MoneyMD

Costly Biases | Interest Rates

Episode 620: Discover why investor behavior matters more than market swings as John and Zach share simple rules to strengthen long-term returns. Then explore how interest rates shape everything from your mortgage to your savings and learn what to watch for next!

Soaring Premiums | Early Gifting

Episode 615: Rising healthcare costs aren’t just about inflation. John and Steve explain how the shutdown is affecting premiums and offer six practical ways to fight back. They’ll also discuss when it makes sense to gift money to your kids—and why waiting may be the wiser move.

Disability Insurance | Fed & Mortgages

Episode 610:  Don’t let illness or injury derail your finances – discover why short-term and long-term disability coverage may be the most important protection you don’t have. Next, Justin and Matthew break down why the Fed isn’t the only force influencing mortgage rates and what other factors help determine what borrowers pay.

“Big” Tax Bill | Sudden Wealth

Episode 598: Get the scoop on the new tax law—what’s changing, what’s staying, and how you can plan smarter in 2025 and beyond. Next, Steve and Justin walk through what to do when you inherit money—before emotion or impulse takes over.

Social Security | Estate Planning

Episode 596: Are Social Security and Medicare really at risk? Zach and Justin break down the facts and offer a practical perspective for your retirement planning. Next, the Money Doctors share four strategic ways to optimize your estate plan so that you and your heirs are prepared for future needs and evolving goals.

Q1 Takeaways | Tariff Turbulence

Episode 588: John and Steve reflect on Q1’s volatility and highlight why diversification remains one of the smartest strategies for long-term investors. Next, they dive into how tariffs are shaking up the market, what it means for your portfolio, and how diversification can help you stay on track.

Tariff Talk | Bumpy Ride

Episode 585: The new tariff hikes are making headlines—John and Ryan unpack what they could mean for the economy and your portfolio. Next, the guys share three simple strategies to help you stay buckled in and on track when the market gets bumpy.

International Markets | Money Safeguards

Episode 583: Global markets are stirring—tune in as Abbie and Justin explain why diversifying with international stocks could be a smart play. Next, Abbie and Justin explain how FDIC, NCUA, and SIPC protect your money. Discover what's covered and how these safeguards work for you.

Economic Tightrope | Retirement Tactics

Episode 578: John and Zach explore the delicate balance between employment, inflation, and the Federal Reserve’s strategic rate adjustments. Next, they delve into effective healthcare planning and tax strategies for a financially secure retirement.

Holiday Budgeting | Medicare Overhaul

Episode 564: Join John and Ryan as they explore eight practical tips for managing your finances through the holiday season without missing out on the fun! Next, they address the 2025 Medicare changes, offering insights on how to manage fewer options and higher expenses.