Podcast Episodes
Back to SearchFreedom After 50: You Planned Wisely—But Is Your Money Aligned with What Matters Most?
Episode 514
What if true wealth isn't just about how much you've saved, but how wisely you're living? Join us as we explore the WiseWealth Matrix, a tool built o…
11 months ago
The One Big Beautiful Bill Act: What It Really Means for Your Retirement Taxes
Episode 513
What does the "One Big Beautiful Bill Act" mean for your retirement? Find out how the latest tax legislation—from permanent TCJA extensions to surpri…
11 months, 1 week ago
Freedom After 50: The Sunk Cost Fallacies Sinking Your Future Vision
Episode 512
Have you ever held on to something just because you've "put too much into it to let it go"? Many of us fall into the sunk cost fallacy trap—the qui…
11 months, 2 weeks ago
Sequence Risk Meets RMDs: The Retirement Trap No One Talks About
Episode 511
Are your Required Minimum Distributions (RMDs) setting you up for failure? Find out how sequence of returns risk combines with RMD rules to create a …
11 months, 3 weeks ago
Managing Investment Risk When You've Already Won The Game with William Bernstein
Episode 510
Today, I'm speaking with William Bernstein. Bill is a renowned investment advisor, author, and retired neurologist. He's the co-founder of Efficient …
11 months, 3 weeks ago
Freedom After 50: 7 Practices to Help You Stop Hiding and Start Growing
Episode 509
What if your greatest growth in retirement didn't come from doing more—but from finally sitting with who you are? Throughout this discussion, we expl…
11 months, 4 weeks ago
More Control, Less Surprise: A Real Retirement Tax Wake-Up Call
Episode 508
What if you did everything "right" in retirement, but were still left surprised? That's exactly what happened to Fritz Gilbert, one of our favorite p…
1 year ago
Freedom After 50: You're Not Looking for Advice—You're Looking for Alignment, Part 2
Episode 507
In this powerful follow-up episode, Casey Weade and Certified Retirement Coach Les McDaniel return to explore the deeper question behind advice-seeki…
1 year ago
The Surplus Bucket Strategy: A Way to Spend More Confidently in Retirement
Episode 506
If you're like many retirees we meet with, you may struggle to spend confidently in retirement, even when you've saved enough. Here, we explore a pot…
1 year ago
Freedom After 50: You're Not Looking for Advice—You're Looking for Alignment, Part 1
Episode 505
Understanding your own story is the missing link between receiving advice and applying it meaningfully. If you've ever felt stuck between wanting dir…
1 year ago