Peeling Back Money and Life

Casey Redmond and Mike Dunlop
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Podcast “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. HACE 5 D

    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

  2. 12 SEPT

    41 - Tax loss harvesting continued and what is tax gain harvesting

    Join us on this episode of Peeling Back Money and Life as we delve deep into the world of Tax Harvesting. Uncover invaluable strategies like tax loss and gain harvesting that can significantly impact your financial health. Whether you're a high earner, a young investor, or planning for retirement, this episode has something for you. Don't miss out on this opportunity to make informed decisions about your investments! Resources Forget Harvesting Losses, It's Time to Harvest Gains! Is Capital Loss Harvesting Overvalued?

    23 min

  3. 5 SEPT

    40 - Tax Loss Harvesting

    Description Join us on this week's episode as we peel back the layers on tax-loss harvesting - a game-changing financial strategy. Discover how it can reduce your taxable income and potentially lower your overall tax rate. We'll unpack the process, illustrate with examples, and even dive into the complexities of the wash-sale rule. Don't miss out on these expert insights into managing your tax liability while maximizing your investment strategy! Resources Tax - Loss Harvesting Wash Sale Rules

    21 min

  4. 29 AGO

    39 - The Future of Senior Living: Insights from Jerry Harris, President of Operations and Chief Experience Officer at Western Home

    Join us in this enlightening episode of 'Peeling Back Money and Life' as we sit down with Jerry Harris, President of Cedar Falls Operations and Chief Experience Officer at Western Home Communities. Discover the evolution of Western Homes, the challenges and innovations in the senior living sector, and gain valuable advice for families considering senior living options. Hear about impactful programs like Fortified Life and Charitable Gift Annuities, and learn about the future of senior living communities. Don't miss this inspiring conversation! Resources Mentioned Fortified Life Program Western Home Communities 5307 Caraway Ln Cedar Falls, IA 50613 319-277-2141

    55 min

  5. 22 AGO

    38 - Investing Guidelines

    Join us as we delve into the top investing rules for successful financial growth. We'll guide you through the process of setting clear investment goals, developing a passive strategy using index funds, and adjusting your portfolio to align with your objectives. Learn how to avoid common pitfalls like emotional decision-making and market timing, and get practical tips on managing costs, rebalancing, and continuous learning. Tune in for this insightful episode - it's time to peel back the layers of money and life! Resources "A Random Walk Down Wall Street" by Burton Malkiel "The Little Book of Common Sense Investing" by John C. Bogle Books by Mike Finley, Rick Ferri, Charles Ellis Investing podcasts, including the Morningstar podcast "The Long View" Bogleheads online community

    36 min

  6. 15 AGO

    37 - Achieving Financial Independence: Mike Finley's Journey and Tips for Success

    Join us as we welcome Mike Finley, the 'Crazy Man in the Pink Wig,' who shares his incredible journey to achieving financial independence by 45. Discover his unique concept of 'graduation,' essential personal finance principles, and inspiring stories from his work. Don't miss out on practical advice and insights that could transform your financial future! Resources Mentioned Books by Mike Finley: "Financial Happine$$," "The Crazy Man in the Pink Wig," and others The Giving Solution: Mike's non-profit organization offering free financial guidance Newsletter: Subscribe to Mike Finley's newsletter for ongoing financial tips and insights Personal Finance Classes: Attend one of Mike's workshops or classes for hands-on learning Youtube by Mike Finley Schedule Mike to Speak

    44 min

  7. 8 AGO

    36 - When NOT to do a Roth Conversion

    Tune into our latest episode where we take a deep dive into Roth Conversions. We discuss when it might not be the right move, the potential impacts on your tax bill and retirement savings, and important considerations to take into account before pulling the trigger on doing a Roth Conversion. This episode is packed with valuable insights and tips, whether you're considering a Roth Conversion or simply want to better understand your retirement options. Don't miss out! Resources: The Premium Tax Credit 60-Day Rollover Rule for Retirement Plans IRS Uniform Lifetime Table Future Value Calculator Vanguard: Historical Rate of Return

    30 min

  8. 1 AGO

    35 - How and why to do a Roth conversion

    Unravel the complexities of Roth Conversions in this episode where we take a deep dive into the world of tax planning. Learn about the benefits, pitfalls, and strategies of Roth conversions, and how to leverage them for a more financially secure future. Get insights from a case study and understand how proactive tax planning can save you millions in taxes. This episode is a must-listen for anyone considering Roth conversions or those simply looking to optimize their retirement savings! Resources IRS uniform lifetime table Future value calculator Vanguard data on historical rate of return Medicare IRMAA information

    29 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
    42
  • Clasificación
    Apto
  • Derechos de autor
    © Casey Redmond and Mike Dunlop
  • Sitio web del podcast
    Peeling Back Money and Life

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