MoneyMD

Subscription Captivity | Client Wins 2025

Episode 622: If you think you already know how to manage subscriptions, think again – today’s models create new challenges that require a different approach. Then, Steve and Abbie reflect on their clients’ biggest wins in 2025, revealing how disciplined planning created opportunity during volatility and set the stage for 2026.

Investor Pitfalls | Holiday Spending

Episode 616:  Even experienced investors fall into familiar patterns like reacting to headlines or waiting for the “right time.” Learn what works better instead. Then, Matthew and Ryan unwrap eight practical ways to enjoy the holidays without overspending, so you can start the new year without financial regret.

Financial Psychology | Roth Conversions

Episode 604: John and Abbie uncover the psychological traps behind common money mistakes. They also share strategies to help you avoid them and set up “Future You” for success. Then, the Money Doctors break down the pros and cons of Roth conversions to help you decide if they’re the right move for your financial future.

Money Mistakes | Loss Aversion

Episode 595: Justin and Matthew share five surprisingly common ways people sabotage their finances—and what to do instead. Next, learn how a powerful psychological trap can lead you to double down on bad decisions.

Tariffs 101 | Are You In?

Episode 576: Worried about Trump's tariffs? Tune in as Abbie and Matthew guide you through what they may mean for your investments. Your hosts also dive into the viral “No-Spend Challenge” that could transform your finances.  Are you up for the challenge?

Holiday Budgeting | Medicare Overhaul

Episode 564: Join John and Ryan as they explore eight practical tips for managing your finances through the holiday season without missing out on the fun! Next, they address the 2025 Medicare changes, offering insights on how to manage fewer options and higher expenses.

Saving Thousands! | Strategic Inaction

Episode 548: John and Matthew pack this episode with a bounty of strategies for saving thousands of dollars each year! They also delve into the power of laziness during periods of market volatility to safeguard your investments and peace of mind.

Phased Retirement | Mortgage Hack

Episode 545:  John and Ryan discuss the perks of retiring in phases and having more time for what you love, right now! You’ll also discover how paying half your mortgage payment every two weeks can lead to BIG financial wins this week on MoneyMD!

 

Cutting Taxes | Saying No

Episode 534: This week on MoneyMD, discover seven effective strategies for keeping more of your hard-earned money come tax time.  You’ll also learn how to master the art of saying no and reclaim some of your precious time and sanity.

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.