MoneyMD

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!

Health Insurance | Optimizing Savings

Episode 527: Retiring early? Ryan and Abbie explore healthcare options that can bridge the gap between your workplace plan and Medicare. They also share ten practical strategies that you can put in place to optimize your retirement savings over time.

Empowering Kids | Money Mastery

Episode 526: Abbie and Justin give some practical ideas for training your kids to be financially savvy. You’ll also learn six actionable steps to lower stress and take control of your own finances.

Retirement Fears | LTC Insurance

Episode 525: On this week’s episode, Matthew and Abbie provide strategies for tackling those big retirement worries - from running out of cash to figuring out how to get along with your spouse 24/7! They also dive into long-term care insurance – exploring costs, the right timing for purchase, and whether self-funding is a good alternative for you.

FOMO Dilemma | Tax Forms

Episode 524: Steve and Zach unpack the dangers of FOMO in investing. They also help to demystify all of those retiree tax forms that keep showing up in the mail!

Audit Triggers | Home Buying

Episode 523: Matthew and Justin walk you through key do's and don'ts to help reduce your chances of facing an IRS audit. They also weigh in on whether you should wait for mortgage rates to go down before you buy a house.