MoneyMD

AI Investing | Equity Compensation

Episode 626: Steve and Matthew explore how the next phase of the AI revolution could shift market leadership and why diversification may matter more than ever. They also explain why equity compensation deserves thoughtful planning and how managing company stock wisely can support your bigger financial goals.

Investor Lessons | Human Instincts

Episode 625: Learn why 2025 reminded investors that markets rarely behave as expected, as Matthew and Abbie explore seven lessons for long-term investors. They also examine why even highly capable people struggle financially when short-term feelings derail long-term intentions and turn good plans into costly detours.

Market Forecasts | Wealth Management

Episode 623: While Wall Street is optimistic about 2026, John and Matthew explain why industry forecasts are better gauges of sentiment than predictors of markets. You’ll also learn three core wealth management principles that bring focus and intention to how you build, manage, and use your wealth.

Subscription Captivity | Client Wins 2025

Episode 622: If you think you already know how to manage subscriptions, think again – today’s models create new challenges that require a different approach. Then, Steve and Abbie reflect on their clients’ biggest wins in 2025, revealing how disciplined planning created opportunity during volatility and set the stage for 2026.

Rate Effects | Retirement Readiness

Episode 621: When interest rates fall, the effects aren’t always immediate. Learn what rate cuts really mean and how to factor them into long-term planning decisions. Then, Justin and Ryan explore why retirement readiness goes beyond money, sharing practical and personal indicators that help clarify when you’re truly ready.

Costly Biases | Interest Rates

Episode 620: Discover why investor behavior matters more than market swings as John and Zach share simple rules to strengthen long-term returns. Then explore how interest rates shape everything from your mortgage to your savings and learn what to watch for next!

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.

Lifestyle Creep | The Real Jackpot

Episode 613:  Find out why good financial habits often fade as income grows—and the simple steps to get them back. Then, Ryan and Abbie explain why lasting wealth isn’t about luck at all, but about steady investing habits that can quietly compound into real financial freedom.

Social Security | Catching Up

Episode 611: Many advisors say “wait” on Social Security, but Steve and Ryan explore the hidden risks of delaying, and how to find your personal sweet spot. Then, learn how simple, consistent steps can help you rebuild your retirement savings and strengthen your financial future.