Episodes
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.
Friday Oct 08, 2021
Inflation Surge & Life Transitions
Friday Oct 08, 2021
Friday Oct 08, 2021
Episode 402: Is the inflation surge eating away at your retirement? Steve and Zach discuss and give advice on how to protect your nest egg. You’ll also learn how to successfully navigate three of life’s biggest transitions.
Friday Oct 01, 2021
Sporting Events & Safe Deposit Boxes
Friday Oct 01, 2021
Friday Oct 01, 2021
Episode 401: John and Matthew give you some great tips for working sporting events into your budget. You’ll also hear nine items you may regret storing in a safe deposit box. Some of them may surprise you!
Friday Sep 24, 2021
Money Traps & Finance Lessons
Friday Sep 24, 2021
Friday Sep 24, 2021
Episode 400: John and Matthew discuss some very alluring money traps and how to avoid them! They also describe a lack of financial curriculum in our schools and weigh in on what should be taught.
Friday Sep 17, 2021
Long-Term Care & Changing Jobs
Friday Sep 17, 2021
Friday Sep 17, 2021
Episode 399: Steve and Ryan help you think through your options as you consider whether long-term care insurance makes sense for your situation. They also go over six questions you should ask yourself before leaving your current job.
Friday Sep 10, 2021
Mortgage Payoffs & Estate Planning
Friday Sep 10, 2021
Friday Sep 10, 2021
Episode 398: The Money Doctors discuss the pros and cons of paying off your house versus investing in the stock market. You’ll also learn the basic tools of estate planning and why it’s so important.
Friday Sep 03, 2021
Retirement Income & Surviving a Spouse
Friday Sep 03, 2021
Friday Sep 03, 2021
Episode 397: On this episode you’ll hear new research from Dimensional Fund Advisors (DFA) on investing for a successful retirement. John and Steve also talk through ten important financial issues you and your spouse need to discuss before it’s too late.
Friday Aug 27, 2021
Tricky HSAs & Military Benefits
Friday Aug 27, 2021
Friday Aug 27, 2021
Episode 396: The Money Doctors delve into some little-known features of the Health Savings Account. It’s not just a fancy flex spending account! You’ll also learn about the pay and benefits you can plan on after completing your military service.
Friday Aug 20, 2021
Retirement Questions & Moving Expenses
Friday Aug 20, 2021
Friday Aug 20, 2021
Episode 395: Dreaming of retirement? John and Steve have some essential questions for you to consider before taking the leap. They also warn you about four types of commonly overlooked expenses to factor in before you decide to make that big move.
Friday Aug 13, 2021
Donation Strategies & Inherited IRAs
Friday Aug 13, 2021
Friday Aug 13, 2021
Episode 394: Ryan and Matthew discuss a number of strategies that can help you make the most of your charitable giving. You’ll also learn how to avoid penalties and navigate the tax laws surrounding an inherited IRA.