MoneyMD

Bankruptcy 101 | Optimistic Investing

Episode 562: Dive deep with John and Abbie into the world of bankruptcy and learn how to sidestep this drastic step with smarter financial strategies! Next up, find out how a positive outlook could be your best asset when it comes to investing in the stock market.

Education Savings | Investment Insights

Episode 548: Zach and Justin simplify the world of education savings, comparing popular options to help you find the best plan for your family’s future. Then, they weigh in on recent stock market projections, exploring what they could mean for your investment strategy.

Parental Finances | Social Security

Episode 548: John and Matthew dive into the delicate process of helping manage your parents’ finances, offering practical tips to avoid pitfalls and make the transition smoother. Then, with the future of Social Security and Medicare uncertain, they explore potential solutions and what they mean for you.

Gift Tax 101 | 401(k) Withdrawals

Episode 548: Gifting money can get complicated fast, but Zach and Abbie simplify the gift tax rules and share essential strategies. You’ll also discover the dangers of early 401(k) withdrawals and explore safer options to protect your retirement.

Fed Impact | Cyber Defense

Episode 548: Will the Fed’s rate cut spark opportunity or challenge? John and Zach explore what’s next for savers and investors. They also break down the benefits of freezing your credit in response to increasing data breaches and cyber threats.

Tidy Finances | Retiree To-Dos

Episode 548: Master organization with Steve and Justin! Learn how tidy spaces lead to tidy finances, helping you save more. They also share key strategies to protect and maximize your nest egg during retirement. 

Scary Headlines | Financial Beginnings

Episode 548: Scary headlines got you worried? Matthew and Abbie share a simple three-step plan to stay calm and keep your money safe. They also offer a step-by-step guide to financial independence, from smart budgeting to savvy investing and everything in between.

Savings Shortfall | Election Anxiety

Episode 548: Retirement savings not where they should be? You're not alone! Zach and Justin share insights on what's holding us back and how to step up our savings game. They also dive into strategies for tackling election-related stress, sharing practical tips to keep you cool, calm, and collected throughout the political frenzy.

Mortgage Freedom | Catch-Up Strategies

Episode 548: In this week's episode, Matthew and Ryan unlock the secrets to paying off your mortgage early with practical strategies that could save you thousands! They also tackle a real-life financial struggle, sharing expert advice that you can apply to boost your own retirement savings, no matter where you stand today.

Happy Retirement | Medicare 101

Episode 548: Join Steve and Zach as they explore both financial and lifestyle components of a truly satisfying retirement. They also help you navigate the maze of Medicare as they break down its complicated coverage and costs.