MoneyMD

Market Volatility | Gold Decline

Episode 635: Market volatility is inevitable, but poor decisions aren’t. Learn how a better understanding of downturns can help you stay disciplined and on track. Then, John and Justin explain why gold is falling and what it reveals about how markets truly operate.

Investing Early | Post-Divorce Planning

Episode 631: Learn why starting to invest in your 20s unlocks the quiet power of compounding, and how you can begin today with clear, practical steps. Then, Justin and Abbie walk through the critical financial decisions made during divorce and how to approach them strategically.

AI Investing | Equity Compensation

Episode 626: Steve and Matthew explore how the next phase of the AI revolution could shift market leadership and why diversification may matter more than ever. They also explain why equity compensation deserves thoughtful planning and how managing company stock wisely can support your bigger financial goals.

Investor Lessons | Human Instincts

Episode 625: Learn why 2025 reminded investors that markets rarely behave as expected, as Matthew and Abbie explore seven lessons for long-term investors. They also examine why even highly capable people struggle financially when short-term feelings derail long-term intentions and turn good plans into costly detours.

Market Forecasts | Wealth Management

Episode 623: While Wall Street is optimistic about 2026, John and Matthew explain why industry forecasts are better gauges of sentiment than predictors of markets. You’ll also learn three core wealth management principles that bring focus and intention to how you build, manage, and use your wealth.

Subscription Captivity | Client Wins 2025

Episode 622: If you think you already know how to manage subscriptions, think again – today’s models create new challenges that require a different approach. Then, Steve and Abbie reflect on their clients’ biggest wins in 2025, revealing how disciplined planning created opportunity during volatility and set the stage for 2026.

Rate Effects | Retirement Readiness

Episode 621: When interest rates fall, the effects aren’t always immediate. Learn what rate cuts really mean and how to factor them into long-term planning decisions. Then, Justin and Ryan explore why retirement readiness goes beyond money, sharing practical and personal indicators that help clarify when you’re truly ready.

Bull vs. Bear | Digital Estate

Episode 617: Justin and Zach break down bull and bear markets and highlight what every investor needs to know to navigate them with confidence. Then, learn how to protect your online accounts, passwords, and digital memories with a smart, practical guide to organizing and securing your digital estate.

Lifestyle Creep | The Real Jackpot

Episode 613:  Find out why good financial habits often fade as income grows—and the simple steps to get them back. Then, Ryan and Abbie explain why lasting wealth isn’t about luck at all, but about steady investing habits that can quietly compound into real financial freedom.

Financial Unity | Investor Mistakes

Episode 609: John and Abbie share simple habits that help couples turn financial stress into lasting strength. Next, they discuss DALBAR’s insights on behavior and single-stock risk, pointing to smarter strategies for long-term success.