Podcast Episodes
Back to SearchThe Earnings Test, Capital Gains Tax Break, & Why You Need An Annuity - Weekend Reading
Episode 65
This week's retirement reading is a little different. Casey is discussing a handful of articles, including "Can Your Clients Pass the Earnings Test?"…
6 years, 11 months ago
How Life Planning Lays the Foundation for Freedom in Retirement with George Kinder
Episode 64
George Kinder is the father of life planning. Through this unique methodology, he helps retirees discover their deepest and most profound goals. He h…
7 years ago
Beware the 'Widow's Penalty' Tax Trap - Weekend Reading
Episode 63
This week's retirement reading is from Financial Planning, titled Beware the 'Widow's Penalty' Tax Trap. Listen in as Casey Weade breaks down the art…
7 years ago
Why the Buying Power of Social Security Benefits Has Plummeted - Weekend Reading
Episode 62
This week's retirement reading is from Yahoo Finance, titled Why the Buying Power of Social Security Benefits Has Plummeted. Listen in as Casey Weade…
7 years ago
How Women Can Prepare For Retirement with Jean Chatzky
Episode 61
Jean Chatzky is the financial editor for TODAY. By working hard, interviewing some of the brightest minds in the field, building relationships, learn…
7 years ago
How Worried Should I Be About the 'Tax Torpedo'? - Weekend Reading
Episode 60
This week's retirement reading is from Kiplinger, titled How Worried Should I Be About the 'Tax Torpedo'?. Listen in as Casey Weade breaks down the a…
7 years ago
SEC passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback - Weekend Reading
Episode 59
This week's retirement reading is from Financial Planning, titled SEC Passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback. Lis…
7 years ago
A Deep Dive into Annuities with Richard Kado
Episode 58
Richard Kado is the president of Genesis Financial Development. As part of the team that created the first fixed index annuity, he holds 15 patents o…
7 years, 1 month ago
What You Need To Know About Washington State's Public Long-Term Care Insurance Program - Weekend Reading
Episode 57
This week's retirement reading is from Forbes, titled What You Need To Know About Washington State's Public Long-Term Care Insurance Program. Listen …
7 years, 1 month ago
Could These Two Mega Trends Crush Your Retirement Plan? - Weekend Reading
Episode 56
This week's retirement reading is from Forbes, titled Could These Two Mega Trends Crush Your Retirement Plan? Listen in as Casey Weade breaks down th…
7 years, 1 month ago