MoneyMD

SMART Goals and Generosity

Episode 413: Steve and Zach teach you how to set goals you’ll actually achieve! They also explore the link between generosity and happiness. 

Car Buying & Estate Planning

Episode 412: Steve and John give seven tips on how to buy a car in this crazy, COVID market for a price you can live with.  They also clear up some estate planning confusion around the question, “Will it be in my estate?”

Cutting Taxes & Crushing Roadblocks

Episode 411: The Money Doctors get down to the nitty-gritty when it comes to trimming your 2021 tax bill.  They also discuss ten obstacles to investing and how to overcome them. This may get a little personal!

Special Guest – CSRA Real Estate Update

Episode 410: Hear the scoop on the local real estate market this week from our special guest – Augusta realtor, Gerilyn de Laurentys!

The Labor Shortage & Charitable Giving

Episode 409: John and Ryan discuss the current labor shortage – their conclusions may surprise you!  You’ll also you’ll discover whether a Donor Advised Fund (DAF) could significantly lower your tax bill. 

Early Retirement & Probate 101

Episode 408: This week you'll hear eight reasons why your future self may regret retiring early. Steve and Zach also explain the probate process and give you some simple to-dos that can save you a ton of time and headaches in the future!

Happiness & Peaceful Holidays

Episode 407: Steve and Matthew give you some pointers about how to enjoy your money to the fullest. You’ll also hear some great ideas for holiday dinner conversations that will help you avoid many of the touchy topics so prevalent these days.  

Costly Health Care & Retirement Planning

Episode 406: John and Zach dig into the exorbitant cost of health care in the U.S.  They’ll also explain how to calculate the amount of savings you’ll need in retirement and why that number will most likely change over time. 

FOMO & Health Insurance

Episode 405: FOMO can be an expensive problem, but Steve and Ryan have the solution – don’t miss out! You’ll also learn about the different types of health insurance and how to pick the best policy for your family.

ABLE Accounts & Investment Schemes

Episode 404: John and Matthew explain two tax-free savings opportunities for individuals with disabilities.  They also take a look at both Ponzi and pyramid schemes, and they explain how to recognize the warning signs.