MoneyMD

Investment Fads | Delaying Retirement

Episode 514: Steve and John dissect the risks of trendy investments and offer sound strategies for long-term financial success.  They also warn you against basing your retirement plans on working longer. 

Mortgage Dilemma | Financial Gratitude

Episode 513: Steve and Zach explore the pros and cons of paying off your mortgage early.  They also point out six financial reasons we can be thankful in 2023, including some great deals on turkeys!

Parent-Child Banking | Global Portfolios

Episode 511: John and Matthew discuss the downside of adding an adult child to your bank account and recommend some better options. They also discuss the value of owning international stocks in your portfolio. 

Saving a Million | Managing Volatility

Episode 509: This week, John and Steve tell the story of a husband and wife who saved a million dollars by the age of 35 by following 11 simple money rules.  They also explore the stock market's recent volatility and how to manage it.

Rising Rates | Retirement Countdown

Episode 506: John and Zach dissect Wall Street’s uneasy journey into a landscape of higher interest rates.  They’ll also share a 10-year checklist that can help you prepare for a stress-free and happy retirement. 

Estate-Plan Update | Fed Finale?

Episode 504: Join the Money Doctors as they discuss how changes in tax laws and life events might mean your estate plan is due for a major overhaul! They also alert investors to the significant shifts that could occur in the financial markets when the Fed's rate hikes come to an end.

Stock Surge | AI and Finances

Episode 491: John and Matthew explore the stock market’s unexpected surge and its possible implications for investors and the economy. They also delve into the potential role of artificial intelligence in the world of personal finance.

S&P Rethink | AI vs. Market

Episode 489: Don't be fooled by the number “500” – Ryan and Zach reveal why your investment in the S&P 500 index may be far less diversified than you think.  They also ponder an enthralling question: Is AI capable of beating the market?

Investing Insights | Beneficiary Blunders

Episode 486: John and Zach explore why short-term market events and volatility may not be as important as you think.  They also explain how an “easy fix” could turn into a big problem when it comes to IRA beneficiaries.

EV vs. Gas | Bear Lessons

Episode 485:  Don't miss this week's electrifying episode, as Steve and Ryan compare the pros and cons of electric and gas vehicles! They also explore the investment journeys of three bear market survivors and the insights they gained along the way.