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.

February 4, 2022

Crazy Markets & Tax Mistakes

Episode 419: Ryan and John introduce you to the perspective of your “future self” as you consider your investing game plan.  They also warn you about five tax missteps that can take a big chunk out of your savings!

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. 

Episode 411: The Money Doctors get down to the nitty-gritty when it comes to trimming your 2021 tax bill.  They also discuss ten obstacles to investing and how to overcome them. This may get a little personal!

Episode 409: John and Ryan discuss the current labor shortage – their conclusions may surprise you!  You’ll also you’ll discover whether a Donor Advised Fund (DAF) could significantly lower your tax bill. 

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.

Episode 384: On this week’s episode you’ll hear the details of the newly updated child tax credit and how it may affect your bottom line.  John and Matthew also tell the tale of the COVID-19 vaccine's astounding development journey.

Episode 383: Hear the nitty gritty on how to take distributions from your 529 plan without triggering painful tax consequences. Ryan and Steve also share some tried and true ways to get out of an unwanted timeshare.

Episode 382: Have you ever considered moving to a different state to lower your taxes? John and Steve give you some food for thought before you make that final decision. They also take a look at the performance of individual stocks over the last decade to see how many of them actually beat fixed income investments.  

April 30, 2021

Tax Tips & Bitcoin Mania

Episode 379: The Money Doctors get down to the nitty-gritty on specific strategies that may significantly lower your taxes in retirement.  They also weigh in on Bitcoin and other cryptocurrencies.

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