Episodes

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 02, 2025
Q1 Takeaways | Tariff Turbulence
Friday May 02, 2025
Friday May 02, 2025
Episode 588: John and Steve reflect on Q1’s volatility and highlight why diversification remains one of the smartest strategies for long-term investors. Next, they dive into how tariffs are shaking up the market, what it means for your portfolio, and how diversification can help you stay on track.

Friday Apr 11, 2025
Tariff Talk | Bumpy Ride
Friday Apr 11, 2025
Friday Apr 11, 2025
Episode 585: The new tariff hikes are making headlines—John and Ryan unpack what they could mean for the economy and your portfolio. Next, the guys share three simple strategies to help you stay buckled in and on track when the market gets bumpy.

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 Feb 07, 2025
Tariffs 101 | Are You In?
Friday Feb 07, 2025
Friday Feb 07, 2025
Episode 576: Worried about Trump's tariffs? Tune in as Abbie and Matthew guide you through what they may mean for your investments. Your hosts also dive into the viral “No-Spend Challenge” that could transform your finances. Are you up for the challenge?

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.

Wednesday Jan 22, 2025
Rent or Buy? | Tax Countdown
Wednesday Jan 22, 2025
Wednesday Jan 22, 2025
Episode 574: In this episode, the Money Doctors tackle the big question: Should you rent or buy? It's not as straightforward as you might think. Next up, join Matthew and Ryan to learn about four smart tax-saving tactics. It's not too late to optimize your 2024 taxes!

Friday Oct 11, 2024
Gift Tax 101 | 401(k) Withdrawals
Friday Oct 11, 2024
Friday Oct 11, 2024
Episode 548: Gifting money can get complicated fast, but Zach and Abbie simplify the gift tax rules and share essential strategies. You’ll also discover the dangers of early 401(k) withdrawals and explore safer options to protect your retirement.