30 episodes

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.

Peeling Back Money and Life Casey Redmond and Mike Dunlop

    • Business

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.

    30 - Estate Planning 101: It's for Everyone, Not Just the Wealthy

    30 - Estate Planning 101: It's for Everyone, Not Just the Wealthy

    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. Don't miss out on this informative episode packed with practical tips and action steps!



    Resources Mentioned:


    LastPass
    Bitwarden
    Google’s Inactive Account Manager
    Apple’s Legacy Contact
    Facebook Legacy Contact
    Google Photos
    EverPlans
    LegalZoom
    Trust and Will
    Prepare for Your Care
    Five Wishes

    • 18 min
    29 - What is probate and how to avoid it without creating a trust

    29 - What is probate and how to avoid it without creating a trust

    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 time and money, and give you peace of mind.



    Resources


    https://trustandwill.com/learn/probate-fees - Can look by state you live in

    • 12 min
    28 - What is an Advanced Directive and do I Need One?

    28 - What is an Advanced Directive and do I Need One?

    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 dynamics when implementing an advance directive. Don't miss this enlightening discussion on taking control of your healthcare decisions.



    Resources:


    Prepare for Your Care
    Five Wishes
    “The Art of Dying Well: A Practical Guide to a Good End of Life” by Katy Butler

    • 23 min
    27 - Do I Need A Will

    27 - Do I Need A Will

    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 the state - tune in to find out why everyone needs a will.

    • 16 min
    26 - Money and Life Tips for Post-Secondary Students

    26 - Money and Life Tips for Post-Secondary Students

    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!

    • 47 min
    25 - Parents Role in Post Secondary Planning

    25 - Parents Role in Post Secondary Planning

    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 parent will find invaluable. Tune in to empower your child's transition into adulthood while ensuring your own well-being.

    Resources


    "Now What" by Mike Finley
    "The Simple Path to Wealth" by JL Collins
    "I Will Teach You to Be Rich" by Ramit Sethi
    collegesavingsiowa.com - Iowa 529 plan
    Vanguard, Fidelity, or Schwab 529 plans

    • 26 min

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