MoneyMD

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.

Financial Automation & Successful Grads

Episode 243: Learn how to set financial systems in motion and then sit back and watch your portfolio grow! You'll also hear five tips that can set your high school graduate on the path to success, both in college and in life.

Passive Income & Recession Protection

Episode 242: Discover ways to supplement your income with passive income streams.  Also, hear five steps you can take to help protect your assets before the next recession.

Medical Expenses & Retirement Shortfalls

Episode 241: Learn what you can do to make sure your medical bills don't catch you by surprise! Also, find out your options if your retirement fund just isn't going to be enough.

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.

Home Savings & The Last Decade

Episode 238: Hear 10 tips that can help you take a chunk out of your home expenses. John and Steve will also look back at the markets of the last decade.

Retirement Tips & Communities

Episode 237: Are you confident that your savings will outlast you? Here are some great tips to help make sure that happens! You'll also learn which questions to ask before committing to a continuing care retirement community.

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?

Mini-Retirements & Money Talks

Episode 234: You may not have to wait until your sixties to taste your retirement dreams.  Learn how to take a mini-retirement while you're young enough to enjoy it!  Also, when it comes to finances, find out how to open the lines of communication with your parents without closing down the relationship!

Investing DNA & Retirement Talks

Episode 233: Steve and John discuss the results of a genetic study involving 35,000 Swedish twins and their investments.  You know you're curious! You'll also learn how to broach the touchy subject of retirement with your spouse without stirring up a hornet's nest.