Épisodes

  • Social Security | Estate Planning
    Jun 27 2025

    Episode 596: Are Social Security and Medicare really at risk? Zach and Justin break down the facts and offer a practical perspective for your retirement planning. Next, the Money Doctors share four strategic ways to optimize your estate plan so that you and your heirs are prepared for future needs and evolving goals.

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    31 min
  • Money Mistakes | Loss Aversion
    Jun 20 2025

    Episode 595: Justin and Matthew share five surprisingly common ways people sabotage their finances—and what to do instead. Next, learn how a powerful psychological trap can lead you to double down on bad decisions.

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    32 min
  • Medigap Plans | The Wash Rule
    Jun 13 2025

    Episode 594: Don’t get blindsided by out-of-pocket costs—Steve and Zach break down the must-know facts on Medigap. In part two, the Money Doctors explain how a simple trading mistake could cost you your tax break.

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    34 min
  • Financial Freedom | Family Finance
    Jun 6 2025

    Episode 593: Ryan and Justin share practical lessons from the FIRE movement that can help you build lasting financial independence—whether or not you retire early. They also share six practical strategies to help parents stay financially strong while navigating the costs of raising a family.

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    32 min
  • Retirement Reluctance | RMDs 101
    May 30 2025

    Episode 592: Why do so many successful people struggle to walk away from work? The answer goes far beyond just having enough money. Ryan and Abbie also break down how required withdrawals can trip up even savvy retirees—and share ways to turn your RMDs into smart financial moves.

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    29 min
  • Financial Transparency | Disability Insurance
    May 23 2025

    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. Next, the Money Doctors explain the ins and outs of disability insurance and how it can help you stay financially afloat when illness or injury keeps you from working.

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    31 min
  • Roth vs. Pre-Tax | Beyond 529s
    May 16 2025

    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 Doctors break down four alternatives to 529 college savings plans to determine the best fit for your family.

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    29 min
  • Social Security | Unsteady Markets
    May 9 2025

    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 the recent market volatility. If the latest drop has you on edge, their advice might just go against your instincts.

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    33 min