MoneyMD

Retirement Readiness | Understanding Medicare

Episode 640: Abbie and Justin go beyond simple rules of thumb to explore the key financial and personal factors that can guide a more confident retirement decision. Then, learn how Medicare really works, from enrollment rules to ongoing plan changes, so you can avoid costly surprises along the way.

SS Scams | Retirement Risks

Episode 630:  Learn how today’s most convincing Social Security scams work and the simple habits that can protect your identity and your benefits. Then, John and Steve reveal how surprises like early retirement and long-term care costs can be just as dangerous to your nest egg as a market downturn.

New Custodial Account | Retirement Taxes

Episode 629: Abbie and Zach explain the rules, timelines, and limits of the new child custodial account, and how to decide whether they belong in your kid's financial plan. Then, they explore why the first five years of retirement are a critical tax window and how early decisions can either protect your income or quietly erode it over time.

Social Security | Catching Up

Episode 611: Many advisors say “wait” on Social Security, but Steve and Ryan explore the hidden risks of delaying, and how to find your personal sweet spot. Then, learn how simple, consistent steps can help you rebuild your retirement savings and strengthen your financial future.

Social Security | Estate Planning

Episode 596: Are Social Security and Medicare really at risk? Zach and Justin break down the facts and offer a practical perspective for your retirement planning. Next, the Money Doctors share four strategic ways to optimize your estate plan so that you and your heirs are prepared for future needs and evolving goals.

Social Security | Unsteady Markets

Episode 589: Thinking of working while drawing Social Security? Steve and Zach break down the rules, the risks, and how your decision could affect future benefits. Next, the Money Doctors weigh in on the recent market volatility. If the latest drop has you on edge, their advice might just go against your instincts.

Retirement Pitfalls | Beneficiaries 101

Episode 586: Don't let common retirement income mistakes derail your financial security—learn three crucial pitfalls and how to avoid them. Next, Justin and Matthew walk through the ins and outs of naming beneficiaries—what that involves, why it’s important, and how to do it well.

Parental Finances | Social Security

Episode 548: John and Matthew dive into the delicate process of helping manage your parents’ finances, offering practical tips to avoid pitfalls and make the transition smoother. Then, with the future of Social Security and Medicare uncertain, they explore potential solutions and what they mean for you.

Social Security | Bull & Bear Basics

Episode 540: Ryan and Zach get into the nitty-gritty of Social Security's looming shortfall and what it means for Americans counting on disability and retirement benefits. They also unpack bull and bear markets and share key strategies for navigating both, ensuring you're prepared no matter the market's mood!

Life Principles | Early Benefits

Episode 522:  John and Ryan explore six key principles that can help you in life and in investing.  They also outline key scenarios when claiming Social Security benefits early can be wise despite conventional wisdom to delay.