MoneyMD

Unretirement Options & Money Lessons

Episode 460: Retired but ready to go back to work?  Ryan and Matthew discuss your options and how they affect your Medicare and Social Security benefits.  They’ll also share tips for teaching your kids to make smart decisions with their money, all the way into adulthood!

 

Lump Sums & Retirement Planning

Episode 458: Planning to retire soon?  Make sure you’re up-to-date on the new math!  Matthew and Zach also discuss three keys to retiring with confidence in a turbulent economy.

Retiree Stories & Academic Investing

Episode 450: In this episode, you’ll hear how four different retirees spend their time and money after retiring with nearly two million dollars!  Ryan and Matthew also explain how to incorporate academic principles into your investing.

Tested Plans & Tax Refunds

Episode 443: Are you sure you have enough money to retire?  Steve and Ryan explain how you can put your retirement plan to the test before you take the plunge.  They also dig into the details of why your next tax refund is likely to be smaller than you expect.

Contrarian Investing & Retirement Planning

Episode 442: John and Matthew discuss some of the possible rewards of investing in a down market.  They also explain how bringing home a paycheck during retirement can affect your Social Security and Medicare benefits.

RMDs 101 & Rising Rates

Episode 441: John and Zach explain the what, when, why, and how of required minimum distributions.  They also recommend three steps you can take to lessen the impact of rising interest rates.

Bear Markets & Derailed Retirements

Episode 438: John and Steve lay out a game plan that will allow you to make the most of a down market.  They also warn you about five common misconceptions that may sabotage your golden years. 

The Economy & Retirement Math

Episode 437: John and Zach get down to the nitty gritty on the economy.  Spoiler Alert:  The stock market is having a big sale!  They also explain how you can maintain a steady income during retirement without having to worry about the ups and downs of the stock market. 

Inflation & Changing Jobs

Episode 436: Matthew and Zach discuss the latest inflation numbers and how they're likely to directly impact you.  They also help you think through some of the less obvious financial implications of changing jobs.

Big Mistakes & Solid Plans

Episode 433: Ryan and Zach discuss mistakes people make during down markets and the severe consequences that can result from them. They also talk through the components of a solid retirement plan.