MoneyMD

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!

Roth Conversions | 2025 Checklist

Episode 571: Ryan and Abbie tackle your top questions about Roth IRA conversions, setting you on the path to optimized retirement savings. Next, they'll walk you through smart financial planning moves for 2025, sharing tips to improve your financial health in the coming year.

Bias Busters | Financial Planning

Episode 568: Join Abbie and Justin as they show you how to outsmart the hidden biases that sabotage your financial decisions. Next up, they reveal how strategic financial planning is crucial for turning your dreams into achievable financial goals.

Happy Retirement | Medicare 101

Episode 548: Join Steve and Zach as they explore both financial and lifestyle components of a truly satisfying retirement. They also help you navigate the maze of Medicare as they break down its complicated coverage and costs. 

Phased Retirement | Mortgage Hack

Episode 545:  John and Ryan discuss the perks of retiring in phases and having more time for what you love, right now! You’ll also discover how paying half your mortgage payment every two weeks can lead to BIG financial wins this week on MoneyMD!

 

Retiring Early | Wealth Building

Episode 543: Is retiring early the secret to a happier life? Zach and Abbie investigate. They also explore how extraordinary wealth can come from very ordinary habits!