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  • LTC Insurance | 401(k) Cuts
    2025/09/05

    Episode 606: Thinking about long-term care? John and Justin explain how evaluating your resources may show you don’t need a policy at all. Then, the Money Doctors outline six ways that cutting 401(k) contributions might feel like relief today, but could jeopardize your retirement tomorrow.

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    31 分
  • Estate Planning | Hands-Off Investing
    2025/08/29

    Episode 605: Estate planning doesn’t have to be complicated. Abbie and Ryan explain how you can minimize taxes, spare your heirs the stress, and ensure your wishes are crystal clear. Then, the Money Doctors reveal how a hands-off investing approach can protect you from costly errors and build lasting wealth.

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    31 分
  • Financial Psychology | Roth Conversions
    2025/08/22

    Episode 604: John and Abbie uncover the psychological traps behind common money mistakes. They also share strategies to help you avoid them and set up “Future You” for success. Then, the Money Doctors break down the pros and cons of Roth conversions to help you decide if they’re the right move for your financial future.

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    33 分
  • Micro-Retirement | Wedding Budgeting
    2025/08/15

    Episode 603: Zach and Matthew weigh the rewards and risks of stepping away from work for a micro-retirement. Then, they share six practical tips for creating a wedding budget that honors your dreams while protecting your long-term financial goals.

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    34 分
  • Tax-Savvy Retirement | Finding Contentment
    2025/08/08

    Episode 602: John and Matthew share seven smart strategies to help you cut taxes and keep more of your money in retirement. Then, they explore how understanding the difference between needs and wants can lead to greater financial peace and contentment.

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    29 分
  • Bull vs. Bear | Income Strategies
    2025/08/01

    Episode 601: Abbie and Matthew explain what truly defines a bull or bear market and how to navigate each with confidence. Then, they’ll break down two common retirement income strategies – living off dividends or following the 4 percent rule. Learn which approach may serve you better in the long run.

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    33 分
  • Retirement Paycheck | Investment Approaches
    2025/07/25

    Episode 600: Don’t let your savings strategy stop at retirement—learn how to turn your nest egg into a steady, lasting paycheck. Then explore research that challenges common instincts about waiting for the “right time” to invest.

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    29 分
  • Saver’s Dilemma | 529 Flexibility
    2025/07/18

    Episode 599: Saving for retirement is only half the battle—Zach and Justin share how to overcome the fear of actually spending it. Then, they explain why a 529-to-Roth rollover is a great Plan B, but not a solid college savings strategy.

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    32 分