MoneyMD

Retirement Income & Surviving a Spouse

Episode 397: On this episode you’ll hear new research from Dimensional Fund Advisors (DFA) on investing for a successful retirement.  John and Steve also talk through ten important financial issues you and your spouse need to discuss before it’s too late. 

Donation Strategies & Inherited IRAs

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.

Baby Steps & Estate Planning

Episode 390: The Money Doctors go over Dave Ramsey’s seven tried-and-true baby steps to financial stability. They also discuss five estate planning mistakes that can create major problems for your heirs, especially for a second marriage. 

Senior Scams & Poor Planning

Episode 387: The Money Doctors warn you about six very convincing scams that target your older friends and family!  They also help you and your spouse avoid five costly retirement planning mistakes that can wreak havoc on your marriage. 

Emergency Handoffs & Shining Internationals

Episode 385: Steve and John discuss steps you can take now to make sure someone could successfully step in and manage your financial affairs if the unexpected happens.   They will also give you some insight into international stock trends you may want to consider as you plan your portfolio. 

Family Finances & 2020 Tax Strategies

Episode 357: The Money Doctors address the many facets of managing a family member's finances.  You'll also hear five strategies that may lower your 2020 tax bill ― it's not too late!

Wills & Side Hustles

Episode 317: While updating a will is easy to put off, the consequences can be devastating. Steve and John tell you why. They also give you some great ideas for earning some extra cash this year.

Market Momentum & Debt After Death

Episode 308: Steve and John discuss the results of a new study that gives insight into market returns after a banner year.  They also answer the question, “What happens to your debt after you’re gone?”

IRA Traps & Investing Mistakes

Episode 293: Steve and John talk you through what needs to be done to make the most out of an inherited IRA. Just remember that some things can't be undone!  They also warn you about three big investing mistakes and give you some profitable alternatives.

Wealthy Investors & Wills That Work

Episode 261: Writing your own will can save you hundreds, but watch out ― Steve and John tell you about seven common mistakes that can wreak havoc for your heirs!  They also warn you about five money mistakes to avoid if you'd like to be rich one day.