MoneyMD

Episode 652: Social Security faces real financial pressure, but that doesn’t mean benefits are disappearing. Learn what the latest projections actually mean, and why retirees shouldn’t make decisions based on scary headlines. Then, discover where your forgotten 401(k) money may be hiding, how to track it down, and what to do once you find it.

Episode 646:  Whether you itemize or take the standard deduction, new charitable giving rules could affect your tax bill. Learn what’s changing in 2026. Then, discover why having a pension changes retirement planning, but doesn’t eliminate it, and explore strategies that can help military and public-sector retirees make the most of the benefits they’ve earned.

Episode 608: Should you roll over your old 401(k) or leave it where it is? Steve and Zach explain the pros and cons of each choice. Then, hear eight insights from a veteran advisor that reveal what really matters in wealth management.

Episode 606: Thinking about long-term care? John and Justin explain how evaluating your resources may show you don’t need a policy at all. Then, the Money Doctors outline six ways that cutting 401(k) contributions might feel like relief today, but could jeopardize your retirement tomorrow.

Episode 569: Steve and Zach explore the financial traps of job hopping and offer tips on maintaining your retirement savings momentum. Following that, discover how the new super catch-up contributions let workers 60 to 63 significantly boost their 401(k) savings starting next year.

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.

Episode 548: Join Steve and Ryan as they delve into the allure and pitfalls of investing in gold.  Continuing the discussion, Ryan and Steve explore innovative strategies to maximize your Roth IRA and 401(k) contributions before the upcoming tax changes.

Episode 544: Matthew and Justin discuss six questions that can help you decide the best plan for your 401(k) at retirement.  They also share some practical tips that can help you learn to prioritize like a pro!

Episode 519:  Steve and Matthew uncover the hidden habits holding you back from achieving the lifestyle of your dreams. They also highlight four substantial changes that may impact your retirement strategies in 2024.  

Episode 512:  Ryan and Matthew explore the importance of rituals in retirement, a time of life characterized by significant change.  And, if you’ve ever been tempted to pay off debt by withdrawing from your retirement funds, don’t miss this episode!