Peeling Back Money and Life

<p>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 managing the emotional...

<p>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 often-overlooked...

<p>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. Whether you're...

<p>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 first-time buyers...

<p>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 transition, we...

<p>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 whether to use...

<p>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 retirement plans...

<p>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 break down the...

<p>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 liability and discuss...

<p>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 each method...

<p>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 exceed income...

<p>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 long-forgotten...

<p>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 to building a...

<p>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 asset location and...

<p>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 aspects of retirement...