Episodes
Friday Dec 11, 2020
The Stimulus Bill & Holiday Stress
Friday Dec 11, 2020
Friday Dec 11, 2020
Episode 359: Steve and John hit the highlights of the recent $908 billion stimulus proposal. You'll also hear twelve ways to lower your stress during the holiday season.
Friday Nov 13, 2020
Biden Taxes & SIMPLE IRAs
Friday Nov 13, 2020
Friday Nov 13, 2020
Episode 355: Steve and John summarize Joe Biden's tax proposal and discuss the implications. They also discuss the basics of a SIMPLE IRA and whether it's a good investment option for your situation.
Friday Sep 04, 2020
Post-Pandemic Skills & The 2020 Election
Friday Sep 04, 2020
Friday Sep 04, 2020
Episode 345: John and Steve highlight five skills you may want to acquire in order to thrive in the new COVID landscape. They also take a look at historical data to see how elections have impacted the stock market over time.
Friday Aug 07, 2020
Presidential Elections & Robocall Scams
Friday Aug 07, 2020
Friday Aug 07, 2020
Episode 341: The Money Doctors take a look at data from over 200 years to see how elections have historically impacted the stock market. They also give you some insights into the growing problem of "intimidation" scams from phony government officials.
Friday May 01, 2020
The Economic Blackout & Recency Bias
Friday May 01, 2020
Friday May 01, 2020
Episode 327: Steve and John give an update on the economy and where it may be heading in the future. You'll also learn how to avoid the costly trap of recency bias!
Friday Apr 17, 2020
Economic Reboot & Your Retirement
Friday Apr 17, 2020
Friday Apr 17, 2020
Episode 325: Steve and John address the issues involved in restarting the economy and discuss what that may look like. They also take a look at how the coronavirus may change the trajectory of your plans for retirement.
Friday Dec 27, 2019
Decade in Review & The Secure Act
Friday Dec 27, 2019
Friday Dec 27, 2019
Episode 309: The Money Doctors take a walk through the last decade of the stock market. They also discuss some key provisions of the recently signed SECURE Act.
Monday Dec 09, 2019
Roth Withdrawals & The National Debt (Reloaded)
Monday Dec 09, 2019
Monday Dec 09, 2019
Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties. They also weigh in on America's $22 trillion national debt.
Friday Nov 22, 2019
Roth Withdrawals & The National Debt
Friday Nov 22, 2019
Friday Nov 22, 2019
Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties. They also weigh in on America's $22 trillion national debt.
Friday Nov 08, 2019
A Warren Presidency & Mega Money Mistakes
Friday Nov 08, 2019
Friday Nov 08, 2019
Episode 302: John and Steve discuss the possible impact on the markets if Elizabeth Warren is elected next president of the United States. They also talk about some big financial blunders that advisors have seen their clients make over the years.