All Episodes
MoneyMD — 659 episodes
Wealth Volatility | News Noise
Tax-Smart 401(k) | Windfall Wisdom
Early Retirement | Budget Leaks
IRAs & Trusts | Seven Figures
Beyond Politics | Money Tricks
Meet Suzanne! | Retirement Together
Medicare Advantage | Costly Timing
Social Security | Lost 401(k)s
AI at Work | Retirement Move
AI Advice | First Paycheck
Simple Budgeting | Family Loans
Baby Investing | Diminished Capacity
Blended Estates | Medicare Bridge
Tax-Smart Giving | Pension Planning
Market Perspective | Reality Check
Behind the Scenes | Investor Confidence
The 4.7% Rule | Rental Returns
Outsmarting Scammers | AI Impact
Debt Ratio | Income Anxiety
Retirement Readiness | Understanding Medicare
Meet Elizabeth | Tax Planning
Wasted Inheritance | Tax Brackets
Meet Ginger! | Investor Discipline
Estate Planning | Income Illusion
Market Volatility | Gold Decline
Staggered Retirement | Roth Insights
After-Tax Returns | Side Hustles
EV vs. Gas | Car Negotiations
Investing Early | Post-Divorce Planning
SS Scams | Retirement Risks
New Custodial Account | Retirement Taxes
Rent-to-Own Risks | Renovation Regrets
IRA Giving | Aging Finances
AI Investing | Equity Compensation
Investor Lessons | Human Instincts
RMD Planning | Financial To-Dos
Market Forecasts | Wealth Management
Subscription Captivity | Client Wins 2025
Rate Effects | Retirement Readiness
Costly Biases | Interest Rates
Executor Basics | Financial Checklist
Buffett Wisdom | Money Simplified
Bull vs. Bear | Digital Estate
Investor Pitfalls | Holiday Spending
Soaring Premiums | Early Gifting
Tax-Loss Harvesting 101 | Aging Parents
Lifestyle Creep | The Real Jackpot
Prosperity Puzzle | Widow’s Checklist
Social Security | Catching Up
Disability Insurance | Fed & Mortgages
Financial Unity | Investor Mistakes
401(k) Rollover? | Advisor Insights
Tax Timing | Decluttering Finances
LTC Insurance | 401(k) Cuts
Estate Planning | Hands-Off Investing
Financial Psychology | Roth Conversions
Micro-Retirement | Wedding Budgeting
Tax-Savvy Retirement | Finding Contentment
Bull vs. Bear | Income Strategies
Retirement Paycheck | Investment Approaches
Saver’s Dilemma | 529 Flexibility
“Big” Tax Bill | Sudden Wealth
Retirement Milestones | Your First Year
Social Security | Estate Planning
Money Mistakes | Loss Aversion
Medigap Plans | The Wash Rule
Financial Freedom | Family Finance
Retirement Reluctance | RMDs 101
Financial Transparency | Disability Insurance
Roth vs. Pre-Tax | Beyond 529s
Social Security | Unsteady Markets
Q1 Takeaways | Tariff Turbulence
Gifting Strategies | Timing Dilemma
Retirement Pitfalls | Beneficiaries 101
Tariff Talk | Bumpy Ride
AI & Robotics | Fluctuating Income
International Markets | Money Safeguards
Navigating Volatility | AI Insights
Crash Lessons | Finance Dates
Private Credit | Early Retirement
Young Savers | Boomerang Kids
Economic Tightrope | Retirement Tactics
Retirement Essentials | Roth Conversions
Tariffs 101 | Are You In?
Strategic Withdrawals | Inheritance Insights
Rent or Buy? | Tax Countdown
Diversification?? | Boomer Strategies
Savvy Kids | Trending Terms
Roth Conversions | 2025 Checklist
Retirement Redefined | Peak Markets
Job Hopping | 401(k) Boost
Bias Busters | Financial Planning
Scam Alert | Estate Planning
Beyond the Grind | 529 Insights
Mortgage Timing | Semi-Retirement
Holiday Budgeting | Medicare Overhaul
Election Impact | Save or Repay?
Bankruptcy 101 | Optimistic Investing
Education Savings | Investment Insights
Parental Finances | Social Security
Gift Tax 101 | 401(k) Withdrawals
Fed Impact | Cyber Defense
Tidy Finances | Retiree To-Dos
Scary Headlines | Financial Beginnings
Savings Shortfall | Election Anxiety
Mortgage Freedom | Catch-Up Strategies
Happy Retirement | Medicare 101
Saving Thousands! | Strategic Inaction
Market Dips | Estate Planning
Elder Fraud | Losing a Spouse
Gold Insights | Roth Tactics
Retirement Checklist | Senior Dialogues
Retirement Saboteurs | Fraud Forecast
Phased Retirement | Mortgage Hack
401(k) Decisions | Priority Power
Retiring Early | Wealth Building
College ROI | Health-Care Savings
Chargebacks | Annuities
Social Security | Bull & Bear Basics
Fraud Alert | Financial Regrets
Beating the Pros | Family Loans
The Money Talk | AI Potential
Happiness Drain | Inherited IRAs
Trust Insights | Funding Sports
Cutting Taxes | Saying No
Wealth Transfer | Pre-Medicare Plans
Family Finances | College ROI
IRS Red Flags | Tax Withholding
Economic Optimism | Natural Disasters
Student Debt | Real Estate
Tax Breaks | Big Regrets
Health Insurance | Optimizing Savings
Empowering Kids | Money Mastery
Retirement Fears | LTC Insurance
FOMO Dilemma | Tax Forms
Audit Triggers | Home Buying
Life Principles | Early Benefits
Investing Illusions | Roth Strategies
Market Predictions | Tax Tips
Prosperity Barriers | 2024 Strategies
Overconfident Investing | Money Conversations
Investment Grit | Market Outlook
Annuities 101 | Money Languages
Cybersecurity | Budgeting Apps
Investment Fads | Delaying Retirement
Mortgage Dilemma | Financial Gratitude
Retirement Rituals | Withdrawal Warnings
Parent-Child Banking | Global Portfolios
Open Enrollment | Burnout Alert
Saving a Million | Managing Volatility
Generational Finances | Master’s Exemption
Retirement Destinations | Pint-Sized Savers
Rising Rates | Retirement Countdown
Retirement Plans | Golden Investments
Estate-Plan Update | Fed Finale?
Buying a Home | When to Buy
Beyond Retirement | Special Trusts
Dying Will-less | Retirement Fallacies
Master Manipulators | Tricky Taxes
Investing Together | Insurance Insights
The 4% Rule | Deflation 101
Inflation 101 | Payday Panic
Wealth Protection | Fraud Immunization
Working Remotely | Retirement Regrets
Retirement Regrets | Forgiveness Overturned
Stock Surge | AI and Finances
Interest Rates | Life Expectancy
Navigating 59½ | Long-Term Care
Financial Regrets | Tax Fraud
S&P Rethink | AI vs. Market
Giving Anyway | The Debt Ceiling
Retirement Resilience | The 401(k)
Investing Insights | Beneficiary Blunders
EV vs. Gas | Bear Lessons
Kids & Cash | U.S. vs. Global
Social Security | Insurance Secrets
Retirement Stats | Refund Options
Debunking Pessimism | Escaping Scarcity
ESG Investing | Dollar vs. Yuan
Cutting Complexity | Time-Tested Tactics
IRA Insights | The Fed
Bankruptcy Breakdown | Healthy & Happy
Long-Term Care | Tax Refunds
Selling a Home | The HSA
Social Security Taxes | SECURE Act 2.0
Blown Retirements | Aging Parents
Wealth Plans | Wills vs. Trusts
Becoming Rich | Filing Taxes
Bad Habits & Retirement Portfolios
2022 Review & Protecting Your Money
Market Movement & Automated Success
The Fed & Financial Resolutions
Market Predictions & Tax Spending
Planning Blunders & Risk Assessment
Combining Finances & Suddenly Single
Secure Act 2.0 & Unclaimed Money
Biggest Regrets & HELOCs 101
The Paradox & Buffett Lessons
Unretirement Options & Money Lessons
Spending Habits & Scammer Stories
Lump Sums & Retirement Planning
Inflation Protection & The Finfluencer
Mortgage-Free & Relaxed!
Steady Emotions & Market Predictions
Financial Tune-Ups & HSA Magic!
Midterm Concerns & Market Analysts
Tax Moves & Unclaimed Money
Social Security & Estate Planning
Retiree Stories & Academic Investing
Cryptocurrencies & Health Insurance
Curve Inversions & Inflation Legislation
Pandemic Takeaways & Saving a Million
Economy Jitters & Strategic Donations
Social Security & Recessions
Savvy Kids & Beneficiary Basics
Tested Plans & Tax Refunds
Contrarian Investing & Retirement Planning
RMDs 101 & Rising Rates
Buffett’s Playbook & ARMs
Bear Markets & Health Insurance
Bear Markets & Derailed Retirements
The Economy & Retirement Math
Inflation & Changing Jobs
Long-Term Investing & Buying a Home
Rate Hikes & Today’s Markets
Big Mistakes & Solid Plans
Retirement Readiness & Wealth Transfer
Retirement Bliss & No Car Payments!
Chrometophobia & Cryptocurrency
Happy Retirements & Investment Strategies
Decision Making & Lifestyle Creep
Bonds & Living Trusts
Recession Outlook & Fed Rate Hikes
Wartime Investing & Retirement Risks
Estate Planning & Investing Tips
Crisis-Ready Portfolios & Savvy Kids
High Inflation & Home Buying
Money, Marriage, and Contentment
Retirement Plans & Tax Deadlines
Crazy Markets & Tax Mistakes
Market Corrections & Social Media
Rising Rates & IRA Beneficiaries
Retirement Spending & Tax Benefits
Building Wealth & Financial Happiness
2022 Goals & Spending Problems
SMART Goals and Generosity
Car Buying & Estate Planning
Cutting Taxes & Crushing Roadblocks
Special Guest – CSRA Real Estate Update
The Labor Shortage & Charitable Giving
Early Retirement & Probate 101
Happiness & Peaceful Holidays
Costly Health Care & Retirement Planning
FOMO & Health Insurance
ABLE Accounts & Investment Schemes
Tax Breaks & Unpredictable Markets
Inflation Surge & Life Transitions
Sporting Events & Safe Deposit Boxes
Money Traps & Finance Lessons
Long-Term Care & Changing Jobs
Mortgage Payoffs & Estate Planning
Retirement Income & Surviving a Spouse
Tricky HSAs & Military Benefits
Retirement Questions & Moving Expenses
Donation Strategies & Inherited IRAs
The Pursuit of Happiness
IRAs & An Unexpected Million
401(k) Millionaires & Debt Consolidation
Baby Steps & Estate Planning
Summer Jobs & Inflation
Money Mistakes & Mid-Year To-Dos
Senior Scams & Poor Planning
Home Selling & Inflation Education
Emergency Handoffs & Shining Internationals
Medical Miracles & Tax Credits
529 Withdrawals & Timeshare Exits
Switching States & Beating Fixed
Can You Retire & Should You Pay?
Money Quotes & Personality Types
Tax Tips & Bitcoin Mania
Money Stories & Long-Term Care
Retirement Killers & Unsung Internationals
Mortgage Payoffs & Savvy Kids
Not-to-Do's & 90-Year Lessons
Safe Vacations and Gronk's Stash
Tax Hikes & Future Markets
Overpaying Uncle Sam & Missing the Mark
Home Makeovers & Risky Investments
Future Trends & Tax Prep
IRS Triggers & Tipping Tips
Elon's Bitcoin & Happy Retirements
GameStop Mania & Money Habits
2020 Taxes & Profitable Habits
Biden's Proposals and Your Money
Wealth Building & Contrarian Investing
Money Lessons from 2020
Financial Control & Survival Mode
2021 Finances & Pesky Brains
Market Predictions & IPOs
The Stimulus Bill & Holiday Stress
Vaccine Transport & Gifting Strategies
Family Finances & 2020 Tax Strategies
Post-COVID Planning & Retirement Incomes
Biden Taxes & SIMPLE IRAs
Money No-Nos & Market Caps
Unexpected Retirements & The Debtor Mindset
Financial Success & Hefty HSAs
Financial Literacy & Charitable Giving
Investor Psychology & College Loans
Money Lessons & Old 401(k)s
Decluttering & "Conventional" Wisdom
Emotional Investing & A Billionaire's Advice
Retirement Tips & More Tips
Post-Pandemic Skills & The 2020 Election
Stock Rotations & Investing Risks
Tax Strategies & Diversification
Bad Investing & Recession Survival
Presidential Elections & Robocall Scams
Templeton's Rules & COVID Trials
401(k) Rollovers & COVID Markets
Sneaky Supermarkets & Diversification 101
Irrational Pessimism & Home Renovations
Credit Scores & Furry Friends
Market Timing & Day Trading
Recovery Update & Kids' Allowances
Tax-Saving Strategies & Retirement Dreams
Money, Happiness & Catching Up
Early Retirement & Lost Jobs
COVID Recoveries & Q1 Earnings
Recovering Markets & Canceled Plans
Economy Restart & COVID Travel Deals
The Economic Blackout & Recency Bias
The COVID Economy and Your Investments
Economic Reboot & Your Retirement
Future Markets & Smaller Paychecks
The CARES Act & The Stock Market
COVID-19 Update & $2T Stimulus Bill
COVID-19 & The Market Correction
Money-Savvy Kids & Backdoor Roths
Market Corrections & Investor Mistakes
The Coronavirus & Your Savings
Wills & Side Hustles
Filing Taxes & Freezing Credit
Social Security & Money Traps
Tax Prep & Consolidation Loans
Financial Fallacies & Cryptocurrency
Winter Getaways & Wealth Building
Decade Goals & Investing for Couples
SMART Goals & Asset Allocation
Decade in Review & The Secure Act
Market Momentum & Debt After Death
Annuities Unraveled & Bankruptcies Avoided
The Market Shift & Best College Majors (Reloaded)
Roth Withdrawals & The National Debt (Reloaded)
Retirement Insights & Beater Cars
The Market Shift & Best College Majors
Roth Withdrawals & The National Debt
Black Friday & 2019 Tax Tips
A Warren Presidency & Mega Money Mistakes
Purse Strings & Money Myths
Medicare Changes & Long-Term Care
Money Wasters & Impending Retirement
Better Benefits & Smart Choices
Health Plans & Money Myths
Car Repairs & Life Lessons
Home Improvements & Downsizing
Money Wasters & Financial Illiteracy
IRA Traps & Investing Mistakes
Trade Wars & Big Losers
Elder Abuse & Retirement Blunders
Retirement Strategies & Life Do-Overs
Stock Market Forecasts & Fatherly Wisdom
Retirement Communities & Retirement Myths
Early Retirement & Social Security
Market Timing & Marriage Savers
Lost Fortunes & Women's Finances
IRS Audit Triggers & Lottery Tragedies
Market Timing & The Incredible HSA!
The SECURE Act & Investment Fads
529 Plans & Home-Buying Mistakes
Volatile Markets & Cheap Vacations
Medicare Mistakes & Money Wasters
Home Selling & High School Grads
Early Retirement & Tanking Markets
Savings Accounts & Reverse Mortgages
Investing Tools & Health Supplements
Social Security Shortfall & Debt Elimination
Online Security & Expert Mistakes
Audit Triggers & Retirement Security
Investing & Retirement Tips
Middle-Class Millionaires & HSA Myths
Budgeting Blunders & A Happy Retirement
Maxing Social Security & Homeowner Regrets
Your Net Worth & The Last Decade
Retirement Timing & Money Merging
Pot or Not & Goal Crushers
Last Minute Tax Moves & Millionaire Stats
Senior Scams & Student Debt
Tax-Advantaged Accounts & The Budget Game
Wealthy Investors & Wills That Work
Travel Mistakes & Early Retirement
Credit Card Freebies & Investing No-No's
Financial Goals & Volatile Markets
2018 Checklist & 2019 Goals
Money Lessons from Warren Buffett and Chris Hogan
Messy Finances & Savvy Kids
Year-End Tax Tips and Holiday De-Stressors
Time to Retire? Watch Out!
Planning in Retirement & Motivation
Christmas Savings & Market Volatility
401(k) Millionaires & Social Security Tips
Market Update & High-Income Investments
Inheritance Tax & Stock Volatility
Financial Hazards & Dollar Deals
Portfolio Rebalancing & Budgeting Strategies
The FAANG Fad & Emotional Spending
Early Retirement & the ABCs of HSAs
Financial Automation & Successful Grads
Passive Income & Recession Protection
Medical Expenses & Retirement Shortfalls
Retirement Myths & the Next Crisis
Everyday Millionaires & College Savings
Home Savings & The Last Decade
Retirement Tips & Communities
The 10 Q's & An Economic Update
Social Security & Cyber Shopping
Mini-Retirements & Money Talks
Investing DNA & Retirement Talks
Fat 401(k)s & Enticing Internationals
Alternative Insurance & Unclaimed Pensions
Saving for College & Buying in Bulk
Early Retirement & Challenging Inheritances
Second Homes & Cheap Vacations
Parental Finances & Inexpert Experts
401(k) Flubs & Blue Chip Stocks
Overpriced Tuition & Inept Investors
Eliminating Debt & Predicting Markets
Falling Short & Paying Less
Buying Smarter & Working Longer
Financial News & Peaceful Portfolios
Retirement Checklists & Millionaire Minds
Medicare Musts & Market Movement
Surviving Audits & Trumping China
Investor Blunders & Side Hustles
Retirement Wreckers & Credit Cleaners
Retirement Shortfalls & Money Myths
Withdrawal Blunders & Ramsey Tips
Car Repairs & The U.S. Dollar
Runaway Spending & 401(k) Loans
Market Corrections & Retirement Savings
Early Retirement & Boosted Savings
Sunny Vacations & Government Shutdowns
Rising Rates & Working Longer
Retirement Savings & Investment Risks
New Year's No-No's and the Economy
Financial Hazards & Resolutions
The Tax Bill & Money Tips
Smart Investors & the Self-Employed
Retirement Planning & Leaving a Legacy
Financial Advisors & Roth IRAs
Happiness & Financial Fallacies
Black Friday & Stock Dividends
Investment Strategies & The Tax Reform Bill
Bitcoin & The Retirement-Savvy
Loss Aversion & The Trump Economy
Retirement Savings & Exciting Investments
The Retirement Withdrawal Conundrum & Why Keep Up with the Joneses?
Personal Finance & Tax Reform
Money & Stock Market Myths
Hot Stocks & IRA Mistakes - Take 2!
Home Security & Emotional Investing
Estate Planning & the U.S. Economy
Emotional Spending & Your Net Worth
Identity Theft & Fraud Protection
Retirement Readiness & Unpredictable Markets
Money Discussions & Budgeting Mistakes
Retirement Anxiety & Terrible Investments
Retirement Myths & A Million Dollars!
Wealth Preservation & Travel Tips
Mortgage Questions & Expensive Attitudes
Financial Advisors & Travel Tips
Retirement Planning & Social Security
Retirement Truths & Vacation Homes
Savvy Kids & Rising Rates
Tipping Tips & 529 Plans
Better Customer Service & Charitable Giving
HSAs & Social Security
Spending Habits & Tax Traps
Retirement Countdown & Home Repair Blunders
Financial Literacy & The Gig Economy
Saving Your Excuses & Active vs. Passive Investing
The Westinghouse Bankruptcy & Prudent Investing Principles
The Headlines and Your Savings
Why Stick with Stocks in Today's Market?
Financially Savvy Kids and Career Moves
Record Keeping and Bad Habits
Wealth Building and Asset Preservation
Turning Retirement Dreams into Plans
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