MoneyMD

Episode 474: Yes, sadly Social Security is usually taxable, but the Money Doctors have some strategies that may lower that tax bill!  John and Matthew also hit the highlights of the 19-page SECURE Act follow-up bill and what it may mean for you and your retirement. 

Episode 473: Steve and Matthew discuss seven easy ways to sabotage your own retirement.  They also give you five tips for helping your parents manage their wealth in their golden years. 

Episode 472: John and Zach discuss strategies for maximizing your income throughout your retirement years. They also highlight the differences between wills and trusts. 

Episode 471:   How much money do you need to make to be considered rich? How can you get to that point?  Steve and Ryan have the answers. They also go over some new IRS rules and point out a few things you should know before filing your 2022 taxes.

Episode 470: The Money Doctors spotlight six destructive financial habits and give you tools to break them.  John and Matthew also coach you on how to manage risk in your investment portfolio as you approach retirement age. 

Episode 469: Steve and Ryan look back over the markets in 2022 and make recommendations for your investment portfolio in the coming year.  You’ll also learn five steps you can take to protect your money from the economic uncertainties of the future. 

Episode 468: John and Zach take a look at three possible catalysts that could make for a banner year in 2023.  You’ll also learn how to set yourself up for financial success by automating seven critical processes.  

Episode 467: Zach and Matthew dig into what happens when the Federal Reserve raises and lowers interest rates and how that impacts the economy and your money. They also give you five steps that can set you on the path to financial fitness!

Episode 466: John and Steve weigh in on the markets and where they could be headed in 2023. They also take a look at what the federal government is actually doing with your hard-earned money.

Episode 465: Zach and Matthew warn you about ten costly planning mistakes that can chip away at your retirement!  They also coach you on how to pinpoint your tolerance for risk in investing.   

Episode 464: Should couples combine their finances?  The Money Doctors take a look at the research.  They also explain five things you should consider first if you suddenly find yourself on your own.

Episode 463: The Money Doctors discuss the Secure Act 2.0 and what it could mean for your retirement. John and Steve also give you the tools you need to search for lost accounts of deceased relatives.  Links from today’s episode for finding unclaimed money: MissingMoney.com Unclaimed.org TreasuryDirect.gov FDIC.gov NCUA.gov PBGC.gov UnclaimedRetirementBenefits.com ACLI.com

Episode 462: Zach and Ryan discuss the top five financial regrets of Americans over fifty so you can learn what not to do! They also weigh in on the popular HELOC (Home Equity Line of Credit). 

Episode 461: Steve and John discuss contradictory conditions in today’s housing market that should not coexist! They also share pointers from two of the most successful investors of our time!

Episode 460: Retired but ready to go back to work?  Ryan and Matthew discuss your options and how they affect your Medicare and Social Security benefits.  They’ll also share tips for teaching your kids to make smart decisions with their money, all the way into adulthood!  

Episode 459: John and Zach discuss what “living within your means” really means. They also give you a peek at some real-life scams – these might even fool you!

Episode 458: Planning to retire soon?  Make sure you’re up-to-date on the new math!  Matthew and Zach also discuss three keys to retiring with confidence in a turbulent economy.

Episode 457: John and Steve share seven ways to counteract the effects of inflation on your finances.  They also describe the impact that social media celebrities are having on investors.

Episode 456: Matthew and Ryan discuss seven things that can help you pay off the mortgage before retiring.  They also share some practical advice on how to improve your well-being by slowing down and simplifying your life.  

Episode 455: John and Steve share six clever strategies that can keep your emotions from running away with your investment portfolio! They also discuss market predictions from a number of prominent economic strategists.  

Episode 454:  Ryan and Zach share some smart ways to fine tune your finances as 2022 winds down.  They also explain how to leverage the incredible tax benefits of a health savings account all the way into retirement!

Episode 453: Worried that Election Day will affect your investments? Have no fear – the Money Doctors have done the research for you!  John and Steve also contrast the predictions of Wall Street’s top analysts with actual market outcomes and then give you some practical takeaways.

Episode 452: Steve and Matthew suggest some year-end moves you can make to save on taxes in 2022 and beyond.  They also explain how you can search for unclaimed money from family members who have passed away.  It’s much easier than you think!

Episode 451: John and Zach discuss the impending depletion of the Social Security and Medicare trust funds and how this may impact your benefits in the future. The Money Doctors also point out several estate planning tasks that should be done well before you start thinking about a senior discount!

Episode 450: In this episode, you’ll hear how four different retirees spend their time and money after retiring with nearly two million dollars!  Ryan and Matthew also explain how to incorporate academic principles into your investing.