header2
logos2017
smartvestor

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
podcast
001: Transitioning from Day Job to Dream Job with Kary Oberbrunner

At the age of 35, Dr. Kary Oberbrunner left his day job at a nonprofit to pursue his dream job: igniting souls. Through writing, speaking, coaching, he helps individuals and organizations clarify who they are, why they are here, and how they should invest their time and energy. Before this, Kary struggled with stuttering, depression,…

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

This week, Casey Weade discusses an article from CNBC titled New Retirees, Don’t Overlook this Tax Planning Sweet Spot. Listen in as he breaks down the article and shares what he thinks!

Read More
John Leland
podcast
003: Choosing Happiness with John Leland

For almost 20 years, three-time author John Leland has been writing about the many different sides of retirement for The New York Times. Right now, more people are living past the age of 85 than any other time in history – and John set out to write a year-long series about them. He wanted to…

Read More
3 Major Changes in Trump's Retirement Executive Order
podcast
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!

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

John Lanza and his wife asked a simple question when their first child was six months old: “How can we raise our kids to be money smart?” Trying to answer it made them realize that there were far more families trying to answer this question than just his. This led him to create The Money…

Read More
How DFA is Superior to Index Funds An Aalysis
podcast
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!

Read More
podcast
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!

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

Author and educator Emily Guy Birken is on a mission to help people end financial stress. Using her gift for making typically complex financial topics relatable and easy to understand, she’s written about parenting and money for Kiplinger’s and the New York Times. She’s also the author of four books, including The Five Years Before…

Read More
tax deductions and rules
podcast
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…

Read More
stock market investing - casey weade - retire with purpose
podcast
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!

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

Dr. Wade Pfau, CFA, the Retirement Researcher, has made his career diving deep into the world of academic retirement research to find practical applications and strategies to help retirees and financial planners alike. He’s the Professor of Retirement Income at The American College and the Director of Retirement Research for McLean Asset Management and inStream…

Read More
social security - tax rates - 012
podcast
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…

Read More
social security checks - weekend reading 13 - Casey Weade
podcast
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!

Read More
Todd Tresidder financial mentor
podcast
014: Finding Your Purpose and the Importance of Fulfillment – with Todd Tresidder

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 industry to focus on giving impartial advice – unswayed by bias or products to sell – at FinancialMentor.com. There, he has been providing financial education resources,…

Read More
Casey Weade - 5 quirky IRA Rules You Never Heard Of
podcast
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!

Read More
prepare for financial storm
podcast
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!

Read More
david bach smart women finish rich
podcast
017: Why Smart Women Finish Rich with David Bach

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 billion in assets, as well as the author of Smart Women Finish Rich, a word of mouth phenomenon that has sold over 1 million copies and is now…

Read More
retiree health care costs
podcast
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!

Read More
number 1 ira mistake
podcast
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!

Read More
garrett gunderson
podcast
020: Financial Independence vs. Financial Freedom with Garrett Gunderson

I’ve been following and admiring Garrett Gunderson for years. Garrett is the founder and Chief Wealth Architect of Wealth Factory, as well as the New York Times bestselling author of Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity and 5 Day Weekend: Freedom to Make Your Life and Work Rich with…

Read More
5 tax strategies for small business owners
podcast
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!

Read More
casey weade weekend reading - young savers roths
podcast
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!

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

Nancy Collamer is a coach, consultant, speaker, and author. She writes about the changing nature of work and retirement for PBS’ NextAvenue.org, contributes to Forbes.com, and is the author of Second-Act Careers: 50+ Ways to Profit from Your Passions During Semi-Retirement. There are now more opportunities than ever for people who are leaving full-time jobs…

Read More

Take The Next Step