MoneyMD

Big Mistakes & Solid Plans

Episode 433: Ryan and Zach discuss mistakes people make during down markets and the severe consequences that can result from them. They also talk through the components of a solid retirement plan.

Retirement Readiness & Wealth Transfer

Episode 432: The Money Doctors give you some warning signs to look for as you try to determine whether it's okay to retire yet. John and Steve also discuss some of the worries and complications of leaving your wealth to your heirs, as well as some planning tools that may help you minimize the risks.

Retirement Bliss & No Car Payments!

Episode 431: Steve and Matthew coach you on how to protect your marriage as you go through the major life changes that come with retirement. They also share the secret to owning a car without having to make payments!

Chrometophobia & Cryptocurrency

Episode 430: The Money Doctors address a surprisingly common problem in retirement – the fear of spending. They also explain how cryptocurrency works and weigh in on its investment potential.

Happy Retirements & Investment Strategies

Episode 429: Steve and Ryan share surprising findings from a study of "happy" and "not so happy" retirees.  Spoiler Alert: It's not all about money!  Also, if you're considering  stepping out of the market, the Money Doctors weigh in on a study comparing market timing to a balanced approach.

Decision Making & Lifestyle Creep

Episode 428: John and Matthew discuss the financial decision-making process and how to decide when it's okay to let your personal preferences overrule the data.  They also describe the symptoms of lifestyle creep and prescribe some practical ways to protect your financial goals.

Bonds & Living Trusts

Episode 427: John and Zach give a brief tutorial on bonds and explain how they can be effectively utilized in your portfolio.  They also help you determine whether a living trust makes sense for your estate plan.

Recession Outlook & Fed Rate Hikes

Episode 426: Steve and Ryan discuss the economy and give their thoughts on the possibility of a recession.  They also explain how the Federal Reserve interest rate hikes may impact you and your family.

Wartime Investing & Retirement Risks

Episode 425: Steve and John give you some effective investing strategies based on the stock market's history during times of war. They also warn you about four factors that could jeopardize your dream retirement!

Estate Planning & Investing Tips

Episode 424: Matthew and Ryan help you think through the possible implications of leaving either equal or unequal inheritances to your kids.  You'll also hear three powerful investing tips for a down market!