MoneyMD

Personal Finance & Tax Reform

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.

Wealth Preservation & Travel Tips

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.

Better Customer Service & Charitable Giving

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. 

Spending Habits & Tax Traps

Episode 173: This week on MoneyMD, John and Steve will brief you on how to combat some very destructive spending patterns. Also, learn how to minimize some of the unexpected taxes you may incur in retirement. 

11-04-16

• Fourth Quarter Portfolio Blunders...
• Is a Property Manager for Your Rentals Worth the Cost?...
  

09/16/16

• A Trump and Clinton Tax Proposal Overview...
• Eating Healthy on a Budget...
  

03-12-16

• The Future of Social Security...
• Income Traps to Avoid in Your Estate...
• Where Should You Retire?...
  

01-23-16

• Powerball Math and Retirement...
• 5 Things to Do in a Market Correction...
• Taxes on Social Security Benefits...

12-26-15

• Retirement Regrets...How to Avoid Them...
• The Investment Rollercoaster...
• Year-End Tax Tips...
  

11-14-15

• 5 Tax Traps for a Surviving Spouse...
• The Secret to Contentment...
• The Real-Life Investment Tortoise...