MoneyMD

Retirement Stats | Refund Options

Episode 482: Learn how your retirement savings match up with everyone else on this week’s episode of MoneyMD.  Zach and Ryan also step through your options for spending your tax refund and help you make the smart choice!

IRA Insights | The Fed

Episode 478: Steve and Ryan help you ask the right questions as you choose between a Roth or Traditional 401(k).  You’ll also discover how the Fed’s interest rate moves may impact your finances and what the Money Doctors recommend for navigating this changing landscape.

Long-Term Care | Tax Refunds

Episode 476: Steve and Zach describe some strategies for bypassing the high premiums of LTC insurance and saving for your own care.  You’ll also hear six reasons why you may end up paying taxes this year instead of getting the refund you expected.

Social Security Taxes | SECURE Act 2.0

Episode 474: Yes, sadly Social Security is usually taxable, but the Money Doctors have some strategies that may lower that tax bill!  John and Matthew also hit the highlights of the 19-page SECURE Act follow-up bill and what it may mean for you and your retirement. 

Becoming Rich | Filing Taxes

Episode 471:   How much money do you need to make to be considered rich? How can you get to that point?  Steve and Ryan have the answers. They also go over some new IRS rules and point out a few things you should know before filing your 2022 taxes.

Market Predictions & Tax Spending

Episode 466: John and Steve weigh in on the markets and where they could be headed in 2023. They also take a look at what the federal government is actually doing with your hard-earned money.

Financial Tune-Ups & HSA Magic!

Episode 454:  Ryan and Zach share some smart ways to fine tune your finances as 2022 winds down.  They also explain how to leverage the incredible tax benefits of a health savings account all the way into retirement!

Tax Moves & Unclaimed Money

Episode 452: Steve and Matthew suggest some year-end moves you can make to save on taxes in 2022 and beyond.  They also explain how you can search for unclaimed money from family members who have passed away.  It’s much easier than you think!

Retirement Plans & Tax Deadlines

Episode 420: Steve and Zach coach you on how to take full advantage of the tax benefits available to you in your retirement accounts. They also give you six reasons why you may want to consider filing your taxes early this year.

Crazy Markets & Tax Mistakes

Episode 419: Ryan and John introduce you to the perspective of your “future self” as you consider your investing game plan.  They also warn you about five tax missteps that can take a big chunk out of your savings!