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.

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.

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.

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.

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.

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.

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.

Episode 602:  John and Matthew share seven smart strategies to help you cut taxes and keep more of your money in retirement. Then, they explore how understanding the difference between needs and wants can lead to greater financial peace and contentment.

Episode 601: Abbie and Matthew explain what truly defines a bull or bear market and how to navigate each with confidence. Then, they’ll break down two common retirement income strategies – living off dividends or following the 4 percent rule. Learn which approach may serve you better in the long run.

Episode 600:   Don’t let your savings strategy stop at retirement—learn how to turn your nest egg into a steady, lasting paycheck. Then explore research that challenges common instincts about waiting for the “right time” to invest.