Episode 408: John and Ryan discuss the current labor shortage – their conclusions may surprise you!  You’ll also you’ll discover whether a Donor Advised Fund (DAF) could significantly lower your tax bill. 

November 19, 2021

Early Retirement & Probate 101

Episode 407: This week you'll hear eight reasons why your future self may regret retiring early. Steve and Zach also explain the probate process and give you some simple to-dos that can save you a ton of time and headaches in the future!

November 12, 2021

Happiness & Peaceful Holidays

Episode 406: Steve and Matthew give you some pointers about how to enjoy your money to the fullest. You’ll also hear some great ideas for holiday dinner conversations that will help you avoid many of the touchy topics so prevalent these days.  

Episode 405: John and Zach dig into the exorbitant cost of health care in the U.S.  They’ll also explain how to calculate the amount of savings you’ll need in retirement and why that number will most likely change over time. 

October 29, 2021

FOMO & Health Insurance

Episode 405: FOMO can be an expensive problem, but Steve and Ryan have the solution – don’t miss out! You’ll also learn about the different types of health insurance and how to pick the best policy for your family.

Episode 404: John and Matthew explain two tax-free savings opportunities for individuals with disabilities.  They also take a look at both Ponzi and pyramid schemes, and they explain how to recognize the warning signs.  

Episode 403: Attention retirees!  You don’t want to miss out on all the goodies in this episode – tax breaks galore!  The Money Doctors also look back at the stock market in 2007 to see what we can learn about bull and bear markets.

Episode 402: Is the inflation surge eating away at your retirement?  Steve and Zach discuss and give advice on how to protect your nest egg.   You’ll also learn how to successfully navigate three of life’s biggest transitions.

Episode 401: John and Matthew give you some great tips for working sporting events into your budget.  You’ll also hear nine items you may regret storing in a safe deposit box.  Some of them may surprise you!

September 24, 2021

Money Traps & Finance Lessons

Episode 400: John and Matthew discuss some very alluring money traps and how to avoid them! They also describe a lack of financial curriculum in our schools and weigh in on what should be taught. 

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