Episodes
Friday Jan 26, 2024
Life Principles | Early Benefits
Friday Jan 26, 2024
Friday Jan 26, 2024
Episode 522: John and Ryan explore six key principles that can help you in life and in investing. They also outline key scenarios when claiming Social Security benefits early can be wise despite conventional wisdom to delay.
Friday Jul 21, 2023
Working Remotely | Retirement Regrets
Friday Jul 21, 2023
Friday Jul 21, 2023
Episode 495: Matthew and Ryan discuss the unique loneliness faced by remote workers and explore a few innovative ways to combat it. They also share some lessons that three retirees wished they had learned before stepping away from their careers.
Friday Apr 28, 2023
Social Security | Insurance Secrets
Friday Apr 28, 2023
Friday Apr 28, 2023
Episode 483: The Money Doctors dive into the intricate world of Social Security reform and the politics that surround this critical issue. John and Steve also reveal four insurance secrets that could change the way you think about coverage and save you money!
Friday Feb 24, 2023
Social Security Taxes | SECURE Act 2.0
Friday Feb 24, 2023
Friday Feb 24, 2023
Episode 474: Yes, sadly Social Security is usually taxable, but the Money Doctors have some strategies that may lower that tax bill! John and Matthew also hit the highlights of the 19-page SECURE Act follow-up bill and what it may mean for you and your retirement.
Friday Nov 18, 2022
Unretirement Options & Money Lessons
Friday Nov 18, 2022
Friday Nov 18, 2022
Episode 460: Retired but ready to go back to work? Ryan and Matthew discuss your options and how they affect your Medicare and Social Security benefits. They’ll also share tips for teaching your kids to make smart decisions with their money, all the way into adulthood!
Friday Sep 16, 2022
Social Security & Estate Planning
Friday Sep 16, 2022
Friday Sep 16, 2022
Episode 451: John and Zach discuss the impending depletion of the Social Security and Medicare trust funds and how this may impact your benefits in the future. The Money Doctors also point out several estate planning tasks that should be done well before you start thinking about a senior discount!
Friday Aug 05, 2022
Social Security & Recessions
Friday Aug 05, 2022
Friday Aug 05, 2022
Episode 445: The Money Doctors cover important features of Social Security that you should consider before you start taking your benefits! John and Zach also take a look at recessions of the past and then weigh in on current and future markets.
Friday Jul 22, 2022
Tested Plans & Tax Refunds
Friday Jul 22, 2022
Friday Jul 22, 2022
Episode 443: Are you sure you have enough money to retire? Steve and Ryan explain how you can put your retirement plan to the test before you take the plunge. They also dig into the details of why your next tax refund is likely to be smaller than you expect.
Friday Jul 15, 2022
Contrarian Investing & Retirement Planning
Friday Jul 15, 2022
Friday Jul 15, 2022
Episode 442: John and Matthew discuss some of the possible rewards of investing in a down market. They also explain how bringing home a paycheck during retirement can affect your Social Security and Medicare benefits.
Friday Sep 03, 2021
Retirement Income & Surviving a Spouse
Friday Sep 03, 2021
Friday Sep 03, 2021
Episode 397: On this episode you’ll hear new research from Dimensional Fund Advisors (DFA) on investing for a successful retirement. John and Steve also talk through ten important financial issues you and your spouse need to discuss before it’s too late.