Episodes

Friday Aug 04, 2023
Inflation 101 | Payday Panic
Friday Aug 04, 2023
Friday Aug 04, 2023
Episode 497: Zach and Matthew delve into the causes and effects of inflation and how to cushion against its impacts. You’ll also learn how to harness the power of a well-structured budget and take control of your financial future.

Friday Jul 28, 2023
Wealth Protection | Fraud Immunization
Friday Jul 28, 2023
Friday Jul 28, 2023
Episode 496: Steve and Ryan discuss a number of planning tools that can be used to safeguard your wealth from potential lawsuits and creditors. They also immunize you against all manner of financial scams, from tax and credit card fraud to online dating scams.

Friday Jul 21, 2023
Working Remotely | Retirement Regrets
Friday Jul 21, 2023
Friday Jul 21, 2023
Episode 495: Matthew and Ryan discuss the unique loneliness faced by remote workers and explore a few innovative ways to combat it. They also share some lessons that three retirees wished they had learned before stepping away from their careers.

Friday Jul 14, 2023
Retirement Regrets | Forgiveness Overturned
Friday Jul 14, 2023
Friday Jul 14, 2023
Episode 494: Steve and Zach warn you of nine hazards to steer clear of on the road to retirement. They also discuss the Supreme Court’s recent rejection of student-loan forgiveness and how you can best prepare for resuming those payments.

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.