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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
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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
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007: Weekend Reading – What Helps or Hurts Investment Returns? Here’s a Ranking
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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
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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
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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
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013: Weekend Reading – Bigger Social Security Checks in 2019 May Not Be Big Enough: AARP
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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
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016: Weekend Reading – How to Prepare for the Next Financial Storm That’s Coming!
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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?
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019: Weekend Reading — The No. 1 IRA Mistake
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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
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022: Weekend Reading – Young Savers Can’t Assume Roths Are Right for Them
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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
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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
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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
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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
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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
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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?
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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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retirement age
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036: Weekend Reading – Is Retiring at the Average Age a Smart Move?
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Casey Weade Money Lessons for the Grandkids
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037: Weekend Reading – Teach Your Children Well – Money Lessons for the Grandkids
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Dave Sanderson - Moment Matter
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038: Turning Tragedy into Opportunities to Survive and Thrive with Dave Sanderson
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should retirees hold onto equities?
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039: Weekend Reading – Should Retirees Hold on to Equities? Not Necessarily
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lifetime retirement benefits
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040: Weekend Reading – Supercharge Your Lifetime Retirement Benefits
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Jon Vroman - Casey Weade
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041: How to Live Your Retirement in the Front Row with Jon Vroman
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Casey Weade - health savings account age 65
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042: Weekend Reading – Making the Most of a Health Savings Account Once You Turn Age 65
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Dr. Paul Ward
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043: How To Make The Most of Your Second Act with Dr. Paul Ward
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Casey Weade - passing on values to future generations
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044: Weekend Reading – What Does Passing on Values to the Next Generation Really Look Like?
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IRA age caps - Casey Weade
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045: Weekend Reading – Retirement Legislation with Bipartisan Support Could Lift IRA Age Caps, Help Small Employers
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laurie cameron mindfulness
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046: How To Stay Present, Benefit From Past Memories, and Plan For The Future with Laurie Cameron
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annuities - rmds
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047: Weekend Reading – New Annuities Starting to Address RMDs
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Divvying Up Household Financial Responsibility
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048: Weekend Reading – How Divvying Up Household Financial Responsibility Impacts Financial Knowledge Over Time
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Kris Van Der Pas-Norenius
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049: How to Live Your Next3rd with Kris Van Der Pas-Norenius
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insurance products to boost fixed income for clients
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050: Weekend Reading – More Financial Advisors are Turning to Insurance Products to Boost Fixed Income for Clients
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retirement income planning bucket strategy
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051: Weekend Reading – What Is The “Bucket” Approach Strategy To Retirement Income Planning?
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John Israel Mr. Thank You Project
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052: Discover the Power of Gratitude with John Israel’s Mr. Thank You Project
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confessions of a financial advisor - casey weade
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053: Confessions of a Financial Advisor – 3 Mistakes to Avoid
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054: Weekend Reading – Retirees, Weigh a Pension Lump Sum Offer Carefully
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david blanchett
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055: How to Navigate The Changing Retirement Landscape with David Blanchett
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056: Weekend Reading – Could These Two Mega Trends Crush Your Retirement Plan?
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Public Long-Term Care Insurance Program
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057: Weekend Reading – What You Need To Know About Washington State’s Public Long-Term Care Insurance Program
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Richard Kado
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058: A Deep Dive into Annuities with Richard Kado
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SEC passes Regulation Best Interest
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059: Weekend Reading – SEC passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback
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Tax Torpedo
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060: Weekend Reading – How Worried Should I Be About the ‘Tax Torpedo’?
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jean chatzky
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061: How Women Can Prepare For Retirement with Jean Chatzky
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buying power social security
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062: Weekend Reading – Why the Buying Power of Social Security Benefits Has Plummeted
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Widow's Penalty Tax Trap
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063: Weekend Reading – Beware the ‘Widow’s Penalty’ Tax Trap
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George Kinder Podcast
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064: How Life Planning Lays the Foundation for Freedom in Retirement with George Kinder
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the earnings test - casey weade
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065: Weekend Reading – The Earnings Test and the Capital Gains Tax Break
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I retired at 34 with $3 million
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066: Weekend Reading – I retired at 34 with $3 million—here are 5 downsides of early retirement
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Dean Niewolny Trade Up
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067: How to Use Your “Halftime” to Make a Difference with Dean Niewolny
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IRS Your Biggest IRA Beneficiary - Casey Weade
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068: Weekend Reading – Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns
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Sequence Of Returns Risk
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069: Weekend Reading – How Does Sequence Of Returns Risk Impact Your Retirement?
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Robert Delamontagne
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070: How to Manage the Psychological Effects of Retirement with Robert Delamontagne
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Principles of Retirement Planning, Part 1 - C.A.N. You Take the Risk
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071: Principles of Retirement Planning, Part 1: “C.A.N.” You Take the Risk?
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Principles of Retirement Planning, Part 2: The 3 Worlds of Investments
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072: Principles of Retirement Planning, Part 2: The 3 Worlds of Investments
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Dr. Katy Votava
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073: How To Plan for Healthcare Costs in Retirement with Dr. Katy Votava
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tax buckets
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074: Principles of Retirement Planning, Part 3: Tax Buckets
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purpose of your money
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075: Principles of Retirement Planning, Part 4: The Purpose of Your Money
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marc freedman
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076: How to “Live Forever” and Find Fulfillment and Happiness in our Longer Lives with Marc Freedman
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Retirement Myths
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077: Healthcare Costs, RMD Timing, Retirement Myths, and More – Weekend Reading Roundup
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recession retirement podcast
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078: A Recession Won’t Wreck Your Retirement…But This Will – Weekend Reading
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Karen Sands
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079: Rewriting The Narrative of Growing Up, Growing Older, and Growing Richer with Karen Sands
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