MoneyMD

Rising Rates & IRA Beneficiaries

Episode 417: Steve and John review market reactions to Federal Reserve interventions over the past three decades and give recommendations for your investments in 2022. They also warn you of the dangers of designating your estate as a beneficiary!

Cutting Taxes & Crushing Roadblocks

Episode 411: The Money Doctors get down to the nitty-gritty when it comes to trimming your 2021 tax bill.  They also discuss ten obstacles to investing and how to overcome them. This may get a little personal!

FOMO & Health Insurance

Episode 405: FOMO can be an expensive problem, but Steve and Ryan have the solution – don’t miss out! You’ll also learn about the different types of health insurance and how to pick the best policy for your family.

ABLE Accounts & Investment Schemes

Episode 404: John and Matthew explain two tax-free savings opportunities for individuals with disabilities.  They also take a look at both Ponzi and pyramid schemes, and they explain how to recognize the warning signs.  

Tax Breaks & Unpredictable Markets

Episode 403: Attention retirees!  You don’t want to miss out on all the goodies in this episode – tax breaks galore!  The Money Doctors also look back at the stock market in 2007 to see what we can learn about bull and bear markets.

Inflation Surge & Life Transitions

Episode 402: Is the inflation surge eating away at your retirement?  Steve and Zach discuss and give advice on how to protect your nest egg.   You’ll also learn how to successfully navigate three of life’s biggest transitions.

Retirement Income & Surviving a Spouse

Episode 397: On this episode you’ll hear new research from Dimensional Fund Advisors (DFA) on investing for a successful retirement.  John and Steve also talk through ten important financial issues you and your spouse need to discuss before it’s too late. 

Tricky HSAs & Military Benefits

Episode 396: The Money Doctors delve into some little-known features of the Health Savings Account.  It’s not just a fancy flex spending account!  You’ll also learn about the pay and benefits you can plan on after completing your military service.

IRAs & An Unexpected Million

Episode 392:  Steve and Ryan go over important details about IRAs that will help you avoid pitfalls and maximize benefits. They also explain how you can potentially turn your car payments into a million dollars!

Summer Jobs & Inflation

Episode 389:  Hear four ideas that can teach your kids about money while staving off summer boredom. You’ll also learn about inflation and how to combat it while you still have time.