
IRA Insights | The Fed
Episode 478: Steve and Ryan help you ask the right questions as you choose between a Roth or Traditional 401(k). You’ll also discover how the Fed’s interest rate moves may impact your finances and wh...
24 Mars 202333min

Bankruptcy Breakdown | Healthy & Happy
Episode 476: Discover how bank failures affect the economy and your investments in our latest episode. Matthew and Steve also discuss the results of a 75-year-long Harvard study which suggests the rea...
17 Mars 202331min

Long-Term Care | Tax Refunds
Episode 476: Steve and Zach describe some strategies for bypassing the high premiums of LTC insurance and saving for your own care. You’ll also hear six reasons why you may end up paying taxes this y...
10 Mars 202333min

Selling a Home | The HSA
Episode 475: Matthew and Ryan weigh in on the current housing market and give tips for getting the best price on your home. The guys also explain how to shore up your retirement with a tax-free healt...
3 Mars 202331min

Social Security Taxes | SECURE Act 2.0
Episode 474: Yes, sadly Social Security is usually taxable, but the Money Doctors have some strategies that may lower that tax bill! John and Matthew also hit the highlights of the 19-page SECURE Act...
24 Feb 202330min

Blown Retirements | Aging Parents
Episode 473: Steve and Matthew discuss seven easy ways to sabotage your own retirement. They also give you five tips for helping your parents manage their wealth in their golden years.
17 Feb 202330min

Wealth Plans | Wills vs. Trusts
Episode 472: John and Zach discuss strategies for maximizing your income throughout your retirement years. They also highlight the differences between wills and trusts.
10 Feb 202329min

Becoming Rich | Filing Taxes
Episode 471: How much money do you need to make to be considered rich? How can you get to that point? Steve and Ryan have the answers. They also go over some new IRS rules and point out a few thing...
3 Feb 202331min




















