December 24, 2020

2021 Finances & Pesky Brains

Episode 361: Though we hope the pandemic will soon begin to wind down, the Money Doctors discuss ways to financially prepare for the new year and any setbacks we may encounter.  You'll also hear why smart people often make worse decisions than the average Joe.

Episode 358: John and Steve give an update on the COVID-19 vaccine approval and distribution progress. You'll also hear three clever gifting strategies for the charitably-minded investor.

Episode 357: The Money Doctors address the many facets of managing a family member's finances.  You'll also hear five strategies that may lower your 2020 tax bill it's not too late!

November 13, 2020

Biden Taxes & SIMPLE IRAs

Episode 355: Steve and John summarize Joe Biden's tax proposal and discuss the implications.  They also discuss the basics of a SIMPLE IRA and whether it's a good investment option for your situation.

Episode 343: John and Steve describe nine strategies that may significantly lower your taxes throughout your retirement.  They also give a refresher on diversification and explain how you can put it to work on your investments.

Episode 320: From preschool to graduation, hear 15 lessons that will prepare your kids to live a life of abundance. You'll also learn whether a backdoor Roth is a good option for you.

February 14, 2020

Filing Taxes & Freezing Credit

Episode 216: The Money Doctors help you file your taxes right ― the first time!  You'll also learn whether you should freeze your credit, and if so, how to do it.

Episode 314: Steve and John break down your yearly tax prep into four clear and practical strategies. They'll also give you the straight facts about debt consolidation loans and why they are such a terrible deal!

Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties.  They also weigh in on America's $22 trillion national debt.

Episode 304: Steve and John tell you what you need to know about the Roth 5-year rules to avoid triggering unexpected taxes or penalties.  They also weigh in on America's $22 trillion national debt.

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