Episodes

Friday Nov 19, 2021
Early Retirement & Probate 101
Friday Nov 19, 2021
Friday Nov 19, 2021
Episode 408: This week you'll hear eight reasons why your future self may regret retiring early. Steve and Zach also explain the probate process and give you some simple to-dos that can save you a ton of time and headaches in the future!

Friday Nov 12, 2021
Happiness & Peaceful Holidays
Friday Nov 12, 2021
Friday Nov 12, 2021
Episode 407: Steve and Matthew give you some pointers about how to enjoy your money to the fullest. You’ll also hear some great ideas for holiday dinner conversations that will help you avoid many of the touchy topics so prevalent these days.

Friday Nov 05, 2021
Costly Health Care & Retirement Planning
Friday Nov 05, 2021
Friday Nov 05, 2021
Episode 406: John and Zach dig into the exorbitant cost of health care in the U.S. They’ll also explain how to calculate the amount of savings you’ll need in retirement and why that number will most likely change over time.

Friday Oct 29, 2021
FOMO & Health Insurance
Friday Oct 29, 2021
Friday Oct 29, 2021
Episode 405: FOMO can be an expensive problem, but Steve and Ryan have the solution – don’t miss out! You’ll also learn about the different types of health insurance and how to pick the best policy for your family.

Friday Oct 22, 2021
ABLE Accounts & Investment Schemes
Friday Oct 22, 2021
Friday Oct 22, 2021
Episode 404: John and Matthew explain two tax-free savings opportunities for individuals with disabilities. They also take a look at both Ponzi and pyramid schemes, and they explain how to recognize the warning signs.

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.