MoneyMD

IRA Insights | The Fed

Episode 478: Steve and Ryan help you ask the right questions as you choose between a Roth or Traditional 401(k).  You’ll also discover how the Fed’s interest rate moves may impact your finances and what the Money Doctors recommend for navigating this changing landscape.

Bankruptcy Breakdown | Healthy & Happy

Episode 476: Discover how bank failures affect the economy and your investments in our latest episode. Matthew and Steve also discuss the results of a 75-year-long Harvard study which suggests the real key to health and happiness. The answer might surprise you! 

Long-Term Care | Tax Refunds

Episode 476: Steve and Zach describe some strategies for bypassing the high premiums of LTC insurance and saving for your own care.  You’ll also hear six reasons why you may end up paying taxes this year instead of getting the refund you expected.

Selling a Home | The HSA

Episode 475: Matthew and Ryan weigh in on the current housing market and give tips for getting the best price on your home.  The guys also explain how to shore up your retirement with a tax-free health savings account.  

Social Security Taxes | SECURE Act 2.0

Episode 474: Yes, sadly Social Security is usually taxable, but the Money Doctors have some strategies that may lower that tax bill!  John and Matthew also hit the highlights of the 19-page SECURE Act follow-up bill and what it may mean for you and your retirement. 

Blown Retirements | Aging Parents

Episode 473: Steve and Matthew discuss seven easy ways to sabotage your own retirement.  They also give you five tips for helping your parents manage their wealth in their golden years. 

Wealth Plans | Wills vs. Trusts

Episode 472: John and Zach discuss strategies for maximizing your income throughout your retirement years. They also highlight the differences between wills and trusts. 

Becoming Rich | Filing Taxes

Episode 471:   How much money do you need to make to be considered rich? How can you get to that point?  Steve and Ryan have the answers. They also go over some new IRS rules and point out a few things you should know before filing your 2022 taxes.

Bad Habits & Retirement Portfolios

Episode 470: The Money Doctors spotlight six destructive financial habits and give you tools to break them.  John and Matthew also coach you on how to manage risk in your investment portfolio as you approach retirement age. 

2022 Review & Protecting Your Money

Episode 469: Steve and Ryan look back over the markets in 2022 and make recommendations for your investment portfolio in the coming year.  You’ll also learn five steps you can take to protect your money from the economic uncertainties of the future.