MoneyMD

Investment Grit | Market Outlook

Episode 517: John and Zach reflect on the stock market's turbulent past three years and highlight the rewards of staying the course. They also pull out the metaphorical crystal ball and give some prudent advice for investing in 2024. 

Annuities 101 | Money Languages

Episode 516: Steve and Zach do a deep dive into annuities, explaining how they work and discussing their pros and cons. They also explore ways for you to improve your relationship with money by helping you discover your ‘money language’. 

Cybersecurity | Budgeting Apps

Episode 515: Matthew and Ryan give you ten tips for safeguarding your finances in this age of rampant cyber fraud.  They also explore the best budgeting apps for 2024.  

Investment Fads | Delaying Retirement

Episode 514: Steve and John dissect the risks of trendy investments and offer sound strategies for long-term financial success.  They also warn you against basing your retirement plans on working longer. 

Mortgage Dilemma | Financial Gratitude

Episode 513: Steve and Zach explore the pros and cons of paying off your mortgage early.  They also point out six financial reasons we can be thankful in 2023, including some great deals on turkeys!

Retirement Rituals | Withdrawal Warnings

Episode 512:  Ryan and Matthew explore the importance of rituals in retirement, a time of life characterized by significant change.  And, if you’ve ever been tempted to pay off debt by withdrawing from your retirement funds, don’t miss this episode!

Parent-Child Banking | Global Portfolios

Episode 511: John and Matthew discuss the downside of adding an adult child to your bank account and recommend some better options. They also discuss the value of owning international stocks in your portfolio. 

Open Enrollment | Burnout Alert

Episode 510: Ryan and Matthew share six essential questions that can help you determine the best health plan for you and your family.  They’ll also discuss seven signs that you may be working too much and need to rethink your job. 

Saving a Million | Managing Volatility

Episode 509: This week, John and Steve tell the story of a husband and wife who saved a million dollars by the age of 35 by following 11 simple money rules.  They also explore the stock market's recent volatility and how to manage it.

Generational Finances | Master’s Exemption

Episode 508: Zach and Ryan explore how changing times have shaped money mindsets over the years and point out some of the common money mistakes each generation makes. They also fill you in on the latest upgrade to the ‘Master’s Exemption’.