Beating the Pros | Family Loans
MoneyMD
by Steve Marbert & John Travis
2d ago
Episode 538:  This week on MoneyMD, Steve and Abbie reveal some surprising insights into why the pros often fall short when picking stocks. They’ll also give you tips for lending money to friends and family without jeopardizing your relationships ..read more
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Happiness Drain | Inherited IRAs
MoneyMD
by Steve Marbert & John Travis
2w ago
Episode 536: This week, Zach and Justin delve into the impact of news consumption on your personal happiness. You’ll also learn some costly mistakes to avoid when inheriting an IRA ..read more
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Trust Insights | Funding Sports
MoneyMD
by Steve Marbert & John Travis
3w ago
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.  ..read more
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Wealth Transfer | Pre-Medicare Plans
MoneyMD
by Steve Marbert & John Travis
1M ago
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 ..read more
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Family Finances | College ROI
MoneyMD
by Steve Marbert & John Travis
1M ago
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.  ..read more
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Economic Optimism | Natural Disasters
MoneyMD
by Steve Marbert & John Travis
2M ago
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 ..read more
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Student Debt | Real Estate
MoneyMD
by Steve Marbert & John Travis
2M ago
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 ..read more
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Tax Breaks | Big Regrets
MoneyMD
by Steve Marbert & John Travis
2M ago
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 ..read more
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Health Insurance | Optimizing Savings
MoneyMD
by Steve Marbert & John Travis
2M ago
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 ..read more
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Empowering Kids | Money Mastery
MoneyMD
by Steve Marbert & John Travis
3M ago
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 ..read more
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