MoneyMD

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!

The Money Talk | AI Potential

Episode 537: On this week’s episode, learn how to turn those tense money talks with your spouse into constructive dialogues by avoiding four common mistakes.  John and Ryan also sift through the noise to uncover the real impact and opportunities of AI in the investment world.

Happiness Drain | Inherited IRAs

Episode 536: This week, Zach and Justin delve into the impact of news consumption on your personal happiness. You’ll also learn some costly mistakes to avoid when inheriting an IRA.

Trust Insights | Funding Sports

Episode 535: This week Steve and Justin clear up some common misconceptions about what a trust can and cannot do for you.  They’ll also share some unique ideas for funding your child’s athletic dreams without breaking the bank. 

Cutting Taxes | Saying No

Episode 534: This week on MoneyMD, discover seven effective strategies for keeping more of your hard-earned money come tax time.  You’ll also learn how to master the art of saying no and reclaim some of your precious time and sanity.

Wealth Transfer | Pre-Medicare Plans

Episode 533: Zach and Justin delve into how the ultra-wealthy redefine wealth and what they pass on to the next generation – it’s not just about money! They also help early retirees navigate their pre-Medicare health insurance options.