Wealth Transfer | Pre-Medicare Plans
MoneyMD
by Steve Marbert & John Travis
1w 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
Visit website
Family Finances | College ROI
MoneyMD
by Steve Marbert & John Travis
2w 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
Visit website
Economic Optimism | Natural Disasters
MoneyMD
by Steve Marbert & John Travis
3w 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
Visit website
Student Debt | Real Estate
MoneyMD
by Steve Marbert & John Travis
1M 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
Visit website
Tax Breaks | Big Regrets
MoneyMD
by Steve Marbert & John Travis
1M 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
Visit website
Health Insurance | Optimizing Savings
MoneyMD
by Steve Marbert & John Travis
1M 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
Visit website
Empowering Kids | Money Mastery
MoneyMD
by Steve Marbert & John Travis
2M 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
Visit website
Retirement Fears | LTC Insurance
MoneyMD
by Steve Marbert & John Travis
2M ago
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 ..read more
Visit website
FOMO Dilemma | Tax Forms
MoneyMD
by Steve Marbert & John Travis
2M ago
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 ..read more
Visit website
Audit Triggers | Home Buying
MoneyMD
by Steve Marbert & John Travis
2M ago
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.  ..read more
Visit website

Follow MoneyMD on FeedSpot

Continue with Google
Continue with Apple
OR