MoneyMD

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. 

Life Principles | Early Benefits

Episode 522:  John and Ryan explore six key principles that can help you in life and in investing.  They also outline key scenarios when claiming Social Security benefits early can be wise despite conventional wisdom to delay.

Investing Illusions | Roth Strategies

Episode 521: Steve and Matthew explore the pitfalls of self-deception in investing and offer insights into how to build a more successful, long-term financial strategy. They also explain four savvy strategies to maximize Roth account contributions for high-earners.

Market Predictions | Tax Tips

Episode 520:  John and Ryan discuss three reasons why stock market predictions are often wrong and share tips for improving your investment results. They also suggest seven New Year’s resolutions that may help to lower your 2024 tax bill.

Prosperity Barriers | 2024 Strategies

Episode 519:  Steve and Matthew uncover the hidden habits holding you back from achieving the lifestyle of your dreams. They also highlight four substantial changes that may impact your retirement strategies in 2024.  

Overconfident Investing | Money Conversations

Episode 518: In this week’s episode of MoneyMD, discover why a booming stock market might be your biggest test in investment wisdom.  Zach and Ryan also share six engaging questions about finances to foster deeper bonds with people who are important to you.