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Take a listen as Casey shares thoughts and ideas from some of today’s most successful retirees, as well as specific financial solutions to help you make better financial decisions regarding YOUR retirement!

Kary Oberbruner - retire with purpose
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001: Transitioning from Day Job to Dream Job with Kary Oberbrunner

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002: Weekend Reading: New Retirees, Don’t Overlook this Tax Planning Sweet Spot

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John Leland
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003: Choosing Happiness with John Leland

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3 Major Changes in Trump's Retirement Executive Order
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004: Weekend Reading: The 3 Major Changes in Trump's Retirement Executive Order

This week, Casey Weade discusses an article from Forbes titled The 3 Major Changes in Trump’s Retirement Executive Order. Listen in as he breaks down the article and shares what he thinks!

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john lanza money mammals
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005: Teaching Your Kids About Money Management with John Lanza

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How DFA is Superior to Index Funds An Aalysis
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006: Weekend Reading – How DFA is Superior to Index Funds: An Aalysis

This week, Casey Weade discusses an article from Seeking Alpha titled How DFA Is Superior To Index Funds: An Analysis. Listen in as he breaks down the article and shares what he thinks!

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007: 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 down the article and shares what he thinks!

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Emily Guy Birken
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008: Surviving the 5 Years Before You Retire (and Beyond) with Emily Guy Birken

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tax deductions and rules
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009: Weekend Reading – Most Americans in the Dark on Key Deductions & Rules + 6 Facts Every Parent Should Know About 529 Tax Deductions

This week, Casey Weade discusses 2 different articles. The first is from NerdWallet, titled “Most Americans in the Dark on Key Deductions & Rules“ and the second is from Student Loan Hero, titled “6 Facts Every Parent Should Know About 529 Tax Deductions“ Listen in as Casey breaks down the article and shares what he…

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stock market investing - casey weade - retire with purpose
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010: Weekend Reading – How Birth Year Shapes A Generational Experience In Stock Market Investing

This week, Casey Weade discusses an article from Kitces.com titled “How Birth Year Shapes A Generational Experience In Stock Market Investing.” Listen in as Casey breaks down the article and shares what he thinks!

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Dr. Wade Pfau - reverse mortgages
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011: Rethinking Reverse Mortgages and Building Better Portfolios with Dr. Wade Pfau

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012: Weekend Reading – Social Security: 3 Things Democrats and Republicans Actually Agree On + Why Retirees’ Tax Rates May Be Higher Than They Expect

This week, Casey Weade discusses 2 articles from his Weekend Reading. The first is from Motley Fool, titled “Social Security: 3 Things Democrats and Republicans Actually Agree On” and the second is from CNBC, titled “Why Retirees’ Tax Rates May Be Higher Than They Expect.“ Listen in as Casey breaks down the articles and shares what…

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013: Weekend Reading – Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP

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 as Casey breaks down the article and shares what he thinks!

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014: Finding Your Purpose and the Importance of Fulfillment – with Todd Tresidder

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015: Weekend Reading – 5 quirky IRA Rules You Never Heard Of

This week, Casey Weade discusses an article from FinancialPlanning, titled “5 quirky IRA Rules You Never Heard Of“. Listen in as Casey breaks down the article and shares what he thinks!

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016: Weekend Reading – How to Prepare for the Next Financial Storm That’s Coming!

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 breaks down this idea and shares what he thinks!

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017: Why Smart Women Finish Rich with David Bach

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018: Weekend Reading – Kitces: Are Retiree Health Care Costs Overblown?

This week, Casey Weade discusses an article from Financial Planning, titled “Kitces: Are Retiree Health Care Costs Overblown?” Listen in as Casey breaks down the article and shares what he thinks!

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019: Weekend Reading — The No. 1 IRA Mistake

This week, Casey Weade discusses an article from Financial Planning magazine, titled “The No. 1 IRA Mistake.” Listen in as Casey breaks down the article and shares what he thinks!

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020: Financial Independence vs. Financial Freedom with Garrett Gunderson

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021: Weekend Reading – 5 Tax Strategies for Small-Business Owners

This week, Casey Weade discusses an article that he wrote for Kiplinger, titled “5 Tax Strategies for Small-Business Owners” Listen in as Casey breaks down the article and shares what he thinks!

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022: Weekend Reading – Young Savers Can’t Assume Roths Are Right for Them

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 down the article and shares what he thinks!

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023: How To Plan Your Second-Act Career with Nancy Collamer

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end of year contribution
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024: Weekend Reading: End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts

This week, Casey Weade discusses an article from Kitces, titled “End-Of-Year Contribution And Distribution Planning For Tax-Favored Accounts“. Listen in as Casey breaks down the article and shares what he thinks!

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dirk cotton
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025: Retirement Planning for the Unwealthy and the Power (and Danger) of Data with Dirk Cotton

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401k legislation retirement savers
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026: Weekend Reading – New 401(K) Legislation Could Bring Big Changes For Retirement Savers

This week, Casey Weade discusses an article from Forbes, titled “New 401(K) Legislation Could Bring Big Changes For Retirement Savers“. Listen in as Casey breaks down the article and shares what he thinks!

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hans finzel and rick hicks
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027: Finding Adventure & Purpose Later in Life with Hans Finzel and Rick Hicks

Hans Finzel hates the term retirement – and he really hates the idea that retired people don’t have anything to offer the world. He and his friend Rick Hicks are both PhDs and former CEOs who left their roles as they approached the age of 60, but they now spend their time conducting studies, researching,…

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Casey Weade - negotiating the financial side of a relationship
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028: Weekend Reading – Navigating the Financial Side of a Relationship

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jamie hopkins
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029: How to Find the Right Retirement Planner For You with Jamie Hopkins

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Casey Weade - social security at age 62
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030: Weekend Reading – Why Wealthy People May Want to Take Social Security at Age 62

This week, Casey Weade discusses an article from Kiplinger, titled Why Wealthy People May Want to Take Social Security at Age 62. Listen in as Casey breaks down the article and shares what he thinks!

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how one couple stepped into retirement
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031: Client Case Study – How One Couple Successfully Stepped Into Retirement

This week, Casey Weade discusses a client case study outlining how one couple successfully stepped into retirement. Listen in as Casey breaks down the exact steps Howard Bailey took to build out a comprehensive plan.

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jim owen cowboy ethics
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032: How To Get (or Stay) Fit in Retirement with Jim Owen

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2 retirement killers - Casey Weade
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033: Weekend Reading – 2 Retirement Killers And How To Avoid Them

This week, Casey Weade discusses an article from Forbes, titled 2 Retirement Killers And How To Avoid Them. Listen in as Casey breaks down the article and shares what he thinks!

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will social security go broke?
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034: Weekend Reading – How Likely is it That Social Security Will Go Broke?

This week, Casey Weade discusses an article from MarketWatch, titled How Likely is it That Social Security Will Go Broke? Listen in as Casey breaks down the article and shares what he thinks!

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chris hutchins grove - 2
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035: How Grove Founder is Making Online Financial Advisory Easier than Ever with Chris Hutchins

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