エピソード

  • Retirement Reluctance | RMDs 101
    2025/05/30

    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 分
  • Financial Transparency | Disability Insurance
    2025/05/23

    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 分
  • Roth vs. Pre-Tax | Beyond 529s
    2025/05/16

    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 分
  • Social Security | Unsteady Markets
    2025/05/09

    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 分
  • Q1 Takeaways | Tariff Turbulence
    2025/05/02

    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 the market, what it means for your portfolio, and how diversification can help you stay on track.

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    30 分
  • Gifting Strategies | Timing Dilemma
    2025/04/25

    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 and how staying the course over time can lead to greater rewards.

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    34 分
  • Retirement Pitfalls | Beneficiaries 101
    2025/04/17

    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 naming beneficiaries—what that involves, why it’s important, and how to do it well.

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    30 分
  • Tariff Talk | Bumpy Ride
    2025/04/11

    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 buckled in and on track when the market gets bumpy.

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    28 分