
Cutting Taxes | Saying No
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 ...
19 Apr 202434min

Wealth Transfer | Pre-Medicare Plans
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...
12 Apr 202433min

Family Finances | College ROI
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 ...
5 Apr 202435min

IRS Red Flags | Tax Withholding
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!
29 Mar 202432min

Economic Optimism | Natural Disasters
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 natura...
22 Mar 202433min

Student Debt | Real Estate
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...
15 Mar 202430min

Tax Breaks | Big Regrets
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 avoidi...
8 Mar 202433min

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 pl...
1 Mar 202431min




















