Episodios

  • Q1 Takeaways | Tariff Turbulence
    May 2 2025

    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 m
  • Gifting Strategies | Timing Dilemma
    Apr 25 2025

    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 m
  • Retirement Pitfalls | Beneficiaries 101
    Apr 17 2025

    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 m
  • Tariff Talk | Bumpy Ride
    Apr 11 2025

    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 m
  • AI & Robotics | Fluctuating Income
    Apr 4 2025

    Episode 584: Steve and Matthew discuss how the fusion of AI and robotics is poised to revolutionize productivity, corporate profits, and ultimately, your investment returns. Next up, budgeting on an unpredictable income. With the right steps, you can still stay in control!

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    30 m
  • International Markets | Money Safeguards
    Mar 28 2025

    Episode 583: Global markets are stirring—tune in as Abbie and Justin explain why diversifying with international stocks could be a smart play. Next, Abbie and Justin explain how FDIC, NCUA, and SIPC protect your money. Discover what's covered and how these safeguards work for you.

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    31 m
  • Navigating Volatility | AI Insights
    Mar 21 2025

    Episode 582: Join the Money Doctors as they discuss six key facts every investor should remember when facing market volatility. Then, reflecting on the dot-com bubble from 25 years ago, Zach and Matthew delve into whether today's AI craze is mere hype or a true game-changer for our economy.

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    34 m
  • Crash Lessons | Finance Dates
    Mar 14 2025

    Episode 581: Dive into the depths of 150 years of stock market crashes with John and Matthew as they uncover key lessons from history. You’ll also learn how regular 'money dates' with your spouse can transform both your finances and your relationship!

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    32 m
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