December 24, 2021

SMART Goals and Generosity

Episode 413: Steve and Zach teach you how to set goals you’ll actually achieve! They also explore the link between generosity and happiness. 

Episode 394: Ryan and Matthew discuss a number of strategies that can help you make the most of your charitable giving.  You’ll also learn how to avoid penalties and navigate the tax laws surrounding an inherited IRA.

Episode 358: John and Steve give an update on the COVID-19 vaccine approval and distribution progress. You'll also hear three clever gifting strategies for the charitably-minded investor.

Episode 351: On this week's episode, you can take the test to see how you stack up against the rest of Americans when it comes to financial literacy.  The Money Doctors also take a look at charitable giving trends and donor advised funds.

Episode 179: Listen in as the Money Doctors discuss the sustainability of Social Security. Also, Steve and John look at ten steps to planning a great retirement. 

Episode 176: Ever frustrated or confused about tipping? On this week's episode, the Money Doctors will give you a list of who to tip and how much. Also, learn some common and very costly 529 Plan mistakes. 

Episode 175: Want better service? This week on MoneyMD, learn what NOT to say when you're speaking with a customer service rep. Also, hear some valuable giving strategies that will enable you to be more generous while paying less taxes. 

Load more

Podbean App

Play this podcast on Podbean App