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81 - What to Do With Your Digital Assets
In our increasingly digital world, your online presence—from financial accounts to social media profiles—constitutes a significant part of your legacy. In this episode, Casey and Mike delve into the…
80 - 5 Essential Steps to Prepare Your Loved Ones: Estate Planning and Legacy Binders
In this episode of the PBML Podcast, Mike and Casey discuss essential estate planning steps and the importance of organizing documents for loved ones. They cover:The 5 critical legal documents…
79 - Beneficiary Designations Explained: Per Stirpes vs. Per Capita & Avoiding Costly Mistakes
In this episode, Casey and Mike discuss the critical importance of beneficiary designations in estate planning. They explain the differences between per stirpes and per capita designations, share…
78 - Life Review: Finding Purpose & Meaning in Retirement Planning
Many people enter retirement with a financial plan, but no clear life plan. A life review is a powerful way to reflect on the past, align with your values, and shape a meaningful future. In this…
77 - In retirement, Now What?
In this episode, we dive deep into the realities of life after retirement. We'll explore the emotional and practical aspects of transitioning from a structured work life to retirement, discussing…
76 - What to do When You Are One Year From Retirement
In this essential episode, we guide you through the critical steps to take when you're just one year away from retirement. We'll cover everything from finalizing your financial preparations to…
75 - What To Do When You Are 5 Years From Retirement
In this episode, we dive deep into the critical steps you should take when you're about 5 years away from retirement. We'll explore comprehensive financial planning, investment strategies, and the…
74 - What to do when your 10 years from retirement
In this episode of Peeling Back Money and Life, we explore the critical steps you need to take when you're about a decade away from retirement. We dive deep into financial and non-financial topics.…
73 - Saving for a Home? What to do and what not to do.
In this episode, Casey and Mike discuss the journey of home ownership, emphasizing the importance of understanding the true costs associated with buying a home. They provide actionable tips for…
72 - Smart Retirement Downsizing: Making the Right Move at the Right Time
In this episode of Peeling Back Money and Life, we dive deep into the critical decisions around downsizing in retirement. Whether you're approaching retirement or helping loved ones navigate this…
71 - Should I Pay off Mortgage before Retirement from Investments or Cash Flow
Should you pay off your mortgage before retirement? It's a common question that doesn't have a one-size-fits-all answer. In this episode, we break down the crucial factors to consider when deciding…
70 - Strategies to Help You Pay for Big Expenses in Retirement
Planning for big ticket expenses in retirement requires careful consideration and strategic thinking. In this episode, we explore various approaches to funding major purchases without derailing your…
69 - Should I switch contributing to pre-tax account and go all in on Roth (post-tax)
In this episode of Peeling Back Money and Life, Casey and Mike dive into one of the most debated topics in personal finance: Should you contribute to Traditional (pre-tax) or to Roth (post-tax)? They…
68 - How to Avoid Overpaying the IRS
In this episode of Peeling Back Money and Life, Mike and Casey dive into essential strategies for minimizing taxes during retirement. They explore various income sources that can trigger tax…
67 - Ways to Pay Taxes on Roth Conversions
In this episode, we explore the various strategies for managing taxes on Roth conversions. Casey and Mike break down different approaches to paying conversion taxes. They discuss the pros and cons of…
66 - How and Why to do a Backdoor Roth IRA
Join Casey and Mike as they break down the ins and outs of the Backdoor Roth IRA strategy. This episode dives deep into how high-income earners can legally contribute to a Roth IRA, even when they…
65 - Old 401(k)? What Are Your Options?
In this episode of Peeling Back Money and Life, Casey and Mike tackle a common dilemma faced by many workers: what to do with an old 401(k) plan. Whether you've recently changed jobs or have a…
64 - Top Steps You Can Take To Prepare For Retirement
In this episode, we explore the essential steps you can take to prepare for retirement. We dive deep into creating a comprehensive retirement strategy, from defining your ideal retirement lifestyle…
63 - Asset Location
In this episode of Peeling Back Money and Life, Casey and Mike explore the critical but often overlooked strategy of asset location in investment planning. They break down the differences between…
62 - Retirement Readiness: 3 Game-Changing Questions for a Fulfilling Retirement
Join Casey Redmond and Mike Dunlop as they explore three fundamental questions that every pre-retiree and retiree should consider. This episode dives deep into both the financial and emotional…
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Peeling Back Money and Life has published 81 episodes since December 2023, covering topics in Business, Investing.
Peeling Back Money and Life is currently dormant with new episodes weekly. Average episode length is 28m.
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