Podcast Episodes
Back to SearchTax-Loss Harvesting in Down Markets: When You Should & When You Shouldn't
Episode 305
This week's retirement reading is from Kitces titled, Why Tax-Loss Harvesting During Down Markets Isn't Always A Good Idea. Listen in as Casey Weade …
3 years, 11 months ago
Calculating Your Retirement Spending Number: A Formula for Pinpointing Income Gaps
Episode 304
This week's retirement reading is from Kiplinger titled, An Easy Way to Find How Much You Will Spend in Retirement. Listen in as Casey Weade breaks d…
3 years, 11 months ago
Professor Jeremy Siegel's Advice for Managing Money and Emotions in a Recession
Episode 303
Today, I'm speaking with Professor Jeremy Siegel. Jeremy was the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pe…
3 years, 11 months ago
Bear Markets and Recession Risk: 3 Ways to Get Through Tumultuous Times
Episode 302
This week's retirement reading is from A Wealth of Common Sense titled, What's Priced Into the Stock Market? Listen in as Casey Weade breaks down the…
3 years, 11 months ago
Volatility and Wealth Loss: How to Make Sense of Today's Market Headlines
Episode 301
This week's retirement reading is from Noahpinion titled, Where does the wealth go when asset prices go down? Listen in as Casey Weade breaks down th…
4 years ago
The Power of Financial Therapy: How to Improve Your Money Management Skills with Bari Tessler
Episode 300
My guest today is Bari Tessler. Bari is a Financial Therapist and the Founder of The Art of Money. She's a pioneer in the financial therapy field and…
4 years ago
You Need to Avoid These 5 Retirement Planning Mishaps. Here's How
Episode 299
This week's retirement reading is from Kiplinger titled, The 5 Biggest Regrets People Have About Retirement. Listen in as Casey Weade breaks down the…
4 years ago
Bear Markets and Your Emotions: How Retirees Should Handle Today's Volatility
Episode 298
This week's retirement reading is from Compound Advisors titled, The Greatest Paradox in Markets. Listen in as Casey Weade breaks down the article an…
4 years ago
Retirement Living: How to Find Your Happy Place with Ryan Frederick
Episode 297
Today, I'm talking to Ryan Frederick. He's the founder of SmartLiving 360, where he helps people answer the tough questions that come with living in …
4 years ago
3 Economic Factors That Can Impact Your Retirement Income Plan
Episode 296
This week's retirement reading is from Kitces titled, How To Use Economic Context In Retirement Income Decision-Making. Listen in as Casey Weade brea…
4 years ago