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

401k legislation 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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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

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…

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,…

Emily Guy Birken
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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…

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!

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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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…

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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…

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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…

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!