MoneyMD

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.

Family Finances | College ROI

Episode 532: Stepping into parenthood? Join us this week as we explore six financial strategies designed to set new parents on the path to success. Matthew and Ryan also discuss a recent study on the impact of a college degree on future income. 

IRS Red Flags | Tax Withholding

Episode 531: This week, Steve and Zach discuss eleven red flags that often trigger a closer look from the IRS. You’ll also learn how to calculate your own paycheck tax withholdings!

Economic Optimism | Natural Disasters

Episode 530: John and Justin explore some exciting bright spots in today's economy, from healthcare breakthroughs to AI innovations.  They also discuss how to keep your finances afloat during a natural disaster.

Student Debt | Real Estate

Episode 529: Join Ryan and Abbie as they explore effective strategies for tackling student loan debt, from federal programs to private refinancing. They also explore four essential factors to consider before diving into rental properties.

Tax Breaks | Big Regrets

Episode 528: Zach and Matthew explore nine common, but avoidable, regrets that are often heard by financial advisors. They also delve into the IRS’s Section 121 Exclusion, revealing details for avoiding capital gains tax on the sale of your home!