MoneyMD

Retirement Checklist | Senior Dialogues

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.

Retirement Saboteurs | Fraud Forecast

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.

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!

 

401(k) Decisions | Priority Power

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!

Retiring Early | Wealth Building

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!

Wealth Transfer | Pre-Medicare Plans

Episode 533: Zach and Justin delve into how the ultra-wealthy redefine wealth and what they pass on to the next generation – it’s not just about money! They also help early retirees navigate their pre-Medicare health insurance options.

Health Insurance | Optimizing Savings

Episode 527: Retiring early? Ryan and Abbie explore healthcare options that can bridge the gap between your workplace plan and Medicare. They also share ten practical strategies that you can put in place to optimize your retirement savings over time.

Retirement Fears | LTC Insurance

Episode 525: On this week’s episode, Matthew and Abbie provide strategies for tackling those big retirement worries - from running out of cash to figuring out how to get along with your spouse 24/7! They also dive into long-term care insurance – exploring costs, the right timing for purchase, and whether self-funding is a good alternative for you.

Prosperity Barriers | 2024 Strategies

Episode 519:  Steve and Matthew uncover the hidden habits holding you back from achieving the lifestyle of your dreams. They also highlight four substantial changes that may impact your retirement strategies in 2024.  

Investment Fads | Delaying Retirement

Episode 514: Steve and John dissect the risks of trendy investments and offer sound strategies for long-term financial success.  They also warn you against basing your retirement plans on working longer.