MoneyMD

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!

Social Security & Recessions

Episode 445: The Money Doctors cover important features of Social Security that you should consider before you start taking your benefits! John and Zach also take a look at recessions of the past and then weigh in on current and future markets.

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.

Retirement Income & Surviving a Spouse

Episode 397: On this episode you’ll hear new research from Dimensional Fund Advisors (DFA) on investing for a successful retirement.  John and Steve also talk through ten important financial issues you and your spouse need to discuss before it’s too late. 

Social Security & Money Traps

Episode 315: While experts usually recommend waiting until full retirement age to start drawing Social Security, the Money Doctors give some exceptions to the rule.  John and Steve also discuss five money traps that the wealthy know to steer clear of.  Do you?

Better Benefits & Smart Choices

Episode 298: Hear some little-known facts about Social Security that may have a big impact on your retirement income. John and Steve also help you wrestle with the decision of how much to spend on your retirement vs. your kids' education.