MoneyMD

Tax-Savvy Retirement | Finding Contentment

Episode 602:  John and Matthew share seven smart strategies to help you cut taxes and keep more of your money in retirement. Then, they explore how understanding the difference between needs and wants can lead to greater financial peace and contentment.

Bull vs. Bear | Income Strategies

Episode 601: Abbie and Matthew explain what truly defines a bull or bear market and how to navigate each with confidence. Then, they’ll break down two common retirement income strategies – living off dividends or following the 4 percent rule. Learn which approach may serve you better in the long run.

Retirement Paycheck | Investment Approaches

Episode 600:   Don’t let your savings strategy stop at retirement—learn how to turn your nest egg into a steady, lasting paycheck. Then explore research that challenges common instincts about waiting for the “right time” to invest.

“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.

Retirement Milestones | Your First Year

Episode 597: Don’t let retirement milestones sneak by! Learn nine key ages that unlock valuable benefits and savings opportunities. Steve and Abbie also share why a strong start in retirement isn’t just helpful – it’s essential for long-term financial success.

Money Mistakes | Loss Aversion

Episode 595: Justin and Matthew share five surprisingly common ways people sabotage their finances—and what to do instead. Next, learn how a powerful psychological trap can lead you to double down on bad decisions.

Medigap Plans | The Wash Rule

Episode 594: Don’t get blindsided by out-of-pocket costs—Steve and Zach break down the must-know facts on Medigap. In part two, the Money Doctors explain how a simple trading mistake could cost you your tax break.

Retirement Reluctance | RMDs 101

Episode 592: Why do so many successful people struggle to walk away from work? The answer goes far beyond just having enough money. Ryan and Abbie also break down how required withdrawals can trip up even savvy retirees—and share ways to turn your RMDs into smart financial moves.

Financial Transparency | Disability Insurance

Episode 591: What keeps us from talking openly about our finances? Ryan and Matthew reveal the reasons why people stay quiet when it comes to their money and what to do to overcome this “taboo” topic. Next, the Money Doctors explain the ins and outs of disability insurance and how it can help you stay financially afloat when illness or injury keeps you from working.

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.