Episodes

Friday Jul 14, 2023
Retirement Regrets | Forgiveness Overturned
Friday Jul 14, 2023
Friday Jul 14, 2023
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.

Friday Jun 30, 2023
Interest Rates | Life Expectancy
Friday Jun 30, 2023
Friday Jun 30, 2023
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.

Friday Jun 23, 2023
Navigating 59½ | Long-Term Care
Friday Jun 23, 2023
Friday Jun 23, 2023
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.

Friday May 26, 2023
Retirement Resilience | The 401(k)
Friday May 26, 2023
Friday May 26, 2023
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!

Friday Apr 21, 2023
Retirement Stats | Refund Options
Friday Apr 21, 2023
Friday Apr 21, 2023
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!

Friday Mar 31, 2023
Cutting Complexity | Time-Tested Tactics
Friday Mar 31, 2023
Friday Mar 31, 2023
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.

Friday Mar 24, 2023
IRA Insights | The Fed
Friday Mar 24, 2023
Friday Mar 24, 2023
Episode 478: Steve and Ryan help you ask the right questions as you choose between a Roth or Traditional 401(k). You’ll also discover how the Fed’s interest rate moves may impact your finances and what the Money Doctors recommend for navigating this changing landscape.

Friday Mar 03, 2023
Selling a Home | The HSA
Friday Mar 03, 2023
Friday Mar 03, 2023
Episode 475: Matthew and Ryan weigh in on the current housing market and give tips for getting the best price on your home. The guys also explain how to shore up your retirement with a tax-free health savings account.

Friday Feb 24, 2023
Social Security Taxes | SECURE Act 2.0
Friday Feb 24, 2023
Friday Feb 24, 2023
Episode 474: Yes, sadly Social Security is usually taxable, but the Money Doctors have some strategies that may lower that tax bill! John and Matthew also hit the highlights of the 19-page SECURE Act follow-up bill and what it may mean for you and your retirement.

Friday Feb 17, 2023
Blown Retirements | Aging Parents
Friday Feb 17, 2023
Friday Feb 17, 2023
Episode 473: Steve and Matthew discuss seven easy ways to sabotage your own retirement. They also give you five tips for helping your parents manage their wealth in their golden years.