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.
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July 31, 202516 min
81 - What to Do With Your Digital Assets
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 actionable steps to ensure your digital assets are protected and accessible to your loved ones when the time comes.ResourcesDigital Estate Checklist (PDF)How to Protect Your Digital Assets – You Stay Wealthy PodcastEverplans: Digital Cheat SheetPREPARE Advance DirectiveFive WishesDefine Financial: Cybersecurity TipsEverplans: RUFADAA by StateGoogle Inactive Account ManagerFacebook Legacy Contact SettingsApple Digital Legacy ProgramBitwarden Password ManagerLastPass Password Manager
July 17, 202525 min
80 - 5 Essential Steps to Prepare Your Loved Ones: Estate Planning and Legacy Binders
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 planningHow to create and organize a comprehensive Legacy BinderPractical tips for having difficult conversations with family membersesourceshttps://www.amazon.com/Art-Dying-Well-Practical-End/dp/1501135317The Art of Dying Well: A Practical Guide to a Good End of LifeLetter of Last Instruction Template.pdfLetter of Last Instruction Template.docxLegacy Binder Checklist.pdfWrite Your Own Obituary Template.pdfWrite Your Own Obituary Template.docx
July 3, 202521 min
79 - Beneficiary Designations Explained: Per Stirpes vs. Per Capita & Avoiding Costly Mistakes
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 the need for regular reviews of these designations to ensure that assets are distributed according to one's wishes. The conversation also touches on advanced estate planning strategies, including the use of trusts, and concludes with actionable steps for listeners to take in managing their beneficiary designations.TakeawaysBeneficiary designations are often overlooked but crucial.Listing a beneficiary is not always enough.Proper designations can prevent probate and family conflicts.Beneficiary designations can override a will.Regularly review your beneficiary designations after major life events.Per stirpes preserves inheritance for family branches.Per capita distributes assets equally among living beneficiaries.Clear language in designations is essential to avoid confusion.Consider using trusts for complex family situations.Consult an attorney for advanced estate planning needs.RESOURCESWhat Issues Should I Consider When Reviewing My Beneficiaries?29 - What is probate and how to avoid it without creating a trust
June 19, 202532 min
78 - Life Review: Finding Purpose & Meaning in Retirement Planning
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 is and how it differs from traditional goal-setting.✔️ Why reflecting on your life’s journey can help you live with more purpose.✔️ How to conduct a meaningful life review, including prompts and strategies.✔️ When to engage in this process to get the most benefit.We'll incorporate wisdom from Jordan Grumet (Taking Stock, The Purpose Code), Christine Benz (How to Retire), and other thought leaders such as Arthur Brooks (From Strength to Strength), David Brooks (The Second Mountain), and Viktor Frankl (Man’s Search for Meaning) to explore how reflection can shape a fulfilling life.This episode will help you pause, reflect, and ensure your next chapter is intentional, fulfilling, and deeply aligned with what matters most.Resources:📖 Arthur Brooks – From Strength to Strength📖 David Brooks – The Second Mountain🎙️ Jordan Grumet's Website & Resources📖 Bronnie Ware's Blog on End of Life Regrets📖 Bronnie Ware – The Top Five Regrets of the Dying: A Life Transformed by the Dearly Departing📖 Jordan Grumet – Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life📖 Jordan Grumet – The Purpose Code: Finding Meaning in Money, Work, and Life📖 Christine Benz – How to Retire: A Practical Guide to Knowing When, Planning Ahead, and Maximizing Benefits📖 Viktor Frankl – Man's Search for Meaning
June 5, 202519 min
77 - In retirement, Now What?
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 routines, and making the most of this exciting phase. Whether you're newly retired or planning ahead, you'll discover actionable tips for navigating common challenges and embracing the opportunities that retirement brings.ResourcesHow to Retire: A Practical Guide as You Count Down to Retirement by Christine Benz - A comprehensive guide to preparing for and transitioning into retirementGraduation: From College to Career, From Career to Retirement by Mike Finley - Insights on major life transitions including the shift into retirementDie with Zero: Getting All You Can from Your Money and Your Life by Bill Perkins - A thought-provoking perspective on balancing saving for the future with living life to the fullest todayThe Purpose Code by Jordan Grumet
May 15, 202520 min
76 - What to do When You Are One Year From Retirement
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 retirement.Key topics we'll discuss:How to lock down your retirement budget and income strategyEssential checklist items for your final working yearPractical steps for transitioning away from workplace benefitsStrategies for testing your retirement lifestyle before making the leapTips for managing the emotional aspects of this major life changeWhether you're planning your own retirement or helping someone prepare for theirs, this episode provides actionable steps to ensure a smooth transition into this exciting new chapter of life.ResourcesEpisode 44: "7 steps to setting up a paycheck in retirement" - Detailed guide for retirement income planningPassword Managers: LastPass, BitwardenPrevious Episodes: Episode 74: Planning 10 years before retirementEpisode 75: Planning 5 years before retirement
May 8, 202534 min
75 - What To Do When You Are 5 Years From Retirement
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 to retirement. From stress-testing your retirement plan to building adequate cash reserves, we cover essential strategies to help ensure a smooth transition into your retirement years.Whether you're approaching retirement or helping someone who is, this episode provides actionable steps to make the transition as smooth as possible. We'll also discuss recent research on retirement satisfaction and strategies to avoid common pitfalls that many retirees face.ResourcesRetirement Blind Spots - Blog Article and Survey ReportPrevalence of Depression in Retirees: A Meta-AnalysisGraduation!: Retirement can be the best time in your life as you "graduate" into a better version of YOU. Awake to the possibilities! by Mike FinleyHow to Retire: 20 lessons for a happy, successful, and wealthy retirement by Christine BenzEpisode 55 - Master these three things to change your life(SAMHSA.gov)
May 1, 202542 min
74 - What to do when your 10 years from retirement
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 retire, protecting your assets, ensuring your legacy, or maintaining your quality of life, this episode provides actionable insights to help you prepare for a successful retirement journey.Resources Mentioned in This Episode:Books:"How to Retire: 20 lessons for a happy, successful, and wealthy retirement" by Christine Benz"Graduation!: Retirement can be the best time in your life" by Mike Finley"Die with Zero: Getting All You Can from Your Money and Your Life" by Bill PerkinsDr. Peter Attia - Leading expert on longevity and preventive medicineHost of "The Drive" podcastAuthor of "Outlive: The Science and Art of Longevity"
April 24, 202533 min
73 - Saving for a Home? What to do and what not to do.
In this episode, Casey and Mike discuss the journey of home ownership, emphasizing the importance of understanding the true costs associated with buying a home. They provide actionable tips for first-time buyers, including how to determine affordability, the steps to take when searching for a home, and the various loan options available. The conversation also highlights common mistakes to avoid during the home buying process, encouraging listeners to be patient and align their financial goals with their vision for home ownership.ResourcesWhat-Issues-Should-I-Consider-When-Buying-A-Home-2024.pdfSteps in Home Buying.pdfHere is J.L. Collins' article https://jlcollinsnh.com/2013/05/29/why-your-house-is-a-terrible-investment/
April 17, 202522 min
72 - Smart Retirement Downsizing: Making the Right Move at the Right Time
In this episode of Peeling Back Money and Life, we dive deep into the critical decisions around downsizing in retirement. Whether you're approaching retirement or helping loved ones navigate this transition, we explore when to consider downsizing, how to evaluate your options, and practical steps to make the process smoother.Resources:Mark MillerIndependent Living Communities and hereMinimalism: A Documentary About the Important Things - A thought-provoking film about living with less
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