Episodes

Friday May 06, 2022
Retirement Readiness & Wealth Transfer
Friday May 06, 2022
Friday May 06, 2022
Episode 432: The Money Doctors give you some warning signs to look for as you try to determine whether it's okay to retire yet. John and Steve also discuss some of the worries and complications of leaving your wealth to your heirs, as well as some planning tools that may help you minimize the risks.

Friday Apr 29, 2022
Retirement Bliss & No Car Payments!
Friday Apr 29, 2022
Friday Apr 29, 2022
Episode 431: Steve and Matthew coach you on how to protect your marriage as you go through the major life changes that come with retirement. They also share the secret to owning a car without having to make payments!

Friday Apr 22, 2022
Chrometophobia & Cryptocurrency
Friday Apr 22, 2022
Friday Apr 22, 2022
Episode 430: The Money Doctors address a surprisingly common problem in retirement – the fear of spending. They also explain how cryptocurrency works and weigh in on its investment potential.

Friday Apr 15, 2022
Happy Retirements & Investment Strategies
Friday Apr 15, 2022
Friday Apr 15, 2022
Episode 429: Steve and Ryan share surprising findings from a study of "happy" and "not so happy" retirees. Spoiler Alert: It's not all about money! Also, if you're considering stepping out of the market, the Money Doctors weigh in on a study comparing market timing to a balanced approach.

Friday Mar 18, 2022
Wartime Investing & Retirement Risks
Friday Mar 18, 2022
Friday Mar 18, 2022
Episode 425: Steve and John give you some effective investing strategies based on the stock market's history during times of war. They also warn you about four factors that could jeopardize your dream retirement!

Friday Feb 11, 2022
Retirement Plans & Tax Deadlines
Friday Feb 11, 2022
Friday Feb 11, 2022
Episode 420: Steve and Zach coach you on how to take full advantage of the tax benefits available to you in your retirement accounts. They also give you six reasons why you may want to consider filing your taxes early this year.

Friday Jan 14, 2022
Retirement Spending & Tax Benefits
Friday Jan 14, 2022
Friday Jan 14, 2022
Episode 416: Worried about spending too much in retirement? The Money Doctors may have some encouragement for you! John and Zach also discuss some helpful tax benefits for caregivers of those who have special needs.

Friday Nov 19, 2021
Early Retirement & Probate 101
Friday Nov 19, 2021
Friday Nov 19, 2021
Episode 408: This week you'll hear eight reasons why your future self may regret retiring early. Steve and Zach also explain the probate process and give you some simple to-dos that can save you a ton of time and headaches in the future!

Friday Nov 05, 2021
Costly Health Care & Retirement Planning
Friday Nov 05, 2021
Friday Nov 05, 2021
Episode 406: John and Zach dig into the exorbitant cost of health care in the U.S. They’ll also explain how to calculate the amount of savings you’ll need in retirement and why that number will most likely change over time.

Friday Oct 15, 2021
Tax Breaks & Unpredictable Markets
Friday Oct 15, 2021
Friday Oct 15, 2021
Episode 403: Attention retirees! You don’t want to miss out on all the goodies in this episode – tax breaks galore! The Money Doctors also look back at the stock market in 2007 to see what we can learn about bull and bear markets.