Episodes

6 days ago
Money Mistakes | Loss Aversion
6 days ago
6 days ago
Episode 595: Justin and Matthew share five surprisingly common ways people sabotage their finances—and what to do instead. Next, learn how a powerful psychological trap can lead you to double down on bad decisions.

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 Jun 06, 2025
Financial Freedom | Family Finance
Friday Jun 06, 2025
Friday Jun 06, 2025
Episode 593: Ryan and Justin share practical lessons from the FIRE movement that can help you build lasting financial independence—whether or not you retire early. They also share six practical strategies to help parents stay financially strong while navigating the costs of raising a family.

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 23, 2025
Financial Transparency | Disability Insurance
Friday May 23, 2025
Friday May 23, 2025
Episode 591: What keeps us from talking openly about our finances? Ryan and Matthew reveal the reasons why people stay quiet when it comes to their money and what to do to overcome this “taboo” topic. Next, the Money Doctors explain the ins and outs of disability insurance and how it can help you stay financially afloat when illness or injury keeps you from working.

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.

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 25, 2025
Gifting Strategies | Timing Dilemma
Friday Apr 25, 2025
Friday Apr 25, 2025
Episode 587: Wondering if your kids will handle an inheritance well? Zach and Abbie share how to pass on your wealth without doing more harm than good. Next, they unpack the pitfalls of market timing and how staying the course over time can lead to greater rewards.

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.