MoneyMD

Private Credit | Early Retirement

Episode 580: Is the allure of high-yield Private (or Structured) Credit investments justified? Discover the real risks and potential rewards with Steve and Abbie. Next up, they’ll explore the practical roadmap to early retirement with a step-by-step guide!

Retirement Essentials | Roth Conversions

Episode 577:   Ready to revolutionize your retirement plan? Learn five game-changing strategies – no market timing required! Next up, Justin and Steve explore whether a Roth IRA conversion makes sense for your retirement strategy, breaking down the tax advantages and ideal timing.

Diversification?? | Boomer Strategies

Episode 573: This week, Steve and Zach tackle a burning investor question: With large US stocks leading the market these days, is diversification still the smart move? You’ll also hear some key factors that have helped so many Baby Boomers achieve remarkable financial confidence and success.

Roth Conversions | 2025 Checklist

Episode 571: Ryan and Abbie tackle your top questions about Roth IRA conversions, setting you on the path to optimized retirement savings. Next, they'll walk you through smart financial planning moves for 2025, sharing tips to improve your financial health in the coming year.

Retirement Redefined | Peak Markets

Episode 570: Matthew and Zach discuss the changing landscape of retirement, revealing how longer lives are influencing new career phases. Continuing the discussion, they delve into strategies for investing when the stock market is hitting record highs—what's the smart move?

Job Hopping | 401(k) Boost

Episode 569: Steve and Zach explore the financial traps of job hopping and offer tips on maintaining your retirement savings momentum. Following that, discover how the new super catch-up contributions let workers 60 to 63 significantly boost their 401(k) savings starting next year.

Bias Busters | Financial Planning

Episode 568: Join Abbie and Justin as they show you how to outsmart the hidden biases that sabotage your financial decisions. Next up, they reveal how strategic financial planning is crucial for turning your dreams into achievable financial goals.

Bankruptcy 101 | Optimistic Investing

Episode 562: Dive deep with John and Abbie into the world of bankruptcy and learn how to sidestep this drastic step with smarter financial strategies! Next up, find out how a positive outlook could be your best asset when it comes to investing in the stock market.

Education Savings | Investment Insights

Episode 548: Zach and Justin simplify the world of education savings, comparing popular options to help you find the best plan for your family’s future. Then, they weigh in on recent stock market projections, exploring what they could mean for your investment strategy.

Scary Headlines | Financial Beginnings

Episode 548: Scary headlines got you worried? Matthew and Abbie share a simple three-step plan to stay calm and keep your money safe. They also offer a step-by-step guide to financial independence, from smart budgeting to savvy investing and everything in between.