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