Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Retirement is an amazing journey that we are all striving for, but there are mistakes and potholes that we must avoid as well. In this podcast, Drew breaks down the 6 Retirement Mistakes that you want...

14 Apr 202115min

Should I Sell My Stock At A Loss-3 Must Have Considerations You invest your hard earned money, but for whatever reason that stock or fund just won't go up. At what point does it make the most sense to...

7 Apr 202112min

Everyone retires at different moments in time, but one thing is certain in all those moments; the future is uncertain. In this podcast, I want to examine 3 factors that I believe you need to understan...

31 Mar 202114min

Preparing for retirement is not something that you want to do the day you retire. No! Planning for retirement is something you should start doing now. If you haven't started planning, don't worry...I ...

24 Mar 202112min

Are you wondering how smart people spend their stimulus check? Is the money burning a hole in your pocket asking to be depleted? Look no further than this podcast. We are going to give you 3 actionabl...

17 Mar 202115min

What do you do when you get a letter from the IRS? Panic? Scream? Run in circles? Maybe all three at the same time? In this podcast, discover why the big bad IRS isn't that terrible. I want to give yo...

10 Mar 202112min

Ever wonder what questions to ask your financial advisor or prospective financial advisor? Well, here are my top 5 questions to ask anyone who handles or wants to handle your money: 1. Are you a Fin...

3 Mar 202113min

In this final episode of the series "Risk Investors Don't Realize," Drew finishes his conversation with Steve Zanoli about the inherent risk that investors don't realize when it comes to their investm...

24 Feb 202115min