Episodes

  • Revisiting Things to Avoid and Questions

    Revisiting Things to Avoid and Questions
    Oct 5 2025
    Mindy and Nolan take a look back at some of the top things to avoid in retirement, then answer four key questions about retirement, which include saving enough, will the money last and more.
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    38 mins
  • Top 5 Signs You Need A New Advisor

    Top 5 Signs You Need A New Advisor
    Sep 28 2025
    The advisor who helped you grow your wealth may not be the right one to help in the distribution phase when it comes to turning that money into retirement income. Mindy and Nolan discuss how to determine the right advisor to help in this process.
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    40 mins
  • Tax Opportunities and Social Security

    Tax Opportunities and Social Security
    Sep 21 2025
    Mindy and Nolan discuss new oppotunities for tax savings under the new One Big Beautiful Bill Act passed in July. They also revisit how to make the most from Social Security, and dive into their tool kit which can be yours for texting READY to (989) 656-8885.
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    39 mins
  • The Longevity Challenge

    The Longevity Challenge
    Sep 14 2025
    People are living much longer than previous generations, which creates challenges for retirement planning, especially when many traditional methods didn't take longevity into account. Mindy and Nolan discuss how things have changed and how today's strategies can be a game changer for today's retirees.
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    41 mins
  • Revisiting Savvy Strategies and Retirement Spending

    Revisiting Savvy Strategies and Retirement Spending
    Sep 7 2025
    Mindy 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.
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    39 mins
  • Retirement for Small Business Owners

    Retirement for Small Business Owners
    Aug 31 2025
    Nolan handles most of the show today, including the main topic of retirement planning options for small business owners, including transition planning, savings options for themselves and employees and more.
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    40 mins
  • The One Big Beautiful Bill Law

    The One Big Beautiful Bill Law
    Aug 24 2025
    Mindy and Nolan dive into the One Big Beautiful Bill and its provisions regarding taxes, especially where retirees are concerned, and some of the benefits it provides and also some of the areas to be careful with to avoid needless overpayments.
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    40 mins
  • A Retirement Savings Crisis

    A Retirement Savings Crisis
    Aug 17 2025
    A study late last year done by AARP showed that some 20% of adults age 50 or older had no retirement savings, and some 57 million private sector workers did not have either a pension or other retirement savings plan through their employer. Mindy and Nolan break down the numbers and offer some tips for how people can put some savings together and get on the road to being able to retire. They also revisit the tax challenges retirees face in today's environment, though some of those may ease with the passage of the One Big Beautiful Bill Act in July.
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    40 mins