“Big” Tax Bill | Sudden Wealth
Episode 598: Get the scoop on the new tax law—what’s changing, what’s staying, and how you can plan smarter in 2025 and beyond. Next, Steve and Justin walk through what to do when you inherit money—be...
11 Jul 202532min
Retirement Milestones | Your First Year
Episode 597: Don’t let retirement milestones sneak by! Learn nine key ages that unlock valuable benefits and savings opportunities. Steve and Abbie also share why a strong start in retirement isn’t ju...
3 Jul 202532min
Social Security | Estate Planning
Episode 596: Are Social Security and Medicare really at risk? Zach and Justin break down the facts and offer a practical perspective for your retirement planning. Next, the Money Doctors share four st...
27 Jun 202531min
Money Mistakes | Loss Aversion
Episode 595: Justin and Matthew share five surprisingly common ways people sabotage their finances—and what to do instead. Next, learn how a powerful psychological trap can lead you to double down on ...
20 Jun 202531min
Medigap Plans | The Wash Rule
Episode 594: Don’t get blindsided by out-of-pocket costs—Steve and Zach break down the must-know facts on Medigap. In part two, the Money Doctors explain how a simple trading mistake could cost you yo...
13 Jun 202534min
Financial Freedom | Family Finance
Episode 593: Ryan and Justin share practical lessons from the FIRE movement that can help you build lasting financial independence—whether or not you retire early. They also share six practical strate...
6 Jun 202531min
Retirement Reluctance | RMDs 101
Episode 592: Why do so many successful people struggle to walk away from work? The answer goes far beyond just having enough money. Ryan and Abbie also break down how required withdrawals can trip up ...
30 Mai 202529min
Financial Transparency | Disability Insurance
Episode 591: What keeps us from talking openly about our finances? Ryan and Matthew reveal the reasons why people stay quiet when it comes to their money and what to do to overcome this “taboo” topic....
23 Mai 202531min
