Episodes
Friday Dec 01, 2023
Investment Fads | Delaying Retirement
Friday Dec 01, 2023
Friday Dec 01, 2023
Episode 514: Steve and John dissect the risks of trendy investments and offer sound strategies for long-term financial success. They also warn you against basing your retirement plans on working longer.
Friday Oct 27, 2023
Saving a Million | Managing Volatility
Friday Oct 27, 2023
Friday Oct 27, 2023
Episode 509: This week, John and Steve tell the story of a husband and wife who saved a million dollars by the age of 35 by following 11 simple money rules. They also explore the stock market's recent volatility and how to manage it.
Friday Sep 08, 2023
Beyond Retirement | Special Trusts
Friday Sep 08, 2023
Friday Sep 08, 2023
Episode 502: Zach and Matthew help you think through your purpose, values, and goals for life beyond retirement. They also give you pointers on how to provide lifetime support for a disabled heir without jeopardizing their government benefits.
Friday Aug 18, 2023
Investing Together | Insurance Insights
Friday Aug 18, 2023
Friday Aug 18, 2023
Episode 499: John and Matthew discuss six strategies couples can use to safeguard their investments and retirement objectives. They also do a deep dive into permanent life insurance.
Friday Jul 14, 2023
Retirement Regrets | Forgiveness Overturned
Friday Jul 14, 2023
Friday Jul 14, 2023
Episode 494: Steve and Zach warn you of nine hazards to steer clear of on the road to retirement. They also discuss the Supreme Court’s recent rejection of student-loan forgiveness and how you can best prepare for resuming those payments.
Friday Feb 03, 2023
Becoming Rich | Filing Taxes
Friday Feb 03, 2023
Friday Feb 03, 2023
Episode 471: How much money do you need to make to be considered rich? How can you get to that point? Steve and Ryan have the answers. They also go over some new IRS rules and point out a few things you should know before filing your 2022 taxes.
Friday Jan 13, 2023
Market Movement & Automated Success
Friday Jan 13, 2023
Friday Jan 13, 2023
Episode 468: John and Zach take a look at three possible catalysts that could make for a banner year in 2023. You’ll also learn how to set yourself up for financial success by automating seven critical processes.
Friday Jan 06, 2023
The Fed & Financial Resolutions
Friday Jan 06, 2023
Friday Jan 06, 2023
Episode 467: Zach and Matthew dig into what happens when the Federal Reserve raises and lowers interest rates and how that impacts the economy and your money. They also give you five steps that can set you on the path to financial fitness!
Friday Oct 21, 2022
Mortgage-Free & Relaxed!
Friday Oct 21, 2022
Friday Oct 21, 2022
Episode 456: Matthew and Ryan discuss seven things that can help you pay off the mortgage before retiring. They also share some practical advice on how to improve your well-being by slowing down and simplifying your life.
Friday Apr 08, 2022
Decision Making & Lifestyle Creep
Friday Apr 08, 2022
Friday Apr 08, 2022
Episode 428: John and Matthew discuss the financial decision-making process and how to decide when it's okay to let your personal preferences overrule the data. They also describe the symptoms of lifestyle creep and prescribe some practical ways to protect your financial goals.