Episodes
Friday Aug 23, 2024
Happy Retirement | Medicare 101
Friday Aug 23, 2024
Friday Aug 23, 2024
Episode 548: Join Steve and Zach as they explore both financial and lifestyle components of a truly satisfying retirement. They also help you navigate the maze of Medicare as they break down its complicated coverage and costs.
Friday Aug 16, 2024
Saving Thousands! | Strategic Inaction
Friday Aug 16, 2024
Friday Aug 16, 2024
Episode 548: John and Matthew pack this episode with a bounty of strategies for saving thousands of dollars each year! They also delve into the power of laziness during periods of market volatility to safeguard your investments and peace of mind.
Friday Aug 09, 2024
Market Dips | Estate Planning
Friday Aug 09, 2024
Friday Aug 09, 2024
Episode 548: Ryan and Abbie break down the recent stock market drop and share strategies to safeguard your investments. They also delve into the benefits of involving your children in your estate planning and provide strategies for avoiding common pitfalls.
Friday Aug 02, 2024
Elder Fraud | Losing a Spouse
Friday Aug 02, 2024
Friday Aug 02, 2024
Episode 548: As elder fraud reaches alarming levels, find out how to protect yourself and your loved ones from financial predators. Matthew and Zach also share seven financial steps to help you navigate the loss of a spouse.
Friday Jul 26, 2024
Gold Insights | Roth Tactics
Friday Jul 26, 2024
Friday Jul 26, 2024
Episode 548: Join Steve and Ryan as they delve into the allure and pitfalls of investing in gold. Continuing the discussion, Ryan and Steve explore innovative strategies to maximize your Roth IRA and 401(k) contributions before the upcoming tax changes.
Friday Jul 19, 2024
Retirement Checklist | Senior Dialogues
Friday Jul 19, 2024
Friday Jul 19, 2024
Episode 547: Join Abbie and Justin as they discuss eight essential tasks to complete before you step into retirement. In the second segment, they share strategies for gently initiating long-term care conversations with your loved ones.
Friday Jul 12, 2024
Retirement Saboteurs | Fraud Forecast
Friday Jul 12, 2024
Friday Jul 12, 2024
Episode 546: Join the conversation with John and Steve as they explore how to bypass the psychological traps that can derail your financial future. They’ll also explore how old fraud schemes with new packaging are shaping 2024's fraud landscape on our latest episode.
Friday Jul 05, 2024
Phased Retirement | Mortgage Hack
Friday Jul 05, 2024
Friday Jul 05, 2024
Episode 545: John and Ryan discuss the perks of retiring in phases and having more time for what you love, right now! You’ll also discover how paying half your mortgage payment every two weeks can lead to BIG financial wins this week on MoneyMD!
Friday Jun 28, 2024
401(k) Decisions | Priority Power
Friday Jun 28, 2024
Friday Jun 28, 2024
Episode 544: Matthew and Justin discuss six questions that can help you decide the best plan for your 401(k) at retirement. They also share some practical tips that can help you learn to prioritize like a pro!
Friday Jun 21, 2024
Retiring Early | Wealth Building
Friday Jun 21, 2024
Friday Jun 21, 2024
Episode 543: Is retiring early the secret to a happier life? Zach and Abbie investigate. They also explore how extraordinary wealth can come from very ordinary habits!