and how chasing the next hot stock may not be such a good idea. 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.

    40 min

  2. Mar 22

    Long Term Care

    Mindy and Nolan look at the subject of long term care planning, which is just one of the aspects of health care planning. It's a hard subject for many to come to terms with mainly due to costs, but Mindy and Nolan look at options besides traditional insurance plans which could make things less cumbersome. 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.

    39 min

  3. Feb 21

    Your 401K is Not a 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 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.

    42 min

  4. Feb 8

    Retirement Income Planning - February 8, 2026

    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.

    39 min

  5. Feb 1

    Advice and Taking Control

    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.

    38 min

  6. Jan 25

    Act Your Age: Asset Allocation

    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.

    41 min

  7. Jan 18

    Do You Need A New Advisor?

    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.

    40 min

  8. Jan 11

    Revisiting Taxes

    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.

    39 min
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About

Looking to tune up your retirement? Tune in to McIntosh & Associates for the latest news and strategies. Insurance products are offered through the insurance business McIntosh & Associates Inc. McIntosh & Associates Financial LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McIntosh & Associates Inc are not subject to Investment Adviser requirements. AEWM and McIntosh & Associates Inc are not affiliated companies.

Information

  • Creator
    Mindy and Nolan McIntosh
  • Years Active
    2023 - 2026
  • Episodes
    72
  • Rating
    Clean
  • Copyright
    © Copyright Eric Pedersen
  • Show Website
    Wealth Michigan Podcast