MoneyMD
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532 episodes
Episode 531: This week, Steve and Zach discuss eleven red flags that often trigger a closer look from the IRS. You’ll also learn how to calculate your own paycheck tax withholdings!
Episode 530: John and Justin explore some exciting bright spots in today's economy, from healthcare breakthroughs to AI innovations. They also discuss how to keep your finances afloat during a natural disaster.
Episode 529: Join Ryan and Abbie as they explore effective strategies for tackling student loan debt, from federal programs to private refinancing. They also explore four essential factors to consider before diving into rental properties.
Episode 528: Zach and Matthew explore nine common, but avoidable, regrets that are often heard by financial advisors. They also delve into the IRS’s Section 121 Exclusion, revealing details for avoiding capital gains tax on the sale of your home!
Episode 527: Retiring early? Ryan and Abbie explore healthcare options that can bridge the gap between your workplace plan and Medicare. They also share ten practical strategies that you can put in place to optimize your retirement savings over time.
Episode 526: Abbie and Justin give some practical ideas for training your kids to be financially savvy. You’ll also learn six actionable steps to lower stress and take control of your own finances.
Episode 525: On this week’s episode, Matthew and Abbie provide strategies for tackling those big retirement worries - from running out of cash to figuring out how to get along with your spouse 24/7! They also dive into long-term care insurance – exploring costs, the right timing for purchase, and whether self-funding is a good alternative for you.
Episode 524: Steve and Zach unpack the dangers of FOMO in investing. They also help to demystify all of those retiree tax forms that keep showing up in the mail!
Episode 523: Matthew and Justin walk you through key do's and don'ts to help reduce your chances of facing an IRS audit. They also weigh in on whether you should wait for mortgage rates to go down before you buy a house.
Episode 522: John and Ryan explore six key principles that can help you in life and in investing. They also outline key scenarios when claiming Social Security benefits early can be wise despite conventional wisdom to delay.
Episode 521: Steve and Matthew explore the pitfalls of self-deception in investing and offer insights into how to build a more successful, long-term financial strategy. They also explain four savvy strategies to maximize Roth account contributions for high-earners.
Episode 520: John and Ryan discuss three reasons why stock market predictions are often wrong and share tips for improving your investment results. They also suggest seven New Year’s resolutions that may help to lower your 2024 tax bill.
Episode 521: Steve and Matthew uncover the hidden habits holding you back from achieving the lifestyle of your dreams. They also highlight four substantial changes that may impact your retirement strategies in 2024.
Episode 518: In this week’s episode of MoneyMD, discover why a booming stock market might be your biggest test in investment wisdom. Zach and Ryan also share six engaging questions about finances to foster deeper bonds with people who are important to you.
Episode 517: John and Zach reflect on the stock market's turbulent past three years and highlight the rewards of staying the course. They also pull out the metaphorical crystal ball and give some prudent advice for investing in 2024.
Episode 516: Steve and Zach do a deep dive into annuities, explaining how they work and discussing their pros and cons. They also explore ways for you to improve your relationship with money by helping you discover your ‘money language’.
Episode 515: Matthew and Ryan give you ten tips for safeguarding your finances in this age of rampant cyber fraud. They also explore the best budgeting apps for 2024.
Episode 514: Steve and John dissect the risks of trendy investments and offer sound strategies for long-term financial success. They also warn you against basing your retirement plans on working longer.
Episode 513: Steve and Zach explore the pros and cons of paying off your mortgage early. They also point out six financial reasons we can be thankful in 2023, including some great deals on turkeys!
Episode 512: Ryan and Matthew explore the importance of rituals in retirement, a time of life characterized by significant change. And, if you’ve ever been tempted to pay off debt by withdrawing from your retirement funds, don’t miss this episode!
Episode 511: John and Matthew discuss the downside of adding an adult child to your bank account and recommend some better options. They also discuss the value of owning international stocks in your portfolio.
Episode 510: Ryan and Matthew share six essential questions that can help you determine the best health plan for you and your family. They’ll also discuss seven signs that you may be working too much and need to rethink your job.
Episode 509: This week, John and Steve tell the story of a husband and wife who saved a million dollars by the age of 35 by following 11 simple money rules. They also explore the stock market's recent volatility and how to manage it.
Episode 508: Zach and Ryan explore how changing times have shaped money mindsets over the years and point out some of the common money mistakes each generation makes. They also fill you in on the latest upgrade to the ‘Master’s Exemption’.
Episode 507: Steve and Zach navigate through a labyrinth of financial, social, and healthcare factors you should consider as you plan where to live in retirement. The guys also look at a unique experiment involving 600 kindergarteners that ends up transforming not only their financial habits over the years, but their family’s as well!
Episode 506: John and Zach dissect Wall Street’s uneasy journey into a landscape of higher interest rates. They’ll also share a 10-year checklist that can help you prepare for a stress-free and happy retirement.
Episode 505: Matthew and Ryan break down the various types of retirement accounts and explore ways to maximize your contributions in your workplace plan. They will also discuss the risks and rewards of investing in gold.
Episode 504: Join the Money Doctors as they discuss how changes in tax laws and life events might mean your estate plan is due for a major overhaul! They also alert investors to the significant shifts that could occur in the financial markets when the Fed's rate hikes come to an end.
Episode 503: From clearing debts to choosing the right mortgage, Ryan and Abbie prepare first-time homebuyers for the largest purchase of their lives. They also discuss key questions you should answer as you consider buying a home in today’s housing market.
Episode 502: Zach and Matthew help you think through your purpose, values, and goals for life beyond retirement. They also give you pointers on how to provide lifetime support for a disabled heir without jeopardizing their government benefits.
