MoneyMD

Episode 647: A few overlooked estate planning decisions can spark years of family conflict. Learn the key mistakes blended families should avoid and the strategies that can protect everyone involved. Next, explore the health insurance options that can bridge the gap to Medicare and the enrollment rules that can help you avoid costly surprises later.

Episode 631: Learn why starting to invest in your 20s unlocks the quiet power of compounding, and how you can begin today with clear, practical steps. Then, Justin and Abbie walk through the critical financial decisions made during divorce and how to approach them strategically.

Episode 629: Abbie and Zach explain the rules, timelines, and limits of the new child custodial account, and how to decide whether they belong in your kid's financial plan. Then, they explore why the first five years of retirement are a critical tax window and how early decisions can either protect your income or quietly erode it over time.

Episode 627: John and Ryan explain practical ways to use IRA beneficiary planning to support charities while reducing unnecessary taxes. Then, learn practical steps families can take to help aging loved ones avoid costly financial mistakes, scams, and exploitation before serious damage is done.

Episode 625: Learn why 2025 reminded investors that markets rarely behave as expected, as Matthew and Abbie explore seven lessons for long-term investors. They also examine why even highly capable people struggle financially when short-term feelings derail long-term intentions and turn good plans into costly detours.