Episodes
Friday Feb 02, 2024
Audit Triggers | Home Buying
Friday Feb 02, 2024
Friday Feb 02, 2024
Episode 523: Matthew and Justin walk you through key do's and don'ts to help reduce your chances of facing an IRS audit. They also weigh in on whether you should wait for mortgage rates to go down before you buy a house.
Friday Oct 06, 2023
Rising Rates | Retirement Countdown
Friday Oct 06, 2023
Friday Oct 06, 2023
Episode 506: John and Zach dissect Wall Street’s uneasy journey into a landscape of higher interest rates. They’ll also share a 10-year checklist that can help you prepare for a stress-free and happy retirement.
Friday Sep 22, 2023
Estate-Plan Update | Fed Finale?
Friday Sep 22, 2023
Friday Sep 22, 2023
Episode 504: Join the Money Doctors as they discuss how changes in tax laws and life events might mean your estate plan is due for a major overhaul! They also alert investors to the significant shifts that could occur in the financial markets when the Fed's rate hikes come to an end.
Friday Aug 11, 2023
The 4% Rule | Deflation 101
Friday Aug 11, 2023
Friday Aug 11, 2023
Episode 498: Steve and Zach weigh in on a hot topic of debate: Can retirees still trust the 4% withdrawal guideline? They also tackle the topic of deflation this week, examining its triggers, effects, and the current U.S. climate.
Friday Jun 30, 2023
Interest Rates | Life Expectancy
Friday Jun 30, 2023
Friday Jun 30, 2023
Episode 491: Join Steve and Ryan as they discuss strategies for positioning your finances during this longer-than-expected season of higher interest rates. They also give some pointers to help make sure your retirement portfolio lasts as long as you do.
Friday Mar 24, 2023
IRA Insights | The Fed
Friday Mar 24, 2023
Friday Mar 24, 2023
Episode 478: Steve and Ryan help you ask the right questions as you choose between a Roth or Traditional 401(k). You’ll also discover how the Fed’s interest rate moves may impact your finances and what the Money Doctors recommend for navigating this changing landscape.
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 Nov 25, 2022
The Paradox & Buffett Lessons
Friday Nov 25, 2022
Friday Nov 25, 2022
Episode 461: Steve and John discuss contradictory conditions in today’s housing market that should not coexist! They also share pointers from two of the most successful investors of our time!
Friday Aug 26, 2022
Curve Inversions & Inflation Legislation
Friday Aug 26, 2022
Friday Aug 26, 2022
Episode 448: So, you’ve been dying to know all about the recent yield curve inversion and what to do about it? The Money Doctors have you covered! Steve and Zach also dig into the Inflation Reduction Act of 2022 and point out some features that may get your attention!
Friday Jul 08, 2022
RMDs 101 & Rising Rates
Friday Jul 08, 2022
Friday Jul 08, 2022
Episode 441: John and Zach explain the what, when, why, and how of required minimum distributions. They also recommend three steps you can take to lessen the impact of rising interest rates.