Episode 535: This week Steve and Justin clear up some common misconceptions about what a trust can and cannot do for you.  They’ll also share some unique ideas for funding your child’s athletic dreams without breaking the bank.

Episode 534: This week on MoneyMD, discover seven effective strategies for keeping more of your hard-earned money come tax time.  You’ll also learn how to master the art of saying no and reclaim some of your precious time and sanity.

Episode 533: Zach and Justin delve into how the ultra-wealthy redefine wealth and what they pass on to the next generation – it’s not just about money! They also help early retirees navigate their pre-Medicare health insurance options.

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.

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!

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.

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.

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!

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.

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.

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.

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!

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.

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.

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.

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.

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.

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.

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.

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’.