MoneyMD

Social Security | Unsteady Markets

Episode 589: Thinking of working while drawing Social Security? Steve and Zach break down the rules, the risks, and how your decision could affect future benefits. Next, the Money Doctors weigh in on the recent market volatility. If the latest drop has you on edge, their advice might just go against your instincts.

Retirement Pitfalls | Beneficiaries 101

Episode 586: Don't let common retirement income mistakes derail your financial security—learn three crucial pitfalls and how to avoid them. Next, Justin and Matthew walk through the ins and outs of naming beneficiaries—what that involves, why it’s important, and how to do it well.

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!

Economic Tightrope | Retirement Tactics

Episode 578: John and Zach explore the delicate balance between employment, inflation, and the Federal Reserve’s strategic rate adjustments. Next, they delve into effective healthcare planning and tax strategies for a financially secure retirement.

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.

Strategic Withdrawals | Inheritance Insights

Episode 575: Join Justin and Zach to learn how to stretch your retirement savings with strategic withdrawal strategies. Next, they'll share tips on optimizing an inheritance for lasting financial security.

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.

Beyond the Grind | 529 Insights

Episode 566: Zach and Abbie delve into the joys and freedoms of retirement, as shared by Wall Street Journal readers who've found their best selves beyond the daily grind. Continuing the discussion, the Money Doctors delve into the strategic use of 529 plans for funding education.

Mortgage Timing | Semi-Retirement

Episode 565: Tune in as Justin and Matthew explore what really matters when determining the best time to purchase a home. Up next, the Money Doctors unpack the pros and cons of semi-retirement, helping you figure out if it's the right move for your financial health and lifestyle.