Episodes
Friday Feb 01, 2019
Tax-Advantaged Accounts & The Budget Game
Friday Feb 01, 2019
Friday Feb 01, 2019
Episode 262: Hear about five types of investment accounts that can save you a bundle on taxes and help you reach your retirement goals. John and Steve also give you some creative ideas that can actually make saving fun!
Friday Dec 28, 2018
2018 Checklist & 2019 Goals
Friday Dec 28, 2018
Friday Dec 28, 2018
Episode 257: The countdown to 2019 is running down ― have you implemented these end-of-the-year strategies in your portfolio? You'll also hear seven things you can do right now to prepare yourself for setting, and actually carrying out, your New Year's resolutions.
Friday Dec 07, 2018
Year-End Tax Tips and Holiday De-Stressors
Friday Dec 07, 2018
Friday Dec 07, 2018
Episode 254: You've only got a few more weeks to implement these tax-savings ideas from the Money Doctors! They also have some great ideas for keeping your stress levels down during the holidays.
Friday Nov 02, 2018
Market Update & High-Income Investments
Friday Nov 02, 2018
Friday Nov 02, 2018
Episode 249: Concerned about the recent market correction? Get the facts from Steve and John. You'll also learn some additional tax-favored investment options you can take advantage of after maxing out your IRA's and 401(k)s for the year.
Friday Mar 30, 2018
Surviving Audits & Trumping China
Friday Mar 30, 2018
Friday Mar 30, 2018
Episode 218: Worried about an IRS audit? Have no fear — John and Steve will give you some practical pointers! They'll also weigh in on how the stock market is likely to react to President Trump's tough trade negotiations with China.
Friday Dec 01, 2017
Financial Advisors & Roth IRAs
Friday Dec 01, 2017
Friday Dec 01, 2017
Episode 201: On our latest episode, hear about three major areas where a financial advisor can positively impact your bottom line. Also, learn what types of people choose to invest in a Roth IRA and why that makes them so smart!
Friday Nov 10, 2017
Investment Strategies & The Tax Reform Bill
Friday Nov 10, 2017
Friday Nov 10, 2017
Episode 198: This week on MoneyMD, Steve and John will help you think through eight questions that should set you on the path to a winning investment strategy. Also, learn about the newly released Republican tax legislation and how it may affect you and yours.
Friday Oct 06, 2017
Personal Finance & Tax Reform
Friday Oct 06, 2017
Friday Oct 06, 2017
Episode 193: This week on MoneyMD the Money Doctors will give you their take on the famous Index Card rules of personal finance. John and Steve will also take a look at the recently released GOP tax reform framework.
Friday Jul 21, 2017
Wealth Preservation & Travel Tips
Friday Jul 21, 2017
Friday Jul 21, 2017
Episode 182: On this week's episode, learn what you can do now to ensure that your wealth won't be squandered by your heirs. Also, the Money Doctors will be giving out some crucial tips for saving money while traveling abroad.
Friday Jun 02, 2017
Better Customer Service & Charitable Giving
Friday Jun 02, 2017
Friday Jun 02, 2017
Episode 175: Want better service? This week on MoneyMD, learn what NOT to say when you're speaking with a customer service rep. Also, hear some valuable giving strategies that will enable you to be more generous while paying less taxes.
