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

end of year contribution

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!

Listen to Other Shows

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…

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!

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!

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,…

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…

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!

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!

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!

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…

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,…