MoneyMD

Medical Miracles & Tax Credits

Episode 384: On this week’s episode you’ll hear the details of the newly updated child tax credit and how it may affect your bottom line.  John and Matthew also tell the tale of the COVID-19 vaccine's astounding development journey.

529 Withdrawals & Timeshare Exits

Episode 383: Hear the nitty gritty on how to take distributions from your 529 plan without triggering painful tax consequences. Ryan and Steve also share some tried and true ways to get out of an unwanted timeshare.

Switching States & Beating Fixed

Episode 382: Have you ever considered moving to a different state to lower your taxes? John and Steve give you some food for thought before you make that final decision. They also take a look at the performance of individual stocks over the last decade to see how many of them actually beat fixed income investments.  

Tax Tips & Bitcoin Mania

Episode 379: The Money Doctors get down to the nitty-gritty on specific strategies that may significantly lower your taxes in retirement.  They also weigh in on Bitcoin and other cryptocurrencies.

Tax Hikes & Future Markets

Episode 373: Will you be donating more to Uncle Sam in the near future? The Money Doctors examine some of the current administration's plans.  You'll also hear the history of previous stock market crashes and advice about how to set yourself up for success in the future.

Overpaying Uncle Sam & Missing the Mark

Episode 372: The Money Doctors coach you on how to manage your adjusted gross income to avoid paying unexpected Social Security taxes and Medicare premiums. They also discuss one Morningstar analyst's reaction to the wild COVID roller coaster ride of the past year. Spoiler alert: He was totally blindsided!

Future Trends & Tax Prep

Episode 370: John and Ryan explore possible trends of the next decade. They also talk through factors to consider as you decide whether to file your own taxes or hire a tax pro.

IRS Triggers & Tipping Tips

Episode 369: Steve and John point out ten red flags that may trigger an IRS audit. They also go over a wide variety of services and weigh in on when and how much to tip.

2020 Taxes & Profitable Habits

Episode 366: With COVID-10 complicating 2020 taxes, it's not too early to start planning! Learn what's new and what's staying the same.  You'll also hear ten habits practiced by most financially successful people.

2021 Finances & Pesky Brains

Episode 361: Though we hope the pandemic will soon begin to wind down, the Money Doctors discuss ways to financially prepare for the new year and any setbacks we may encounter.  You'll also hear why smart people often make worse decisions than the average Joe.