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!

Episode 398: The Money Doctors discuss the pros and cons of paying off your house versus investing in the stock market.  You’ll also learn the basic tools of estate planning and why it’s so important. 

Episode 397: On this episode you’ll hear new research from Dimensional Fund Advisors (DFA) on investing for a successful retirement.  John and Steve also talk through ten important financial issues you and your spouse need to discuss before it’s too late. 

Episode 394: Ryan and Matthew discuss a number of strategies that can help you make the most of your charitable giving.  You’ll also learn how to avoid penalties and navigate the tax laws surrounding an inherited IRA.

Episode 390: The Money Doctors go over Dave Ramsey’s seven tried-and-true baby steps to financial stability. They also discuss five estate planning mistakes that can create major problems for your heirs, especially for a second marriage. 

Episode 387: The Money Doctors warn you about six very convincing scams that target your older friends and family!  They also help you and your spouse avoid five costly retirement planning mistakes that can wreak havoc on your marriage. 

Episode 385: Steve and John discuss steps you can take now to make sure someone could successfully step in and manage your financial affairs if the unexpected happens.   They will also give you some insight into international stock trends you may want to consider as you plan your portfolio. 

Episode 357: The Money Doctors address the many facets of managing a family member's finances.  You'll also hear five strategies that may lower your 2020 tax bill it's not too late!

February 21, 2020

Wills & Side Hustles

Episode 317: While updating a will is easy to put off, the consequences can be devastating. Steve and John tell you why. They also give you some great ideas for earning some extra cash this year.

Episode 308: Steve and John discuss the results of a new study that gives insight into market returns after a banner year.  They also answer the question, “What happens to your debt after you’re gone?”

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