MoneyMD

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. 

Retirement Rituals | Withdrawal Warnings

Episode 512:  Ryan and Matthew explore the importance of rituals in retirement, a time of life characterized by significant change.  And, if you’ve ever been tempted to pay off debt by withdrawing from your retirement funds, don’t miss this episode!

Retirement Destinations | Pint-Sized Savers

Episode 507: Steve and Zach navigate through a labyrinth of financial, social, and healthcare factors you should consider as you plan where to live in retirement.  The guys also look at a unique experiment involving 600 kindergarteners that ends up transforming not only their financial habits over the years, but their family’s as well!

Rising Rates | Retirement Countdown

Episode 506: John and Zach dissect Wall Street’s uneasy journey into a landscape of higher interest rates.  They’ll also share a 10-year checklist that can help you prepare for a stress-free and happy retirement. 

Retirement Plans | Golden Investments

Episode 505: Matthew and Ryan break down the various types of retirement accounts and explore ways to maximize your contributions in your workplace plan.  They will also discuss the risks and rewards of investing in gold.

Beyond Retirement | Special Trusts

Episode 502: Zach and Matthew help you think through your purpose, values, and goals for life beyond retirement. They also give you pointers on how to provide lifetime support for a disabled heir without jeopardizing their government benefits.