Episodes
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:
Friday Sep 16, 2022
Social Security & Estate Planning
Friday Sep 16, 2022
Friday Sep 16, 2022
Episode 451: John and Zach discuss the impending depletion of the Social Security and Medicare trust funds and how this may impact your benefits in the future. The Money Doctors also point out several estate planning tasks that should be done well before you start thinking about a senior discount!
Friday Jul 29, 2022
Savvy Kids & Beneficiary Basics
Friday Jul 29, 2022
Friday Jul 29, 2022
Episode 444: Hey, all you forward thinking kids out there! The Money Doctors have some great ideas for places to stash your cash that are way better than just a boring savings account! And for all you moms and dads, if you don’t want the wrong people to get your stuff when you’re gone, this episode is for you!
Friday May 06, 2022
Retirement Readiness & Wealth Transfer
Friday May 06, 2022
Friday May 06, 2022
Episode 432: The Money Doctors give you some warning signs to look for as you try to determine whether it's okay to retire yet. John and Steve also discuss some of the worries and complications of leaving your wealth to your heirs, as well as some planning tools that may help you minimize the risks.
Friday Apr 01, 2022
Bonds & Living Trusts
Friday Apr 01, 2022
Friday Apr 01, 2022
Episode 427: John and Zach give a brief tutorial on bonds and explain how they can be effectively utilized in your portfolio. They also help you determine whether a living trust makes sense for your estate plan.
Friday Mar 11, 2022
Estate Planning & Investing Tips
Friday Mar 11, 2022
Friday Mar 11, 2022
Episode 424: Matthew and Ryan help you think through the possible implications of leaving either equal or unequal inheritances to your kids. You'll also hear three powerful investing tips for a down market!
Friday Feb 18, 2022
Money, Marriage, and Contentment
Friday Feb 18, 2022
Friday Feb 18, 2022
Episode 421: John and Matthew discuss seven steps to a financially happy marriage. They also give you the keys to a more satisfied life. Spoiler Alert: Wealth is often the result, not the cause!
Friday Jan 21, 2022
Rising Rates & IRA Beneficiaries
Friday Jan 21, 2022
Friday Jan 21, 2022
Episode 417: Steve and John review market reactions to Federal Reserve interventions over the past three decades and give recommendations for your investments in 2022. They also warn you of the dangers of designating your estate as a beneficiary!
Friday Dec 17, 2021
Car Buying & Estate Planning
Friday Dec 17, 2021
Friday Dec 17, 2021
Episode 412: Steve and John give seven tips on how to buy a car in this crazy, COVID market for a price you can live with. They also clear up some estate planning confusion around the question, “Will it be in my estate?”