MoneyMD

Market Update & High-Income Investments

Episode 249: Concerned about the recent market correction? Get the facts from Steve and John. You'll also learn some additional tax-favored investment options you can take advantage of after maxing out your IRA's and 401(k)s for the year.

Inheritance Tax & Stock Volatility

Episode 248: John and Steve discuss various types of inheritances and how to avoid paying unnecessary taxes on them. They also weigh in on the recent ups and downs of the markets.

Financial Hazards & Dollar Deals

Episode 247: Hear ten common financial hazards that are almost sure to delay your road to retirement. You'll also learn how to make the most of your neighborhood dollar store!

Portfolio Rebalancing & Budgeting Strategies

Episode 246: Learn why rebalancing is so vital to a healthy portfolio. Then hear about six budgeting strategies that can help you get control of your spending.

The FAANG Fad & Emotional Spending

Episode 245: Steve and John discuss the pros and cons of adding the hugely popular FAANG stocks to your portfolio. They also warn you of seven emotional triggers that can lure you away from your budget.

Early Retirement & the ABCs of HSAs

Episode 244: Steve and John weigh in on the new millennial FIRE movement – a lifestyle driven by the goal of "Financial Independence and Retiring Early." You'll also learn whether a tax-advantaged Health Savings Account makes sense for your situation.

Financial Automation & Successful Grads

Episode 243: Learn how to set financial systems in motion and then sit back and watch your portfolio grow! You'll also hear five tips that can set your high school graduate on the path to success, both in college and in life.

Passive Income & Recession Protection

Episode 242: Discover ways to supplement your income with passive income streams.  Also, hear five steps you can take to help protect your assets before the next recession.

Medical Expenses & Retirement Shortfalls

Episode 241: Learn what you can do to make sure your medical bills don't catch you by surprise! Also, find out your options if your retirement fund just isn't going to be enough.

Retirement Myths & the Next Crisis

Episode 240: On this episode, hear seven common misconceptions about retirement. John and Steve also take a look at the global markets and discuss areas of strength and potential problems.