Episode 320: From preschool to graduation, hear 15 lessons that will prepare your kids to live a life of abundance. You'll also learn whether a backdoor Roth is a good option for you.

February 14, 2020

Filing Taxes & Freezing Credit

Episode 216: The Money Doctors help you file your taxes right ― the first time!  You'll also learn whether you should freeze your credit, and if so, how to do it.

Episode 314: Steve and John break down your yearly tax prep into four clear and practical strategies. They'll also give you the straight facts about debt consolidation loans and why they are such a terrible deal!

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.

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.

November 15, 2019

Black Friday & 2019 Tax Tips

Episode 303: With Black Friday just around the corner, the Money Doctors have some tips that can help you make the best of America's biggest shopping day! They'll also talk you through a number of year-end tax-saving strategies.

Episode 284: Learn how to avoid 15 red flags that can draw unwanted attention from the IRS. John and Steve also tell the stories of six lottery winners who weren't quite as lucky as they seemed!

Episode 272: Don't give the IRS a reason to audit you ― make sure to consider these potential red flags as you plan for next year's taxes! John and Steve also recommend some items for your to-do list that can give you more confidence in your retirement plans.

Episode 264: Steve and John give you some timely tips that can help you avoid giving too much of your hard-earned money to Uncle Sam this year.  They also give some encouraging statistics about millionaires in America.  You could be next!

Episode 262: Hear about five types of investment accounts that can save you a bundle on taxes and help you reach your retirement goals. John and Steve also give you some creative ideas that can actually make saving fun!

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