Episodes

  • 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
  • Fed Impact | Cyber Defense
    Sep 27 2024

    Episode 548: Will the Fed’s rate cut spark opportunity or challenge? John and Zach explore what’s next for savers and investors. They also break down the benefits of freezing your credit in response to increasing data breaches and cyber threats.

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    29 mins
  • Tidy Finances | Retiree To-Dos
    Sep 20 2024

    Episode 548: Master organization with Steve and Justin! Learn how tidy spaces lead to tidy finances, helping you save more. They also share key strategies to protect and maximize your nest egg during retirement.

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    36 mins