Peeling Back Money and Life

Join hosts Casey and Mike as they delve into the world of financial advisors. This insightful episode demystifies the various types of financial advisors, their roles, and how they can assist you in achieving your financial objectives. From comprehensive planners to investment managers, advice-only advisors to insurance agents, and even the salesperson, this episode breaks it all down. Tune in for...

Join Casey and Mike as they peel back the layers of estate planning. This essential topic is not just for the wealthy - it's for everyone. They delve into the nitty-gritty of wills, trusts, and the consequences of not having a plan in place. Discover the key components of a comprehensive estate plan and how to avoid common mistakes. They also explore resources available for estate planning. Do...

In this episode of "Peeling Back Money and Life", join Casey and Mike as they demystify the often intimidating subject of probate. Learn what probate is, the process involved, its pros and cons, and common misconceptions. But most importantly, discover practical strategies to avoid and/or drastically reduce your probate without creating a trust. Tune in for insights that could save you t...

Description In this episode of Peeling Back Money and Life, we delve into the critical but often overlooked topic of advance directives. We discuss what they are, their importance, who should consider having one, and common misconceptions surrounding them. Tune in to hear real-life examples and scenarios, learn about legal and financial considerations, and gain insights on navigating family dynami...

Join us as we peel back the layers of wills and estate planning. In this episode, we discuss the importance of having a will, common misconceptions, and how to navigate the legal and financial considerations. Learn how to protect your assets, ensure your wishes are met, and preserve your legacy. It's not just about you - it's about protecting your loved ones, too. Don't leave it up to...

In this episode, we dive into a wealth of advice for post-secondary students, covering everything from life topics to money topics and some are time management and embarking on your financial independence journey. Tune in to discover practical tips and a treasure trove of resources that can help you navigate your path to a balanced and fulfilling life. Your financial future starts now!

In this episode of Peeling Back Money and Life, Casey and Mike delve deep into the pivotal role parents play in their child's post-secondary education journey. From discussing smart financial planning strategies to providing emotional support, navigating the college application process, and preparing for life after college - this episode is filled with insightful tips and strategies every pare...

Join us for an insightful episode where we demystify the financial aspects of post-high school education. From understanding the full spectrum of costs, exploring financial aid options, to making sense of the FAFSA and student loans, we cover it all. We also delve into alternative funding strategies and the importance of guidance during these pivotal moments. Whether you're headed to college,...

In this riveting episode of "Peeling Back Money and Life," we explore the crucial topic of choosing your path after high school. Guided by introspection and self-awareness, we delve into strategies for understanding yourself better, and offer practical steps to take action on your aspirations. Featuring insights from leading thinkers and effective tools for goal setting, this episode is...

In this episode of "Peeling Back Money and Life," hosts Casey and Mike explore the various pathways after high school. From traditional four-year colleges to vocational training, military service, and taking a gap year, they discuss the pros and cons of each option. Join them as they dive deep into the topic, providing valuable insights and guidance to help you make an informed decision...

In this episode of "Peeling Back Money and Life," Casey and Mike dive into the age-old dilemma of whether to pay off debt or invest. They provide valuable insights and strategies for managing debt. They also discuss key factors to consider when making the decision to pay off debt or invest as well as a framework and guide in helping make your decision of how to go about prioritizing one...

In this episode of "Peeling Back Money and Life," Casey and Mike dive into the crucial topic of debt-to-income ratio. They break down what it is, why it matters, and how to calculate it. Discover the ideal range for a healthy debt-to-income ratio and the consequences of having a high ratio. Learn practical strategies for improving your ratio. Plus, explore the mindset shift and environme...

Discover how transportation, food, and housing expenses can have a massive impact on your long-term savings rate. Join Casey and Mike as they dive into practical strategies to reduce these costs and optimize your decisions. Find out what they recommend to keep your transportation and housing expenses at compared to your gross income. Don't miss this episode packed with valuable insights to imp...

Join Casey and Mike in this eye-opening episode as they reveal the ultimate system for giving your finances a spring clean. From income, expenses, debt, and investments, to insurance and taxes, they leave no stone unturned. Discover the opportunities for improvement, optimization, and growth in your financial life. Tune in to start your journey towards financial success today!

In this episode, we discuss the important topic of finding and working with a financial planner or advisor. We cover everything from choosing the right advisor to understanding their qualifications and compensation structures. Join us as we explore the qualities to look for, the questions to ask, and how to ensure your advisor aligns with your financial goals and values. Whether you're just st...

In this episode, we dive deep into the world of Investment Policy Statements (IPS) and how they can help you navigate your financial journey. Join us as we discuss the purpose and objectives of an IPS, the essential components to include, and the step-by-step process of creating your own. We also explore common mistakes to avoid and whether to DIY or seek professional assistance. Tune in to this e...

In this episode of "Peeling Back Money and Life," Casey and Mike dive deep into the world of tax planning strategies. They discuss the importance of strategic planning, different types of income and their tax implications, deductions and credits, retirement planning, and smart tax planning. Whether you're a recent graduate or a seasoned professional, this episode offers valuable insi...

In this episode of Peeling Back Money and Life, Casey and Mike talk about what to look for in a tax accountant. They discuss the qualities of a good tax accountant and the importance of choosing the right type of tax professional, like CPAs or enrolled agents. The hosts also talk about the significance of industry specialization, client feedback, and reviews when choosing an accountant. They give...

In this episode of "Peeling Back Money and Life," Casey and Mike discuss the important steps to take when choosing investments inside your 401k. They cover topics such as understanding your retirement plan, reviewing available funds, monitoring and adjusting your investments, tax implications, and what to do when leaving your employer. Tune in to gain valuable insights and take control o...

In this episode, we explore the concept of "enough" and how it relates to our finances and overall well-being. Join us as we discuss the importance of understanding what is truly enough for each of us individually, and how it can lead to a more fulfilling and intentional life. From reflecting on our values and priorities to assessing our financial landscape, we provide practical steps to...

In this episode of Peeling Back Money and Life, join us as we dive into the world of becoming a wise investor. We discuss practical strategies and insights to simplify your investment approach, learn from independent experts, manage emotions, understand risk and reward, know what you own and why you own it, and stay informed about fees and market trends. Don't miss out on this valuable episode...

Join hosts Casey Redmond and Mike Dunlop as they break down the complex world of tax documents and filing. In this episode, they discuss the importance of filing taxes, the pros and cons of filing on your own, and the basics of the US tax system. They provide practical tips for organizing your tax documents and share common mistakes to avoid. Whether you're a tax-filing pro or just starting ou...

In this episode of "Peeling Back Money and Life," hosts Casey and Mike explore the concepts of asset allocation and asset location. Offering a step by step guide when developing asset allocation and what factors to consider to optimize asset location. Resources - All About Asset Allocation by Rick Ferri - What Color is the Sky by Mike Finley - Video on asset allocation

In this episode of Peeling Back Money and Life, Casey and Mike dive into the millionaire mindset and discuss the top habits of millionaires. What distinctions and habits help pave the way for millionaires and sneak peak its not all about having a high income. Tune in to the full episode for more insights and tips on developing a millionaire mindset and building wealth. RESOURCES - The Millionaire...

In this episode of the Peeling Back Money and Life Podcast, hosts Casey Redmond and Mike Dunlop discuss the topic of "How to Create More Wealth Into Your Life." They explore the mindset shift towards service and the reciprocal relationship between service and wealth. The hosts emphasize the importance of personal growth and well-being in the pursuit of wealth creation. They also discuss...