
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 Maj 202531min

Roth vs. Pre-Tax | Beyond 529s
Episode 590: Abbie and Ryan explore the benefits and drawbacks of Roth and pre-tax contributions, along with what to consider for making the smartest choice for your financial future. Next, the Money...
16 Maj 202529min

Social Security | Unsteady Markets
Episode 589: Thinking of working while drawing Social Security? Steve and Zach break down the rules, the risks, and how your decision could affect future benefits. Next, the Money Doctors weigh in on ...
9 Maj 202533min

Q1 Takeaways | Tariff Turbulence
Episode 588: John and Steve reflect on Q1’s volatility and highlight why diversification remains one of the smartest strategies for long-term investors. Next, they dive into how tariffs are shaking up...
2 Maj 202530min

Gifting Strategies | Timing Dilemma
Episode 587: Wondering if your kids will handle an inheritance well? Zach and Abbie share how to pass on your wealth without doing more harm than good. Next, they unpack the pitfalls of market timing...
25 Apr 202534min

Retirement Pitfalls | Beneficiaries 101
Episode 586: Don't let common retirement income mistakes derail your financial security—learn three crucial pitfalls and how to avoid them. Next, Justin and Matthew walk through the ins and outs of na...
17 Apr 202530min

Tariff Talk | Bumpy Ride
Episode 585: The new tariff hikes are making headlines—John and Ryan unpack what they could mean for the economy and your portfolio. Next, the guys share three simple strategies to help you stay buckl...
11 Apr 202527min

AI & Robotics | Fluctuating Income
Episode 584: Steve and Matthew discuss how the fusion of AI and robotics is poised to revolutionize productivity, corporate profits, and ultimately, your investment returns. Next up, budgeting on an u...
4 Apr 202529min




















