Episodes

Friday Dec 04, 2020
Vaccine Transport & Gifting Strategies
Friday Dec 04, 2020
Friday Dec 04, 2020
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.

Friday Nov 27, 2020
Family Finances & 2020 Tax Strategies
Friday Nov 27, 2020
Friday Nov 27, 2020
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!

Friday Nov 13, 2020
Biden Taxes & SIMPLE IRAs
Friday Nov 13, 2020
Friday Nov 13, 2020
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.

Friday Aug 21, 2020
Tax Strategies & Diversification
Friday Aug 21, 2020
Friday Aug 21, 2020
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.

Friday Mar 13, 2020
Money-Savvy Kids & Backdoor Roths
Friday Mar 13, 2020
Friday Mar 13, 2020
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.

Friday Feb 14, 2020
Filing Taxes & Freezing Credit
Friday Feb 14, 2020
Friday Feb 14, 2020
Episode 316: 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.

Friday Jan 31, 2020
Tax Prep & Consolidation Loans
Friday Jan 31, 2020
Friday Jan 31, 2020
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!

Monday Dec 09, 2019
Roth Withdrawals & The National Debt (Reloaded)
Monday Dec 09, 2019
Monday Dec 09, 2019
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.

Friday Nov 22, 2019
Roth Withdrawals & The National Debt
Friday Nov 22, 2019
Friday Nov 22, 2019
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.

Friday Nov 15, 2019
Black Friday & 2019 Tax Tips
Friday Nov 15, 2019
Friday Nov 15, 2019
Episode 303: With Black Friday just around the corner, the Money Doctors have some tips that can help you make the best of America's biggest shopping day! They'll also talk you through a number of year-end tax-saving strategies.