Episodes
Friday Jan 19, 2024
Investing Illusions | Roth Strategies
Friday Jan 19, 2024
Friday Jan 19, 2024
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.
Friday Jan 12, 2024
Market Predictions | Tax Tips
Friday Jan 12, 2024
Friday Jan 12, 2024
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.
Friday Dec 29, 2023
Overconfident Investing | Money Conversations
Friday Dec 29, 2023
Friday Dec 29, 2023
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.
Friday Dec 22, 2023
Investment Grit | Market Outlook
Friday Dec 22, 2023
Friday Dec 22, 2023
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.
Friday Dec 01, 2023
Investment Fads | Delaying Retirement
Friday Dec 01, 2023
Friday Dec 01, 2023
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.
Friday Nov 24, 2023
Mortgage Dilemma | Financial Gratitude
Friday Nov 24, 2023
Friday Nov 24, 2023
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!
Friday Nov 10, 2023
Parent-Child Banking | Global Portfolios
Friday Nov 10, 2023
Friday Nov 10, 2023
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.
Friday Oct 27, 2023
Saving a Million | Managing Volatility
Friday Oct 27, 2023
Friday Oct 27, 2023
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.
Friday Oct 06, 2023
Rising Rates | Retirement Countdown
Friday Oct 06, 2023
Friday Oct 06, 2023
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.
Friday Sep 22, 2023
Estate-Plan Update | Fed Finale?
Friday Sep 22, 2023
Friday Sep 22, 2023
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.