Podcast Episodes

The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities

Episode 165

This week's retirement reading is from Kitces, titled
The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities. Listen in as Casey We…

5 years, 8 months ago

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The Hidden Benefits of Life Insurance with Jim Bowman

Episode 164

Jim Bowman is the President of Life Operations at Advisors Excel, and someone I've known for many years. I've spoken to him for many hours about toda…

5 years, 8 months ago

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Does Conflict-Free Advice Exist?

Episode 163

This week's retirement reading is from Partners Advantage, titled Does Conflict-Free Advice Exist? Listen in as Casey Weade breaks down the article a…

5 years, 9 months ago

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Retirement Tools That Are Misunderstood Yet Useful

Episode 162

This week's retirement reading is from Forbes, titled Retirement Tools That Are Misunderstood Yet Useful. Listen in as Casey Weade breaks down the ar…

5 years, 9 months ago

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Healing & Longevity through Functional Medicine with Sachin Patel

Episode 161

Sachin Patel is a functional medicine practice success coach, international speaker, and author. He believes that "The doctor is the future of the pa…

5 years, 9 months ago

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8,000 Days - An Entire Phase of Your Life Waiting to be Invented

Episode 160

This week's retirement reading is from Investment News titled 8,000 Days - An Entire Phase of Your Life Waiting to be Invented.  Listen in as Casey W…

5 years, 9 months ago

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Do You Believe Fake News About Retirement?

Episode 159

This week's retirement reading is from Forbes, titled Do You Believe Fake News About Retirement? Listen in as Casey Weade breaks down the article and…

5 years, 9 months ago

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Women and Investing with Meredith Jones

Episode 158

Today's guest is Meredith Jones. Meredith is the founder of MJ Alternative Investment Research, where she provides timely research, education, and ac…

5 years, 9 months ago

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Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account's Primary Beneficiary

Episode 157

This week's retirement reading is from Kitces, titled Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account's …

5 years, 10 months ago

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These Boomers Just Made Massive Retirement Mistakes — Don't Be One of Them

Episode 156

This week's retirement reading is from Market Watch, titled These Boomers Just Made Massive Retirement Mistakes — Don't Be One of Them. Listen in as …

5 years, 10 months ago

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