Podcast Episodes
Back to SearchThe Geometry of Wealth with Brian Portnoy
Episode 155
Brian Portnoy, Ph.D., CFA is the founder of Shaping Wealth, a financial wellness platform that provides coaching for financial advisors, executive co…
5 years, 10 months ago
How To Build Social Security's Insecurity Into Your Retirement Plan
Episode 154
This week's retirement reading is from Forbes, titled How To Build Social Security's Insecurity Into Your Retirement Plan. Listen in as Casey Weade b…
5 years, 10 months ago
Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story
Episode 153
This week's retirement reading is from Forbes, titled Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story. Listen in as Casey Wead…
5 years, 10 months ago
Retire Inspired with Chris Hogan
Episode 152
Chris Hogan is a best-selling author, personal finance expert, and a leading voice on retirement, investing, and wealth. As part of the team at Ramse…
5 years, 10 months ago
Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions
Episode 151
This week's retirement reading is from Kitces, titled Navigating Income Harvesting Strategies: 0% Capital Gains VS Partial Roth Conversions. Listen i…
5 years, 10 months ago
Is 55 Too Early To Retire? What You Need To Retire Early
Episode 150
This week's retirement reading is from Forbes, titled Is 55 Too Early To Retire? What You Need To Retire Early. Listen in as Casey Weade breaks down …
5 years, 11 months ago
Financial Life Planning with Carolyn McClanahan
Episode 149
When physician Carolyn McClanahan tried to find a financial planner several decades ago, she only encountered investment managers and glorified sales…
5 years, 11 months ago
Try Summing Up Your Retirement Motto in Just 7 Letters
Episode 148
This week's retirement reading is from Market Watch, titled Try Summing Up Your Retirement Motto in Just 7 Letters. Listen in as Casey Weade breaks d…
5 years, 11 months ago
Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder.
Episode 147
This week's retirement reading is from Barrons, titled Now Is a Good Time for Retirees to Refinance. Here Are Some Points to Ponder. in as Casey Wead…
5 years, 11 months ago
Defining Your Purpose & Living Your Legacy with Chris Smith
Episode 146
Chris Smith is the creator of The Campfire Effect, a proven framework to help entrepreneurs and brands tell their stories. He's since used his experi…
5 years, 11 months ago