MoneyMD

Retirement Checklist | Senior Dialogues

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.

Retirement Saboteurs | Fraud Forecast

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.

Phased Retirement | Mortgage Hack

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!

 

401(k) Decisions | Priority Power

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!

Retiring Early | Wealth Building

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!

College ROI | Health-Care Savings

Episode 542:  This week Zach and Matthew investigate the starting salary required to offset college costs.  They also unpack ten effective tactics for cutting your health insurance bills.

Chargebacks | Annuities

Episode 541: Ever wonder how to tackle unfair charges on your credit card? John and Abbie break it down into simple do's and don'ts. They also give you a heads-up on the true cost of buying an annuity—they’re easy to misunderstand!

Social Security | Bull & Bear Basics

Episode 540: Ryan and Zach get into the nitty-gritty of Social Security's looming shortfall and what it means for Americans counting on disability and retirement benefits. They also unpack bull and bear markets and share key strategies for navigating both, ensuring you're prepared no matter the market's mood!

Fraud Alert | Financial Regrets

Episode 539: Join John and Matthew as they dive into six creative scams, including ones using the latest technology to target your wallet. They also reveal five of the most common financial regrets of 2023 and how to transform them into smart financial moves.

Beating the Pros | Family Loans

Episode 538:  This week on MoneyMD, Steve and Abbie reveal some surprising insights into why the pros often fall short when picking stocks. They’ll also give you tips for lending money to friends and family without jeopardizing your relationships!