MoneyMD

Overpaying Uncle Sam & Missing the Mark

Episode 372: The Money Doctors coach you on how to manage your adjusted gross income to avoid paying unexpected Social Security taxes and Medicare premiums. They also discuss one Morningstar analyst's reaction to the wild COVID roller coaster ride of the past year. Spoiler alert: He was totally blindsided!

The Stimulus Bill & Holiday Stress

Episode 359: Steve and John hit the highlights of the recent $908 billion stimulus proposal. You'll also hear twelve ways to lower your stress during the holiday season.

Biden Taxes & SIMPLE IRAs

Episode 355: Steve and John summarize Joe Biden's tax proposal and discuss the implications.  They also discuss the basics of a SIMPLE IRA and whether it's a good investment option for your situation.

Post-Pandemic Skills & The 2020 Election

Episode 345: John and Steve highlight five skills you may want to acquire in order to thrive in the new COVID landscape. They also take a look at historical data to see how elections have impacted the stock market over time.

Presidential Elections & Robocall Scams

Episode 341: The Money Doctors take a look at data from over 200 years to see how elections have historically impacted the stock market.  They also give you some insights into the growing problem of "intimidation" scams from phony government officials.

The Economic Blackout & Recency Bias

Episode 327: Steve and John give an update on the economy and where it may be heading in the future. You'll also learn how to avoid the costly trap of recency bias!

Economic Reboot & Your Retirement

Episode 325: Steve and John address the issues involved in restarting the economy and discuss what that may look like.  They also take a look at how the coronavirus may change the trajectory of your plans for retirement.

Decade in Review & The Secure Act

Episode 309: The Money Doctors take a walk through the last decade of the stock market. They also discuss some key provisions of the recently signed SECURE Act. 

Roth Withdrawals & The National Debt (Reloaded)

Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties.  They also weigh in on America's $22 trillion national debt.

Roth Withdrawals & The National Debt

Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties.  They also weigh in on America's $22 trillion national debt.