MoneyMD

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! 

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. 

Secure Act 2.0 & Unclaimed Money

Episode 463: The Money Doctors discuss the Secure Act 2.0 and what it could mean for your retirement. John and Steve also give you the tools you need to search for lost accounts of deceased relatives. 

Links from today’s episode for finding unclaimed money:

• MissingMoney.com
• Unclaimed.org
• TreasuryDirect.gov
• FDIC.gov
• NCUA.gov
• PBGC.gov
• UnclaimedRetirementBenefits.com
• ACLI.com

The Paradox & Buffett Lessons

Episode 461: Steve and John discuss contradictory conditions in today’s housing market that should not coexist! They also share pointers from two of the most successful investors of our time!

Midterm Concerns & Market Analysts

Episode 453: Worried that Election Day will affect your investments? Have no fear – the Money Doctors have done the research for you!  John and Steve also contrast the predictions of Wall Street’s top analysts with actual market outcomes and then give you some practical takeaways.

Curve Inversions & Inflation Legislation

Episode 448: So, you’ve been dying to know all about the recent yield curve inversion and what to do about it?  The Money Doctors have you covered!  Steve and Zach also dig into the Inflation Reduction Act of 2022 and point out some features that may get your attention!

Pandemic Takeaways & Saving a Million

Episode 447: Ryan and John point out seven valuable financial lessons we can learn from the past couple of years. They also break down the simple steps you can take to become a millionaire.  Yes, for real!  

Economy Jitters & Strategic Donations

Episode 446: If you're a little anxious about the financial news these days, the Money Doctors have a to-do list for you that may ease your worries. Matthew and Zach also explain how to use a donor-advised fund to save on taxes while supporting your favorite charities.

Social Security & Recessions

Episode 445: The Money Doctors cover important features of Social Security that you should consider before you start taking your benefits! John and Zach also take a look at recessions of the past and then weigh in on current and future markets.

Bear Markets & Health Insurance

Episode 439: Steve and Matthew take a look at what history has to say about investing during a bear market. They also describe eight health insurance options for those who find themselves without a job.