MoneyMD

Social Security & Estate Planning

Episode 451: John and Zach discuss the impending depletion of the Social Security and Medicare trust funds and how this may impact your benefits in the future. The Money Doctors also point out several estate planning tasks that should be done well before you start thinking about a senior discount!

Savvy Kids & Beneficiary Basics

Episode 444: Hey, all you forward thinking kids out there!  The Money Doctors have some great ideas for places to stash your cash that are way better than just a boring savings account!  And for all you moms and dads, if you don’t want the wrong people to get your stuff when you’re gone, this episode is for you! 

Retirement Readiness & Wealth Transfer

Episode 432: The Money Doctors give you some warning signs to look for as you try to determine whether it's okay to retire yet. John and Steve also discuss some of the worries and complications of leaving your wealth to your heirs, as well as some planning tools that may help you minimize the risks.

Bonds & Living Trusts

Episode 427: John and Zach give a brief tutorial on bonds and explain how they can be effectively utilized in your portfolio.  They also help you determine whether a living trust makes sense for your estate plan.

Estate Planning & Investing Tips

Episode 424: Matthew and Ryan help you think through the possible implications of leaving either equal or unequal inheritances to your kids.  You'll also hear three powerful investing tips for a down market!

Money, Marriage, and Contentment

Episode 421: John and Matthew discuss seven steps to a financially happy marriage. They also give you the keys to a more satisfied life. Spoiler Alert: Wealth is often the result, not the cause!

Rising Rates & IRA Beneficiaries

Episode 417: Steve and John review market reactions to Federal Reserve interventions over the past three decades and give recommendations for your investments in 2022. They also warn you of the dangers of designating your estate as a beneficiary!

Car Buying & Estate Planning

Episode 412: Steve and John give seven tips on how to buy a car in this crazy, COVID market for a price you can live with.  They also clear up some estate planning confusion around the question, “Will it be in my estate?”

Early Retirement & Probate 101

Episode 408: This week you'll hear eight reasons why your future self may regret retiring early. Steve and Zach also explain the probate process and give you some simple to-dos that can save you a ton of time and headaches in the future!

Mortgage Payoffs & Estate Planning

Episode 398: The Money Doctors discuss the pros and cons of paying off your house versus investing in the stock market.  You’ll also learn the basic tools of estate planning and why it’s so important.