MoneyMD

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Common-sense money talk from Augusta advisors.

The gist

MoneyMD pairs plainspoken financial guidance with relaxed office banter from Augusta. Episodes move from Masters week, March Madness, or Thanksgiving food into topics like Roth IRAs, market volatility, Social Security scams, estate planning, and car-buying negotiations.

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About MoneyMD

MoneyMD approaches finance through ordinary life before it gets to the spreadsheet. The show’s rotating voices often begin with the season in Augusta: Masters week, pollen on cars, warmer weather, March Madness, or a company Thanksgiving potluck. Then the conversation turns toward the financial decision underneath the week’s headlines. That easy pacing makes the show feel approachable. It does not race into jargon. Recent episodes have covered tax brackets, wasted inheritances, retirement timelines for couples, Roth IRA tradeoffs, market volatility, gold declines, Social Security scams, estate planning, and digital estate planning. Car money gets real attention too, including EV-versus-gas choices and negotiation tips for buyers. The speakers favor common-sense framing over dramatic market calls. When markets fall, they talk about history, discipline, and what not to do under pressure. When scams appear, they explain how panic makes people vulnerable to fake Social Security or fraud-detection messages. When retirement comes up, they focus on timing, income, and practical household coordination. Sports and local stories are not throwaway filler; they create a familiar path into heavier subjects. A family bracket leads into a discussion about grit and attention. Masters week becomes a way to talk about taxes, travel, and planning. The tone is friendly but still advisor-led. Listeners hear finance as something managed through steady habits rather than sudden moves. The show suits people who want clear explanations of money choices without feeling scolded. It also works for listeners who like financial topics grounded in real routines, not abstract theory. MoneyMD’s strongest quality is its balance of everyday banter and professional caution. The result is a steady personal-finance companion for households trying to make smarter decisions with savings, retirement, cars, taxes, and risk.

Made for: MoneyMD suits adults managing household money, retirement questions, taxes, investments, car purchases, and scam risks. It is especially useful for listeners who prefer calm advisor conversation over market hype.

What sets it apart: The show blends Augusta-local rapport with practical financial guidance, moving naturally from sports, weather, and family routines into decisions about markets, retirement, taxes, cars, and fraud. Its strength is steady context rather than sensational prediction.

In their own words

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!

retirement planningRoth IRA tradeoffsmarket volatilitytax bracketsestate planningSocial Security scamsEV versus gas carscar-buying negotiation

Talks about

Best episodes of MoneyMD

Short reviews from the PlayNext desk, based on the episodes we processed.

SS Scams | Retirement RisksFeb 20, 2026

Social Security scam warnings in plain talk, with a slow start before the mechanics come into focus.

MoneyMD spends this hour on Social Security scams and the way fraudsters use panic to push people into acting fast. The doctors keep the focus on the main pressure points: messages about federal prosecution, claims that Social Security benefits will be garnished, and the…

Strategic Withdrawals | Inheritance Insights

A grounded discussion of taxes, portfolio risk, and household planning before retirement withdrawals begin.

MoneyMD treats retirement withdrawals as a timing challenge that starts well before required minimum distributions arrive. The conversation moves through tax-efficient planning before RMDs, then into the practical order of drawing from taxable, tax-deferred, and tax-free…

Meet Ginger! | Investor Discipline

A Masters-week MoneyMD chat that finds its human side in Ginger's everyday routines and quick-fire answers.

MoneyMD leans into a Masters-week setting in Augusta and brings in Ginger for a lighter exchange that still stays anchored in financial wellness.

Podcasts like MoneyMD

Episodes

  1. 1

    Financial Freedom | Family Finance

    ·32m
  2. 2

    Market Volatility | Gold Decline

    ·30m
  3. 3

    Staggered Retirement | Roth Insights

    ·31m
  4. 4

    After-Tax Returns | Side Hustles

    ·31m
  5. 5

    EV vs. Gas | Car Negotiations

    ·31m
  6. 6

    Investing Early | Post-Divorce Planning

    ·32m
  7. 7

    SS Scams | Retirement Risks

    ·31m
  8. 8

    New Custodial Account | Retirement Taxes

    ·33m
  9. 9

    Rent-to-Own Risks | Renovation Regrets

    ·32m
  10. 10

    IRA Giving | Aging Finances

    ·31m
  11. 11

    AI Investing | Equity Compensation

    ·31m
  12. 12

    Investor Lessons | Human Instincts

    ·28m
  13. 13

    RMD Planning | Financial To-Dos

    ·29m
  14. 14

    Market Forecasts | Wealth Management

    ·30m
  15. 15

    Subscription Captivity | Client Wins 2025

    ·33m
  16. 16

    Rate Effects | Retirement Readiness

    ·30m
  17. 17

    Costly Biases | Interest Rates

    ·34m
  18. 18

    Executor Basics | Financial Checklist

    ·36m
  19. 19

    Buffett Wisdom | Money Simplified

    ·31m
  20. 20

    Bull vs. Bear | Digital Estate

    ·32m
  21. 21

    Investor Pitfalls | Holiday Spending

    ·31m
  22. 22

    Soaring Premiums | Early Gifting

    ·32m
  23. 23

    Tax-Loss Harvesting 101 | Aging Parents

    ·30m
  24. 24

    Lifestyle Creep | The Real Jackpot

    ·27m
  25. 25

    Prosperity Puzzle | Widow’s Checklist

    ·30m
  26. 26

    Social Security | Catching Up

    ·30m
  27. 27

    Disability Insurance | Fed & Mortgages

    ·31m
  28. 28

    Financial Unity | Investor Mistakes

    ·28m
  29. 29

    401(k) Rollover? | Advisor Insights

    ·33m
  30. 30

    Tax Timing | Decluttering Finances

    ·30m
  31. 31

    Estate Planning | Hands-Off Investing

    ·31m
  32. 32

    Financial Psychology | Roth Conversions

    ·33m
  33. 33

    Micro-Retirement | Wedding Budgeting

    ·34m
  34. 34

    Tax-Savvy Retirement | Finding Contentment

    ·29m
  35. 35

    Bull vs. Bear | Income Strategies

    ·33m
  36. 36

    Retirement Paycheck | Investment Approaches

    ·29m
  37. 37

    Saver’s Dilemma | 529 Flexibility

    ·32m
  38. 38

    “Big” Tax Bill | Sudden Wealth

    ·33m
  39. 39

    Retirement Milestones | Your First Year

    ·32m
  40. 40

    Social Security | Estate Planning

    ·31m
  41. 41

    Money Mistakes | Loss Aversion

    ·32m
  42. 42

    Medigap Plans | The Wash Rule

    ·34m
  43. 43

    Retirement Reluctance | RMDs 101

    ·29m
  44. 44

    Financial Transparency | Disability Insurance

    ·31m
  45. 45

    Roth vs. Pre-Tax | Beyond 529s

    ·29m
  46. 46

    Social Security | Unsteady Markets

    ·33m
  47. 47

    Q1 Takeaways | Tariff Turbulence

    ·30m
  48. 48

    Gifting Strategies | Timing Dilemma

    ·34m
  49. 49

    Retirement Pitfalls | Beneficiaries 101

    ·30m
  50. 50

    Tariff Talk | Bumpy Ride

    ·28m
  51. 51

    AI & Robotics | Fluctuating Income

    ·30m
  52. 52

    International Markets | Money Safeguards

    ·31m
  53. 53

    Navigating Volatility | AI Insights

    ·34m
  54. 54

    Crash Lessons | Finance Dates

    ·32m
  55. 55

    Private Credit | Early Retirement

    ·34m
  56. 56

    Young Savers | Boomerang Kids

    ·29m
  57. 57

    Economic Tightrope | Retirement Tactics

    ·30m
  58. 58

    Retirement Essentials | Roth Conversions

    ·33m
  59. 59

    Tariffs 101 | Are You In?

    ·33m
  60. 60

    Rent or Buy? | Tax Countdown

    ·30m
  61. 61

    Diversification?? | Boomer Strategies

    ·31m
  62. 62

    Savvy Kids | Trending Terms

    ·32m
  63. 63

    Roth Conversions | 2025 Checklist

    ·35m
  64. 64

    Retirement Redefined | Peak Markets

    ·33m
  65. 65

    Job Hopping | 401(k) Boost

    ·30m
  66. 66

    Bias Busters | Financial Planning

    ·32m
  67. 67

    Scam Alert | Estate Planning

    ·32m
  68. 68

    Beyond the Grind | 529 Insights

    ·30m
  69. 69

    Mortgage Timing | Semi-Retirement

    ·32m
  70. 70

    Holiday Budgeting | Medicare Overhaul

    ·26m
  71. 71

    Election Impact | Save or Repay?

    ·31m
  72. 72

    Bankruptcy 101 | Optimistic Investing

    ·31m
  73. 73

    Education Savings | Investment Insights

    ·31m
  74. 74

    Parental Finances | Social Security

    ·28m
  75. 75

    Gift Tax 101 | 401(k) Withdrawals

    ·32m
  76. 76

    Fed Impact | Cyber Defense

    ·29m
  77. 77

    Tidy Finances | Retiree To-Dos

    ·36m
  78. 78

    Scary Headlines | Financial Beginnings

    ·31m
  79. 79

    Savings Shortfall | Election Anxiety

    ·38m
  80. 80

    Mortgage Freedom | Catch-Up Strategies

    ·32m
  81. 81

    Happy Retirement | Medicare 101

    ·38m
  82. 82

    Saving Thousands! | Strategic Inaction

    ·28m
  83. 83

    Market Dips | Estate Planning

    ·33m
  84. 84

    Elder Fraud | Losing a Spouse

    ·36m
  85. 85

    Gold Insights | Roth Tactics

    ·34m
  86. 86

    Retirement Checklist | Senior Dialogues

    ·35m
  87. 87

    Retirement Saboteurs | Fraud Forecast

    ·32m
  88. 88

    Phased Retirement | Mortgage Hack

    ·25m
  89. 89

    401(k) Decisions | Priority Power

    ·34m
  90. 90

    Retiring Early | Wealth Building

    ·33m
  91. 91

    College ROI | Health-Care Savings

    ·30m
  92. 92

    Chargebacks | Annuities

    ·24m
  93. 93

    Social Security | Bull & Bear Basics

    ·31m
  94. 94

    Fraud Alert | Financial Regrets

    ·29m
  95. 95

    Beating the Pros | Family Loans

    ·33m
  96. 96

    The Money Talk | AI Potential

    ·30m
  97. 97

    Meet Ginger! | Investor Discipline

    ·31m
  98. 98

    Estate Planning | Income Illusion

    ·33m
  99. 99

    Strategic Withdrawals | Inheritance Insights

    Financial planners Justin Folsom and Zach Albanese discuss strategic retirement withdrawals and managing an inheritance.

    ·33m·3 clips
  100. 100

    Meet Ginger! | Investor Discipline

    MoneyMD hosts Ryan Borders and Matthew Travis, both certified financial planners, are in Augusta during Masters week.

    ·31m·3 clips
  101. 101

    LTC Insurance | 401(k) Cuts

    This episode of MoneyMD discusses long-term care insurance and 401(k) cuts, framed within personal anecdotes about aging and financial planning.

    ·31m
  102. 102

    Estate Planning | Income Illusion

    ·33m
  103. 103

    Budget Gotchas | Roth Precision

    Oct 2, 2026·31m
  104. 104

    Generational Giving | Financial Milestones

    Sep 25, 2026·33m
  105. 105

    Meet Hannah! | Retirement Gotchas

    Sep 18, 2026·33m
  106. 106

    Wealth Volatility | News Noise

    Sep 11, 2026·31m
  107. 107

    Tax-Smart 401(k) | Windfall Wisdom

    Sep 4, 2026·34m
  108. 108

    Early Retirement | Budget Leaks

    Aug 28, 2026·32m
  109. 109

    IRAs & Trusts | Seven Figures

    Aug 21, 2026·32m
  110. 110

    Beyond Politics | Money Tricks

    Aug 14, 2026·34m
  111. 111

    Meet Suzanne! | Retirement Together

    Aug 7, 2026·33m
  112. 112

    Medicare Advantage | Costly Timing

    Jul 31, 2026·33m
  113. 113

    Social Security | Lost 401(k)s

    Jul 24, 2026·34m
  114. 114

    AI at Work | Retirement Move

    Jul 17, 2026·30m
  115. 115

    AI Advice | First Paycheck

    Jul 10, 2026·33m
  116. 116

    Simple Budgeting | Family Loans

    Jul 2, 2026·31m
  117. 117

    Baby Investing | Diminished Capacity

    Jun 26, 2026·26m
  118. 118

    Blended Estates | Medicare Bridge

    Jun 18, 2026·33m
  119. 119

    Tax-Smart Giving | Pension Planning

    Jun 12, 2026·32m
  120. 120

    Market Perspective | Reality Check

    Jun 5, 2026·32m
  121. 121

    Behind the Scenes | Investor Confidence

    May 29, 2026·33m
  122. 122

    The 4.7% Rule | Rental Returns

    May 22, 2026·35m
  123. 123

    Outsmarting Scammers | AI Impact

    May 15, 2026·28m
  124. 124

    Debt Ratio | Income Anxiety

    May 8, 2026·33m
  125. 125

    Retirement Readiness | Understanding Medicare

    May 1, 2026·34m
  126. 126

    Meet Elizabeth | Tax Planning

    Apr 24, 2026·33m
  127. 127

    Wasted Inheritance | Tax Brackets

    Hidden gem

    MoneyMD's Zach Albanese and Justin Folsom use inheritance planning and tax brackets to explain why a financial windfall should be treated as a transfer of responsibility rather than extra money.

    Apr 17, 2026·32m·2 clips
  128. 128

    Meet Ginger! | Investor Discipline

    Hidden gem

    MoneyMD introduces Ginger, a client administration and services team member at Richard Young Advisors who supports reports, newsletters, trade checks, and meeting preparation.

    Apr 10, 2026·31m·2 clips
  129. 129

    Estate Planning | Income Illusion

    MoneyMD hosts Abby Gibson and Zach Albany explain how estate plans coordinate wills, powers of attorney, beneficiary designations, and asset titling for families in Georgia and South Carolina.

    Apr 2, 2026·33m·2 clips
  130. 130

    Market Volatility | Gold Decline

    MoneyMD hosts John Travis and Justin Folsom examine market volatility through Dalbar investor-behavior data, historical S&P 500 recoveries, and portfolio diversification.

    Mar 27, 2026·30m·2 clips
  131. 131

    Staggered Retirement | Roth Insights

    This episode discusses strategies for couples with different retirement timelines and explores the pros and cons of Roth IRAs for financial planning.

    Mar 20, 2026·31m
  132. 132

    After-Tax Returns | Side Hustles

    Mar 13, 2026·31m
  133. 133

    EV vs. Gas | Car Negotiations

    This episode discusses the pros and cons of electric vehicles versus gas cars and provides tips on negotiating prices when buying a car.

    Mar 6, 2026·31m
  134. 134

    Investing Early | Post-Divorce Planning

    Feb 27, 2026·32m
  135. 135

    SS Scams | Retirement Risks

    Hidden gem

    The real Social Security Administration does not start with a text, email, or phone call.

    Feb 20, 2026·31m·1 clip
  136. 136

    New Custodial Account | Retirement Taxes

    Feb 13, 2026·33m
  137. 137

    Rent-to-Own Risks | Renovation Regrets

    Feb 6, 2026·32m
  138. 138

    IRA Giving | Aging Finances

    Jan 30, 2026·31m
  139. 139

    AI Investing | Equity Compensation

    Jan 23, 2026·31m
  140. 140

    Investor Lessons | Human Instincts

    Jan 16, 2026·28m
  141. 141

    RMD Planning | Financial To-Dos

    Jan 9, 2026·29m
  142. 142

    Market Forecasts | Wealth Management

    Jan 2, 2026·30m
  143. 143

    Subscription Captivity | Client Wins 2025

    Dec 26, 2025·33m
  144. 144

    Rate Effects | Retirement Readiness

    Dec 19, 2025·30m
  145. 145

    Costly Biases | Interest Rates

    Dec 12, 2025·34m
  146. 146

    Executor Basics | Financial Checklist

    Dec 5, 2025·36m
  147. 147

    Buffett Wisdom | Money Simplified

    Nov 28, 2025·31m
  148. 148

    Bull vs. Bear | Digital Estate

    The hosts of MoneyMD engage in casual banter about Thanksgiving food and company potlucks before transitioning into a finance-focused discussion.

    Nov 21, 2025·32m
  149. 149

    Investor Pitfalls | Holiday Spending

    Nov 14, 2025·31m
  150. 150

    Soaring Premiums | Early Gifting

    Nov 7, 2025·32m
  151. 151

    Tax-Loss Harvesting 101 | Aging Parents

    Oct 31, 2025·30m
  152. 152

    Lifestyle Creep | The Real Jackpot

    Oct 24, 2025·27m
  153. 153

    Prosperity Puzzle | Widow’s Checklist

    Oct 17, 2025·30m
  154. 154

    Social Security | Catching Up

    Oct 10, 2025·30m
  155. 155

    Disability Insurance | Fed & Mortgages

    Oct 3, 2025·31m
  156. 156

    Financial Unity | Investor Mistakes

    Sep 26, 2025·28m
  157. 157

    401(k) Rollover? | Advisor Insights

    Sep 19, 2025·33m
  158. 158

    Tax Timing | Decluttering Finances

    Sep 12, 2025·30m
  159. 159

    LTC Insurance | 401(k) Cuts

    Sep 5, 2025·31m
  160. 160

    Estate Planning | Hands-Off Investing

    Aug 29, 2025·31m
  161. 161

    Financial Psychology | Roth Conversions

    Aug 22, 2025·33m
  162. 162

    Micro-Retirement | Wedding Budgeting

    Aug 15, 2025·34m
  163. 163

    Tax-Savvy Retirement | Finding Contentment

    Aug 8, 2025·29m
  164. 164

    Bull vs. Bear | Income Strategies

    The hosts discuss summer weather and a bathroom renovation project before transitioning to financial topics, though the core income strategies content isn't reached in this transcript snippet.

    Aug 1, 2025·33m
  165. 165

    Retirement Paycheck | Investment Approaches

    Jul 25, 2025·29m
  166. 166

    Saver’s Dilemma | 529 Flexibility

    Jul 18, 2025·32m
  167. 167

    “Big” Tax Bill | Sudden Wealth

    Jul 11, 2025·33m
  168. 168

    Retirement Milestones | Your First Year

    Jul 3, 2025·32m
  169. 169

    Social Security | Estate Planning

    Jun 27, 2025·31m
  170. 170

    Money Mistakes | Loss Aversion

    Jun 20, 2025·32m
  171. 171

    Medigap Plans | The Wash Rule

    Jun 13, 2025·34m
  172. 172

    Financial Freedom | Family Finance

    Jun 6, 2025·32m
  173. 173

    Retirement Reluctance | RMDs 101

    May 30, 2025·29m
  174. 174

    Financial Transparency | Disability Insurance

    May 23, 2025·31m
  175. 175

    Roth vs. Pre-Tax | Beyond 529s

    This episode discusses Roth vs.

    May 16, 2025·29m
  176. 176

    Social Security | Unsteady Markets

    May 9, 2025·33m
  177. 177

    Happiness Drain | Inherited IRAs

    May 3, 2024·34m
  178. 178

    Trust Insights | Funding Sports

    Apr 26, 2024·35m
  179. 179

    Cutting Taxes | Saying No

    Apr 19, 2024·34m
  180. 180

    Wealth Transfer | Pre-Medicare Plans

    Apr 12, 2024·33m
  181. 181

    Family Finances | College ROI

    Apr 5, 2024·35m
  182. 182

    IRS Red Flags | Tax Withholding

    Mar 29, 2024·32m
  183. 183

    Economic Optimism | Natural Disasters

    Mar 22, 2024·33m
  184. 184

    Student Debt | Real Estate

    Mar 15, 2024·30m
  185. 185

    Tax Breaks | Big Regrets

    Mar 8, 2024·34m
  186. 186

    Health Insurance | Optimizing Savings

    Mar 1, 2024·31m
  187. 187

    Empowering Kids | Money Mastery

    Feb 23, 2024·31m
  188. 188

    Retirement Fears | LTC Insurance

    Feb 16, 2024·28m
  189. 189

    FOMO Dilemma | Tax Forms

    Feb 9, 2024·35m
  190. 190

    Audit Triggers | Home Buying

    Feb 2, 2024·33m
  191. 191

    Life Principles | Early Benefits

    Jan 26, 2024·28m
  192. 192

    Investing Illusions | Roth Strategies

    Jan 19, 2024·34m
  193. 193

    Market Predictions | Tax Tips

    Jan 12, 2024·29m
  194. 194

    Prosperity Barriers | 2024 Strategies

    Jan 5, 2024·31m
  195. 195

    Overconfident Investing | Money Conversations

    Dec 29, 2023·31m
  196. 196

    Investment Grit | Market Outlook

    Dec 22, 2023·33m
  197. 197

    Annuities 101 | Money Languages

    Dec 15, 2023·35m
  198. 198

    Cybersecurity | Budgeting Apps

    Dec 8, 2023·33m
  199. 199

    Investment Fads | Delaying Retirement

    Dec 1, 2023·28m
  200. 200

    Mortgage Dilemma | Financial Gratitude

    Nov 24, 2023·30m
  201. 201

    Retirement Rituals | Withdrawal Warnings

    Nov 17, 2023·32m
  202. 202

    Parent-Child Banking | Global Portfolios

    Nov 10, 2023·30m
  203. 203

    Open Enrollment | Burnout Alert

    Nov 3, 2023·32m
  204. 204

    Saving a Million | Managing Volatility

    Oct 27, 2023·31m
  205. 205

    Generational Finances | Master’s Exemption

    Oct 20, 2023·32m
  206. 206

    Retirement Destinations | Pint-Sized Savers

    Oct 13, 2023·29m
  207. 207

    Rising Rates | Retirement Countdown

    Oct 6, 2023·28m
  208. 208

    Retirement Plans | Golden Investments

    Sep 29, 2023·35m
  209. 209

    Estate-Plan Update | Fed Finale?

    Sep 22, 2023·33m
  210. 210

    Buying a Home | When to Buy

    Sep 15, 2023·33m
  211. 211

    Beyond Retirement | Special Trusts

    Sep 8, 2023·31m
  212. 212

    Dying Will-less | Retirement Fallacies

    Sep 1, 2023·34m
  213. 213

    Master Manipulators | Tricky Taxes

    Aug 25, 2023·31m
  214. 214

    Investing Together | Insurance Insights

    Aug 18, 2023·30m
  215. 215

    The 4% Rule | Deflation 101

    Aug 11, 2023·35m
  216. 216

    Inflation 101 | Payday Panic

    Aug 4, 2023·33m
  217. 217

    Wealth Protection | Fraud Immunization

    Jul 28, 2023·33m
  218. 218

    Working Remotely | Retirement Regrets

    Jul 21, 2023·31m
  219. 219

    Retirement Regrets | Forgiveness Overturned

    Jul 14, 2023·36m
  220. 220

    Stock Surge | AI and Finances

    Jul 7, 2023·28m
  221. 221

    Interest Rates | Life Expectancy

    Jun 30, 2023·32m
  222. 222

    Navigating 59½ | Long-Term Care

    Jun 23, 2023·27m
  223. 223

    Financial Regrets | Tax Fraud

    Jun 16, 2023·33m
  224. 224

    S&P Rethink | AI vs. Market

    Jun 9, 2023·29m
  225. 225

    Giving Anyway | The Debt Ceiling

    Jun 2, 2023·30m
  226. 226

    Retirement Resilience | The 401(k)

    May 26, 2023·33m
  227. 227

    Investing Insights | Beneficiary Blunders

    May 19, 2023·31m
  228. 228

    EV vs. Gas | Bear Lessons

    May 12, 2023·32m
  229. 229

    Kids & Cash | U.S. vs. Global

    May 5, 2023·29m
  230. 230

    Social Security | Insurance Secrets

    Apr 28, 2023·34m
  231. 231

    Retirement Stats | Refund Options

    Apr 21, 2023·29m
  232. 232

    Debunking Pessimism | Escaping Scarcity

    Apr 14, 2023·32m
  233. 233

    ESG Investing | Dollar vs. Yuan

    Apr 7, 2023·31m
  234. 234

    Cutting Complexity | Time-Tested Tactics

    Mar 31, 2023·29m
  235. 235

    IRA Insights | The Fed

    Mar 24, 2023·34m
  236. 236

    Bankruptcy Breakdown | Healthy & Happy

    Mar 17, 2023·31m
  237. 237

    Bankruptcy Breakdown | Healthy & Happy

    Mar 17, 2023·33m
  238. 238

    Long-Term Care | Tax Refunds

    Mar 10, 2023·33m
  239. 239

    Selling a Home | The HSA

    Mar 3, 2023·31m
  240. 240

    Social Security Taxes | SECURE Act 2.0

    Feb 24, 2023·30m
  241. 241

    Blown Retirements | Aging Parents

    Feb 17, 2023·31m
  242. 242

    Wealth Plans | Wills vs. Trusts

    Feb 10, 2023·30m
  243. 243

    Becoming Rich | Filing Taxes

    Feb 3, 2023·32m
  244. 244

    Bad Habits & Retirement Portfolios

    Jan 27, 2023·29m
  245. 245

    2022 Review & Protecting Your Money

    Jan 20, 2023·30m
  246. 246

    Market Movement & Automated Success

    Jan 13, 2023·29m
  247. 247

    The Fed & Financial Resolutions

    Jan 6, 2023·33m
  248. 248

    Market Predictions & Tax Spending

    Dec 30, 2022·31m
  249. 249

    Planning Blunders & Risk Assessment

    Dec 23, 2022·33m
  250. 250

    Combining Finances & Suddenly Single

    Dec 16, 2022·31m
  251. 251

    Secure Act 2.0 & Unclaimed Money

    Dec 9, 2022·31m
  252. 252

    Biggest Regrets & HELOCs 101

    Dec 2, 2022·28m
  253. 253

    The Paradox & Buffett Lessons

    Nov 25, 2022·33m
  254. 254

    Unretirement Options & Money Lessons

    Nov 18, 2022·32m
  255. 255

    Spending Habits & Scammer Stories

    Nov 11, 2022·31m
  256. 256

    Lump Sums & Retirement Planning

    Nov 4, 2022·33m
  257. 257

    Inflation Protection & The Finfluencer

    Oct 28, 2022·31m
  258. 258

    Mortgage-Free & Relaxed!

    Oct 21, 2022·33m
  259. 259

    Steady Emotions & Market Predictions

    Oct 14, 2022·32m
  260. 260

    Financial Tune-Ups & HSA Magic!

    Oct 7, 2022·29m
  261. 261

    Midterm Concerns & Market Analysts

    Sep 30, 2022·30m
  262. 262

    Tax Moves & Unclaimed Money

    Sep 23, 2022·31m
  263. 263

    Social Security & Estate Planning

    Sep 16, 2022·29m
  264. 264

    Retiree Stories & Academic Investing

    Sep 9, 2022·32m
  265. 265

    Cryptocurrencies & Health Insurance

    Sep 2, 2022·29m
  266. 266

    Curve Inversions & Inflation Legislation

    Aug 26, 2022·31m
  267. 267

    Pandemic Takeaways & Saving a Million

    Aug 19, 2022·27m
  268. 268

    Economy Jitters & Strategic Donations

    Aug 12, 2022·30m
  269. 269

    Social Security & Recessions

    Aug 5, 2022·31m
  270. 270

    Savvy Kids & Beneficiary Basics

    Jul 29, 2022·30m
  271. 271

    Tested Plans & Tax Refunds

    Jul 22, 2022·32m
  272. 272

    Contrarian Investing & Retirement Planning

    Jul 15, 2022·31m
  273. 273

    RMDs 101 & Rising Rates

    Jul 8, 2022·30m
  274. 274

    Buffett’s Playbook & ARMs

    Jul 1, 2022·31m
  275. 275

    Bear Markets & Health Insurance

    Jun 24, 2022·31m
  276. 276

    Bear Markets & Derailed Retirements

    Jun 17, 2022·32m
  277. 277

    The Economy & Retirement Math

    Jun 10, 2022·28m
  278. 278

    Inflation & Changing Jobs

    Jun 3, 2022·30m
  279. 279

    Long-Term Investing & Buying a Home

    May 27, 2022·33m
  280. 280

    Rate Hikes & Today’s Markets

    May 20, 2022·30m
  281. 281

    Big Mistakes & Solid Plans

    May 13, 2022·24m
  282. 282

    Retirement Readiness & Wealth Transfer

    May 6, 2022·31m
  283. 283

    Retirement Bliss & No Car Payments!

    Apr 29, 2022·33m
  284. 284

    Chrometophobia & Cryptocurrency

    Apr 22, 2022·30m
  285. 285

    Happy Retirements & Investment Strategies

    Apr 15, 2022·31m
  286. 286

    Decision Making & Lifestyle Creep

    Apr 8, 2022·27m
  287. 287

    Bonds & Living Trusts

    Apr 1, 2022·30m
  288. 288

    Recession Outlook & Fed Rate Hikes

    Mar 25, 2022·30m
  289. 289

    Wartime Investing & Retirement Risks

    Mar 18, 2022·32m
  290. 290

    Estate Planning & Investing Tips

    Mar 11, 2022·27m
  291. 291

    Crisis-Ready Portfolios & Savvy Kids

    Mar 4, 2022·28m
  292. 292

    High Inflation & Home Buying

    Feb 25, 2022·31m
  293. 293

    Money, Marriage, and Contentment

    Feb 18, 2022·30m
  294. 294

    Retirement Plans & Tax Deadlines

    Feb 11, 2022·31m
  295. 295

    Crazy Markets & Tax Mistakes

    Feb 4, 2022·31m
  296. 296

    Market Corrections & Social Media

    Jan 28, 2022·29m
  297. 297

    Rising Rates & IRA Beneficiaries

    Jan 21, 2022·30m
  298. 298

    Retirement Spending & Tax Benefits

    Jan 14, 2022·27m
  299. 299

    Building Wealth & Financial Happiness

    Jan 7, 2022·33m
  300. 300

    2022 Goals & Spending Problems

    Dec 31, 2021·27m
  301. 301

    SMART Goals and Generosity

    Dec 24, 2021·31m
  302. 302

    Car Buying & Estate Planning

    Dec 17, 2021·28m
  303. 303

    Cutting Taxes & Crushing Roadblocks

    Dec 10, 2021·33m
  304. 304

    Special Guest – CSRA Real Estate Update

    Dec 3, 2021·30m
  305. 305

    The Labor Shortage & Charitable Giving

    Nov 26, 2021·25m
  306. 306

    Early Retirement & Probate 101

    Nov 19, 2021·34m
  307. 307

    Happiness & Peaceful Holidays

    Nov 12, 2021·31m
  308. 308

    Costly Health Care & Retirement Planning

    Nov 5, 2021·28m
  309. 309

    FOMO & Health Insurance

    Oct 29, 2021·32m
  310. 310

    ABLE Accounts & Investment Schemes

    Oct 22, 2021·27m
  311. 311

    Tax Breaks & Unpredictable Markets

    Oct 15, 2021·31m
  312. 312

    Inflation Surge & Life Transitions

    Oct 8, 2021·31m
  313. 313

    Sporting Events & Safe Deposit Boxes

    Oct 1, 2021·30m
  314. 314

    Money Traps & Finance Lessons

    Sep 24, 2021·29m
  315. 315

    Long-Term Care & Changing Jobs

    Sep 17, 2021·32m
  316. 316

    Mortgage Payoffs & Estate Planning

    Sep 10, 2021·31m
  317. 317

    Retirement Income & Surviving a Spouse

    Sep 3, 2021·31m
  318. 318

    Tricky HSAs & Military Benefits

    Aug 27, 2021·32m
  319. 319

    Retirement Questions & Moving Expenses

    Aug 20, 2021·31m
  320. 320

    Donation Strategies & Inherited IRAs

    Aug 13, 2021·28m
  321. 321

    The Pursuit of Happiness

    Aug 6, 2021·26m
  322. 322

    IRAs & An Unexpected Million

    Jul 30, 2021·33m
  323. 323

    401(k) Millionaires & Debt Consolidation

    Jul 23, 2021·31m
  324. 324

    Baby Steps & Estate Planning

    Jul 16, 2021·32m
  325. 325

    Summer Jobs & Inflation

    Jul 9, 2021·27m
  326. 326

    Money Mistakes & Mid-Year To-Dos

    Jul 2, 2021·31m
  327. 327

    Senior Scams & Poor Planning

    Jun 25, 2021·31m
  328. 328

    Home Selling & Inflation Education

    Jun 18, 2021·31m
  329. 329

    Emergency Handoffs & Shining Internationals

    Jun 11, 2021·30m
  330. 330

    Medical Miracles & Tax Credits

    Jun 4, 2021·28m
  331. 331

    529 Withdrawals & Timeshare Exits

    May 28, 2021·31m
  332. 332

    Switching States & Beating Fixed

    May 21, 2021·31m
  333. 333

    Can You Retire & Should You Pay?

    May 14, 2021·29m
  334. 334

    Money Quotes & Personality Types

    May 7, 2021·31m
  335. 335

    Tax Tips & Bitcoin Mania

    Apr 30, 2021·32m
  336. 336

    Money Stories & Long-Term Care

    Apr 23, 2021·30m
  337. 337

    Retirement Killers & Unsung Internationals

    Apr 16, 2021·30m
  338. 338

    Mortgage Payoffs & Savvy Kids

    Apr 9, 2021·31m
  339. 339

    Not-to-Do's & 90-Year Lessons

    Apr 2, 2021·29m
  340. 340

    Safe Vacations and Gronk's Stash

    Mar 26, 2021·32m
  341. 341

    Tax Hikes & Future Markets

    Mar 19, 2021·31m
  342. 342

    Overpaying Uncle Sam & Missing the Mark

    Mar 12, 2021·30m
  343. 343

    Home Makeovers & Risky Investments

    Mar 5, 2021·32m
  344. 344

    Future Trends & Tax Prep

    Feb 26, 2021·26m
  345. 345

    IRS Triggers & Tipping Tips

    Feb 19, 2021·31m
  346. 346

    Elon's Bitcoin & Happy Retirements

    Feb 12, 2021·31m
  347. 347

    GameStop Mania & Money Habits

    Feb 5, 2021·31m
  348. 348

    2020 Taxes & Profitable Habits

    Jan 29, 2021·31m
  349. 349

    Biden's Proposals and Your Money

    Jan 22, 2021·31m
  350. 350

    Wealth Building & Contrarian Investing

    Jan 15, 2021·31m
  351. 351

    Money Lessons from 2020

    Jan 8, 2021·32m
  352. 352

    Financial Control & Survival Mode

    Dec 31, 2020·30m
  353. 353

    2021 Finances & Pesky Brains

    Dec 24, 2020·31m
  354. 354

    Market Predictions & IPOs

    Dec 18, 2020·30m
  355. 355

    The Stimulus Bill & Holiday Stress

    Dec 11, 2020·31m
  356. 356

    Vaccine Transport & Gifting Strategies

    Dec 4, 2020·31m
  357. 357

    Family Finances & 2020 Tax Strategies

    Nov 27, 2020·32m
  358. 358

    Post-COVID Planning & Retirement Incomes

    Nov 20, 2020·30m
  359. 359

    Biden Taxes & SIMPLE IRAs

    Nov 13, 2020·30m
  360. 360

    Money No-Nos & Market Caps

    Nov 6, 2020·30m
  361. 361

    Unexpected Retirements & The Debtor Mindset

    Oct 30, 2020·31m
  362. 362

    Financial Success & Hefty HSAs

    Oct 23, 2020·31m
  363. 363

    Financial Literacy & Charitable Giving

    Oct 16, 2020·31m
  364. 364

    Investor Psychology & College Loans

    Oct 9, 2020·30m
  365. 365

    Money Lessons & Old 401(k)s

    Oct 2, 2020·30m
  366. 366

    Decluttering & "Conventional" Wisdom

    Sep 25, 2020·31m
  367. 367

    Emotional Investing & A Billionaire's Advice

    Sep 18, 2020·30m
  368. 368

    Retirement Tips & More Tips

    Sep 11, 2020·28m
  369. 369

    Post-Pandemic Skills & The 2020 Election

    Sep 4, 2020·28m
  370. 370

    Stock Rotations & Investing Risks

    Aug 28, 2020·30m
  371. 371

    Tax Strategies & Diversification

    Aug 21, 2020·30m
  372. 372

    Bad Investing & Recession Survival

    Aug 14, 2020·30m
  373. 373

    Presidential Elections & Robocall Scams

    Aug 7, 2020·31m
  374. 374

    Templeton's Rules & COVID Trials

    Jul 31, 2020·31m
  375. 375

    401(k) Rollovers & COVID Markets

    Jul 24, 2020·31m
  376. 376

    Sneaky Supermarkets & Diversification 101

    Jul 17, 2020·31m
  377. 377

    Irrational Pessimism & Home Renovations

    Jul 10, 2020·31m
  378. 378

    Credit Scores & Furry Friends

    Jul 2, 2020·31m
  379. 379

    Market Timing & Day Trading

    Jun 26, 2020·31m
  380. 380

    Recovery Update & Kids' Allowances

    Jun 19, 2020·30m
  381. 381

    Tax-Saving Strategies & Retirement Dreams

    Jun 12, 2020·32m
  382. 382

    Money, Happiness & Catching Up

    Jun 5, 2020·30m
  383. 383

    Early Retirement & Lost Jobs

    May 29, 2020·29m
  384. 384

    COVID Recoveries & Q1 Earnings

    May 22, 2020·30m
  385. 385

    Recovering Markets & Canceled Plans

    May 15, 2020·30m
  386. 386

    Economy Restart & COVID Travel Deals

    May 8, 2020·30m
  387. 387

    The Economic Blackout & Recency Bias

    May 1, 2020·33m
  388. 388

    The COVID Economy and Your Investments

    Apr 24, 2020·31m
  389. 389

    Economic Reboot & Your Retirement

    Apr 17, 2020·30m
  390. 390

    Future Markets & Smaller Paychecks

    Apr 10, 2020·31m
  391. 391

    The CARES Act & The Stock Market

    Apr 3, 2020·29m
  392. 392

    COVID-19 Update & $2T Stimulus Bill

    Mar 27, 2020·31m
  393. 393

    COVID-19 & The Market Correction

    Mar 20, 2020·29m
  394. 394

    Money-Savvy Kids & Backdoor Roths

    Mar 13, 2020·29m
  395. 395

    Market Corrections & Investor Mistakes

    Mar 6, 2020·28m
  396. 396

    The Coronavirus & Your Savings

    Feb 28, 2020·30m
  397. 397

    Wills & Side Hustles

    Feb 21, 2020·28m
  398. 398

    Filing Taxes & Freezing Credit

    Feb 14, 2020·30m
  399. 399

    Social Security & Money Traps

    Feb 7, 2020·29m
  400. 400

    Tax Prep & Consolidation Loans

    Jan 31, 2020·30m
  401. 401

    Financial Fallacies & Cryptocurrency

    Jan 24, 2020·30m
  402. 402

    Winter Getaways & Wealth Building

    Jan 17, 2020·29m
  403. 403

    Decade Goals & Investing for Couples

    Jan 10, 2020·28m
  404. 404

    SMART Goals & Asset Allocation

    Jan 3, 2020·31m
  405. 405

    Decade in Review & The Secure Act

    Dec 27, 2019·31m
  406. 406

    Market Momentum & Debt After Death

    Dec 20, 2019·30m
  407. 407

    Annuities Unraveled & Bankruptcies Avoided

    Dec 13, 2019·30m
  408. 408

    The Market Shift & Best College Majors (Reloaded)

    Dec 9, 2019·29m
  409. 409

    Roth Withdrawals & The National Debt (Reloaded)

    Dec 9, 2019·32m
  410. 410

    Retirement Insights & Beater Cars

    Dec 6, 2019·30m
  411. 411

    The Market Shift & Best College Majors

    Nov 29, 2019·29m
  412. 412

    Roth Withdrawals & The National Debt

    Nov 22, 2019·32m
  413. 413

    Black Friday & 2019 Tax Tips

    Nov 15, 2019·31m
  414. 414

    A Warren Presidency & Mega Money Mistakes

    Nov 8, 2019·30m
  415. 415

    Purse Strings & Money Myths

    Nov 1, 2019·31m
  416. 416

    Medicare Changes & Long-Term Care

    Oct 25, 2019·31m
  417. 417

    Money Wasters & Impending Retirement

    Oct 18, 2019·30m
  418. 418

    Better Benefits & Smart Choices

    Oct 11, 2019·30m
  419. 419

    Health Plans & Money Myths

    Oct 4, 2019·30m
  420. 420

    Car Repairs & Life Lessons

    Sep 27, 2019·31m
  421. 421

    Home Improvements & Downsizing

    Sep 20, 2019·30m
  422. 422

    Money Wasters & Financial Illiteracy

    Sep 13, 2019·32m
  423. 423

    IRA Traps & Investing Mistakes

    Sep 6, 2019·30m
  424. 424

    Trade Wars & Big Losers

    Aug 30, 2019·30m
  425. 425

    Elder Abuse & Retirement Blunders

    Aug 23, 2019·32m
  426. 426

    Retirement Strategies & Life Do-Overs

    Aug 16, 2019·29m
  427. 427

    Stock Market Forecasts & Fatherly Wisdom

    Aug 9, 2019·31m
  428. 428

    Retirement Communities & Retirement Myths

    Aug 2, 2019·32m
  429. 429

    Early Retirement & Social Security

    Jul 26, 2019·30m
  430. 430

    Market Timing & Marriage Savers

    Jul 19, 2019·32m
  431. 431

    Lost Fortunes & Women's Finances

    Jul 12, 2019·32m
  432. 432

    IRS Audit Triggers & Lottery Tragedies

    Jul 5, 2019·32m
  433. 433

    Market Timing & The Incredible HSA!

    Jun 28, 2019·29m
  434. 434

    The SECURE Act & Investment Fads

    Jun 21, 2019·31m
  435. 435

    529 Plans & Home-Buying Mistakes

    Jun 14, 2019·32m
  436. 436

    Volatile Markets & Cheap Vacations

    Jun 7, 2019·31m
  437. 437

    Medicare Mistakes & Money Wasters

    May 31, 2019·31m
  438. 438

    Home Selling & High School Grads

    May 24, 2019·30m
  439. 439

    Early Retirement & Tanking Markets

    May 17, 2019·32m
  440. 440

    Savings Accounts & Reverse Mortgages

    May 10, 2019·30m
  441. 441

    Investing Tools & Health Supplements

    May 3, 2019·29m
  442. 442

    Social Security Shortfall & Debt Elimination

    Apr 26, 2019·30m
  443. 443

    Online Security & Expert Mistakes

    Apr 19, 2019·32m
  444. 444

    Audit Triggers & Retirement Security

    Apr 12, 2019·28m
  445. 445

    Investing & Retirement Tips

    Apr 5, 2019·28m
  446. 446

    Middle-Class Millionaires & HSA Myths

    Mar 29, 2019·28m
  447. 447

    Budgeting Blunders & A Happy Retirement

    Mar 22, 2019·30m
  448. 448

    Maxing Social Security & Homeowner Regrets

    Mar 15, 2019·31m
  449. 449

    Your Net Worth & The Last Decade

    Mar 8, 2019·31m
  450. 450

    Retirement Timing & Money Merging

    Mar 1, 2019·28m
  451. 451

    Pot or Not & Goal Crushers

    Feb 22, 2019·30m
  452. 452

    Last Minute Tax Moves & Millionaire Stats

    Feb 15, 2019·31m
  453. 453

    Senior Scams & Student Debt

    Feb 8, 2019·32m
  454. 454

    Tax-Advantaged Accounts & The Budget Game

    Feb 1, 2019·30m
  455. 455

    Wealthy Investors & Wills That Work

    Jan 25, 2019·30m
  456. 456

    Travel Mistakes & Early Retirement

    Jan 18, 2019·32m
  457. 457

    Credit Card Freebies & Investing No-No's

    Jan 11, 2019·33m
  458. 458

    Financial Goals & Volatile Markets

    Jan 4, 2019·28m
  459. 459

    2018 Checklist & 2019 Goals

    Dec 28, 2018·27m
  460. 460

    Money Lessons from Warren Buffett and Chris Hogan

    Dec 21, 2018·30m
  461. 461

    Messy Finances & Savvy Kids

    Dec 14, 2018·28m
  462. 462

    Year-End Tax Tips and Holiday De-Stressors

    Dec 7, 2018·31m
  463. 463

    Time to Retire? Watch Out!

    Nov 30, 2018·31m
  464. 464

    Planning in Retirement & Motivation

    Nov 23, 2018·28m
  465. 465

    Christmas Savings & Market Volatility

    Nov 16, 2018·29m
  466. 466

    401(k) Millionaires & Social Security Tips

    Nov 9, 2018·31m
  467. 467

    Market Update & High-Income Investments

    Nov 2, 2018·31m
  468. 468

    Inheritance Tax & Stock Volatility

    Oct 26, 2018·31m
  469. 469

    Financial Hazards & Dollar Deals

    Oct 19, 2018·30m
  470. 470

    Portfolio Rebalancing & Budgeting Strategies

    Oct 12, 2018·30m
  471. 471

    The FAANG Fad & Emotional Spending

    Oct 5, 2018·31m
  472. 472

    Early Retirement & the ABCs of HSAs

    Sep 28, 2018·30m
  473. 473

    Financial Automation & Successful Grads

    Sep 21, 2018·32m
  474. 474

    Passive Income & Recession Protection

    Sep 14, 2018·30m
  475. 475

    Medical Expenses & Retirement Shortfalls

    Sep 7, 2018·27m
  476. 476

    Retirement Myths & the Next Crisis

    Aug 31, 2018·28m
  477. 477

    Everyday Millionaires & College Savings

    Aug 24, 2018·31m
  478. 478

    Home Savings & The Last Decade

    Aug 17, 2018·32m
  479. 479

    Retirement Tips & Communities

    Aug 10, 2018·30m
  480. 480

    The 10 Q's & An Economic Update

    Aug 3, 2018·31m
  481. 481

    Social Security & Cyber Shopping

    Jul 27, 2018·31m
  482. 482

    Mini-Retirements & Money Talks

    Jul 20, 2018·29m
  483. 483

    Investing DNA & Retirement Talks

    Jul 13, 2018·28m
  484. 484

    Fat 401(k)s & Enticing Internationals

    Jul 6, 2018·31m
  485. 485

    Alternative Insurance & Unclaimed Pensions

    Jun 29, 2018·27m
  486. 486

    Saving for College & Buying in Bulk

    Jun 22, 2018·30m
  487. 487

    Early Retirement & Challenging Inheritances

    Jun 15, 2018·29m
  488. 488

    Second Homes & Cheap Vacations

    Jun 8, 2018·28m
  489. 489

    Parental Finances & Inexpert Experts

    Jun 1, 2018·30m
  490. 490

    401(k) Flubs & Blue Chip Stocks

    May 25, 2018·32m
  491. 491

    Overpriced Tuition & Inept Investors

    May 18, 2018·30m
  492. 492

    Eliminating Debt & Predicting Markets

    May 11, 2018·30m
  493. 493

    Falling Short & Paying Less

    May 4, 2018·30m
  494. 494

    Buying Smarter & Working Longer

    Apr 27, 2018·29m
  495. 495

    Financial News & Peaceful Portfolios

    Apr 20, 2018·30m
  496. 496

    Retirement Checklists & Millionaire Minds

    Apr 13, 2018·30m
  497. 497

    Medicare Musts & Market Movement

    Apr 6, 2018·31m
  498. 498

    Surviving Audits & Trumping China

    Mar 30, 2018·30m
  499. 499

    Investor Blunders & Side Hustles

    Mar 23, 2018·30m
  500. 500

    Retirement Wreckers & Credit Cleaners

    Mar 16, 2018·30m