Peeling Back Money and Life

In this episode, hosts Mike Dunlop and Casey Redmond discuss the importance of mastering personal cashflow and setting up automated systems. They discuss the various money-related decisions we make daily and their cumulative impact on our financial wellbeing. They introduce strategies like setting up automatic bill payments, direct deposit for income and automating transfers. They also provide exa...

In this episode of "Peeling Back Money and Life," hosts Casey Redmond and Mike Dunlop discuss key metrics to review yearly and why they matter. They emphasize the importance of understanding the how and the why behind these metrics to make informed financial decisions. The episode covers a range of metrics, including net worth, tax planning, retirement savings, asset allocation, investme...

In this episode of the PBML Podcast, host Casey Redmond and co-host Mike Dunlop interview Mike Finley and discuss the wisdom of the financial legends of Warren Buffett, Charlie Munger, John Bogle, and William Bernstein. They delve into topics such as William Bernstein's new book, the investment strategies outlined in it, and practical applications for listeners. They also explore the key takea...

In this episode of the PBML Podcast, Mike and Casey discuss strategies and tips for making 2024 the best year ever. They explore topics such as setting clear goals, developing a positive mindset, time management techniques, prioritizing health and self-care, building strong relationships, giving back to the community, and the importance of reflection and review. Through their conversation, they pr...

In this episode, hosts Casey and Mike focus on year-end financial planning, beginning with discussions on unrealized losses in taxable accounts and required minimum distributions (RMDs). They explain how an individual can offset realized gains or ordinary income with losses, offering valuable advice for those with taxable brokerage accounts. A key focus is on the importance of RMDs for individuals...

A journey into the heart of what truly matters in our lives - 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...