MoneyMD

Retirement Readiness | Understanding Medicare

Episode 640: Abbie and Justin go beyond simple rules of thumb to explore the key financial and personal factors that can guide a more confident retirement decision. Then, learn how Medicare really works, from enrollment rules to ongoing plan changes, so you can avoid costly surprises along the way.

Wasted Inheritance | Tax Brackets

Episode 638: A sudden windfall can disappear faster than you think. Learn how to avoid hidden mistakes and protect what you’ve been given. Then, Justin and Zach clear up one of the most misunderstood parts of the tax system and show how to use that knowledge to maximize what you keep, not just what you earn.

After-Tax Returns | Side Hustles

Episode 633: On this episode, the Money Doctors discuss the correlation between after-tax returns and lasting wealth. Then, they explore flexible side hustles parents can do from home to earn extra income, ease financial pressure, and support family goals without sacrificing valuable time together.

RMD Planning | Financial To-Dos

Episode 624:   Required Minimum Distributions aren’t just about meeting deadlines. Ryan and Zach explain how RMDs fit into a smarter, coordinated retirement income strategy. Then, they walk through a practical financial to-do list of smart money moves designed to help you build momentum and move forward in 2026.

Market Forecasts | Wealth Management

Episode 623: While Wall Street is optimistic about 2026, John and Matthew explain why industry forecasts are better gauges of sentiment than predictors of markets. You’ll also learn three core wealth management principles that bring focus and intention to how you build, manage, and use your wealth.

Tax Timing | Decluttering Finances

Episode 607: Deferring taxes isn’t always the winning move. Learn from Ryan and Matthew why accelerating them can sometimes lead to big lifetime savings. They also show how simplifying your finances, from consolidating accounts to trimming scattered goals, can bring freedom and lasting confidence.

Estate Planning | Hands-Off Investing

Episode 605: Estate planning doesn’t have to be complicated. Abbie and Ryan explain how you can minimize taxes, spare your heirs the stress, and ensure your wishes are crystal clear. Then, the Money Doctors reveal how a hands-off investing approach can protect you from costly errors and build lasting wealth.

Financial Psychology | Roth Conversions

Episode 604: John and Abbie uncover the psychological traps behind common money mistakes. They also share strategies to help you avoid them and set up “Future You” for success. Then, the Money Doctors break down the pros and cons of Roth conversions to help you decide if they’re the right move for your financial future.

Financial Transparency | Disability Insurance

Episode 591: What keeps us from talking openly about our finances? Ryan and Matthew reveal the reasons why people stay quiet when it comes to their money and what to do to overcome this “taboo” topic. Next, the Money Doctors explain the ins and outs of disability insurance and how it can help you stay financially afloat when illness or injury keeps you from working.

Private Credit | Early Retirement

Episode 580: Is the allure of high-yield Private (or Structured) Credit investments justified? Discover the real risks and potential rewards with Steve and Abbie. Next up, they’ll explore the practical roadmap to early retirement with a step-by-step guide!