MoneyMD

Tax-Savvy Retirement | Finding Contentment

Episode 602:  John and Matthew share seven smart strategies to help you cut taxes and keep more of your money in retirement. Then, they explore how understanding the difference between needs and wants can lead to greater financial peace and contentment.

Bull vs. Bear | Income Strategies

Episode 601: Abbie and Matthew explain what truly defines a bull or bear market and how to navigate each with confidence. Then, they’ll break down two common retirement income strategies – living off dividends or following the 4 percent rule. Learn which approach may serve you better in the long run.

Retirement Paycheck | Investment Approaches

Episode 600:   Don’t let your savings strategy stop at retirement—learn how to turn your nest egg into a steady, lasting paycheck. Then explore research that challenges common instincts about waiting for the “right time” to invest.

Saver’s Dilemma | 529 Flexibility

Episode 599:  Saving for retirement is only half the battle—Zach and Justin share how to overcome the fear of actually spending it. Then, they explain why a 529-to-Roth rollover is a great Plan B, but not a solid college savings strategy.

“Big” Tax Bill | Sudden Wealth

Episode 598: Get the scoop on the new tax law—what’s changing, what’s staying, and how you can plan smarter in 2025 and beyond. Next, Steve and Justin walk through what to do when you inherit money—before emotion or impulse takes over.

Retirement Milestones | Your First Year

Episode 597: Don’t let retirement milestones sneak by! Learn nine key ages that unlock valuable benefits and savings opportunities. Steve and Abbie also share why a strong start in retirement isn’t just helpful – it’s essential for long-term financial success.

Social Security | Estate Planning

Episode 596: Are Social Security and Medicare really at risk? Zach and Justin break down the facts and offer a practical perspective for your retirement planning. Next, the Money Doctors share four strategic ways to optimize your estate plan so that you and your heirs are prepared for future needs and evolving goals.

Money Mistakes | Loss Aversion

Episode 595: Justin and Matthew share five surprisingly common ways people sabotage their finances—and what to do instead. Next, learn how a powerful psychological trap can lead you to double down on bad decisions.

Medigap Plans | The Wash Rule

Episode 594: Don’t get blindsided by out-of-pocket costs—Steve and Zach break down the must-know facts on Medigap. In part two, the Money Doctors explain how a simple trading mistake could cost you your tax break.

Financial Freedom | Family Finance

Episode 593: Ryan and Justin share practical lessons from the FIRE movement that can help you build lasting financial independence—whether or not you retire early. They also share six practical strategies to help parents stay financially strong while navigating the costs of raising a family.