Episodes

Friday Mar 17, 2023
Bankruptcy Breakdown | Healthy & Happy
Friday Mar 17, 2023
Friday Mar 17, 2023
Episode 476: Discover how bank failures affect the economy and your investments in our latest episode. Matthew and Steve also discuss the results of a 75-year-long Harvard study which suggests the real key to health and happiness. The answer might surprise you!

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 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 Jan 20, 2023
2022 Review & Protecting Your Money
Friday Jan 20, 2023
Friday Jan 20, 2023
Episode 469: Steve and Ryan look back over the markets in 2022 and make recommendations for your investment portfolio in the coming year. You’ll also learn five steps you can take to protect your money from the economic uncertainties of the future.

Friday Jan 13, 2023
Market Movement & Automated Success
Friday Jan 13, 2023
Friday Jan 13, 2023
Episode 468: John and Zach take a look at three possible catalysts that could make for a banner year in 2023. You’ll also learn how to set yourself up for financial success by automating seven critical processes.

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 02, 2022
Biggest Regrets & HELOCs 101
Friday Dec 02, 2022
Friday Dec 02, 2022
Episode 462: Zach and Ryan discuss the top five financial regrets of Americans over fifty so you can learn what not to do! They also weigh in on the popular HELOC (Home Equity Line of Credit).

Friday Nov 25, 2022
The Paradox & Buffett Lessons
Friday Nov 25, 2022
Friday Nov 25, 2022
Episode 461: Steve and John discuss contradictory conditions in today’s housing market that should not coexist! They also share pointers from two of the most successful investors of our time!

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.