MoneyMD

Money Mistakes & Mid-Year To-Dos

Episode 388: On this week’s episode you’ll learn from the unfortunate experiences of real people that made some very costly mistakes with their money.  Steve and Ryan also walk you through a mid-year to-do list that will help keep your financial goals on track.

Senior Scams & Poor Planning

Episode 387: The Money Doctors warn you about six very convincing scams that target your older friends and family!  They also help you and your spouse avoid five costly retirement planning mistakes that can wreak havoc on your marriage. 

Home Selling & Inflation Education

Episode 386: Steve and John help you think through the hidden costs of selling your house – they may surprise you!  You’ll also learn the causes and effects of inflation, and whether you need to make any changes to prepare for the future. 

Emergency Handoffs & Shining Internationals

Episode 385: Steve and John discuss steps you can take now to make sure someone could successfully step in and manage your financial affairs if the unexpected happens.   They will also give you some insight into international stock trends you may want to consider as you plan your portfolio. 

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.  

Can You Retire & Should You Pay?

Episode 381:  John and Matthew walk you through the retirement planning process to help you determine how much money you will need to retire. They also help you think through the pros and cons of paying for your kids’ college education. 

Money Quotes & Personality Types

Episode 380: Steve and John discuss some very wise quotes from Warren Buffet's long-time business partner, Charlie Munger. You'll also hear about seven personality types that control how people spend money, and what you can do about yours.

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.