Episodes

2 days ago
“Big” Tax Bill | Sudden Wealth
2 days ago
2 days ago
Episode 598: Get the scoop on the new tax law—what’s changing, what’s staying, and how you can plan smarter in 2025 and beyond. Next, Steve and Justin walk through what to do when you inherit money—before emotion or impulse takes over.

Thursday Jul 03, 2025
Retirement Milestones | Your First Year
Thursday Jul 03, 2025
Thursday Jul 03, 2025
Episode 597: Don’t let retirement milestones sneak by! Learn nine key ages that unlock valuable benefits and savings opportunities. Steve and Abbie also share why a strong start in retirement isn’t just helpful – it’s essential for long-term financial success.

Friday Jun 20, 2025
Money Mistakes | Loss Aversion
Friday Jun 20, 2025
Friday Jun 20, 2025
Episode 595: Justin and Matthew share five surprisingly common ways people sabotage their finances—and what to do instead. Next, learn how a powerful psychological trap can lead you to double down on bad decisions.

Friday Jun 13, 2025
Medigap Plans | The Wash Rule
Friday Jun 13, 2025
Friday Jun 13, 2025
Episode 594: Don’t get blindsided by out-of-pocket costs—Steve and Zach break down the must-know facts on Medigap. In part two, the Money Doctors explain how a simple trading mistake could cost you your tax break.

Friday May 30, 2025
Retirement Reluctance | RMDs 101
Friday May 30, 2025
Friday May 30, 2025
Episode 592: Why do so many successful people struggle to walk away from work? The answer goes far beyond just having enough money. Ryan and Abbie also break down how required withdrawals can trip up even savvy retirees—and share ways to turn your RMDs into smart financial moves.

Friday May 23, 2025
Financial Transparency | Disability Insurance
Friday May 23, 2025
Friday May 23, 2025
Episode 591: What keeps us from talking openly about our finances? Ryan and Matthew reveal the reasons why people stay quiet when it comes to their money and what to do to overcome this “taboo” topic. Next, the Money Doctors explain the ins and outs of disability insurance and how it can help you stay financially afloat when illness or injury keeps you from working.

Friday Apr 11, 2025
Tariff Talk | Bumpy Ride
Friday Apr 11, 2025
Friday Apr 11, 2025
Episode 585: The new tariff hikes are making headlines—John and Ryan unpack what they could mean for the economy and your portfolio. Next, the guys share three simple strategies to help you stay buckled in and on track when the market gets bumpy.

Friday Apr 04, 2025
AI & Robotics | Fluctuating Income
Friday Apr 04, 2025
Friday Apr 04, 2025
Episode 584: Steve and Matthew discuss how the fusion of AI and robotics is poised to revolutionize productivity, corporate profits, and ultimately, your investment returns. Next up, budgeting on an unpredictable income. With the right steps, you can still stay in control!

Friday Mar 21, 2025
Navigating Volatility | AI Insights
Friday Mar 21, 2025
Friday Mar 21, 2025
Episode 582: Join the Money Doctors as they discuss six key facts every investor should remember when facing market volatility. Then, reflecting on the dot-com bubble from 25 years ago, Zach and Matthew delve into whether today's AI craze is mere hype or a true game-changer for our economy.

Friday Mar 07, 2025
Private Credit | Early Retirement
Friday Mar 07, 2025
Friday Mar 07, 2025
Episode 580: Is the allure of high-yield Private (or Structured) Credit investments justified? Discover the real risks and potential rewards with Steve and Abbie. Next up, they’ll explore the practical roadmap to early retirement with a step-by-step guide!