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 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 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 18, 2022
Unretirement Options & Money Lessons
Friday Nov 18, 2022
Friday Nov 18, 2022
Episode 460: Retired but ready to go back to work? Ryan and Matthew discuss your options and how they affect your Medicare and Social Security benefits. They’ll also share tips for teaching your kids to make smart decisions with their money, all the way into adulthood!

Friday Nov 04, 2022
Lump Sums & Retirement Planning
Friday Nov 04, 2022
Friday Nov 04, 2022
Episode 458: Planning to retire soon? Make sure you’re up-to-date on the new math! Matthew and Zach also discuss three keys to retiring with confidence in a turbulent economy.

Friday Sep 09, 2022
Retiree Stories & Academic Investing
Friday Sep 09, 2022
Friday Sep 09, 2022
Episode 450: In this episode, you’ll hear how four different retirees spend their time and money after retiring with nearly two million dollars! Ryan and Matthew also explain how to incorporate academic principles into your investing.

Friday Jul 22, 2022
Tested Plans & Tax Refunds
Friday Jul 22, 2022
Friday Jul 22, 2022
Episode 443: Are you sure you have enough money to retire? Steve and Ryan explain how you can put your retirement plan to the test before you take the plunge. They also dig into the details of why your next tax refund is likely to be smaller than you expect.

Friday Jul 15, 2022
Contrarian Investing & Retirement Planning
Friday Jul 15, 2022
Friday Jul 15, 2022
Episode 442: John and Matthew discuss some of the possible rewards of investing in a down market. They also explain how bringing home a paycheck during retirement can affect your Social Security and Medicare benefits.