Peeling Back Money and Life
Casey Redmond and Mike DunlopPeeling 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 s... more
| Publishes | Weekly | Episodes | 81 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||
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Latest Episodes
In our increasingly digital world, your online presence—from financial accounts to social media profiles—constitutes a significant part of your legacy. In this episode, Casey and Mike delve into the importance of digital estate planning, offering act... more
In this episode of the PBML Podcast, Mike and Casey discuss essential estate planning steps and the importance of organizing documents for loved ones. They cover:
* The 5 critical legal documents everyone needs for estate planning
* How to create... more
In this episode, Casey and Mike discuss the critical importance of beneficiary designations in estate planning. They explain the differences between per stirpes and per capita designations, share real-life examples of common mistakes, and emphasize t... more
Many people enter retirement with a financial plan, but no clear life plan. A life review is a powerful way to reflect on the past, align with your values, and shape a meaningful future. In this episode, Casey and Mike explore:
✔️ What a life review... more
In this episode, we dive deep into the realities of life after retirement. We'll explore the emotional and practical aspects of transitioning from a structured work life to retirement, discussing strategies for maintaining purpose, creating new routi... more
In this essential episode, we guide you through the critical steps to take when you're just one year away from retirement. We'll cover everything from finalizing your financial preparations to managing the emotional transition from work life to retir... more
In this episode, we dive deep into the critical steps you should take when you're about 5 years away from retirement. We'll explore comprehensive financial planning, investment strategies, and the often-overlooked emotional aspects of transitioning t... more
In this episode of Peeling Back Money and Life, we explore the critical steps you need to take when you're about a decade away from retirement. We dive deep into financial and non-financial topics. Whether you're concerned about if your on track to r... more
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Peeling Back Money and Life launched 7 years ago and published 81 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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