MoneyMD

AI Investing | Equity Compensation

Episode 626: Steve and Matthew explore how the next phase of the AI revolution could shift market leadership and why diversification may matter more than ever. They also explain why equity compensation deserves thoughtful planning and how managing company stock wisely can support your bigger financial goals.

Investor Lessons | Human Instincts

Episode 625: Learn why 2025 reminded investors that markets rarely behave as expected, as Matthew and Abbie explore seven lessons for long-term investors. They also examine why even highly capable people struggle financially when short-term feelings derail long-term intentions and turn good plans into costly detours.

RMD Planning | Financial To-Dos

Episode 624:   Required Minimum Distributions aren’t just about meeting deadlines. Ryan and Zach explain how RMDs fit into a smarter, coordinated retirement income strategy. Then, they walk through a practical financial to-do list of smart money moves designed to help you build momentum and move forward in 2026.

Market Forecasts | Wealth Management

Episode 623: While Wall Street is optimistic about 2026, John and Matthew explain why industry forecasts are better gauges of sentiment than predictors of markets. You’ll also learn three core wealth management principles that bring focus and intention to how you build, manage, and use your wealth.

Subscription Captivity | Client Wins 2025

Episode 622: If you think you already know how to manage subscriptions, think again – today’s models create new challenges that require a different approach. Then, Steve and Abbie reflect on their clients’ biggest wins in 2025, revealing how disciplined planning created opportunity during volatility and set the stage for 2026.

Rate Effects | Retirement Readiness

Episode 621: When interest rates fall, the effects aren’t always immediate. Learn what rate cuts really mean and how to factor them into long-term planning decisions. Then, Justin and Ryan explore why retirement readiness goes beyond money, sharing practical and personal indicators that help clarify when you’re truly ready.

Costly Biases | Interest Rates

Episode 620: Discover why investor behavior matters more than market swings as John and Zach share simple rules to strengthen long-term returns. Then explore how interest rates shape everything from your mortgage to your savings and learn what to watch for next!

Executor Basics | Financial Checklist

Episode 619:  Steve and Justin break down the executor’s duties in clear steps, helping you navigate estate settlement without feeling overwhelmed. Then they turn to everyday finances, showing how a simple month-by-month checklist can turn endless to-dos into small habits that build long-term success.

Buffett Wisdom | Money Simplified

Episode 618: Matthew and Abbie share the powerful life lessons Warren Buffett models – principles that shape how we live, not just how we invest. And for people who hate “money stuff,” learn how to make money feel simple and manageable with an easy system that works even if budgeting and spreadsheets aren’t your thing.

Bull vs. Bear | Digital Estate

Episode 617: Justin and Zach break down bull and bear markets and highlight what every investor needs to know to navigate them with confidence. Then, learn how to protect your online accounts, passwords, and digital memories with a smart, practical guide to organizing and securing your digital estate.