MoneyMD

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.

Episode 449: John and Steve take a look at how cryptocurrencies are holding up during this bear market.  They also talk through some workarounds for those who have had to put their retirement on hold until they qualify for Medicare.

Episode 448: So, you’ve been dying to know all about the recent yield curve inversion and what to do about it?  The Money Doctors have you covered!  Steve and Zach also dig into the Inflation Reduction Act of 2022 and point out some features that may get your attention!

Episode 447: Ryan and John point out seven valuable financial lessons we can learn from the past couple of years. They also break down the simple steps you can take to become a millionaire.  Yes, for real!  

Episode 446: If you're a little anxious about the financial news these days, the Money Doctors have a to-do list for you that may ease your worries. Matthew and Zach also explain how to use a donor-advised fund to save on taxes while supporting your favorite charities.

Episode 445: The Money Doctors cover important features of Social Security that you should consider before you start taking your benefits! John and Zach also take a look at recessions of the past and then weigh in on current and future markets.

Episode 444: Hey, all you forward thinking kids out there!  The Money Doctors have some great ideas for places to stash your cash that are way better than just a boring savings account!  And for all you moms and dads, if you don’t want the wrong people to get your stuff when you’re gone, this episode is for you! 

Episode 443: Are you sure you have enough money to retire?  Steve and Ryan explain how you can put your retirement plan to the test before you take the plunge.  They also dig into the details of why your next tax refund is likely to be smaller than you expect.

Episode 442: John and Matthew discuss some of the possible rewards of investing in a down market.  They also explain how bringing home a paycheck during retirement can affect your Social Security and Medicare benefits.

Episode 441: John and Zach explain the what, when, why, and how of required minimum distributions.  They also recommend three steps you can take to lessen the impact of rising interest rates.

Episode 440: Steve and Ryan share eight bear market investing strategies from Warren Buffett, one of the most successful investors of all time. They also explain some pros and cons of the increasingly popular Adjustable-Rate Mortgage.