Episodes

Friday Nov 08, 2024
Election Impact | Save or Repay?
Friday Nov 08, 2024
Friday Nov 08, 2024
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.

Friday Oct 18, 2024
Parental Finances | Social Security
Friday Oct 18, 2024
Friday Oct 18, 2024
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.

Friday Sep 20, 2024
Tidy Finances | Retiree To-Dos
Friday Sep 20, 2024
Friday Sep 20, 2024
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.

Friday Aug 30, 2024
Mortgage Freedom | Catch-Up Strategies
Friday Aug 30, 2024
Friday Aug 30, 2024
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.

Friday Aug 23, 2024
Happy Retirement | Medicare 101
Friday Aug 23, 2024
Friday Aug 23, 2024
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.

Friday Jul 19, 2024
Retirement Checklist | Senior Dialogues
Friday Jul 19, 2024
Friday Jul 19, 2024
Episode 547: Join Abbie and Justin as they discuss eight essential tasks to complete before you step into retirement. In the second segment, they share strategies for gently initiating long-term care conversations with your loved ones.

Friday Jul 12, 2024
Retirement Saboteurs | Fraud Forecast
Friday Jul 12, 2024
Friday Jul 12, 2024
Episode 546: Join the conversation with John and Steve as they explore how to bypass the psychological traps that can derail your financial future. They’ll also explore how old fraud schemes with new packaging are shaping 2024's fraud landscape on our latest episode.

Friday Jul 05, 2024
Phased Retirement | Mortgage Hack
Friday Jul 05, 2024
Friday Jul 05, 2024
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!

Friday Jun 28, 2024
401(k) Decisions | Priority Power
Friday Jun 28, 2024
Friday Jun 28, 2024
Episode 544: Matthew and Justin discuss six questions that can help you decide the best plan for your 401(k) at retirement. They also share some practical tips that can help you learn to prioritize like a pro!

Friday Jun 21, 2024
Retiring Early | Wealth Building
Friday Jun 21, 2024
Friday Jun 21, 2024
Episode 543: Is retiring early the secret to a happier life? Zach and Abbie investigate. They also explore how extraordinary wealth can come from very ordinary habits!