MoneyMD

After-Tax Returns | Side Hustles

Episode 633: On this episode, the Money Doctors discuss the correlation between after-tax returns and lasting wealth. Then, they explore flexible side hustles parents can do from home to earn extra income, ease financial pressure, and support family goals without sacrificing valuable time together.

New Custodial Account | Retirement Taxes

Episode 629: Abbie and Zach explain the rules, timelines, and limits of the new child custodial account, and how to decide whether they belong in your kid's financial plan. Then, they explore why the first five years of retirement are a critical tax window and how early decisions can either protect your income or quietly erode it over time.

Tax-Loss Harvesting 101 | Aging Parents

Episode 614: Learn from Zach and Justin how savvy investors use tax-loss harvesting to offset taxes today and build wealth for tomorrow. Then, discover five key money conversations that can help families prepare for aging parents with clarity, confidence, and peace of mind.

Tax Timing | Decluttering Finances

Episode 607: Deferring taxes isn’t always the winning move. Learn from Ryan and Matthew why accelerating them can sometimes lead to big lifetime savings. They also show how simplifying your finances, from consolidating accounts to trimming scattered goals, can bring freedom and lasting confidence.

Financial Psychology | Roth Conversions

Episode 604: John and Abbie uncover the psychological traps behind common money mistakes. They also share strategies to help you avoid them and set up “Future You” for success. Then, the Money Doctors break down the pros and cons of Roth conversions to help you decide if they’re the right move for your financial future.

Tax-Savvy Retirement | Finding Contentment

Episode 602:  John and Matthew share seven smart strategies to help you cut taxes and keep more of your money in retirement. Then, they explore how understanding the difference between needs and wants can lead to greater financial peace and contentment.

“Big” Tax Bill | Sudden Wealth

Episode 598: Get the scoop on the new tax law—what’s changing, what’s staying, and how you can plan smarter in 2025 and beyond. Next, Steve and Justin walk through what to do when you inherit money—before emotion or impulse takes over.

Retirement Reluctance | RMDs 101

Episode 592: Why do so many successful people struggle to walk away from work? The answer goes far beyond just having enough money. Ryan and Abbie also break down how required withdrawals can trip up even savvy retirees—and share ways to turn your RMDs into smart financial moves.

Roth vs. Pre-Tax | Beyond 529s

Episode 590:  Abbie and Ryan explore the benefits and drawbacks of Roth and pre-tax contributions, along with what to consider for making the smartest choice for your financial future. Next, the Money Doctors break down four alternatives to 529 college savings plans to determine the best fit for your family.

Q1 Takeaways | Tariff Turbulence

Episode 588: John and Steve reflect on Q1’s volatility and highlight why diversification remains one of the smartest strategies for long-term investors. Next, they dive into how tariffs are shaking up the market, what it means for your portfolio, and how diversification can help you stay on track.