Tune in as Casey Weade and Marshal Johnson discuss the importance of setting SMART goals for your retirement. Also: bear market factors, bitcoin, and how you can make sure the money you've saved will last your whole retirement. Then stay tuned for special guest, Fiduciary life insurance analyst, Dick Weber.
Tune in as Casey Weade and Marshal Johnson debunk retirement myths! They also discuss how bond funds work, the taxation of gold inside your portfolio, and the reliability of Social Security benefits in the future. Then stay tuned to learn about the "too-hard pile" for investments and retirement planning decisions.
Tune in as Casey Weade and Marshal Johnson discuss the ideal asset mix in retirement. They also touch on Social Security cost of living adjustments and what do you do with leftover amounts in your 529 plans. Last but not least, don't miss special guest, therapist Dr. Dorian Mintzer and her advice for couples in retirement.
Tune in as Casey Weade and Marshal Johnson discuss 6 uses of life insurance in financial planning, how to determine the appropriate amount of risk you should be taking at this time in your life, and special guest, Richard Haiduck, and the mysterious order of asset withdrawal.
Tune in as Casey Weade and Marshal Johnson talk about when to update your estate plan. They also talk about health care before Medicare, increasing your returns on your emergency fund, where is your goalpost (and how to get it to stop moving). Plus, special guest, leading retirement coach, and franchise expert, Bob Foley.
Join Casey Weade and Marshal Johnson as they discuss how to best leverage your Health Savings Account in retirement. They also discuss Social Security and an article from Kiplinger on "Planning for Retirement Assets in Your Estate Plan." Special guest, "America's Tax Expert" David McKnight, starts a discussion on tax-free income for life.
Casey Weade and Marshal Johnson talk about the idea of can you retire with a nest egg that's too big? (and if your nest egg is too big, what should you do about it?). Next a discussion of 401(k)s, Roth IRAs, 403(b)s, gold (and related inflation). Also, the psychological side of retirement with a variety of podcast guest highlights and an article focus on inflation and what to do about it if it's coming.
In this episode, Casey Weade and Marshal Johnson talk all about inflation — should you be concerned and what can you do about it? When to de-risk your portfolio, cryptocurrency, marital compression in retirement and how to manage it, and guests/experts discussing real estate and relocation in retirement. Plus, a Kiplinger article focus on the dimensions of wealth influencing your financial path.
Casey Weade and Marshal Johnson talk taxes, income & risk, Social Security survivor's benefits, the best way to choose your retirement date, and featured guest retirement coach Joe Casey, from Retirement Wisdom, and article focus on cash - sleeping with cash... how much cash should you keep on hand to help you sleep well at night?
Paying off your mortgage in retirement...should you do it, should you not? Casey Weade and Marshal Johnson discuss that and what are the tax consequences of taking a large distribution from an IRA to pay off that mortgage (pros and cons)? Next, they talk about carrying life insurance in retirement — should you stop paying those premiums? What are the uses of carrying that life insurance into retirement? Then a look at retirement rules of thumb — taking a second look (such as the rule of 100) and a focus from Forbes, "What is secure act 2.0 and how would it change retirement?"
When should you retire? Focus on health and wellness in retirement with highlights from past podcast guests. Plus, Biden's capital gains tax rate increases, pitfalls of picking the wrong financial advisor, planning for decumulation vs accumulation, and the bucket approach to retirement income planning.
Join Casey Weade and Marshal Johnson as they talk about which assets you should tap first in retirement. They also talk about a Weekend Reading article on "Why you need a little "W.H.A.A.M." in your retirement planning," and tax strategies for estate planning and inflation in retirement + a discussion on purpose with 3-time podcast guest Kary Oberbrunner.