Episodes

Friday Feb 24, 2023
Social Security Taxes | SECURE Act 2.0
Friday Feb 24, 2023
Friday Feb 24, 2023
Episode 474: Yes, sadly Social Security is usually taxable, but the Money Doctors have some strategies that may lower that tax bill! John and Matthew also hit the highlights of the 19-page SECURE Act follow-up bill and what it may mean for you and your retirement.

Friday Feb 17, 2023
Blown Retirements | Aging Parents
Friday Feb 17, 2023
Friday Feb 17, 2023
Episode 473: Steve and Matthew discuss seven easy ways to sabotage your own retirement. They also give you five tips for helping your parents manage their wealth in their golden years.

Friday Feb 10, 2023
Wealth Plans | Wills vs. Trusts
Friday Feb 10, 2023
Friday Feb 10, 2023
Episode 472: John and Zach discuss strategies for maximizing your income throughout your retirement years. They also highlight the differences between wills and trusts.

Friday Feb 03, 2023
Becoming Rich | Filing Taxes
Friday Feb 03, 2023
Friday Feb 03, 2023
Episode 471: How much money do you need to make to be considered rich? How can you get to that point? Steve and Ryan have the answers. They also go over some new IRS rules and point out a few things you should know before filing your 2022 taxes.

Friday Jan 27, 2023
Bad Habits & Retirement Portfolios
Friday Jan 27, 2023
Friday Jan 27, 2023
Episode 470: The Money Doctors spotlight six destructive financial habits and give you tools to break them. John and Matthew also coach you on how to manage risk in your investment portfolio as you approach retirement age.

Friday Dec 23, 2022
Planning Blunders & Risk Assessment
Friday Dec 23, 2022
Friday Dec 23, 2022
Episode 465: Zach and Matthew warn you about ten costly planning mistakes that can chip away at your retirement! They also coach you on how to pinpoint your tolerance for risk in investing.

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 Oct 28, 2022
Inflation Protection & The Finfluencer
Friday Oct 28, 2022
Friday Oct 28, 2022
Episode 457: John and Steve share seven ways to counteract the effects of inflation on your finances. They also describe the impact that social media celebrities are having on investors.

Friday Oct 21, 2022
Mortgage-Free & Relaxed!
Friday Oct 21, 2022
Friday Oct 21, 2022
Episode 456: Matthew and Ryan discuss seven things that can help you pay off the mortgage before retiring. They also share some practical advice on how to improve your well-being by slowing down and simplifying your life.

Friday Oct 14, 2022
Steady Emotions & Market Predictions
Friday Oct 14, 2022
Friday Oct 14, 2022
Episode 455: John and Steve share six clever strategies that can keep your emotions from running away with your investment portfolio! They also discuss market predictions from a number of prominent economic strategists.