Episodes

Friday Aug 09, 2019
Stock Market Forecasts & Fatherly Wisdom
Friday Aug 09, 2019
Friday Aug 09, 2019
Episode 289: The Money Doctors discuss why stock market analysts frequently strike out when trying to predict the future. Hear Steve reflect on the financial wisdom passed down to him from his father.

Friday Jul 19, 2019
Market Timing & Marriage Savers
Friday Jul 19, 2019
Friday Jul 19, 2019
Episode 286: Tempted by market timing? Steve and John immunize you against this costly practice and recommend some more effective, albeit less exciting, investing tools. You'll also learn about five major money stressors in marriage and how to work through them productively, no shouting required.

Friday Jul 12, 2019
Lost Fortunes & Women's Finances
Friday Jul 12, 2019
Friday Jul 12, 2019
Episode 285: John and Steve encourage women to take part in their family's financial planning by telling a few cautionary tales of those who didn't. You'll also learn some tough life lessons from five of America's wealthiest families who let their fortunes slip through their fingers.

Friday Jul 05, 2019
IRS Audit Triggers & Lottery Tragedies
Friday Jul 05, 2019
Friday Jul 05, 2019
Episode 284: Learn how to avoid 15 red flags that can draw unwanted attention from the IRS. John and Steve also tell the stories of six lottery winners who weren't quite as lucky as they seemed!

Friday Jun 21, 2019
The SECURE Act & Investment Fads
Friday Jun 21, 2019
Friday Jun 21, 2019
Episode 282: Steve and John take a look at the SECURE Act which, if passed by the Senate, should help savers to significantly boost their retirement savings. They also point out the dangers of trying to build your portfolio using the "latest and greatest" investment fads.

Friday May 31, 2019
Medicare Mistakes & Money Wasters
Friday May 31, 2019
Friday May 31, 2019
Episode 279: Steve and John guide you through some of the more confusing Medicare rules that can cost you a pretty penny if you're not on your guard! You'll also hear a multitude of ways you may be throwing away your hard-earned dollars!

Friday May 10, 2019
Savings Accounts & Reverse Mortgages
Friday May 10, 2019
Friday May 10, 2019
Episode 276: Don't just let the bank soak up all the extra interest on your cash savings ― learn what types of accounts can actually earn you money! Also hear some pointers on how to determine whether a reverse mortgage is right for you.

Friday May 03, 2019
Investing Tools & Health Supplements
Friday May 03, 2019
Friday May 03, 2019
Episode 275: Steve and John help you to determine whether a Roth IRA or a pretax 401(k) is better for your particular situation. They also take a look at the $32 billion dietary supplement industry.

Friday Apr 12, 2019
Audit Triggers & Retirement Security
Friday Apr 12, 2019
Friday Apr 12, 2019
Episode 272: Don't give the IRS a reason to audit you ― make sure to consider these potential red flags as you plan for next year's taxes! John and Steve also recommend some items for your to-do list that can give you more confidence in your retirement plans.

Friday Mar 29, 2019
Middle-Class Millionaires & HSA Myths
Friday Mar 29, 2019
Friday Mar 29, 2019
Episode 270: John and Steve discuss Chris Hogan’s recent article about how to become a millionaire – even if your paycheck isn’t huge. You’ll also learn the truth about some popular Health Savings Account myths and how to make the most of these amazing money-saving machines!