MoneyMD

Social Security | Estate Planning

Episode 596: Are Social Security and Medicare really at risk? Zach and Justin break down the facts and offer a practical perspective for your retirement planning. Next, the Money Doctors share four strategic ways to optimize your estate plan so that you and your heirs are prepared for future needs and evolving goals.

Gifting Strategies | Timing Dilemma

Episode 587: Wondering if your kids will handle an inheritance well?  Zach and Abbie share how to pass on your wealth without doing more harm than good. Next, they unpack the pitfalls of market timing and how staying the course over time can lead to greater rewards.

Retirement Pitfalls | Beneficiaries 101

Episode 586: Don't let common retirement income mistakes derail your financial security—learn three crucial pitfalls and how to avoid them. Next, Justin and Matthew walk through the ins and outs of naming beneficiaries—what that involves, why it’s important, and how to do it well.

Strategic Withdrawals | Inheritance Insights

Episode 575: Join Justin and Zach to learn how to stretch your retirement savings with strategic withdrawal strategies. Next, they'll share tips on optimizing an inheritance for lasting financial security.

Scam Alert | Estate Planning

Episode 567: Join John and Steve as they uncover how AI has transformed online shopping scams, equipping you with essential tips to navigate this new digital minefield safely. Next up, the Money Doctors debunk common myths about wills and insurance, and explain why understanding these is crucial for your financial health.

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.

Market Dips | Estate Planning

Episode 548: Ryan and Abbie break down the recent stock market drop and share strategies to safeguard your investments. They also delve into the benefits of involving your children in your estate planning and provide strategies for avoiding common pitfalls.

Elder Fraud | Losing a Spouse

Episode 548: As elder fraud reaches alarming levels, find out how to protect yourself and your loved ones from financial predators.  Matthew and Zach also share seven financial steps to help you navigate the loss of a spouse.

Retirement Checklist | Senior Dialogues

Episode 547: Join Abbie and Justin as they discuss eight essential tasks to complete before you step into retirement. In the second segment, they share strategies for gently initiating long-term care conversations with your loved ones.

Happiness Drain | Inherited IRAs

Episode 536: This week, Zach and Justin delve into the impact of news consumption on your personal happiness. You’ll also learn some costly mistakes to avoid when inheriting an IRA.