MoneyMD

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.

Election Impact | Save or Repay?

Episode 563: Steve and Matthew explore the potential effects of the 2024 election on the markets and your investments. Up next, they’ll dive into how young professionals can manage both student loans and retirement contributions effectively.

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.

Tidy Finances | Retiree To-Dos

Episode 548: Master organization with Steve and Justin! Learn how tidy spaces lead to tidy finances, helping you save more. They also share key strategies to protect and maximize your nest egg during retirement. 

Mortgage Freedom | Catch-Up Strategies

Episode 548: In this week's episode, Matthew and Ryan unlock the secrets to paying off your mortgage early with practical strategies that could save you thousands! They also tackle a real-life financial struggle, sharing expert advice that you can apply to boost your own retirement savings, no matter where you stand today.

Happy Retirement | Medicare 101

Episode 548: Join Steve and Zach as they explore both financial and lifestyle components of a truly satisfying retirement. They also help you navigate the maze of Medicare as they break down its complicated coverage and costs.