Episodes

Friday Mar 28, 2025
International Markets | Money Safeguards
Friday Mar 28, 2025
Friday Mar 28, 2025
Episode 583: Global markets are stirring—tune in as Abbie and Justin explain why diversifying with international stocks could be a smart play. Next, Abbie and Justin explain how FDIC, NCUA, and SIPC protect your money. Discover what's covered and how these safeguards work for you.

Friday Dec 06, 2024
Scam Alert | Estate Planning
Friday Dec 06, 2024
Friday Dec 06, 2024
Episode 567: Join John and Steve as they uncover how AI has transformed online shopping scams, equipping you with essential tips to navigate this new digital minefield safely. Next up, the Money Doctors debunk common myths about wills and insurance, and explain why understanding these is crucial for your financial health.

Friday Nov 15, 2024
Holiday Budgeting | Medicare Overhaul
Friday Nov 15, 2024
Friday Nov 15, 2024
Episode 564: Join John and Ryan as they explore eight practical tips for managing your finances through the holiday season without missing out on the fun! Next, they address the 2025 Medicare changes, offering insights on how to manage fewer options and higher expenses.

Friday Jul 19, 2024
Retirement Checklist | Senior Dialogues
Friday Jul 19, 2024
Friday Jul 19, 2024
Episode 547: Join Abbie and Justin as they discuss eight essential tasks to complete before you step into retirement. In the second segment, they share strategies for gently initiating long-term care conversations with your loved ones.

Friday Jun 14, 2024
College ROI | Health-Care Savings
Friday Jun 14, 2024
Friday Jun 14, 2024
Episode 542: This week Zach and Matthew investigate the starting salary required to offset college costs. They also unpack ten effective tactics for cutting your health insurance bills.

Friday Jun 07, 2024
Chargebacks | Annuities
Friday Jun 07, 2024
Friday Jun 07, 2024
Episode 541: Ever wonder how to tackle unfair charges on your credit card? John and Abbie break it down into simple do's and don'ts. They also give you a heads-up on the true cost of buying an annuity—they’re easy to misunderstand!

Friday Apr 12, 2024
Wealth Transfer | Pre-Medicare Plans
Friday Apr 12, 2024
Friday Apr 12, 2024
Episode 533: Zach and Justin delve into how the ultra-wealthy redefine wealth and what they pass on to the next generation – it’s not just about money! They also help early retirees navigate their pre-Medicare health insurance options.

Friday Mar 01, 2024
Health Insurance | Optimizing Savings
Friday Mar 01, 2024
Friday Mar 01, 2024
Episode 527: Retiring early? Ryan and Abbie explore healthcare options that can bridge the gap between your workplace plan and Medicare. They also share ten practical strategies that you can put in place to optimize your retirement savings over time.

Friday Feb 16, 2024
Retirement Fears | LTC Insurance
Friday Feb 16, 2024
Friday Feb 16, 2024
Episode 525: On this week’s episode, Matthew and Abbie provide strategies for tackling those big retirement worries - from running out of cash to figuring out how to get along with your spouse 24/7! They also dive into long-term care insurance – exploring costs, the right timing for purchase, and whether self-funding is a good alternative for you.

Friday Dec 15, 2023
Annuities 101 | Money Languages
Friday Dec 15, 2023
Friday Dec 15, 2023
Episode 516: Steve and Zach do a deep dive into annuities, explaining how they work and discussing their pros and cons. They also explore ways for you to improve your relationship with money by helping you discover your ‘money language’.