Ranked #1
085: Making Sense of Social Security with Mary Beth Franklin
085: Making Sense of Social Security with Mary Beth Franklin
Few people understand this better than Mary Beth Franklin. Mary Beth is a benefits guru, a contributing editor at Inves... Read more
14 Oct 2019
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1hr 9mins
Ranked #2
087: Retirement Planning, Step 1: Purpose
087: Retirement Planning, Step 1: Purpose
Today is the start of a 6-part series that is going to outline our retirement planning process. We kick off the series w... Read more
25 Oct 2019
•
20mins
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Ranked #3
114: How To Retire in the 0% Tax Bracket with David McKnight - David McKnight
114: How To Retire in the 0% Tax Bracket with David McKnight - David McKnight
David McKnight is a champion for the American people. He’s not only warned us all about why we should expect taxes to ge... Read more
2 Mar 2020
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1hr 24mins
Ranked #4
073: How To Plan for Healthcare Costs in Retirement with Dr. Katy Votava
073: How To Plan for Healthcare Costs in Retirement with Dr. Katy Votava
At some point in almost every single client meeting, we get asked how much health insurance is going to cost, what Medic... Read more
19 Aug 2019
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1hr 10mins
Ranked #5
011: Rethinking Reverse Mortgages and Building Better Portfolios with Dr. Wade Pfau
011: Rethinking Reverse Mortgages and Building Better Portfolios with Dr. Wade Pfau
Dr. Wade Pfau, CFA, the Retirement Researcher, has made his career diving deep into the world of academic retirement res... Read more
15 Oct 2018
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1hr 5mins
Ranked #6
008: Surviving the 5 Years Before You Retire (and Beyond) with Emily Guy Birken
008: Surviving the 5 Years Before You Retire (and Beyond) with Emily Guy Birken
Author and educator Emily Guy Birken is on a mission to help people end financial stress. Using her gift for making typi... Read more
1 Oct 2018
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1hr 6mins
Ranked #7
017: Why Smart Women Finish Rich with David Bach
017: Why Smart Women Finish Rich with David Bach
David Bach’s goal in life is to inspire a million women to be smarter with money. He’s the co-founder of AE Wealth Manag... Read more
12 Nov 2018
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1hr 8mins
Ranked #8
030: Weekend Reading: Why Wealthy People May Want to Take Social Security at Age 62
030: Weekend Reading: Why Wealthy People May Want to Take Social Security at Age 62
This week, Casey Weade discusses an article from Kiplinger, titled Why Wealthy People May Want to Take Social Security a... Read more
25 Jan 2019
•
20mins
Ranked #9
056: Could These Two Mega Trends Crush Your Retirement Plan? - Weekend Reading
056: Could These Two Mega Trends Crush Your Retirement Plan? - Weekend Reading
This week's retirement reading is from Forbes, titled Could These Two Mega Trends Crush Your Retirement Plan? Listen in ... Read more
31 May 2019
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17mins
Ranked #10
064: How Life Planning Lays the Foundation for Freedom in Retirement with George Kinder
064: How Life Planning Lays the Foundation for Freedom in Retirement with George Kinder
George Kinder is the father of life planning. Through this unique methodology, he helps retirees discover their deepest ... Read more
8 Jul 2019
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1hr 8mins
Ranked #11
041: How to Live Your Retirement in the Front Row with Jon Vroman
041: How to Live Your Retirement in the Front Row with Jon Vroman
Jon Vroman makes moments. As the founder of the Front Row Foundation, he helps individuals facing life-threatening healt... Read more
18 Mar 2019
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1hr 3mins
Ranked #12
049: How to Live Your Next3rd with Kris Van Der Pas-Norenius
049: How to Live Your Next3rd with Kris Van Der Pas-Norenius
Kris Van Der Pas-Norenius sold her successful business at the age of 55 - and learned a lot of things about retirement t... Read more
29 Apr 2019
•
56mins
Ranked #13
103: How to Choose the Right Financial Advisor with Brad Johnson
103: How to Choose the Right Financial Advisor with Brad Johnson
Choosing the right financial advisor is a big decision; one that can have a major impact on your life. Unfortunately, no... Read more
6 Jan 2020
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1hr 13mins
Ranked #14
104: The 9 Types of People You'll Meet in Retirement - Weekend Reading
104: The 9 Types of People You'll Meet in Retirement - Weekend Reading
This week's retirement reading is from Kiplinger, titled The 9 Types of People You'll Meet in Retirement. Listen in as C... Read more
10 Jan 2020
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28mins
Ranked #15
092: Retirement Planning, Step 3: Income Planning
092: Retirement Planning, Step 3: Income Planning
Today is the continuation of a 6-part series that is going to outline our retirement planning process. We dive into the ... Read more
15 Nov 2019
•
27mins
Ranked #16
032: How To Get (or Stay) Fit in Retirement with Jim Owen
032: How To Get (or Stay) Fit in Retirement with Jim Owen
When Jim Owen was 70 years old, he saw himself as an old man for the first time. He was 25 pounds overweight. He suffere... Read more
4 Feb 2019
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1hr 13mins
Ranked #17
093: Retirement Planning, Step 4: Growth
093: Retirement Planning, Step 4: Growth
Today is the continuation of a 6-part series that outlines our retirement planning process. Today, we dive into the four... Read more
22 Nov 2019
•
23mins
Ranked #18
029: How to Find the Right Retirement Planner For You with Jamie Hopkins
029: How to Find the Right Retirement Planner For You with Jamie Hopkins
Jamie Hopkins is soon to become the Director of Retirement Research at the Carson Group - and he holds virtually every d... Read more
21 Jan 2019
•
1hr 12mins
Ranked #19
071: Principles of Retirement Planning, Part 1: "C.A.N." You Take the Risk?
071: Principles of Retirement Planning, Part 1: "C.A.N." You Take the Risk?
Over the next month, we're going to be talking about some of the fundamental principles that will affect your retirement... Read more
9 Aug 2019
•
21mins
Ranked #20
053: Confessions of a Financial Advisor - 3 Mistakes to Avoid - Weekend Reading
053: Confessions of a Financial Advisor - 3 Mistakes to Avoid - Weekend Reading
This week's retirement reading is an article Casey wrote for Forbes, titled Confessions of a Financial Advisor: 3 Mistak... Read more
17 May 2019
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24mins