MoneyMD

Elder Fraud | Losing a Spouse

Episode 548: As elder fraud reaches alarming levels, find out how to protect yourself and your loved ones from financial predators.  Matthew and Zach also share seven financial steps to help you navigate the loss of a spouse.

Retirement Checklist | Senior Dialogues

Episode 547: Join Abbie and Justin as they discuss eight essential tasks to complete before you step into retirement. In the second segment, they share strategies for gently initiating long-term care conversations with your loved ones.

401(k) Decisions | Priority Power

Episode 544: Matthew and Justin discuss six questions that can help you decide the best plan for your 401(k) at retirement.  They also share some practical tips that can help you learn to prioritize like a pro!

Retiring Early | Wealth Building

Episode 543: Is retiring early the secret to a happier life? Zach and Abbie investigate. They also explore how extraordinary wealth can come from very ordinary habits!

College ROI | Health-Care Savings

Episode 542:  This week Zach and Matthew investigate the starting salary required to offset college costs.  They also unpack ten effective tactics for cutting your health insurance bills.

Chargebacks | Annuities

Episode 541: Ever wonder how to tackle unfair charges on your credit card? John and Abbie break it down into simple do's and don'ts. They also give you a heads-up on the true cost of buying an annuity—they’re easy to misunderstand!

Beating the Pros | Family Loans

Episode 538:  This week on MoneyMD, Steve and Abbie reveal some surprising insights into why the pros often fall short when picking stocks. They’ll also give you tips for lending money to friends and family without jeopardizing your relationships!

The Money Talk | AI Potential

Episode 537: On this week’s episode, learn how to turn those tense money talks with your spouse into constructive dialogues by avoiding four common mistakes.  John and Ryan also sift through the noise to uncover the real impact and opportunities of AI in the investment world.

Trust Insights | Funding Sports

Episode 535: This week Steve and Justin clear up some common misconceptions about what a trust can and cannot do for you.  They’ll also share some unique ideas for funding your child’s athletic dreams without breaking the bank. 

Cutting Taxes | Saying No

Episode 534: This week on MoneyMD, discover seven effective strategies for keeping more of your hard-earned money come tax time.  You’ll also learn how to master the art of saying no and reclaim some of your precious time and sanity.