MoneyMD

Prosperity Barriers | 2024 Strategies

Episode 519:  Steve and Matthew uncover the hidden habits holding you back from achieving the lifestyle of your dreams. They also highlight four substantial changes that may impact your retirement strategies in 2024.  

Rising Rates | Retirement Countdown

Episode 506: John and Zach dissect Wall Street’s uneasy journey into a landscape of higher interest rates.  They’ll also share a 10-year checklist that can help you prepare for a stress-free and happy retirement. 

Estate-Plan Update | Fed Finale?

Episode 504: Join the Money Doctors as they discuss how changes in tax laws and life events might mean your estate plan is due for a major overhaul! They also alert investors to the significant shifts that could occur in the financial markets when the Fed's rate hikes come to an end.

The 4% Rule | Deflation 101

Episode 498: Steve and Zach weigh in on a hot topic of debate: Can retirees still trust the 4% withdrawal guideline? They also tackle the topic of deflation this week, examining its triggers, effects, and the current U.S. climate.

Retirement Regrets | Forgiveness Overturned

Episode 494: Steve and Zach warn you of nine hazards to steer clear of on the road to retirement.  They also discuss the Supreme Court’s recent rejection of student-loan forgiveness and how you can best prepare for resuming those payments.

Financial Regrets | Tax Fraud

Episode 490: Steve and Matthew warn you about seven poor financial decisions that may put a big dent in your retirement savings. They also delve into the world of tax fraud – from fudged tax returns to wholesale identity theft!

Giving Anyway | The Debt Ceiling

Episode 488: Feeling the financial squeeze? Matthew and Zach lay out three practical ways to maintain charitable giving amidst rising costs and falling returns. They also pull back the curtain on the US debt ceiling and what it may mean for you and your pocketbook. 

Social Security | Insurance Secrets

Episode 483:  The Money Doctors dive into the intricate world of Social Security reform and the politics that surround this critical issue. John and Steve also reveal four insurance secrets that could change the way you think about coverage and save you money! 

ESG Investing | Dollar vs. Yuan

Episode 480: Investing based on a company’s environmental and social impact is trending, but can it really live up to its promises? John and Steve also dissect the yuan’s chances of dethroning the dollar as the world’s reserve currency.

IRA Insights | The Fed

Episode 478: Steve and Ryan help you ask the right questions as you choose between a Roth or Traditional 401(k).  You’ll also discover how the Fed’s interest rate moves may impact your finances and what the Money Doctors recommend for navigating this changing landscape.