MoneyMD

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.

Tariff Talk | Bumpy Ride

Episode 585: The new tariff hikes are making headlines—John and Ryan unpack what they could mean for the economy and your portfolio. Next, the guys share three simple strategies to help you stay buckled in and on track when the market gets bumpy.

Economic Tightrope | Retirement Tactics

Episode 578: John and Zach explore the delicate balance between employment, inflation, and the Federal Reserve’s strategic rate adjustments. Next, they delve into effective healthcare planning and tax strategies for a financially secure retirement.

Retirement Essentials | Roth Conversions

Episode 577:   Ready to revolutionize your retirement plan? Learn five game-changing strategies – no market timing required! Next up, Justin and Steve explore whether a Roth IRA conversion makes sense for your retirement strategy, breaking down the tax advantages and ideal timing.

Tariffs 101 | Are You In?

Episode 576: Worried about Trump's tariffs? Tune in as Abbie and Matthew guide you through what they may mean for your investments. Your hosts also dive into the viral “No-Spend Challenge” that could transform your finances.  Are you up for the challenge?

Strategic Withdrawals | Inheritance Insights

Episode 575: Join Justin and Zach to learn how to stretch your retirement savings with strategic withdrawal strategies. Next, they'll share tips on optimizing an inheritance for lasting financial security.

Rent or Buy? | Tax Countdown

Episode 574: In this episode, the Money Doctors tackle the big question: Should you rent or buy?  It's not as straightforward as you might think. Next up, join Matthew and Ryan to learn about four smart tax-saving tactics. It's not too late to optimize your 2024 taxes!

Gift Tax 101 | 401(k) Withdrawals

Episode 548: Gifting money can get complicated fast, but Zach and Abbie simplify the gift tax rules and share essential strategies. You’ll also discover the dangers of early 401(k) withdrawals and explore safer options to protect your retirement.

Social Security | Bull & Bear Basics

Episode 540: Ryan and Zach get into the nitty-gritty of Social Security's looming shortfall and what it means for Americans counting on disability and retirement benefits. They also unpack bull and bear markets and share key strategies for navigating both, ensuring you're prepared no matter the market's mood!

Cutting Taxes | Saying No

Episode 534: This week on MoneyMD, discover seven effective strategies for keeping more of your hard-earned money come tax time.  You’ll also learn how to master the art of saying no and reclaim some of your precious time and sanity.