Episodes
Friday Nov 10, 2023
Parent-Child Banking | Global Portfolios
Friday Nov 10, 2023
Friday Nov 10, 2023
Episode 511: John and Matthew discuss the downside of adding an adult child to your bank account and recommend some better options. They also discuss the value of owning international stocks in your portfolio.
Friday Sep 22, 2023
Estate-Plan Update | Fed Finale?
Friday Sep 22, 2023
Friday Sep 22, 2023
Episode 504: Join the Money Doctors as they discuss how changes in tax laws and life events might mean your estate plan is due for a major overhaul! They also alert investors to the significant shifts that could occur in the financial markets when the Fed's rate hikes come to an end.
Friday Sep 08, 2023
Beyond Retirement | Special Trusts
Friday Sep 08, 2023
Friday Sep 08, 2023
Episode 502: Zach and Matthew help you think through your purpose, values, and goals for life beyond retirement. They also give you pointers on how to provide lifetime support for a disabled heir without jeopardizing their government benefits.
Friday Sep 01, 2023
Dying Will-less | Retirement Fallacies
Friday Sep 01, 2023
Friday Sep 01, 2023
Episode 501: This week Steve and Ryan look into what happens when a loved one dies without a will, and if there is anything you can do about the consequences. The Money Doctors also uncover six misconceptions that may sabotage your retirement finances.
Friday Jul 28, 2023
Wealth Protection | Fraud Immunization
Friday Jul 28, 2023
Friday Jul 28, 2023
Episode 496: Steve and Ryan discuss a number of planning tools that can be used to safeguard your wealth from potential lawsuits and creditors. They also immunize you against all manner of financial scams, from tax and credit card fraud to online dating scams.
Friday May 19, 2023
Investing Insights | Beneficiary Blunders
Friday May 19, 2023
Friday May 19, 2023
Episode 486: John and Zach explore why short-term market events and volatility may not be as important as you think. They also explain how an “easy fix” could turn into a big problem when it comes to IRA beneficiaries.
Friday Feb 17, 2023
Blown Retirements | Aging Parents
Friday Feb 17, 2023
Friday Feb 17, 2023
Episode 473: Steve and Matthew discuss seven easy ways to sabotage your own retirement. They also give you five tips for helping your parents manage their wealth in their golden years.
Friday Feb 10, 2023
Wealth Plans | Wills vs. Trusts
Friday Feb 10, 2023
Friday Feb 10, 2023
Episode 472: John and Zach discuss strategies for maximizing your income throughout your retirement years. They also highlight the differences between wills and trusts.
Friday Dec 16, 2022
Combining Finances & Suddenly Single
Friday Dec 16, 2022
Friday Dec 16, 2022
Episode 464: Should couples combine their finances? The Money Doctors take a look at the research. They also explain five things you should consider first if you suddenly find yourself on your own.
Friday Dec 09, 2022
Secure Act 2.0 & Unclaimed Money
Friday Dec 09, 2022
Friday Dec 09, 2022
Episode 463: The Money Doctors discuss the Secure Act 2.0 and what it could mean for your retirement. John and Steve also give you the tools you need to search for lost accounts of deceased relatives.
Links from today’s episode for finding unclaimed money: