MoneyMD

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.

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.

Social Security | Insurance Secrets

Episode 483:  The Money Doctors dive into the intricate world of Social Security reform and the politics that surround this critical issue. John and Steve also reveal four insurance secrets that could change the way you think about coverage and save you money! 

Social Security Taxes | SECURE Act 2.0

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. 

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!

 

Social Security & Estate Planning

Episode 451: John and Zach discuss the impending depletion of the Social Security and Medicare trust funds and how this may impact your benefits in the future. The Money Doctors also point out several estate planning tasks that should be done well before you start thinking about a senior discount!