Episodios

  • Disability Insurance | Fed & Mortgages
    Oct 3 2025

    Episode 610: Don’t let illness or injury derail your finances – discover why short-term and long-term disability coverage may be the most important protection you don’t have. Next, Justin and Matthew break down why the Fed isn’t the only force influencing mortgage rates and what other factors help determine what borrowers pay.

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    31 m
  • Financial Unity | Investor Mistakes
    Sep 26 2025

    Episode 609: John and Abbie share simple habits that help couples turn financial stress into lasting strength. Next, they discuss DALBAR’s insights on behavior and single-stock risk, pointing to smarter strategies for long-term success.

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    28 m
  • 401(k) Rollover? | Advisor Insights
    Sep 19 2025

    Episode 608: Should you roll over your old 401(k) or leave it where it is? Steve and Zach explain the pros and cons of each choice. Then, hear eight insights from a veteran advisor that reveal what really matters in wealth management.

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    33 m
  • Tax Timing | Decluttering Finances
    Sep 12 2025

    Episode 607: Deferring taxes isn’t always the winning move. Learn from Ryan and Matthew why accelerating them can sometimes lead to big lifetime savings. They also show how simplifying your finances, from consolidating accounts to trimming scattered goals, can bring freedom and lasting confidence.

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    30 m
  • LTC Insurance | 401(k) Cuts
    Sep 5 2025

    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 m
  • Estate Planning | Hands-Off Investing
    Aug 29 2025

    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 m
  • Financial Psychology | Roth Conversions
    Aug 22 2025

    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 m
  • Micro-Retirement | Wedding Budgeting
    Aug 15 2025

    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 m