Episodes

6 days ago
Social Security | Estate Planning
6 days ago
6 days ago
Episode 596: Are Social Security and Medicare really at risk? Zach and Justin break down the facts and offer a practical perspective for your retirement planning. Next, the Money Doctors share four strategic ways to optimize your estate plan so that you and your heirs are prepared for future needs and evolving goals.

Friday Jun 13, 2025
Medigap Plans | The Wash Rule
Friday Jun 13, 2025
Friday Jun 13, 2025
Episode 594: Don’t get blindsided by out-of-pocket costs—Steve and Zach break down the must-know facts on Medigap. In part two, the Money Doctors explain how a simple trading mistake could cost you your tax break.

Friday May 30, 2025
Retirement Reluctance | RMDs 101
Friday May 30, 2025
Friday May 30, 2025
Episode 592: Why do so many successful people struggle to walk away from work? The answer goes far beyond just having enough money. Ryan and Abbie also break down how required withdrawals can trip up even savvy retirees—and share ways to turn your RMDs into smart financial moves.

Friday May 16, 2025
Roth vs. Pre-Tax | Beyond 529s
Friday May 16, 2025
Friday May 16, 2025
Episode 590: Abbie and Ryan explore the benefits and drawbacks of Roth and pre-tax contributions, along with what to consider for making the smartest choice for your financial future. Next, the Money Doctors break down four alternatives to 529 college savings plans to determine the best fit for your family.

Friday May 09, 2025
Social Security | Unsteady Markets
Friday May 09, 2025
Friday May 09, 2025
Episode 589: Thinking of working while drawing Social Security? Steve and Zach break down the rules, the risks, and how your decision could affect future benefits. Next, the Money Doctors weigh in on the recent market volatility. If the latest drop has you on edge, their advice might just go against your instincts.

Thursday Apr 17, 2025
Retirement Pitfalls | Beneficiaries 101
Thursday Apr 17, 2025
Thursday Apr 17, 2025
Episode 586: Don't let common retirement income mistakes derail your financial security—learn three crucial pitfalls and how to avoid them. Next, Justin and Matthew walk through the ins and outs of naming beneficiaries—what that involves, why it’s important, and how to do it well.

Friday Mar 07, 2025
Private Credit | Early Retirement
Friday Mar 07, 2025
Friday Mar 07, 2025
Episode 580: Is the allure of high-yield Private (or Structured) Credit investments justified? Discover the real risks and potential rewards with Steve and Abbie. Next up, they’ll explore the practical roadmap to early retirement with a step-by-step guide!

Friday Feb 21, 2025
Economic Tightrope | Retirement Tactics
Friday Feb 21, 2025
Friday Feb 21, 2025
Episode 578: John and Zach explore the delicate balance between employment, inflation, and the Federal Reserve’s strategic rate adjustments. Next, they delve into effective healthcare planning and tax strategies for a financially secure retirement.

Friday Feb 14, 2025
Retirement Essentials | Roth Conversions
Friday Feb 14, 2025
Friday Feb 14, 2025
Episode 577: Ready to revolutionize your retirement plan? Learn five game-changing strategies – no market timing required! Next up, Justin and Steve explore whether a Roth IRA conversion makes sense for your retirement strategy, breaking down the tax advantages and ideal timing.

Friday Jan 31, 2025
Strategic Withdrawals | Inheritance Insights
Friday Jan 31, 2025
Friday Jan 31, 2025
Episode 575: Join Justin and Zach to learn how to stretch your retirement savings with strategic withdrawal strategies. Next, they'll share tips on optimizing an inheritance for lasting financial security.