
Strategic Withdrawals | Inheritance Insights
Episode 575: Join Justin and Zach to learn how to stretch your retirement savings with strategic withdrawal strategies. Next, they'll share tips on optimizing an inheritance for lasting financial secu...
31 Jan 202533min

Rent or Buy? | Tax Countdown
Episode 574: In this episode, the Money Doctors tackle the big question: Should you rent or buy? It's not as straightforward as you might think. Next up, join Matthew and Ryan to learn about four sma...
22 Jan 202529min

Diversification?? | Boomer Strategies
Episode 573: This week, Steve and Zach tackle a burning investor question: With large US stocks leading the market these days, is diversification still the smart move? You’ll also hear some key factor...
17 Jan 202530min

Savvy Kids | Trending Terms
Episode 572: John and Justin explore smart strategies to give your kids a leg up in the financial world, from HSAs to Roth IRAs and beyond. They also unpack the top 10 financial terms that captured Am...
10 Jan 202531min

Roth Conversions | 2025 Checklist
Episode 571: Ryan and Abbie tackle your top questions about Roth IRA conversions, setting you on the path to optimized retirement savings. Next, they'll walk you through smart financial planning moves...
3 Jan 202534min

Retirement Redefined | Peak Markets
Episode 570: Matthew and Zach discuss the changing landscape of retirement, revealing how longer lives are influencing new career phases. Continuing the discussion, they delve into strategies for inve...
27 Dec 202433min

Job Hopping | 401(k) Boost
Episode 569: Steve and Zach explore the financial traps of job hopping and offer tips on maintaining your retirement savings momentum. Following that, discover how the new super catch-up contributions...
20 Dec 202430min

Bias Busters | Financial Planning
Episode 568: Join Abbie and Justin as they show you how to outsmart the hidden biases that sabotage your financial decisions. Next up, they reveal how strategic financial planning is crucial for turni...
13 Dec 202431min




















