MoneyMD

Estate-Plan Update | Fed Finale?

Episode 504: Join the Money Doctors as they discuss how changes in tax laws and life events might mean your estate plan is due for a major overhaul! They also alert investors to the significant shifts that could occur in the financial markets when the Fed's rate hikes come to an end.

The 4% Rule | Deflation 101

Episode 498: Steve and Zach weigh in on a hot topic of debate: Can retirees still trust the 4% withdrawal guideline? They also tackle the topic of deflation this week, examining its triggers, effects, and the current U.S. climate.

Retirement Regrets | Forgiveness Overturned

Episode 494: Steve and Zach warn you of nine hazards to steer clear of on the road to retirement.  They also discuss the Supreme Court’s recent rejection of student-loan forgiveness and how you can best prepare for resuming those payments.

Stock Surge | AI and Finances

Episode 491: John and Matthew explore the stock market’s unexpected surge and its possible implications for investors and the economy. They also delve into the potential role of artificial intelligence in the world of personal finance.

S&P Rethink | AI vs. Market

Episode 489: Don't be fooled by the number “500” – Ryan and Zach reveal why your investment in the S&P 500 index may be far less diversified than you think.  They also ponder an enthralling question: Is AI capable of beating the market?

Giving Anyway | The Debt Ceiling

Episode 488: Feeling the financial squeeze? Matthew and Zach lay out three practical ways to maintain charitable giving amidst rising costs and falling returns. They also pull back the curtain on the US debt ceiling and what it may mean for you and your pocketbook. 

EV vs. Gas | Bear Lessons

Episode 485:  Don't miss this week's electrifying episode, as Steve and Ryan compare the pros and cons of electric and gas vehicles! They also explore the investment journeys of three bear market survivors and the insights they gained along the way.

Debunking Pessimism | Escaping Scarcity

Episode 481: Discover why Americans may be too pessimistic about their financial futures on this week’s episode of MoneyMD.  Steve and Matthew also reveal life-changing strategies for overcoming the paycheck-to-paycheck lifestyle and finding financial freedom!

 

ESG Investing | Dollar vs. Yuan

Episode 480: Investing based on a company’s environmental and social impact is trending, but can it really live up to its promises? John and Steve also dissect the yuan’s chances of dethroning the dollar as the world’s reserve currency.

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.