
LTC Insurance | 401(k) Cuts
Episode 606: Thinking about long-term care? John and Justin explain how evaluating your resources may show you don’t need a policy at all. Then, the Money Doctors outline six ways that cutting 401(k) ...
5 Syys 202530min

Estate Planning | Hands-Off Investing
Episode 605: Estate planning doesn’t have to be complicated. Abbie and Ryan explain how you can minimize taxes, spare your heirs the stress, and ensure your wishes are crystal clear. Then, the Money D...
29 Elo 202531min

Financial Psychology | Roth Conversions
Episode 604: John and Abbie uncover the psychological traps behind common money mistakes. They also share strategies to help you avoid them and set up “Future You” for success. Then, the Money Doctors...
22 Elo 202532min

Micro-Retirement | Wedding Budgeting
Episode 603: Zach and Matthew weigh the rewards and risks of stepping away from work for a micro-retirement. Then, they share six practical tips for creating a wedding budget that honors your dreams w...
15 Elo 202533min

Tax-Savvy Retirement | Finding Contentment
Episode 602: John and Matthew share seven smart strategies to help you cut taxes and keep more of your money in retirement. Then, they explore how understanding the difference between needs and wants...
8 Elo 202529min

Bull vs. Bear | Income Strategies
Episode 601: Abbie and Matthew explain what truly defines a bull or bear market and how to navigate each with confidence. Then, they’ll break down two common retirement income strategies – living off ...
1 Elo 202532min

Retirement Paycheck | Investment Approaches
Episode 600: Don’t let your savings strategy stop at retirement—learn how to turn your nest egg into a steady, lasting paycheck. Then explore research that challenges common instincts about waiting ...
25 Heinä 202529min

Saver’s Dilemma | 529 Flexibility
Episode 599: Saving for retirement is only half the battle—Zach and Justin share how to overcome the fear of actually spending it. Then, they explain why a 529-to-Roth rollover is a great Plan B, but...
18 Heinä 202531min




















