MoneyMD

Last Minute Tax Moves & Millionaire Stats

Episode 264: Steve and John give you some timely tips that can help you avoid giving too much of your hard-earned money to Uncle Sam this year.  They also give some encouraging statistics about millionaires in America.  You could be next!

Financial Goals & Volatile Markets

Episode 258: On this episode you'll learn how to create and automate a plan that will help you reach your New Year's financial goals.  You'll also find out what you can do to counteract the effects of a tumultuous stock market.

2018 Checklist & 2019 Goals

Episode 257: The countdown to 2019 is running down ― have you implemented these end-of-the-year strategies in your portfolio? You'll also hear seven things you can do right now to prepare yourself for setting, and actually carrying out, your New Year's resolutions.

Time to Retire? Watch Out!

Episode 253: The Money Doctors warn you about ten threats to a prosperous retirement. They also go over seven issues you need to consider before giving up your paycheck.

Portfolio Rebalancing & Budgeting Strategies

Episode 246: Learn why rebalancing is so vital to a healthy portfolio. Then hear about six budgeting strategies that can help you get control of your spending.

Early Retirement & the ABCs of HSAs

Episode 244: Steve and John weigh in on the new millennial FIRE movement – a lifestyle driven by the goal of "Financial Independence and Retiring Early." You'll also learn whether a tax-advantaged Health Savings Account makes sense for your situation.

Everyday Millionaires & College Savings

Episode 239: Steve and John discuss Chris Hogan's new book, Everyday Millionaires. Also, hear what the president of USC, Harry Pastides, has to say about lowering your college costs.

The 10 Q's & An Economic Update

Episode 236: Ask yourselves these 10 questions each month to put your family on the path to financial security! Also, Steve and John weigh in on the current U.S. corporate earnings and economic surge.  Will it continue?

Early Retirement & Challenging Inheritances

Episode 229: Thinking about retiring early? Learn five steps you will want to cover before you take the plunge! You'll also learn how to turn an inherited house into a blessing instead of a curse!

Falling Short & Paying Less

Episode 223: Learn what you can do to bridge the gap between what you need for retirement and what you actually have. Also, hear ten clever ways to keep your college costs to a minimum.