MoneyMD

Decade in Review & The Secure Act

Episode 309: The Money Doctors take a walk through the last decade of the stock market. They also discuss some key provisions of the recently signed SECURE Act. 

Annuities Unraveled & Bankruptcies Avoided

Episode 307: Steve and John discuss annuities.  Does anyone really understand these complicated investment vehicles?? You'll also learn about the various types of bankruptcies and what you can do to avoid them!

Roth Withdrawals & The National Debt (Reloaded)

Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties.  They also weigh in on America's $22 trillion national debt.

Roth Withdrawals & The National Debt

Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties.  They also weigh in on America's $22 trillion national debt.

A Warren Presidency & Mega Money Mistakes

Episode 302: John and Steve discuss the possible impact on the markets if Elizabeth Warren is elected next president of the United States. They also talk about some big financial blunders that advisors have seen their clients make over the years.

IRA Traps & Investing Mistakes

Episode 293: Steve and John talk you through what needs to be done to make the most out of an inherited IRA. Just remember that some things can't be undone!  They also warn you about three big investing mistakes and give you some profitable alternatives.

Trade Wars & Big Losers

Episode 292: John and Steve discuss Jim Schultz's insightful commentary on Trump's trade war with China. You'll also hear six examples of billion-dollar companies that have been reduced to penny stocks.

Retirement Strategies & Life Do-Overs

Episode 290: Steve and John discuss some strategies designed to make sure you don't outlive your money. You'll also hear advice from Warren Buffet about how to appreciate your life and live it well.

Stock Market Forecasts & Fatherly Wisdom

Episode 289: The Money Doctors discuss why stock market analysts frequently strike out when trying to predict the future. Hear Steve reflect on the financial wisdom passed down to him from his father.

Market Timing & Marriage Savers

Episode 286: Tempted by market timing? Steve and John immunize you against this costly practice and recommend some more effective, albeit less exciting, investing tools. You'll also learn about five major money stressors in marriage and how to work through them productively, no shouting required.