MoneyMD

Buffett Wisdom | Money Simplified

Episode 618: Matthew and Abbie share the powerful life lessons Warren Buffett models – principles that shape how we live, not just how we invest. And for people who hate “money stuff,” learn how to make money feel simple and manageable with an easy system that works even if budgeting and spreadsheets aren’t your thing.

Bull vs. Bear | Digital Estate

Episode 617: Justin and Zach break down bull and bear markets and highlight what every investor needs to know to navigate them with confidence. Then, learn how to protect your online accounts, passwords, and digital memories with a smart, practical guide to organizing and securing your digital estate.

Investor Pitfalls | Holiday Spending

Episode 616:  Even experienced investors fall into familiar patterns like reacting to headlines or waiting for the “right time.” Learn what works better instead. Then, Matthew and Ryan unwrap eight practical ways to enjoy the holidays without overspending, so you can start the new year without financial regret.

Tax-Loss Harvesting 101 | Aging Parents

Episode 614: Learn from Zach and Justin how savvy investors use tax-loss harvesting to offset taxes today and build wealth for tomorrow. Then, discover five key money conversations that can help families prepare for aging parents with clarity, confidence, and peace of mind.

Prosperity Puzzle | Widow’s Checklist

Episode 612: If our nation’s wealth is at record highs, why does it feel so hard to get ahead? Zach and Matthew reveal the hidden forces shaping how we perceive prosperity. Then, learn how to turn an overwhelming to-do list into manageable steps that can protect your financial future after losing a spouse.

Tax Timing | Decluttering Finances

Episode 607: Deferring taxes isn’t always the winning move. Learn from Ryan and Matthew why accelerating them can sometimes lead to big lifetime savings. They also show how simplifying your finances, from consolidating accounts to trimming scattered goals, can bring freedom and lasting confidence.

Estate Planning | Hands-Off Investing

Episode 605: Estate planning doesn’t have to be complicated. Abbie and Ryan explain how you can minimize taxes, spare your heirs the stress, and ensure your wishes are crystal clear. Then, the Money Doctors reveal how a hands-off investing approach can protect you from costly errors and build lasting wealth.

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.