MoneyMD

Tax Strategies & Diversification

Episode 343: John and Steve describe nine strategies that may significantly lower your taxes throughout your retirement.  They also give a refresher on diversification and explain how you can put it to work on your investments.

Bad Investing & Recession Survival

Episode 342: The Money Doctors look at the evidence against stock picking and recommend an alternative academic approach.  You'll also learn how to take control of your finances during the current recession.

Templeton's Rules & COVID Trials

Episode 340: The Money Doctors give you some time-tested advice from one of history's most successful investors.  You'll also hear the latest on the massive U.S. coronavirus trials taking place over the next few months.

401(k) Rollovers & COVID Markets

Episode 339: Changing jobs? The Money Doctors advise taking the time to evaluate your 401(k) options. You'll also hear six tips for taking care of your portfolio and finances during the coronavirus pandemic.

Sneaky Supermarkets & Diversification 101

Episode 338: Steve and John reveal an assortment of psychological tricks that supermarkets play on their unsuspecting customers to increase sales.  You will also learn the basics of diversification – what it is, why it’s important, and how to do it.

Tax-Saving Strategies & Retirement Dreams

Episode 333: Steve and John talk you through some techniques that can minimize taxes in retirement. They'll also help you to think through how you want to spend your time during retirement.

Money, Happiness & Catching Up

Episode 332: It's never too late to start saving for retirement! The Money Doctors will tell you how to get back on track.  You'll also hear what researchers have discovered about the correlation between money and happiness.

Early Retirement & Lost Jobs

Episode 331: The Money Doctors go over an early retirement checklist ― find out if you are on track!  You'll also learn how to make ends meet if you find yourself out of a job or with reduced pay.

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!

The COVID Economy and Your Investments

Episode 326: Steve and John discuss some of the highlights from the past week and consider where the economy may be headed in the future.  They also recommend seven actions to consider as the stock market continues its gyrations.