MoneyMD

Episode 548: As elder fraud reaches alarming levels, find out how to protect yourself and your loved ones from financial predators.  Matthew and Zach also share seven financial steps to help you navigate the loss of a spouse.

Episode 548: Join Steve and Ryan as they delve into the allure and pitfalls of investing in gold.  Continuing the discussion, Ryan and Steve explore innovative strategies to maximize your Roth IRA and 401(k) contributions before the upcoming tax changes.

Episode 547: Join Abbie and Justin as they discuss eight essential tasks to complete before you step into retirement. In the second segment, they share strategies for gently initiating long-term care conversations with your loved ones.

Episode 546: Join the conversation with John and Steve as they explore how to bypass the psychological traps that can derail your financial future. They’ll also explore how old fraud schemes with new packaging are shaping 2024's fraud landscape on our latest episode.

Episode 545:  John and Ryan discuss the perks of retiring in phases and having more time for what you love, right now! You’ll also discover how paying half your mortgage payment every two weeks can lead to BIG financial wins this week on MoneyMD!  

Episode 544: Matthew and Justin discuss six questions that can help you decide the best plan for your 401(k) at retirement.  They also share some practical tips that can help you learn to prioritize like a pro!

Episode 543: Is retiring early the secret to a happier life? Zach and Abbie investigate. They also explore how extraordinary wealth can come from very ordinary habits!

Episode 542:  This week Zach and Matthew investigate the starting salary required to offset college costs.  They also unpack ten effective tactics for cutting your health insurance bills.

Episode 541: Ever wonder how to tackle unfair charges on your credit card? John and Abbie break it down into simple do's and don'ts. They also give you a heads-up on the true cost of buying an annuity—they’re easy to misunderstand!

Episode 540: Ryan and Zach get into the nitty-gritty of Social Security's looming shortfall and what it means for Americans counting on disability and retirement benefits. They also unpack bull and bear markets and share key strategies for navigating both, ensuring you're prepared no matter the market's mood!

Episode 539: Join John and Matthew as they dive into six creative scams, including ones using the latest technology to target your wallet. They also reveal five of the most common financial regrets of 2023 and how to transform them into smart financial moves.

Episode 538:  This week on MoneyMD, Steve and Abbie reveal some surprising insights into why the pros often fall short when picking stocks. They’ll also give you tips for lending money to friends and family without jeopardizing your relationships!

Episode 537: On this week’s episode, learn how to turn those tense money talks with your spouse into constructive dialogues by avoiding four common mistakes.  John and Ryan also sift through the noise to uncover the real impact and opportunities of AI in the investment world.

Episode 536: This week, Zach and Justin delve into the impact of news consumption on your personal happiness. You’ll also learn some costly mistakes to avoid when inheriting an IRA.

Episode 535: This week Steve and Justin clear up some common misconceptions about what a trust can and cannot do for you.  They’ll also share some unique ideas for funding your child’s athletic dreams without breaking the bank. 

Episode 534: This week on MoneyMD, discover seven effective strategies for keeping more of your hard-earned money come tax time.  You’ll also learn how to master the art of saying no and reclaim some of your precious time and sanity.

Episode 533: Zach and Justin delve into how the ultra-wealthy redefine wealth and what they pass on to the next generation – it’s not just about money! They also help early retirees navigate their pre-Medicare health insurance options.

Episode 532: Stepping into parenthood? Join us this week as we explore six financial strategies designed to set new parents on the path to success. Matthew and Ryan also discuss a recent study on the impact of a college degree on future income. 

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.