Episode 272: Don't give the IRS a reason to audit you ― make sure to consider these potential red flags as you plan for next year's taxes! John and Steve also recommend some items for your to-do list that can give you more confidence in your retirement plans.
Episode 264: Steve and John give you some timely tips that can help you avoid giving too much of your hard-earned money to Uncle Sam this year. They also give some encouraging statistics about millionaires in America. You could be next!
Episode 257: The countdown to 2019 is running down ― have you implemented these end-of-the-year strategies in your portfolio? You'll also hear seven things you can do right now to prepare yourself for setting, and actually carrying out, your New Year's resolutions.
Episode 249: Concerned about the recent market correction? Get the facts from Steve and John. You'll also learn some additional tax-favored investment options you can take advantage of after maxing out your IRA's and 401(k)s for the year.
Episode 198: This week on MoneyMD, Steve and John will help you think through eight questions that should set you on the path to a winning investment strategy. Also, learn about the newly released Republican tax legislation and how it may affect you and yours.