Episodes
6 days ago
Cutting Taxes | Saying No
6 days ago
6 days ago
Episode 534: This week on MoneyMD, discover seven effective strategies for keeping more of your hard-earned money come tax time. You’ll also learn how to master the art of saying no and reclaim some of your precious time and sanity.
Friday Apr 12, 2024
Wealth Transfer | Pre-Medicare Plans
Friday Apr 12, 2024
Friday Apr 12, 2024
Episode 533: Zach and Justin delve into how the ultra-wealthy redefine wealth and what they pass on to the next generation – it’s not just about money! They also help early retirees navigate their pre-Medicare health insurance options.
Friday Apr 05, 2024
Family Finances | College ROI
Friday Apr 05, 2024
Friday Apr 05, 2024
Episode 532: Stepping into parenthood? Join us this week as we explore six financial strategies designed to set new parents on the path to success. Matthew and Ryan also discuss a recent study on the impact of a college degree on future income.
Friday Mar 29, 2024
IRS Red Flags | Tax Withholding
Friday Mar 29, 2024
Friday Mar 29, 2024
Episode 531: This week, Steve and Zach discuss eleven red flags that often trigger a closer look from the IRS. You’ll also learn how to calculate your own paycheck tax withholdings!
Friday Mar 22, 2024
Economic Optimism | Natural Disasters
Friday Mar 22, 2024
Friday Mar 22, 2024
Episode 530: John and Justin explore some exciting bright spots in today's economy, from healthcare breakthroughs to AI innovations. They also discuss how to keep your finances afloat during a natural disaster.
Friday Mar 15, 2024
Student Debt | Real Estate
Friday Mar 15, 2024
Friday Mar 15, 2024
Episode 529: Join Ryan and Abbie as they explore effective strategies for tackling student loan debt, from federal programs to private refinancing. They also explore four essential factors to consider before diving into rental properties.
Friday Mar 08, 2024
Tax Breaks | Big Regrets
Friday Mar 08, 2024
Friday Mar 08, 2024
Episode 528: Zach and Matthew explore nine common, but avoidable, regrets that are often heard by financial advisors. They also delve into the IRS’s Section 121 Exclusion, revealing details for avoiding capital gains tax on the sale of your home!
Friday Mar 01, 2024
Health Insurance | Optimizing Savings
Friday Mar 01, 2024
Friday Mar 01, 2024
Episode 527: Retiring early? Ryan and Abbie explore healthcare options that can bridge the gap between your workplace plan and Medicare. They also share ten practical strategies that you can put in place to optimize your retirement savings over time.
Friday Feb 23, 2024
Empowering Kids | Money Mastery
Friday Feb 23, 2024
Friday Feb 23, 2024
Episode 526: Abbie and Justin give some practical ideas for training your kids to be financially savvy. You’ll also learn six actionable steps to lower stress and take control of your own finances.
Friday Feb 16, 2024
Retirement Fears | LTC Insurance
Friday Feb 16, 2024
Friday Feb 16, 2024
Episode 525: On this week’s episode, Matthew and Abbie provide strategies for tackling those big retirement worries - from running out of cash to figuring out how to get along with your spouse 24/7! They also dive into long-term care insurance – exploring costs, the right timing for purchase, and whether self-funding is a good alternative for you.