MoneyMD

Retirement Destinations | Pint-Sized Savers

Episode 507: Steve and Zach navigate through a labyrinth of financial, social, and healthcare factors you should consider as you plan where to live in retirement.  The guys also look at a unique experiment involving 600 kindergarteners that ends up transforming not only their financial habits over the years, but their family’s as well!

Rising Rates | Retirement Countdown

Episode 506: John and Zach dissect Wall Street’s uneasy journey into a landscape of higher interest rates.  They’ll also share a 10-year checklist that can help you prepare for a stress-free and happy retirement. 

Retirement Plans | Golden Investments

Episode 505: Matthew and Ryan break down the various types of retirement accounts and explore ways to maximize your contributions in your workplace plan.  They will also discuss the risks and rewards of investing in gold.

Estate-Plan Update | Fed Finale?

Episode 504: Join the Money Doctors as they discuss how changes in tax laws and life events might mean your estate plan is due for a major overhaul! They also alert investors to the significant shifts that could occur in the financial markets when the Fed's rate hikes come to an end.

Buying a Home | When to Buy

Episode 503: From clearing debts to choosing the right mortgage, Ryan and Abbie prepare first-time homebuyers for the largest purchase of their lives. They also discuss key questions you should answer as you consider buying a home in today’s housing market.

Beyond Retirement | Special Trusts

Episode 502: Zach and Matthew help you think through your purpose, values, and goals for life beyond retirement. They also give you pointers on how to provide lifetime support for a disabled heir without jeopardizing their government benefits.

Dying Will-less | Retirement Fallacies

Episode 501: This week Steve and Ryan look into what happens when a loved one dies without a will, and if there is anything you can do about the consequences.  The Money Doctors also uncover six misconceptions that may sabotage your retirement finances.

Master Manipulators | Tricky Taxes

Episode 500: On our 500^th episode of MoneyMD, the Money Doctors inoculate you against an assortment of highly effective financial scams.  They also unpack some of the more puzzling tax questions surrounding your retirement.

Investing Together | Insurance Insights

Episode 499: John and Matthew discuss six strategies couples can use to safeguard their investments and retirement objectives.  They also do a deep dive into permanent life insurance. 

The 4% Rule | Deflation 101

Episode 498: Steve and Zach weigh in on a hot topic of debate: Can retirees still trust the 4% withdrawal guideline? They also tackle the topic of deflation this week, examining its triggers, effects, and the current U.S. climate.