
Scam Alert | Estate Planning
Episode 567: Join John and Steve as they uncover how AI has transformed online shopping scams, equipping you with essential tips to navigate this new digital minefield safely. Next up, the Money Docto...
6 Dec 202431min

Beyond the Grind | 529 Insights
Episode 566: Zach and Abbie delve into the joys and freedoms of retirement, as shared by Wall Street Journal readers who've found their best selves beyond the daily grind. Continuing the discussion, t...
29 Nov 202429min

Mortgage Timing | Semi-Retirement
Episode 565: Tune in as Justin and Matthew explore what really matters when determining the best time to purchase a home. Up next, the Money Doctors unpack the pros and cons of semi-retirement, helpin...
22 Nov 202432min

Holiday Budgeting | Medicare Overhaul
Episode 564: Join John and Ryan as they explore eight practical tips for managing your finances through the holiday season without missing out on the fun! Next, they address the 2025 Medicare changes,...
15 Nov 202425min

Election Impact | Save or Repay?
Episode 563: Steve and Matthew explore the potential effects of the 2024 election on the markets and your investments. Up next, they’ll dive into how young professionals can manage both student loans ...
8 Nov 202431min

Bankruptcy 101 | Optimistic Investing
Episode 562: Dive deep with John and Abbie into the world of bankruptcy and learn how to sidestep this drastic step with smarter financial strategies! Next up, find out how a positive outlook could be...
1 Nov 202430min

Education Savings | Investment Insights
Episode 548: Zach and Justin simplify the world of education savings, comparing popular options to help you find the best plan for your family’s future. Then, they weigh in on recent stock market proj...
25 Okt 202431min

Parental Finances | Social Security
Episode 548: John and Matthew dive into the delicate process of helping manage your parents’ finances, offering practical tips to avoid pitfalls and make the transition smoother. Then, with the future...
18 Okt 202428min




















