Episodes
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.
Friday Sep 23, 2022
Tax Moves & Unclaimed Money
Friday Sep 23, 2022
Friday Sep 23, 2022
Episode 452: Steve and Matthew suggest some year-end moves you can make to save on taxes in 2022 and beyond. They also explain how you can search for unclaimed money from family members who have passed away. It’s much easier than you think!
Friday Aug 19, 2022
Pandemic Takeaways & Saving a Million
Friday Aug 19, 2022
Friday Aug 19, 2022
Episode 447: Ryan and John point out seven valuable financial lessons we can learn from the past couple of years. They also break down the simple steps you can take to become a millionaire. Yes, for real!