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The Is-Does-Means Model

How can using the IS-DOES-MEANS model be beneficial to your portfolio? Find out on this episode of The Purpose-Based Retirement with Casey Weade.

Wine Making & Retirement Planning

Wine making and retirement planning – they have more in common than you might think. Join Casey and a special guest from Two-EE’s Winery on this episode of The Purpose-Based Retirement.
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A Lesson on Life Insurance

Why is life insurance so important in retirement? Casey will give you 4 reasons on this episode of The Purpose-Based Retirement.
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Finding a Financial Advisor

Looking for financial guidance? You should be asking these top 4 questions before working with an advisor. Catch them all on this episode of The Purpose-Based Retirement.
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Your Retirement Tune-Up

How can making small changes to your portfolio keep your retirement in tune? What about annuity benefits? Casey answers these questions and more on this episode of The Purpose-Based Retirement.
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