019: Weekend Reading — The No. 1 IRA Mistake

number 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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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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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…

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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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!

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!

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!

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

Transcript

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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!

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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017: Why Smart Women Finish Rich with David Bach