Episodes
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?”
Friday Nov 19, 2021
Early Retirement & Probate 101
Friday Nov 19, 2021
Friday Nov 19, 2021
Episode 408: 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!
Friday Sep 10, 2021
Mortgage Payoffs & Estate Planning
Friday Sep 10, 2021
Friday Sep 10, 2021
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.
Friday Sep 03, 2021
Retirement Income & Surviving a Spouse
Friday Sep 03, 2021
Friday Sep 03, 2021
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.
Friday Aug 13, 2021
Donation Strategies & Inherited IRAs
Friday Aug 13, 2021
Friday Aug 13, 2021
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.
Friday Jul 16, 2021
Baby Steps & Estate Planning
Friday Jul 16, 2021
Friday Jul 16, 2021
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.
Friday Jun 25, 2021
Senior Scams & Poor Planning
Friday Jun 25, 2021
Friday Jun 25, 2021
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.
Friday Jun 11, 2021
Emergency Handoffs & Shining Internationals
Friday Jun 11, 2021
Friday Jun 11, 2021
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.
Friday Nov 27, 2020
Family Finances & 2020 Tax Strategies
Friday Nov 27, 2020
Friday Nov 27, 2020
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!
Friday Feb 21, 2020
Wills & Side Hustles
Friday Feb 21, 2020
Friday Feb 21, 2020
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.