Episodes

Friday Feb 03, 2023
Becoming Rich | Filing Taxes
Friday Feb 03, 2023
Friday Feb 03, 2023
Episode 471: How much money do you need to make to be considered rich? How can you get to that point? Steve and Ryan have the answers. They also go over some new IRS rules and point out a few things you should know before filing your 2022 taxes.

Friday Dec 30, 2022
Market Predictions & Tax Spending
Friday Dec 30, 2022
Friday Dec 30, 2022
Episode 466: John and Steve weigh in on the markets and where they could be headed in 2023. They also take a look at what the federal government is actually doing with your hard-earned money.

Friday Oct 07, 2022
Financial Tune-Ups & HSA Magic!
Friday Oct 07, 2022
Friday Oct 07, 2022
Episode 454: Ryan and Zach share some smart ways to fine tune your finances as 2022 winds down. They also explain how to leverage the incredible tax benefits of a health savings account all the way into retirement!

Friday Sep 23, 2022
Tax Moves & Unclaimed Money
Friday Sep 23, 2022
Friday Sep 23, 2022
Episode 452: Steve and Matthew suggest some year-end moves you can make to save on taxes in 2022 and beyond. They also explain how you can search for unclaimed money from family members who have passed away. It’s much easier than you think!

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 Feb 04, 2022
Crazy Markets & Tax Mistakes
Friday Feb 04, 2022
Friday Feb 04, 2022
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!

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 Dec 10, 2021
Cutting Taxes & Crushing Roadblocks
Friday Dec 10, 2021
Friday Dec 10, 2021
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!

Friday Nov 26, 2021
The Labor Shortage & Charitable Giving
Friday Nov 26, 2021
Friday Nov 26, 2021
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.

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.