What's New

195: The Psychology of Making Financial Decisions with Maria Konnikova

194: Does Your Portfolio Need Bitcoin?

193: Worried About Passing Down a Big IRA? Consider a CRT

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Radio Hour: Radio Hour: What is Retirement Income Planning?

Join Casey Weade and Marshal Johnson as they discuss what is retirement income planning, and what are your options? Highlights from an interview with Dave Jetson, a financial therapist. The latest study from past podcast guest, David Blanchett, on “Right-Sizing Retirement.” Also, a discussion on Social Security and advisor compensation.

Radio Hour: The Retirement Planning Opportunity Zone — Are You In It?

Join Casey Weade and Marshal Johnson as they discuss the retirement planning opportunity zone - are you in it?? They also discuss diffusing the IRA tax time bomb, irrevocable trusts, and highlights from an interview with Annie Duke (World Poker Series Champion) focusing on how to make better decisions.

Radio Hour: Retirement Income War Chests

In this episode, Casey and Marshal discuss several topics, including Retirement income war chests - do you have one? What could Medicare cost you once you retire (and how can you prepare for it now?) Highlights from the interview with David McKnight, and a discussion on the “single-ply” areas of your life.

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Episode 277: The No-Regrets Retirement Plan

Join Casey Weade as he discusses the no-regrets retirement plan. Marshal Johnson joins Casey to talk about misunderstood retirement planning tools, and then how to get a disinterested spouse involved in your financial future.

Episode 276: Creating Lasting Income from Real Estate

Casey Weade discusses creating lasting income from real estate and features clips from his podcast with Jason Hartman. Marshal Johnson and Casey then go over your withdrawal war chest, and how much you actually need to retire.

Episode 275: Creating Lasting Income from Real Estate

Can you retire early? Casey Weade discusses options you should be considering. Plus, overcoming bias in retirement tools and how to find a good advisor with finance professor Steve Parrish. Then Marshal Johnson joins Casey to discuss the article, "Do you believe fake news about retirement?"

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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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Defining Purpose in Retirement

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