MoneyMD

Life Principles | Early Benefits

Episode 522:  John and Ryan explore six key principles that can help you in life and in investing.  They also outline key scenarios when claiming Social Security benefits early can be wise despite conventional wisdom to delay.

Investing Illusions | Roth Strategies

Episode 521: Steve and Matthew explore the pitfalls of self-deception in investing and offer insights into how to build a more successful, long-term financial strategy. They also explain four savvy strategies to maximize Roth account contributions for high-earners.

Market Predictions | Tax Tips

Episode 520:  John and Ryan discuss three reasons why stock market predictions are often wrong and share tips for improving your investment results. They also suggest seven New Year’s resolutions that may help to lower your 2024 tax bill.

Overconfident Investing | Money Conversations

Episode 518: In this week’s episode of MoneyMD, discover why a booming stock market might be your biggest test in investment wisdom.  Zach and Ryan also share six engaging questions about finances to foster deeper bonds with people who are important to you.

Investment Grit | Market Outlook

Episode 517: John and Zach reflect on the stock market's turbulent past three years and highlight the rewards of staying the course. They also pull out the metaphorical crystal ball and give some prudent advice for investing in 2024. 

Annuities 101 | Money Languages

Episode 516: Steve and Zach do a deep dive into annuities, explaining how they work and discussing their pros and cons. They also explore ways for you to improve your relationship with money by helping you discover your ‘money language’. 

Investment Fads | Delaying Retirement

Episode 514: Steve and John dissect the risks of trendy investments and offer sound strategies for long-term financial success.  They also warn you against basing your retirement plans on working longer. 

Mortgage Dilemma | Financial Gratitude

Episode 513: Steve and Zach explore the pros and cons of paying off your mortgage early.  They also point out six financial reasons we can be thankful in 2023, including some great deals on turkeys!

Parent-Child Banking | Global Portfolios

Episode 511: John and Matthew discuss the downside of adding an adult child to your bank account and recommend some better options. They also discuss the value of owning international stocks in your portfolio. 

Saving a Million | Managing Volatility

Episode 509: This week, John and Steve tell the story of a husband and wife who saved a million dollars by the age of 35 by following 11 simple money rules.  They also explore the stock market's recent volatility and how to manage it.