MoneyMD

Economic Tightrope | Retirement Tactics

Episode 578: John and Zach explore the delicate balance between employment, inflation, and the Federal Reserve’s strategic rate adjustments. Next, they delve into effective healthcare planning and tax strategies for a financially secure retirement.

Retirement Essentials | Roth Conversions

Episode 577:   Ready to revolutionize your retirement plan? Learn five game-changing strategies – no market timing required! Next up, Justin and Steve explore whether a Roth IRA conversion makes sense for your retirement strategy, breaking down the tax advantages and ideal timing.

Tariffs 101 | Are You In?

Episode 576: Worried about Trump's tariffs? Tune in as Abbie and Matthew guide you through what they may mean for your investments. Your hosts also dive into the viral “No-Spend Challenge” that could transform your finances.  Are you up for the challenge?

Strategic Withdrawals | Inheritance Insights

Episode 575: Join Justin and Zach to learn how to stretch your retirement savings with strategic withdrawal strategies. Next, they'll share tips on optimizing an inheritance for lasting financial security.

Rent or Buy? | Tax Countdown

Episode 574: In this episode, the Money Doctors tackle the big question: Should you rent or buy?  It's not as straightforward as you might think. Next up, join Matthew and Ryan to learn about four smart tax-saving tactics. It's not too late to optimize your 2024 taxes!

Diversification?? | Boomer Strategies

Episode 573: This week, Steve and Zach tackle a burning investor question: With large US stocks leading the market these days, is diversification still the smart move? You’ll also hear some key factors that have helped so many Baby Boomers achieve remarkable financial confidence and success.

Savvy Kids | Trending Terms

Episode 572: John and Justin explore smart strategies to give your kids a leg up in the financial world, from HSAs to Roth IRAs and beyond. They also unpack the top 10 financial terms that captured America’s attention in 2024.  How many did you Google last year?

Roth Conversions | 2025 Checklist

Episode 571: Ryan and Abbie tackle your top questions about Roth IRA conversions, setting you on the path to optimized retirement savings. Next, they'll walk you through smart financial planning moves for 2025, sharing tips to improve your financial health in the coming year.

Retirement Redefined | Peak Markets

Episode 570: Matthew and Zach discuss the changing landscape of retirement, revealing how longer lives are influencing new career phases. Continuing the discussion, they delve into strategies for investing when the stock market is hitting record highs—what's the smart move?

Job Hopping | 401(k) Boost

Episode 569: Steve and Zach explore the financial traps of job hopping and offer tips on maintaining your retirement savings momentum. Following that, discover how the new super catch-up contributions let workers 60 to 63 significantly boost their 401(k) savings starting next year.