MoneyMD

Job Hopping | 401(k) Boost

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.

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.

Gold Insights | Roth Tactics

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.

401(k) Decisions | Priority Power

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!

Prosperity Barriers | 2024 Strategies

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.  

Retirement Rituals | Withdrawal Warnings

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!

Retirement Plans | Golden Investments

Episode 505: Matthew and Ryan break down the various types of retirement accounts and explore ways to maximize your contributions in your workplace plan.  They will also discuss the risks and rewards of investing in gold.

Master Manipulators | Tricky Taxes

Episode 500: On our 500^th episode of MoneyMD, the Money Doctors inoculate you against an assortment of highly effective financial scams.  They also unpack some of the more puzzling tax questions surrounding your retirement.

Navigating 59½ | Long-Term Care

Episode 491: Join the Money Doctors as they discuss the five critical years following age 59½ and their powerful impact on your retirement. John and Matthew also explore long-term care insurance and its possible applications in retirement planning.

Retirement Resilience | The 401(k)

Episode 487: Join Steve and Matthew as they unveil smart strategies to help safeguard your retirement funds against the unpredictability of market downturns.  They also delve into 401(k)s, exploring everything from contributions and matching to vesting and withdrawal penalties. Don't miss out!