Episode 359: Steve and John hit the highlights of the recent $908 billion stimulus proposal. You'll also hear twelve ways to lower your stress during the holiday season.

November 13, 2020

Biden Taxes & SIMPLE IRAs

Episode 355: Steve and John summarize Joe Biden's tax proposal and discuss the implications.  They also discuss the basics of a SIMPLE IRA and whether it's a good investment option for your situation.

Episode 345: John and Steve highlight five skills you may want to acquire in order to thrive in the new COVID landscape. They also take a look at historical data to see how elections have impacted the stock market over time.

Episode 341: The Money Doctors take a look at data from over 200 years to see how elections have historically impacted the stock market.  They also give you some insights into the growing problem of "intimidation" scams from phony government officials.

Episode 327: Steve and John give an update on the economy and where it may be heading in the future. You'll also learn how to avoid the costly trap of recency bias!

Episode 325: Steve and John address the issues involved in restarting the economy and discuss what that may look like.  They also take a look at how the coronavirus may change the trajectory of your plans for retirement.

Episode 309: The Money Doctors take a walk through the last decade of the stock market. They also discuss some key provisions of the recently signed SECURE Act. 

Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties.  They also weigh in on America's $22 trillion national debt.

Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties.  They also weigh in on America's $22 trillion national debt.

Episode 302: John and Steve discuss the possible impact on the markets if Elizabeth Warren is elected next president of the United States. They also talk about some big financial blunders that advisors have seen their clients make over the years.

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