Peeling Back Money and Life
By Casey Redmond and Mike Dunlop
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Image by Casey Redmond and Mike Dunlop
Category: Investing
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Episodes: 81
Description
Peeling Back Money and Life with Mike and Casey features wisdom involving our financial health and our overall well-being. Each week, we invite you to join us as we explore the intricate layers of money, life, and personal growth, offering a unique blend of financial wisdom, life lessons, and wellness strategies. Through engaging discussions, interviews with industry experts, alongside inspiring stories from individuals from all walks of life, we shed light on how financial decisions and many other life decisions impact our everyday lives and overall happiness.
| Episode | Date |
|---|---|
|
81 - What to Do With Your Digital Assets
|
Jul 31, 2025 |
|
80 - 5 Essential Steps to Prepare Your Loved Ones: Estate Planning and Legacy Binders
|
Jul 17, 2025 |
|
79 - Beneficiary Designations Explained: Per Stirpes vs. Per Capita & Avoiding Costly Mistakes
|
Jul 03, 2025 |
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78 - Life Review: Finding Purpose & Meaning in Retirement Planning
|
Jun 19, 2025 |
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77 - In retirement, Now What?
|
Jun 05, 2025 |
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76 - What to do When You Are One Year From Retirement
|
May 15, 2025 |
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75 - What To Do When You Are 5 Years From Retirement
|
May 08, 2025 |
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74 - What to do when your 10 years from retirement
|
May 01, 2025 |
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73 - Saving for a Home? What to do and what not to do.
|
Apr 24, 2025 |
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72 - Smart Retirement Downsizing: Making the Right Move at the Right Time
|
Apr 17, 2025 |
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71 - Should I Pay off Mortgage before Retirement from Investments or Cash Flow
|
Apr 10, 2025 |
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70 - Strategies to Help You Pay for Big Expenses in Retirement
|
Apr 03, 2025 |
|
69 - Should I switch contributing to pre-tax account and go all in on Roth (post-tax)
|
Mar 27, 2025 |
|
68 - How to Avoid Overpaying the IRS
|
Mar 20, 2025 |
|
67 - Ways to Pay Taxes on Roth Conversions
|
Mar 13, 2025 |
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66 - How and Why to do a Backdoor Roth IRA
|
Mar 06, 2025 |
|
65 - Old 401(k)? What Are Your Options?
|
Feb 27, 2025 |
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64 - Top Steps You Can Take To Prepare For Retirement
|
Feb 20, 2025 |
|
63 - Asset Location
|
Feb 13, 2025 |
|
62 - Retirement Readiness: 3 Game-Changing Questions for a Fulfilling Retirement
|
Feb 06, 2025 |
|
61 - How to Invest for a Multidecade Retirement
|
Feb 04, 2025 |
|
60 - How to Access Your Money Before 59 1/2
|
Jan 23, 2025 |
|
59 - How to Make Work Optional
|
Jan 16, 2025 |
|
58 - Financial Independence at Any Age: Lessons from the FIRE Movement on Building Financial Flexibility and Freedom
|
Jan 09, 2025 |
|
57 - What is the FIRE Movement?
|
Jan 02, 2025 |
|
56 - Start 2025 Right: Essential Tips for Financial Success and Wealth Building
|
Dec 26, 2024 |
|
55 - Master these 3 Things to Change Your LIfe
|
Dec 19, 2024 |
|
54 - Top 7 Decisions To 7 Figures
|
Dec 12, 2024 |
|
53 - Maximizing Your Charitable Giving: Strategies with Financial Expert Mike Finley
|
Dec 05, 2024 |
|
52 - Maximize Your Charitable Giving: Tax Benefits, QCDs, and Donor Advised Funds Explained
|
Nov 28, 2024 |
|
51 - A 7-Step Tax Planning Checklist for Maximum Savings
|
Nov 21, 2024 |
|
50 - 7 Ways to Avoid/Reduce IRMAA
|
Nov 14, 2024 |
|
49 - Top 7 Health Insurance Options Pre-65
|
Nov 07, 2024 |
|
48 - Smart Money Moves: Reviewing and Saving on Property and Auto Insurance
|
Oct 31, 2024 |
|
47 - The Ultimate Guide to Life Insurance
|
Oct 24, 2024 |
|
46 - Should I Keep or Get a Mortgage in Retirement?
|
Oct 17, 2024 |
|
45 - The Ultimate Guide to Annuities
|
Oct 10, 2024 |
|
44 - 7 Steps to Setting up a Retirement Paycheck
|
Oct 03, 2024 |
|
43 - Where to put your next dollar
|
Sep 26, 2024 |
|
42 - Investors Roadmap in Building Wealth
|
Sep 19, 2024 |
|
41 - Tax loss harvesting continued and what is tax gain harvesting
|
Sep 12, 2024 |
|
40 - Tax Loss Harvesting
|
Sep 05, 2024 |
|
39 - The Future of Senior Living: Insights from Jerry Harris, President of Operations and Chief Experience Officer at Western Home
|
Aug 29, 2024 |
|
38 - Investing Guidelines
|
Aug 22, 2024 |
|
37 - Achieving Financial Independence: Mike Finley's Journey and Tips for Success
|
Aug 15, 2024 |
|
36 - When NOT to do a Roth Conversion
|
Aug 08, 2024 |
|
35 - How and why to do a Roth conversion
|
Aug 01, 2024 |
|
34- Should You Care About Your Credit Score? What about Freezing Your Credit?
|
Jul 25, 2024 |
|
33 - Answers to questions we get about financial advisors
|
Jul 18, 2024 |
|
32 - Fees that financial advisors charge: How to know what your paying
|
Jul 11, 2024 |
|
31 - Different types of financial advisors: Which one do you have?
|
Jul 04, 2024 |
|
30 - Estate Planning 101: It's for Everyone, Not Just the Wealthy
|
Jun 27, 2024 |
|
29 - What is probate and how to avoid it without creating a trust
|
Jun 20, 2024 |
|
28 - What is an Advanced Directive and do I Need One?
|
Jun 13, 2024 |
|
27 - Do I Need A Will
|
Jun 06, 2024 |
|
26 - Money and Life Tips for Post-Secondary Students
|
May 30, 2024 |
|
25 - Parents Role in Post Secondary Planning
|
May 23, 2024 |
|
24 - How to Pay For Post-Secondary Education
|
May 16, 2024 |
|
23 - Strategies for choosing your path
|
May 09, 2024 |
|
22 - Pathways After High School
|
May 02, 2024 |
|
21 - Pay off debt or invest
|
Apr 25, 2024 |
|
20 - Debt to income: How to figure yours out and how much you should have
|
Apr 18, 2024 |
|
19 - The Big 3 - Massive Impact on Long-Term Savings Rate
|
Apr 11, 2024 |
|
18 - Spring Cleaning Your Money
|
Apr 04, 2024 |
|
17 - How to find and work with financial planner/advisor
|
Mar 28, 2024 |
|
16 - Investment Policy Statement (IPS): Covering the What, Why, and How.
|
Mar 21, 2024 |
|
15 - Tax Planning Strategies
|
Mar 14, 2024 |
|
14 - What to Look for in a Tax Accountant
|
Mar 07, 2024 |
|
13 - Steps to Take When Choosing Investments Inside Your 401k
|
Feb 29, 2024 |
|
12 - How much is Enough?
|
Feb 22, 2024 |
|
11 - Becoming a Wise Investor
|
Feb 15, 2024 |
|
10 - What tax documents should I be expecting and by when
|
Feb 08, 2024 |
|
9 - All about Asset Allocation and Asset Location
|
Feb 01, 2024 |
|
8 - Top Habits of Millionaires
|
Jan 25, 2024 |
|
7 - How to Create More Wealth into Your Life
|
Jan 18, 2024 |
|
6 - Setting Up A System To Master Your Cash Flow
|
Jan 11, 2024 |
|
5 - Key Metrics to Review Yearly - The How and the Why
|
Jan 04, 2024 |
|
4 - Masters of Wisdom with Mike Finley: Munger, Bogle, Buffett and Bernstein Unveiled
|
Dec 30, 2023 |
|
3 - How to Make 2024 Your Best Year
|
Dec 22, 2023 |
|
2 - End of Year Financial Planning and Strategic Investment Tips
|
Dec 18, 2023 |
|
1 - Money and Life
|
Dec 13, 2023 |