Episode 656: John and Justin explore the key tradeoffs between leaving your IRA directly to loved ones or passing it through a trust. Then, learn how smart decisions about spending, taxes, income, and market risk can help protect the seven-figure retirement savings you worked so hard to build.

Episode 656: John and Justin explore the key tradeoffs between leaving your IRA directly to loved ones or passing it through a trust. Then, learn how smart decisions about spending, taxes, income, and market risk can help protect the seven-figure retirement savings you worked so hard to build.

IRAs & Trusts | Seven Figures

Episode 655: You can care deeply about politics without letting it control your portfolio. Discover why successful investing depends more on discipline than election predictions. Then, learn simple tricks that can help you spend less and save more, even if willpower isn’t your superpower.

Episode 655: You can care deeply about politics without letting it control your portfolio. Discover why successful investing depends more on discipline than election predictions. Then, learn simple tricks that can help you spend less and save more, even if willpower isn’t your superpower.

Beyond Politics | Money Tricks

Episode 652: Social Security faces real financial pressure, but that doesn’t mean benefits are disappearing. Learn what the latest projections actually mean, and why retirees shouldn’t make decisions based on scary headlines. Then, discover where your forgotten 401(k) money may be hiding, how to track it down, and what to do once you find it.

Episode 652: Social Security faces real financial pressure, but that doesn’t mean benefits are disappearing. Learn what the latest projections actually mean, and why retirees shouldn’t make decisions based on scary headlines. Then, discover where your forgotten 401(k) money may be hiding, how to track it down, and what to do once you find it.

Social Security | Lost 401(k)s

<ul><li>A 5 Question Financial Test - Will You Pass?...   </li>
<li>The Art of Getting "The Great Car Deal"...   </li>
<li>You Incorrectly Filed Your Taxes...Now What?...   </li>
</ul>

A 5 Question Financial Test - Will You Pass?... The Art of Getting "The Great Car Deal"... You Incorrectly Filed Your Taxes...Now What?...

<ul><li>A 5 Question Financial Test - Will You Pass?... &nbsp;&nbsp;</li>
<li>The Art of Getting "The Great Car Deal"... &nbsp;&nbsp;</li>
<li>You Incorrectly Filed Your Taxes...Now What?... &nbsp;&nbsp;</li>
</ul>

3-7-15

<ul><li>8 Critical Steps for Your Retirement Plan </li>
<li>5 Lessons from the Crisis </li>
<li>6 Reasons People Stay in Debt</li>
</ul>

8 Critical Steps for Your Retirement Plan 5 Lessons from the Crisis 6 Reasons People Stay in Debt

<ul><li>8 Critical Steps for Your Retirement Plan&nbsp;</li>
<li>5 Lessons from the Crisis&nbsp;</li>
<li>6 Reasons People Stay in Debt</li>
</ul>

2-28-15

<ul><li>Do You Really Know How to Tip?</li>
<li>Is There an Easier Way to Get Rich than Being a Pro Athlete?</li>
<li>Why Are We Paying More at the Pump?</li>
</ul>

Do You Really Know How to Tip? Is There an Easier Way to Get Rich than Being a Pro Athlete? Why Are We Paying More at the Pump?

2-21-15

<ul><li>U.S. Leading the Way in Global Economic Growth</li>
<li>Are Market Experts Really Experts?</li>
<li>Four Dangerous Assumptions That Could Wreck Your Retirement</li>
</ul>

U.S. Leading the Way in Global Economic Growth Are Market Experts Really Experts? Four Dangerous Assumptions That Could Wreck Your Retirement

02-14-15

<ul><li>Is Diversification Broken?</li>
<li>What's Driving Our Economy Now?</li>
<li>Last Minute Tax Moves / Mistakes to Avoid</li>
</ul>

Is Diversification Broken? What's Driving Our Economy Now? Last Minute Tax Moves / Mistakes to Avoid

2-7-15

<ul><li>Are You a Shrewd Money Manager?</li>
<li>How to Motivate Your Spouse to Save</li>
<li>Donor Advised Funds - Changes on the Horizon?</li>
</ul>

Are You a Shrewd Money Manager? How to Motivate Your Spouse to Save Donor Advised Funds - Changes on the Horizon?

1-31-15

<ul><li>Money & Marriage - Like Oil & Water?</li>
<li>Investing - Dare to be Different</li>
<li>Social Security Dispute Coming to a Head</li>
</ul>

Money & Marriage - Like Oil & Water? Investing - Dare to be Different Social Security Dispute Coming to a Head

<ul><li>Money &amp; Marriage - Like Oil &amp; Water?</li>
<li>Investing - Dare to be Different</li>
<li>Social Security Dispute Coming to a Head</li>
</ul>

1-24-15

<ul><li>Five Warm Vacations You Can Afford Now</li>
<li>Pension Plans at Risk for Union Retirees</li>
<li>The Playoff Payoff</li>
</ul>

Five Warm Vacations You Can Afford Now Pension Plans at Risk for Union Retirees The Playoff Payoff

1-17-15

<ul><li>What Does $50 Oil Mean for Stocks?</li>
<li>Lessons from Retirees</li>
<li>Obamacare Complicates 2014 Tax Returns</li>
</ul>

What Does $50 Oil Mean for Stocks? Lessons from Retirees Obamacare Complicates 2014 Tax Returns

1-10-15

<ul><li>Resolutions Worth Repeating</li>
<li>Are You Your Own Worst Enemy?</li>
<li>There's Still Time to Lower Your Tax Bill</li>
</ul>

Resolutions Worth Repeating Are You Your Own Worst Enemy? There's Still Time to Lower Your Tax Bill

1-5-15

MoneyMD is all about money - from personal finance to world markets.  Learn how to budget, spend wisely, save, invest and make your money work for you.  Money tips abound on MoneyMD!

Business

Investing

MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!

Share MoneyMD

Sign up to save your podcasts

MoneyMD

MoneyMD episodes

About MoneyMD

More shows like MoneyMD

Money Guy Show

Stay Wealthy Retirement Podcast

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)