What's New

246: Incorporating Life Insurance Into Your Financial Plan With Dick Weber

245: For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say

244: What You Need To Know About The Confusing Roth IRA Five-Year Rule copy

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Radio Hour: 6 Uses of Life Insurance in Financial Planning

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.

07/28/2021

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Radio Hour: When to Update Your Estate Plan

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.

06/29/2021

Radio Hour: How to Best Leverage Your HSA in Retirement

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.

06/22/2021

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Episode 286: Intentional Goal Setting in Retirement

Casey Weade talks about how to start intentional goal setting in retirement. Then Marshal Johnson joins Casey to talk about 5 easy ways to protect your retirement savings from taxes and maximizing your Social Security benefits.

06/21/2021

Episode 285: Fractured Families and How to Mend Them

Casey Weade talks about fractured families and how to mend them with podcast guest, Dr. Karl Pillemer. Marshal Johnson joins Casey and they discuss how much cash you should hold in retirement (and where), and making better Social Security and pension decisions.

06/14/2021

Episode 284: How to Make Better Financial Decisions

Casey Weade showcases his latest podcast with World Series of Poker champion Annie Duke on how to make better financial decisions. Marshal Johnson joins Casey to go over how much income your 401(k) will provide, and retirement planning when you don't want to retire.

06/07/2021

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Understand Your Medicare Options

Howard Bailey is pleased to host Todd Morrissey, who has decades of experience in Medicare and will educate you on your Medicare options.

Defining Purpose in Retirement

During this webinar, we take an in-depth look at how to define meaning and purpose in your life, and the impact this can have on creating more joy and overall fulfillment in your Second Act. It's not just a financial plan... it is a life plan.

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What are your 2021 Webinar Options?

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