Podcast Episodes
Back to SearchRetirement Planning for the Unwealthy and the Power (and Danger) of Data with Dirk Cotton
Episode 25
Dirk Cotton was a senior executive at a Fortune 500 company. However, after retiring in 2005, he's found himself busier than ever. He loves to do res…
7 years, 6 months ago
Weekend Reading: End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts
Episode 24
This week, Casey Weade discusses an article from Kitces, titled "End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts." Listen…
7 years, 6 months ago
How To Plan Your Second-Act Career with Nancy Collamer
Episode 23
Nancy Collamer is a coach, consultant, author, speaker and author. She writes about the changing nature of work and retirement for PBS' NextAvenue.or…
7 years, 7 months ago
Weekend Reading: Young Savers Can't Assume Roths Are Right for Them
Episode 22
This week, Casey Weade discusses an article from Kiplinger, titled "Young Savers Can't Assume Roths Are Right for Them" Listen in as Casey breaks dow…
7 years, 7 months ago
Weekend Reading - 5 Tax Strategies for Small-Business Owners
Episode 21
This week, Casey Weade discusses an article that he wrote for Kiplinger, titled "5 Tax Strategies for Small-Business Owners" Listen in as Casey break…
7 years, 7 months ago
Financial Independence vs. Financial Freedom with Garrett Gunderson
Episode 20
Garrett Gunderson is the founder and Chief Wealth Architect of Wealth Factory, as well as the New York Times bestselling author of Killing Sacred Cow…
7 years, 7 months ago
Weekend Reading -- The No. 1 IRA Mistake
Episode 19
This week, Casey Weade discusses an article from Financial Planning magazine, titled "The No. 1 IRA Mistake." Listen in as Casey breaks down the arti…
7 years, 7 months ago
Weekend Reading - Kitces: Are Retiree Health Care Costs Overblown?
Episode 18
This week, Casey Weade discusses an article from Financial Planning, titled "Kitces: Are Retiree Health Care Costs Overblown?" Listen in as Casey bre…
7 years, 7 months ago
Why Smart Women Finish Rich with David Bach
Episode 17
David Bach's goal in life is to inspire a million women to be smarter with money. He's the co-founder of AE Wealth Management, which oversees over $4…
7 years, 7 months ago
Weekend Reading - How to Prepare for the Next Financial Storm That's Coming!
Episode 16
This week, Casey Weade discusses an important concept. It's all about How to Prepare for the Next Financial Storm that's Coming! Listen in as Casey b…
7 years, 8 months ago