Moneymd

Episode 599:  Saving for retirement is only half the battle—Zach and Justin share how to overcome the fear of actually spending it. Then, they explain why a 529-to-Roth rollover is a great Plan B, but not a solid college savings strategy.

Episode 598: Get the scoop on the new tax law—what’s changing, what’s staying, and how you can plan smarter in 2025 and beyond. Next, Steve and Justin walk through what to do when you inherit money—before emotion or impulse takes over.

Episode 597: Don’t let retirement milestones sneak by! Learn nine key ages that unlock valuable benefits and savings opportunities. Steve and Abbie also share why a strong start in retirement isn’t just helpful – it’s essential for long-term financial success.

Episode 596: Are Social Security and Medicare really at risk? Zach and Justin break down the facts and offer a practical perspective for your retirement planning. Next, the Money Doctors share four strategic ways to optimize your estate plan so that you and your heirs are prepared for future needs and evolving goals.

Episode 595: Justin and Matthew share five surprisingly common ways people sabotage their finances—and what to do instead. Next, learn how a powerful psychological trap can lead you to double down on bad decisions.

Episode 594: Don’t get blindsided by out-of-pocket costs—Steve and Zach break down the must-know facts on Medigap. In part two, the Money Doctors explain how a simple trading mistake could cost you your tax break.

Episode 593: Ryan and Justin share practical lessons from the FIRE movement that can help you build lasting financial independence—whether or not you retire early. They also share six practical strategies to help parents stay financially strong while navigating the costs of raising a family.

Episode 592: Why do so many successful people struggle to walk away from work? The answer goes far beyond just having enough money. Ryan and Abbie also break down how required withdrawals can trip up even savvy retirees—and share ways to turn your RMDs into smart financial moves.

Episode 591: What keeps us from talking openly about our finances? Ryan and Matthew reveal the reasons why people stay quiet when it comes to their money and what to do to overcome this “taboo” topic. Next, the Money Doctors explain the ins and outs of disability insurance and how it can help you stay financially afloat when illness or injury keeps you from working.

Episode 590:  Abbie and Ryan explore the benefits and drawbacks of Roth and pre-tax contributions, along with what to consider for making the smartest choice for your financial future. Next, the Money Doctors break down four alternatives to 529 college savings plans to determine the best fit for your family.

Episode 589: Thinking of working while drawing Social Security? Steve and Zach break down the rules, the risks, and how your decision could affect future benefits. Next, the Money Doctors weigh in on the recent market volatility. If the latest drop has you on edge, their advice might just go against your instincts.

Episode 588: John and Steve reflect on Q1’s volatility and highlight why diversification remains one of the smartest strategies for long-term investors. Next, they dive into how tariffs are shaking up the market, what it means for your portfolio, and how diversification can help you stay on track.

Episode 587: Wondering if your kids will handle an inheritance well?  Zach and Abbie share how to pass on your wealth without doing more harm than good. Next, they unpack the pitfalls of market timing and how staying the course over time can lead to greater rewards.

Episode 586: Don't let common retirement income mistakes derail your financial security—learn three crucial pitfalls and how to avoid them. Next, Justin and Matthew walk through the ins and outs of naming beneficiaries—what that involves, why it’s important, and how to do it well.

Episode 585: The new tariff hikes are making headlines—John and Ryan unpack what they could mean for the economy and your portfolio. Next, the guys share three simple strategies to help you stay buckled in and on track when the market gets bumpy.

Episode 584: Steve and Matthew discuss how the fusion of AI and robotics is poised to revolutionize productivity, corporate profits, and ultimately, your investment returns. Next up, budgeting on an unpredictable income. With the right steps, you can still stay in control!

Episode 583: Global markets are stirring—tune in as Abbie and Justin explain why diversifying with international stocks could be a smart play. Next, Abbie and Justin explain how FDIC, NCUA, and SIPC protect your money. Discover what's covered and how these safeguards work for you.

Episode 582: Join the Money Doctors as they discuss six key facts every investor should remember when facing market volatility. Then, reflecting on the dot-com bubble from 25 years ago, Zach and Matthew delve into whether today's AI craze is mere hype or a true game-changer for our economy.

Episode 581: Dive into the depths of 150 years of stock market crashes with John and Matthew as they uncover key lessons from history. You’ll also learn how regular 'money dates' with your spouse can transform both your finances and your relationship!

Episode 580: Is the allure of high-yield Private (or Structured) Credit investments justified? Discover the real risks and potential rewards with Steve and Abbie. Next up, they’ll explore the practical roadmap to early retirement with a step-by-step guide!