MoneyMD

Decade in Review & The Secure Act

Episode 309: The Money Doctors take a walk through the last decade of the stock market. They also discuss some key provisions of the recently signed SECURE Act. 

Market Momentum & Debt After Death

Episode 308: Steve and John discuss the results of a new study that gives insight into market returns after a banner year.  They also answer the question, “What happens to your debt after you’re gone?”

Annuities Unraveled & Bankruptcies Avoided

Episode 307: Steve and John discuss annuities.  Does anyone really understand these complicated investment vehicles?? You'll also learn about the various types of bankruptcies and what you can do to avoid them!

The Market Shift & Best College Majors (Reloaded)

Episode 305: Find out what's going on with the stock market as the leading asset classes shift. You'll also hear the results of a recent academic study from Georgetown University which highlights the most and least-regretted college majors.

Roth Withdrawals & The National Debt (Reloaded)

Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties.  They also weigh in on America's $22 trillion national debt.

Retirement Insights & Beater Cars

Episode 306: The Money Doctors are chock full of wisdom for those planning for retirement ― the earlier you get started, the better! John and Steve also take a look at wealth-building from a different angle.  Are you even a little curious about how a beater can start your wealth trend?

The Market Shift & Best College Majors

Episode 305: Find out what’s going on with the stock market as the leading asset classes shift.  You’ll also hear the results of a recent academic study from Georgetown University which highlights the most and least-regretted college majors.

Roth Withdrawals & The National Debt

Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties.  They also weigh in on America's $22 trillion national debt.

Black Friday & 2019 Tax Tips

Episode 303: With Black Friday just around the corner, the Money Doctors have some tips that can help you make the best of America's biggest shopping day! They'll also talk you through a number of year-end tax-saving strategies.

A Warren Presidency & Mega Money Mistakes

Episode 302: John and Steve discuss the possible impact on the markets if Elizabeth Warren is elected next president of the United States. They also talk about some big financial blunders that advisors have seen their clients make over the years.