Episodes
Friday Jul 07, 2023
Stock Surge | AI and Finances
Friday Jul 07, 2023
Friday Jul 07, 2023
Episode 491: John and Matthew explore the stock market’s unexpected surge and its possible implications for investors and the economy. They also delve into the potential role of artificial intelligence in the world of personal finance.
Friday Jun 30, 2023
Interest Rates | Life Expectancy
Friday Jun 30, 2023
Friday Jun 30, 2023
Episode 491: Join Steve and Ryan as they discuss strategies for positioning your finances during this longer-than-expected season of higher interest rates. They also give some pointers to help make sure your retirement portfolio lasts as long as you do.
Friday Jun 23, 2023
Navigating 59½ | Long-Term Care
Friday Jun 23, 2023
Friday Jun 23, 2023
Episode 491: Join the Money Doctors as they discuss the five critical years following age 59½ and their powerful impact on your retirement. John and Matthew also explore long-term care insurance and its possible applications in retirement planning.
Friday Jun 16, 2023
Financial Regrets | Tax Fraud
Friday Jun 16, 2023
Friday Jun 16, 2023
Episode 490: Steve and Matthew warn you about seven poor financial decisions that may put a big dent in your retirement savings. They also delve into the world of tax fraud – from fudged tax returns to wholesale identity theft!
Friday Jun 09, 2023
S&P Rethink | AI vs. Market
Friday Jun 09, 2023
Friday Jun 09, 2023
Episode 489: Don't be fooled by the number “500” – Ryan and Zach reveal why your investment in the S&P 500 index may be far less diversified than you think. They also ponder an enthralling question: Is AI capable of beating the market?
Friday Jun 02, 2023
Giving Anyway | The Debt Ceiling
Friday Jun 02, 2023
Friday Jun 02, 2023
Episode 488: Feeling the financial squeeze? Matthew and Zach lay out three practical ways to maintain charitable giving amidst rising costs and falling returns. They also pull back the curtain on the US debt ceiling and what it may mean for you and your pocketbook.
Friday May 26, 2023
Retirement Resilience | The 401(k)
Friday May 26, 2023
Friday May 26, 2023
Episode 487: Join Steve and Matthew as they unveil smart strategies to help safeguard your retirement funds against the unpredictability of market downturns. They also delve into 401(k)s, exploring everything from contributions and matching to vesting and withdrawal penalties. Don't miss out!
Friday May 19, 2023
Investing Insights | Beneficiary Blunders
Friday May 19, 2023
Friday May 19, 2023
Episode 486: John and Zach explore why short-term market events and volatility may not be as important as you think. They also explain how an “easy fix” could turn into a big problem when it comes to IRA beneficiaries.
Friday May 12, 2023
EV vs. Gas | Bear Lessons
Friday May 12, 2023
Friday May 12, 2023
Episode 485: Don't miss this week's electrifying episode, as Steve and Ryan compare the pros and cons of electric and gas vehicles! They also explore the investment journeys of three bear market survivors and the insights they gained along the way.
Friday May 05, 2023
Kids & Cash | U.S. vs. Global
Friday May 05, 2023
Friday May 05, 2023
Episode 484: Will U.S. or international stocks hold the key to higher returns in the next decade? John and Matthew weigh in. The Money Doctors also reveal powerful strategies for teaching your kids to save money in a world of instant gratification.