Episodes
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Friday Mar 17, 2023
Bankruptcy Breakdown | Healthy & Happy
Friday Mar 17, 2023
Friday Mar 17, 2023
Episode 476: Discover how bank failures affect the economy and your investments in our latest episode. Matthew and Steve also discuss the results of a 75-year-long Harvard study which suggests the real key to health and happiness. The answer might surprise you!
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Friday Mar 10, 2023
Long-Term Care | Tax Refunds
Friday Mar 10, 2023
Friday Mar 10, 2023
Episode 476: Steve and Zach describe some strategies for bypassing the high premiums of LTC insurance and saving for your own care. You’ll also hear six reasons why you may end up paying taxes this year instead of getting the refund you expected.
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Friday Mar 03, 2023
Selling a Home | The HSA
Friday Mar 03, 2023
Friday Mar 03, 2023
Episode 475: Matthew and Ryan weigh in on the current housing market and give tips for getting the best price on your home. The guys also explain how to shore up your retirement with a tax-free health savings account.
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Friday Feb 24, 2023
Social Security Taxes | SECURE Act 2.0
Friday Feb 24, 2023
Friday Feb 24, 2023
Episode 474: Yes, sadly Social Security is usually taxable, but the Money Doctors have some strategies that may lower that tax bill! John and Matthew also hit the highlights of the 19-page SECURE Act follow-up bill and what it may mean for you and your retirement.
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Friday Feb 17, 2023
Blown Retirements | Aging Parents
Friday Feb 17, 2023
Friday Feb 17, 2023
Episode 473: Steve and Matthew discuss seven easy ways to sabotage your own retirement. They also give you five tips for helping your parents manage their wealth in their golden years.
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Friday Feb 10, 2023
Wealth Plans | Wills vs. Trusts
Friday Feb 10, 2023
Friday Feb 10, 2023
Episode 472: John and Zach discuss strategies for maximizing your income throughout your retirement years. They also highlight the differences between wills and trusts.
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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.
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Friday Jan 27, 2023
Bad Habits & Retirement Portfolios
Friday Jan 27, 2023
Friday Jan 27, 2023
Episode 470: The Money Doctors spotlight six destructive financial habits and give you tools to break them. John and Matthew also coach you on how to manage risk in your investment portfolio as you approach retirement age.
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Friday Jan 20, 2023
2022 Review & Protecting Your Money
Friday Jan 20, 2023
Friday Jan 20, 2023
Episode 469: Steve and Ryan look back over the markets in 2022 and make recommendations for your investment portfolio in the coming year. You’ll also learn five steps you can take to protect your money from the economic uncertainties of the future.
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Friday Jan 13, 2023
Market Movement & Automated Success
Friday Jan 13, 2023
Friday Jan 13, 2023
Episode 468: John and Zach take a look at three possible catalysts that could make for a banner year in 2023. You’ll also learn how to set yourself up for financial success by automating seven critical processes.