MoneyMD

Tax-Advantaged Accounts & The Budget Game

Episode 262: Hear about five types of investment accounts that can save you a bundle on taxes and help you reach your retirement goals. John and Steve also give you some creative ideas that can actually make saving fun!

Financial Goals & Volatile Markets

Episode 258: On this episode you'll learn how to create and automate a plan that will help you reach your New Year's financial goals.  You'll also find out what you can do to counteract the effects of a tumultuous stock market.

Planning in Retirement & Motivation

Episode 252: The planning shouldn't stop once you hit retirement! Steve and John go over the next steps. They also give you some great ways to motivate yourself if you're struggling with making and sticking to a financial plan.

401(k) Millionaires & Social Security Tips

Episode 250: Learn four simple steps that can set you on the path to a fat 401(k)! John and Steve also address some common misconceptions about Social Security and give tips for maximizing your benefits.

Market Update & High-Income Investments

Episode 249: Concerned about the recent market correction? Get the facts from Steve and John. You'll also learn some additional tax-favored investment options you can take advantage of after maxing out your IRA's and 401(k)s for the year.

Financial Hazards & Dollar Deals

Episode 247: Hear ten common financial hazards that are almost sure to delay your road to retirement. You'll also learn how to make the most of your neighborhood dollar store!

Portfolio Rebalancing & Budgeting Strategies

Episode 246: Learn why rebalancing is so vital to a healthy portfolio. Then hear about six budgeting strategies that can help you get control of your spending.

The FAANG Fad & Emotional Spending

Episode 245: Steve and John discuss the pros and cons of adding the hugely popular FAANG stocks to your portfolio. They also warn you of seven emotional triggers that can lure you away from your budget.

Early Retirement & the ABCs of HSAs

Episode 244: Steve and John weigh in on the new millennial FIRE movement – a lifestyle driven by the goal of "Financial Independence and Retiring Early." You'll also learn whether a tax-advantaged Health Savings Account makes sense for your situation.

Financial Automation & Successful Grads

Episode 243: Learn how to set financial systems in motion and then sit back and watch your portfolio grow! You'll also hear five tips that can set your high school graduate on the path to success, both in college and in life.