The M&A Wealth Podcast delivers straightforward, practical financial advice to help you make smarter decisions with your money. From retirement planning and tax strategies to wealth preservation and market insights, each episode breaks down complex financial topics into clear, actionable guidance. Whether you're building your portfolio, planning for the future, or looking to protect your wealth, M&A Wealth gives you the tools and strategies to move forward with confidence.
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Contact path
Public web form
Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchThe M&A Wealth Podcast delivers straightforward, practical financial advice to help you make smarter decisions with your money. From retirement planning and tax strategies to wealth preservation and market insights, each episode breaks down complex financial topics into clear, actionable guidance.
M&A Wealth Podcast is hosted by Adil Mackwani. The show has published 100 episodes to date.
Recent episodes include "10 Key Retirement Ages You Should Know" (6 October 2026, 10 minutes), "What Trump Accounts Could Mean for Your Family" (18 September 2026, 12 minutes), and "HSA Basics: How They Work and Their Tax Advantages" (7 September 2026, 11 minutes).
M&A Wealth Podcast publishes roughly a few times a week, with episodes averaging 10 minutes across 100 episodes.
Booking probability for M&A Wealth Podcast is 33%, and the host is rated Selective on guests. M&A Wealth Podcast requires a Pod Score of 80 or higher. M&A Wealth Podcast's contact route on record: public web form.
The strongest fits for M&A Wealth Podcast are Investing & Wealth Management. M&A Wealth Podcast has a business audience.
Adil Mackwani hosts M&A Wealth Podcast, a business podcast with 100 episodes published.
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Episode #61
There are several important ages that can have a major impact on your retirement planning. In this episode, we walk through 10 key retirement ages and explain why each one matters when it comes to Social Security...
Trump Accounts are a new type of individual retirement account designed for eligible children under age 18. In this video, we break down how these accounts work, who may qualify, the $1,000 government pilot contribution...
In this episode, we break down the fundamentals of Health Savings Accounts (HSAs) and explain the tax benefits that make them a unique financial planning tool. You’ll learn how HSAs work, who may qualify, how...
Small investing mistakes can have a big impact on your retirement. In this video, we break down five common investment behaviors that may put your long-term financial goals at risk—from emotional decision-making and...
A happy retirement is about more than money. Discover simple habits that can support your well-being, strengthen relationships, and help you enjoy a more meaningful and fulfilling retirement.
Unexpected expenses can happen at any time. Learn why financial preparedness matters and discover practical steps to help protect your family, build financial confidence, and prepare for life’s surprises.
Thinking about withdrawing money from your IRA? Before you do, it’s important to understand the rules, potential taxes, penalties, and how a withdrawal could impact your long-term retirement strategy. In this episode of...
Is a Roth conversion the right move for your retirement strategy? In this video, we explain how Roth conversions work, when they may make sense, and the key tax considerations to keep in mind before making a decision...
How much income will you need each month when you retire? In this episode, Financial Literacy Advocates explores the important factors that can help you estimate your monthly retirement income needs. We discuss...
The Power of Spousal Benefits: What Every Couple Should Know How much do you really know about spousal benefits and the role they can play in retirement planning? In this episode, Financial Literacy Advocates discusses...
Episode #51
Are your retirement savings growing at the pace you need? The account balance alone may not tell the whole story. In this video, we discuss important ways to evaluate your retirement progress, including your expected...
Episode #50
Long-term care is often misunderstood, and common myths can make retirement planning more difficult. In this video, we separate fact from fiction and explain what long-term care may include, who may need it, and why...
Are there signs that it may be time to review your Social Security strategy? Changes in your work, health, marriage, family, or retirement plans could affect when and how you claim your benefits. In this video, we...
Many people prepare for housing, food, and travel in retirement—but underestimate how much healthcare may cost over time. In this video, we discuss some of the medical and healthcare expenses that may catch retirees by...
What could 2026 mean for your retirement? In this video, we explore important financial, healthcare, and Social Security considerations that retirees and pre-retirees may want to monitor as the new year approaches. We...
Life does not always go according to plan—and major changes can affect your Social Security strategy. The loss of a spouse, divorce, health issues, changes in income, or an earlier-than-expected retirement may influence...
Before 2026 begins, take time to review the financial decisions that could affect your next year. In this video, we cover seven important areas to consider: Review your budget Check your retirement contributions...
Many people prepare for housing, food, and travel in retirement—but underestimate how much health care may cost over time. Premiums, deductibles, prescriptions, dental care, vision care, and long-term care can place...
Medicare Part B costs are expected to rise in 2026—and that increase could reduce how much of your Social Security benefit you actually keep. For many retirees, health care expenses are one of the biggest pressures on...
Planning to retire in 2026? Changes in Social Security, Medicare, taxes, inflation, and financial markets could affect your retirement income. In this video, we cover the key areas retirees and future retirees should...
PitchCentric classifies M&A Wealth Podcast under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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