Peeling Back Money and Life

Casey Redmond and Mike Dunlop
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Peeling Back Money and Life

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.

  1. 7 NOV

    49 - Top 7 Health Insurance Options Pre-65

    Struggling with health insurance options before hitting 65? We've got you covered! Join us as we break down COBRA, marketplace plans, employer-sponsored benefits, and more. Discover the best strategies to ensure continuous, affordable healthcare. Tune in and make informed decisions for your future! Resources https://finder.healthcare.gov/ https://www.dol.gov/agencies/ebsa/laws-and-regulations/laws/cobra https://www.healthcare.gov/lower-costs/ https://www.kff.org/medicare/issue-brief/retiree-health-benefits-going-going-nearly-gone/ https://www.mass.gov/news/what-you-should-know-about-health-care-sharing-ministries-discount-plans-and-risk-sharing-plans https://www.healthsharingplans.com https://www.ehealthinsurance.com/small-business-health-insurance?allid=goo28098000&sid&s_kwcid=AL!4462!3!694877887352!b!!g!!small+business+health+insurance+comparison&gclid=CjwKCAjwx-CyBhAqEiwAeOcTdUqJt8cN_gXFZ7rJWZ09xqEPSB4e0ex89sv0qo54N8b6cR54XWXdnhoCBjUQAvD_BwE https://www.cms.gov/CCIIO/Programs-and-Initiatives/Other-Insurance-Protections/cobra_qna https://money.usnews.com/careers/best-jobs/slideshows/companies-offering-health-insurance-to-part-time-workers?slide=3 - Part-time employers with health insurance https://www.medicaid.gov/state-overviews/state-profiles/index.html If-I-Retire-Early-Should-I-Buy-Health-Insurance-Through-The-Health-Insurance-Marketplace-2024.pdf

    26 min

  2. 31 OCT

    48 - Smart Money Moves: Reviewing and Saving on Property and Auto Insurance

    Are you overpaying for your home and auto insurance? Tune in to this episode where we peel back the layers of insurance policies to help you understand your coverage better. We'll guide you through different types of home and auto insurance, how to balance coverage with affordability, and how to adjust your policies to fit your current needs. Don't miss out on the chance to save on insurance and protect your valuable assets – tune in now! Resources: https://www.bankrate.com/insurance/homeowners-insurance/homeowners-insurance-cost/#methodology https://www.nerdwallet.com/article/insurance/minimum-car-insurance-requirements

    28 min

  3. 24 OCT

    47 - The Ultimate Guide to Life Insurance

    Dive into the world of life insurance with us in this episode as we demystify the different types, from term to permanent to what you have at your work and Social Security. We discuss how to determine your needs, the cost of each type, and the advantage. If you're looking for clear and practical advice on life insurance, this episode is a must-listen! Resources www.term4sale.com https://www.ssa.gov/benefits/survivors/ NAIFA (National Association of Insurance and Financial Advisors): IIABA (Independent Insurance Agents & Brokers of America):

    31 min

  4. 17 OCT

    46 - Should I Keep or Get a Mortgage in Retirement?

    In this thought-provoking episode, we delve deep into a vital question most retirees grapple with - Should you keep or get a mortgage in your retirement years? Join us as we dissect the pros and cons of having a mortgage in retirement, run through numerous scenarios, and offer valuable insights to help you make an informed decision. Whether you're nearing retirement, moving to a new home, or even considering building a new home, this episode is a must-listen. Tune in to discover how careful financial planning can empower you to navigate the uncertainties of retirement and lead a stress-free post-retirement life.

    24 min

  5. 10 OCT

    45 - The Ultimate Guide to Annuities

    Dive into the world of annuities with us in this episode! We delve into the topic, explaining what annuities are, how they work, and their pros and cons. Whether you're considering annuities for your retirement plan or just want to broaden your financial knowledge, this episode is for you. Don't miss out on this opportunity to learn more, join us in peeling back the layers of annuities! Resources https://www.investopedia.com/articles/retirement/121416/retirement-annuities-know-pros-and-cons.asp https://www.investopedia.com/articles/retirement/07/annuity-benefits-fine-print.asp https://www.nationwideadvisory.com/products/monument-advisor https://www.fidelity.com/annuities/FPRA-variable-annuity/overview

    28 min

  6. 3 OCT

    44 - 7 Steps to Setting up a Retirement Paycheck

    Summary In this episode, we break down the complex process of setting up a paycheck in retirement into simple, manageable steps. We provide insights on assessing your expenses, adding up income sources, calculating the amount needed from your investment accounts, and more! Join us as we share tips on choosing the right withdrawal account, creating your own withdrawal frequency, and the importance of reviewing and adjusting your plan. Whether you're nearing retirement or just starting to plan, this episode offers valuable insights to help you optimize your money and create a sustainable plan for your retirement years. Don't miss out! Resources Genworth cost of care calculator Social Security benefits optimization tool (https://opensocialsecurity.com/) https://www.kitces.com/blog/consumption-gap-in-retirement-why-most-retirees-will-never-spend-down-their-portfolio/ https://www.financialplanningassociation.org/sites/default/files/2021-11/2006 - Guyton and Klinger - Decision Rules and SWR (1).PDF https://www.kitces.com/blog/probability-of-success-driven-guardrails-advantages-monte-carlo-simulations-analysis-communication/

    39 min

  7. 26 SEPT

    43 - Where to put your next dollar

    Join us for an enlightening episode where we peel back the layers of financial planning. We answer one of the most common questions we get – "Where should I put my next dollar?" We've broken down the answer into seven easy steps. Whether you're just starting out or looking to refine your financial strategy, this episode will guide you to make the most out of every dollar. Get ready to dive deep into the world of money and life, and get one step closer to financial stability! Resources Retirement calculator Collegesavingsiowa.com (for Iowa 529 plans)

    23 min

  8. 19 SEPT

    42 - Investors Roadmap in Building Wealth

    In this episode, we dive deep into the world of investing! Join us as we walk you through a comprehensive investing roadmap. We take the guesswork out of investing and give you actionable steps to kickstart your journey towards financial independence. Whether you're a seasoned investor or just starting out, this episode is packed with insights that will help you optimize your investment strategy and grow your wealth. Don't miss out!

    28 min
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Información

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.

Ficha técnica

  • Creado por
    Casey Redmond and Mike Dunlop
  • Años en activo
    2020 - 2024
  • Episodios
    49
  • Clasificación
    Apto
  • Derechos de autor
    © Casey Redmond and Mike Dunlop
  • Sitio web del podcast
    Peeling Back Money and Life

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