Episodes

  • Beyond the Grind | 529 Insights
    Nov 29 2024

    Episode 565: Zach and Abbie delve into the joys and freedoms of retirement, as shared by Wall Street Journal readers who've found their best selves beyond the daily grind. Continuing the discussion, the Money Doctors delve into the strategic use of 529 plans for funding education.

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    30 mins
  • Mortgage Timing | Semi-Retirement
    Nov 22 2024

    Episode 564: Tune in as Justin and Matthew explore what really matters when determining the best time to purchase a home. Up next, the Money Doctors unpack the pros and cons of semi-retirement, helping you figure out if it's the right move for your financial health and lifestyle.

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    32 mins
  • Holiday Budgeting | Medicare Overhaul
    Nov 15 2024

    Episode 564: Join John and Ryan as they explore eight practical tips for managing your finances through the holiday season without missing out on the fun! Next, they address the 2025 Medicare changes, offering insights on how to manage fewer options and higher expenses.

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    26 mins
  • Election Impact | Save or Repay?
    Nov 8 2024

    Episode 563: Steve and Matthew explore the potential effects of the 2024 election on the markets and your investments. Up next, they’ll dive into how young professionals can manage both student loans and retirement contributions effectively.

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    31 mins
  • Bankruptcy 101 | Optimistic Investing
    Nov 1 2024

    Episode 562: Dive deep with John and Abbie into the world of bankruptcy and learn how to sidestep this drastic step with smarter financial strategies! Next up, find out how a positive outlook could be your best asset when it comes to investing in the stock market.

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    31 mins
  • Education Savings | Investment Insights
    Oct 25 2024

    Episode 548: Zach and Justin simplify the world of education savings, comparing popular options to help you find the best plan for your family’s future. Then, they weigh in on recent stock market projections, exploring what they could mean for your investment strategy.

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    31 mins
  • Parental Finances | Social Security
    Oct 18 2024

    Episode 548: John and Matthew dive into the delicate process of helping manage your parents’ finances, offering practical tips to avoid pitfalls and make the transition smoother. Then, with the future of Social Security and Medicare uncertain, they explore potential solutions and what they mean for you.

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    28 mins
  • Gift Tax 101 | 401(k) Withdrawals
    Oct 11 2024

    Episode 548: Gifting money can get complicated fast, but Zach and Abbie simplify the gift tax rules and share essential strategies. You’ll also discover the dangers of early 401(k) withdrawals and explore safer options to protect your retirement.

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    32 mins