Episodes
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.
Friday Jul 05, 2019
IRS Audit Triggers & Lottery Tragedies
Friday Jul 05, 2019
Friday Jul 05, 2019
Episode 284: Learn how to avoid 15 red flags that can draw unwanted attention from the IRS. John and Steve also tell the stories of six lottery winners who weren't quite as lucky as they seemed!
Friday Apr 12, 2019
Audit Triggers & Retirement Security
Friday Apr 12, 2019
Friday Apr 12, 2019
Episode 272: Don't give the IRS a reason to audit you ― make sure to consider these potential red flags as you plan for next year's taxes! John and Steve also recommend some items for your to-do list that can give you more confidence in your retirement plans.
Friday Feb 15, 2019
Last Minute Tax Moves & Millionaire Stats
Friday Feb 15, 2019
Friday Feb 15, 2019
Episode 264: Steve and John give you some timely tips that can help you avoid giving too much of your hard-earned money to Uncle Sam this year. They also give some encouraging statistics about millionaires in America. You could be next!
