Episodes

3 days ago
Social Security | Unsteady Markets
3 days ago
3 days ago
Episode 589: Thinking of working while drawing Social Security? Steve and Zach break down the rules, the risks, and how your decision could affect future benefits. Next, the Money Doctors weigh in on the recent market volatility. If the latest drop has you on edge, their advice might just go against your instincts.

Friday Apr 25, 2025
Gifting Strategies | Timing Dilemma
Friday Apr 25, 2025
Friday Apr 25, 2025
Episode 587: Wondering if your kids will handle an inheritance well? Zach and Abbie share how to pass on your wealth without doing more harm than good. Next, they unpack the pitfalls of market timing and how staying the course over time can lead to greater rewards.

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 Mar 21, 2025
Navigating Volatility | AI Insights
Friday Mar 21, 2025
Friday Mar 21, 2025
Episode 582: Join the Money Doctors as they discuss six key facts every investor should remember when facing market volatility. Then, reflecting on the dot-com bubble from 25 years ago, Zach and Matthew delve into whether today's AI craze is mere hype or a true game-changer for our economy.

Friday Mar 14, 2025
Crash Lessons | Finance Dates
Friday Mar 14, 2025
Friday Mar 14, 2025
Episode 581: Dive into the depths of 150 years of stock market crashes with John and Matthew as they uncover key lessons from history. You’ll also learn how regular 'money dates' with your spouse can transform both your finances and your relationship!

Friday Jan 17, 2025
Diversification?? | Boomer Strategies
Friday Jan 17, 2025
Friday Jan 17, 2025
Episode 573: This week, Steve and Zach tackle a burning investor question: With large US stocks leading the market these days, is diversification still the smart move? You’ll also hear some key factors that have helped so many Baby Boomers achieve remarkable financial confidence and success.

Friday Dec 27, 2024
Retirement Redefined | Peak Markets
Friday Dec 27, 2024
Friday Dec 27, 2024
Episode 570: Matthew and Zach discuss the changing landscape of retirement, revealing how longer lives are influencing new career phases. Continuing the discussion, they delve into strategies for investing when the stock market is hitting record highs—what's the smart move?

Friday Nov 08, 2024
Election Impact | Save or Repay?
Friday Nov 08, 2024
Friday Nov 08, 2024
Episode 563: Steve and Matthew explore the potential effects of the 2024 election on the markets and your investments. Up next, they’ll dive into how young professionals can manage both student loans and retirement contributions effectively.

Friday Nov 01, 2024
Bankruptcy 101 | Optimistic Investing
Friday Nov 01, 2024
Friday Nov 01, 2024
Episode 562: Dive deep with John and Abbie into the world of bankruptcy and learn how to sidestep this drastic step with smarter financial strategies! Next up, find out how a positive outlook could be your best asset when it comes to investing in the stock market.

Friday Oct 25, 2024
Education Savings | Investment Insights
Friday Oct 25, 2024
Friday Oct 25, 2024
Episode 548: Zach and Justin simplify the world of education savings, comparing popular options to help you find the best plan for your family’s future. Then, they weigh in on recent stock market projections, exploring what they could mean for your investment strategy.