Episodes

  • Rent or Buy? | Tax Countdown
    Jan 22 2025

    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 smart tax-saving tactics. It's not too late to optimize your 2024 taxes!

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    30 mins
  • Diversification?? | Boomer Strategies
    Jan 17 2025

    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 factors that have helped so many Baby Boomers achieve remarkable financial confidence and success.

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    31 mins
  • Savvy Kids | Trending Terms
    Jan 10 2025

    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 America’s attention in 2024. How many did you Google last year?

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    32 mins
  • Roth Conversions | 2025 Checklist
    Jan 3 2025

    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 for 2025, sharing tips to improve your financial health in the coming year.

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    35 mins
  • Retirement Redefined | Peak Markets
    Dec 27 2024

    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 investing when the stock market is hitting record highs—what's the smart move?

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    33 mins
  • Job Hopping | 401(k) Boost
    Dec 20 2024

    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 let workers 60 to 63 significantly boost their 401(k) savings starting next year.

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    30 mins
  • Bias Busters | Financial Planning
    Dec 13 2024

    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 turning your dreams into achievable financial goals.

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    32 mins
  • Scam Alert | Estate Planning
    Dec 6 2024

    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 Doctors debunk common myths about wills and insurance, and explain why understanding these is crucial for your financial health.

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    32 mins