Podcast Episodes
Back to SearchPrinciples of Retirement Planning, Part 4: The Purpose of Your Money
Episode 75
This is part 4 of a 4-part series covering the Principles of Retirement Planning. Today we're talking all about the purpose of your money.
Today's e…
6 years, 10 months ago
Principles of Retirement Planning, Part 3: Tax Buckets
Episode 74
This is part 3 of a 4-part series covering the Principles of Retirement Planning. Today we're talking all about Tax Buckets.
Today's episode can als…
6 years, 10 months ago
How To Plan for Healthcare Costs in Retirement with Dr. Katy Votava
Episode 73
At some point in almost every single client meeting, we get asked how much health insurance is going to cost, what Medicare costs, how to prepare for…
6 years, 10 months ago
Principles of Retirement Planning, Part 2: The 3 Worlds of Investments
Episode 72
In this episode of the podcast, we're continuing the conversation we started last week. This is part 2 of a 4-part series covering the Principles of …
6 years, 10 months ago
Principles of Retirement Planning, Part 1: "C.A.N." You Take the Risk?
Episode 71
Over the next month, we're going to be talking about some of the fundamental principles that will affect your retirement - and we're starting today b…
6 years, 11 months ago
How to Manage the Psychological Effects of Retirement with Robert Delamontagne
Episode 70
Dr. Robert Delamontagne is a leading expert on the psychological aspects of retirement. He's the author of the Retiring Mind series of books, in whic…
6 years, 11 months ago
How Does Sequence Of Returns Risk Impact Your Retirement?
Episode 69
This week's retirement reading is from Forbes, titled How Does Sequence Of Returns Risk Impact Your Retirement? Listen in as Casey Weade breaks down …
6 years, 11 months ago
Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns - Weekend Reading
Episode 68
This week's retirement reading is from Fox Business, titled Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns. Li…
6 years, 11 months ago
How to Use Your "Halftime" to Make a Difference with Dean Niewolny
Episode 67
Everyone wants to live a life of significance - and few people know this better than Dean Niewolny. Dean is the CEO of the Halftime Institute, where …
6 years, 11 months ago
I retired at 34 with $3 million—here are 5 downsides of early retirement - Weekend Reading
Episode 66
This week's retirement reading is from CNBC, titled I retired at 34 with $3 million—here are 5 downsides of early retirement. Listen in as Casey Wead…
6 years, 11 months ago