Podcast Episodes
Back to SearchWeekend Reading - 5 quirky IRA Rules You Never Heard Of
Episode 15
This week, Casey Weade discusses an article from FinancialPlanning, titled "5 quirky IRA Rules You Never Heard Of". Listen in as Casey breaks down th…
7 years, 8 months ago
Finding Your Purpose and the Importance of Fulfillment - with Todd Tresidder
Episode 14
Todd Tresidder effectively retired at the age of 35 to find a new purpose and to enjoy life day in and day out. He exited the hedge fund management i…
7 years, 8 months ago
Weekend Reading - Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP
Episode 13
This week, Casey Weade discusses an article from Fox Business titled "Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP". Listen in a…
7 years, 8 months ago
Weekend Reading - Social Security: 3 Things Democrats and Republicans Actually Agree On + Why Retirees' Tax Rates May Be Higher Than They Expect
Episode 12
This week, Casey Weade discusses 2 different articles. The first is from Motley Fool, titled "Social Security: 3 Things Democrats and Republicans Act…
7 years, 8 months ago
Rethinking Reverse Mortgages and Building Better Portfolios with Dr. Wade Pfau
Episode 11
Dr. Wade Pfau, CFA, the Retirement Researcher, has made his career diving deep into the world of academic retirement research to find practical appli…
7 years, 8 months ago
Weekend Reading - How Birth Year Shapes A Generational Experience In Stock Market Investing
Episode 10
This week, Casey Weade discusses an article from Kitces.com titled "How Birth Year Shapes A Generational Experience In Stock Market Investing."Listen…
7 years, 8 months ago
Weekend Reading - Most Americans in the Dark on Key Deductions & Rules + 6 Facts Every Parent Should Know About 529 Tax Deductions
Episode 9
This week, Casey Weade discusses 2 different articles. The first is from NerdWallet, titled "Most Americans in the Dark on Key Deductions & Rules" an…
7 years, 9 months ago
Surviving the 5 Years Before You Retire (and Beyond) with Emily Guy Birken
Episode 8
Author and educator Emily Guy Birken is on a mission to help people end financial stress. Using her gift for making typically complex financial topic…
7 years, 9 months ago
Weekend Reading - What Helps or Hurts Investment Returns? Here's a Ranking
This week, Casey Weade discusses an article from Bloomberg titled "What Helps or Hurts Investment Returns? Here's a Ranking." Listen in as he breaks …
7 years, 9 months ago
Weekend Reading - How DFA is Superior to Index Funds: An Aalysis
Episode 6
Once a month, join Casey Weade for his Weekend Reading for Retirees - hand-picked relevant stories, beneficial to you whether you're at, near or in r…
7 years, 9 months ago