MoneyMD

Estate Planning | Hands-Off Investing

Episode 605: Estate planning doesn’t have to be complicated. Abbie and Ryan explain how you can minimize taxes, spare your heirs the stress, and ensure your wishes are crystal clear. Then, the Money Doctors reveal how a hands-off investing approach can protect you from costly errors and build lasting wealth.

Bull vs. Bear | Income Strategies

Episode 601: Abbie and Matthew explain what truly defines a bull or bear market and how to navigate each with confidence. Then, they’ll break down two common retirement income strategies – living off dividends or following the 4 percent rule. Learn which approach may serve you better in the long run.

Retirement Paycheck | Investment Approaches

Episode 600:   Don’t let your savings strategy stop at retirement—learn how to turn your nest egg into a steady, lasting paycheck. Then explore research that challenges common instincts about waiting for the “right time” to invest.

Money Mistakes | Loss Aversion

Episode 595: Justin and Matthew share five surprisingly common ways people sabotage their finances—and what to do instead. Next, learn how a powerful psychological trap can lead you to double down on bad decisions.

Medigap Plans | The Wash Rule

Episode 594: Don’t get blindsided by out-of-pocket costs—Steve and Zach break down the must-know facts on Medigap. In part two, the Money Doctors explain how a simple trading mistake could cost you your tax break.

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.

Gifting Strategies | Timing Dilemma

Episode 587: Wondering if your kids will handle an inheritance well?  Zach and Abbie share how to pass on your wealth without doing more harm than good. Next, they unpack the pitfalls of market timing and how staying the course over time can lead to greater rewards.

International Markets | Money Safeguards

Episode 583: Global markets are stirring—tune in as Abbie and Justin explain why diversifying with international stocks could be a smart play. Next, Abbie and Justin explain how FDIC, NCUA, and SIPC protect your money. Discover what's covered and how these safeguards work for you.

Navigating Volatility | AI Insights

Episode 582: Join the Money Doctors as they discuss six key facts every investor should remember when facing market volatility. Then, reflecting on the dot-com bubble from 25 years ago, Zach and Matthew delve into whether today's AI craze is mere hype or a true game-changer for our economy.

Crash Lessons | Finance Dates

Episode 581: Dive into the depths of 150 years of stock market crashes with John and Matthew as they uncover key lessons from history. You’ll also learn how regular 'money dates' with your spouse can transform both your finances and your relationship!