MoneyMD

Gifting Strategies | Timing Dilemma

Episode 587: Wondering if your kids will handle an inheritance well?  Zach and Abbie share how to pass on your wealth without doing more harm than good. Next, they unpack the pitfalls of market timing and how staying the course over time can lead to greater rewards.

Young Savers | Boomerang Kids

Episode 579: This week on MoneyMD, Ryan and Justin explore ways to set your kids up for financial success at every stage, from piggy banks to paychecks! They also delve into the challenges and solutions for parents hosting boomerang kids. Discover how to maintain your retirement goals while supporting your adult child's return home.

Savvy Kids | Trending Terms

Episode 572: John and Justin explore smart strategies to give your kids a leg up in the financial world, from HSAs to Roth IRAs and beyond. They also unpack the top 10 financial terms that captured America’s attention in 2024.  How many did you Google last year?

Parental Finances | Social Security

Episode 548: John and Matthew dive into the delicate process of helping manage your parents’ finances, offering practical tips to avoid pitfalls and make the transition smoother. Then, with the future of Social Security and Medicare uncertain, they explore potential solutions and what they mean for you.

Market Dips | Estate Planning

Episode 548: Ryan and Abbie break down the recent stock market drop and share strategies to safeguard your investments. They also delve into the benefits of involving your children in your estate planning and provide strategies for avoiding common pitfalls.

Trust Insights | Funding Sports

Episode 535: This week Steve and Justin clear up some common misconceptions about what a trust can and cannot do for you.  They’ll also share some unique ideas for funding your child’s athletic dreams without breaking the bank. 

Family Finances | College ROI

Episode 532: Stepping into parenthood? Join us this week as we explore six financial strategies designed to set new parents on the path to success. Matthew and Ryan also discuss a recent study on the impact of a college degree on future income. 

Empowering Kids | Money Mastery

Episode 526: Abbie and Justin give some practical ideas for training your kids to be financially savvy. You’ll also learn six actionable steps to lower stress and take control of your own finances.

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. 

Retirement Destinations | Pint-Sized Savers

Episode 507: Steve and Zach navigate through a labyrinth of financial, social, and healthcare factors you should consider as you plan where to live in retirement.  The guys also look at a unique experiment involving 600 kindergarteners that ends up transforming not only their financial habits over the years, but their family’s as well!