
Long-Term Care & Changing Jobs
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 yoursel...
17 Sep 202132min

Mortgage Payoffs & Estate Planning
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.
10 Sep 202131min

Retirement Income & Surviving a Spouse
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 yo...
3 Sep 202131min

Tricky HSAs & Military Benefits
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 ...
27 Aug 202132min

Retirement Questions & Moving Expenses
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 fa...
20 Aug 202130min

Donation Strategies & Inherited IRAs
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 ...
13 Aug 202128min

The Pursuit of Happiness
Episode 393: John and Matthew dedicate this entire episode to a topic near and dear to everyone’s heart: The secrets to true happiness.
6 Aug 202126min

IRAs & An Unexpected Million
Episode 392: Steve and Ryan go over important details about IRAs that will help you avoid pitfalls and maximize benefits. They also explain how you can potentially turn your car payments into a milli...
30 Jul 202132min




















