MoneyMD

Dying Will-less | Retirement Fallacies

Episode 501: This week Steve and Ryan look into what happens when a loved one dies without a will, and if there is anything you can do about the consequences.  The Money Doctors also uncover six misconceptions that may sabotage your retirement finances.

Master Manipulators | Tricky Taxes

Episode 500: On our 500^th episode of MoneyMD, the Money Doctors inoculate you against an assortment of highly effective financial scams.  They also unpack some of the more puzzling tax questions surrounding your retirement.

The 4% Rule | Deflation 101

Episode 498: Steve and Zach weigh in on a hot topic of debate: Can retirees still trust the 4% withdrawal guideline? They also tackle the topic of deflation this week, examining its triggers, effects, and the current U.S. climate.

Working Remotely | Retirement Regrets

Episode 495: Matthew and Ryan discuss the unique loneliness faced by remote workers and explore a few innovative ways to combat it.  They also share some lessons that three retirees wished they had learned before stepping away from their careers.

Retirement Regrets | Forgiveness Overturned

Episode 494: Steve and Zach warn you of nine hazards to steer clear of on the road to retirement.  They also discuss the Supreme Court’s recent rejection of student-loan forgiveness and how you can best prepare for resuming those payments.

Interest Rates | Life Expectancy

Episode 491: Join Steve and Ryan as they discuss strategies for positioning your finances during this longer-than-expected season of higher interest rates.  They also give some pointers to help make sure your retirement portfolio lasts as long as you do.

Navigating 59½ | Long-Term Care

Episode 491: Join the Money Doctors as they discuss the five critical years following age 59½ and their powerful impact on your retirement. John and Matthew also explore long-term care insurance and its possible applications in retirement planning.

Retirement Resilience | The 401(k)

Episode 487: Join Steve and Matthew as they unveil smart strategies to help safeguard your retirement funds against the unpredictability of market downturns.  They also delve into 401(k)s, exploring everything from contributions and matching to vesting and withdrawal penalties. Don't miss out!

Retirement Stats | Refund Options

Episode 482: Learn how your retirement savings match up with everyone else on this week’s episode of MoneyMD.  Zach and Ryan also step through your options for spending your tax refund and help you make the smart choice!

Cutting Complexity | Time-Tested Tactics

Episode 479: John and Zach explain how complexity doesn’t actually help you, and they suggest a few ways you can simplify your investments instead!  They also explore a number of crucial “when” questions you need to answer in order to optimize your retirement strategy.