Episodes

  • Lifestyle Creep | The Real Jackpot
    Oct 24 2025

    Episode 613: Find out why good financial habits often fade as income grows—and the simple steps to get them back. Then, Ryan and Abbie explain why lasting wealth isn’t about luck at all, but about steady investing habits that can quietly compound into real financial freedom.

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    27 mins
  • Prosperity Puzzle | Widow’s Checklist
    Oct 17 2025

    Episode 612: If our nation’s wealth is at record highs, why does it feel so hard to get ahead? Zach and Matthew reveal the hidden forces shaping how we perceive prosperity. Then, learn how to turn an overwhelming to-do list into manageable steps that can protect your financial future after losing a spouse.

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    30 mins
  • Social Security | Catching Up
    Oct 10 2025

    Episode 611: Many advisors say “wait” on Social Security, but Steve and Ryan explore the hidden risks of delaying, and how to find your personal sweet spot. Then, learn how simple, consistent steps can help you rebuild your retirement savings and strengthen your financial future.

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    30 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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 mins