Plan for your retirement as you live a life of purpose.
JOB OPTIONAL* by Casey Weade is NOT your typical money book. Casey walks you through exactly how to plan for retirement – differently – and with purpose so that when it’s time to retire you can do so worry-free and on your timeline. In this book, you’ll learn:
- Living a life full of purpose at any age
- Having the choice to never work again
- Making your life savings mean something
- Gaining financial confidence
- Being able to pursue a second career or new passion
Casey shows you the formula for discovering how to take the money you’ve earned and turn it into the legacy you can live right now.
Download the first chapter of Job Optional* - FREE!
Recent TV Episodes
Casey Weade talks about how to start intentional goal setting in retirement. Then Marshal Johnson joins Casey to talk about 5 easy ways to protect your retirement savings from taxes and maximizing your Social Security benefits.
Casey Weade talks about fractured families and how to mend them with podcast guest, Dr. Karl Pillemer. Marshal Johnson joins Casey and they discuss how much cash you should hold in retirement (and where), and making better Social Security and pension decisions.
Casey Weade showcases his latest podcast with World Series of Poker champion Annie Duke on how to make better financial decisions. Marshal Johnson joins Casey to go over how much income your 401(k) will provide, and retirement planning when you don't want to retire.
In this episode, Casey Weade talks about setting healthy financial boundaries with your loved ones. Then Marshal Johnson joins Casey on the topic of will your income last as long as you do? Plus a section on 401(k) rollover pitfalls.
Join Casey Weade as he asks the question, can an app provide the financial advice you need at a fraction of the cost? Then Marshal Johnson and Casey talk about navigating taxes in retirement and going virtual with financial advice.
In this episode, Casey Weade discusses how to find success in your second act, "The Proximity Principle" with Ken Coleman, how to safely spend more in retirement, and claiming Social Security while still working.
Casey Weade and Marshal Johnson talk about what toilet paper has to do with your money. Casey reviews a podcast with bestselling author and poker champion, Maria Konnikova. Plus he answers some viewer questions including "Will Social Security cost of living adjustments keep up with your cost of living in retirement?"
Casey Weade talks about the keys to a successful retirement. Then, Marshal Johnson joins Casey to discuss a hierarchy of financial wellness. Plus, are you overpaying your financial advisor?
Casey Weade discusses what it means to become “unhackable." Marshal Johnson joins in on 6 surprising benefits of not retiring when your spouse does, and then learn about unique planning strategies used in Casey’s own family.
Join Casey Weade as he discusses the no-regrets retirement plan. Marshal Johnson joins Casey to talk about misunderstood retirement planning tools, and then how to get a disinterested spouse involved in your financial future.
Casey Weade discusses creating lasting income from real estate and features clips from his podcast with Jason Hartman. Marshal Johnson and Casey then go over your withdrawal war chest, and how much you actually need to retire.
Recent Radio Episodes
Tune in as Casey Weade and Marshal Johnson discuss the importance of setting SMART goals for your retirement. Also: bear market factors, bitcoin, and how you can make sure the money you've saved will last your whole retirement. Then stay tuned for special guest, Fiduciary life insurance analyst, Dick Weber.
Tune in as Casey Weade and Marshal Johnson debunk retirement myths! They also discuss how bond funds work, the taxation of gold inside your portfolio, and the reliability of Social Security benefits in the future. Then stay tuned to learn about the "too-hard pile" for investments and retirement planning decisions.
Tune in as Casey Weade and Marshal Johnson discuss the ideal asset mix in retirement. They also touch on Social Security cost of living adjustments and what do you do with leftover amounts in your 529 plans. Last but not least, don't miss special guest, therapist Dr. Dorian Mintzer and her advice for couples in retirement.
Tune in as Casey Weade and Marshal Johnson discuss 6 uses of life insurance in financial planning, how to determine the appropriate amount of risk you should be taking at this time in your life, and special guest, Richard Haiduck, and the mysterious order of asset withdrawal.
Tune in as Casey Weade and Marshal Johnson talk about when to update your estate plan. They also talk about health care before Medicare, increasing your returns on your emergency fund, where is your goalpost (and how to get it to stop moving). Plus, special guest, leading retirement coach, and franchise expert, Bob Foley.
Join Casey Weade and Marshal Johnson as they discuss how to best leverage your Health Savings Account in retirement. They also discuss Social Security and an article from Kiplinger on "Planning for Retirement Assets in Your Estate Plan." Special guest, "America's Tax Expert" David McKnight, starts a discussion on tax-free income for life.
Casey Weade and Marshal Johnson talk about the idea of can you retire with a nest egg that's too big? (and if your nest egg is too big, what should you do about it?). Next a discussion of 401(k)s, Roth IRAs, 403(b)s, gold (and related inflation). Also, the psychological side of retirement with a variety of podcast guest highlights and an article focus on inflation and what to do about it if it's coming.
In this episode, Casey Weade and Marshal Johnson talk all about inflation — should you be concerned and what can you do about it? When to de-risk your portfolio, cryptocurrency, marital compression in retirement and how to manage it, and guests/experts discussing real estate and relocation in retirement. Plus, a Kiplinger article focus on the dimensions of wealth influencing your financial path.
Casey Weade and Marshal Johnson talk taxes, income & risk, Social Security survivor's benefits, the best way to choose your retirement date, and featured guest retirement coach Joe Casey, from Retirement Wisdom, and article focus on cash - sleeping with cash... how much cash should you keep on hand to help you sleep well at night?
Paying off your mortgage in retirement...should you do it, should you not? Casey Weade and Marshal Johnson discuss that and what are the tax consequences of taking a large distribution from an IRA to pay off that mortgage (pros and cons)? Next, they talk about carrying life insurance in retirement — should you stop paying those premiums? What are the uses of carrying that life insurance into retirement? Then a look at retirement rules of thumb — taking a second look (such as the rule of 100) and a focus from Forbes, "What is secure act 2.0 and how would it change retirement?"
When should you retire? Focus on health and wellness in retirement with highlights from past podcast guests. Plus, Biden's capital gains tax rate increases, pitfalls of picking the wrong financial advisor, planning for decumulation vs accumulation, and the bucket approach to retirement income planning.
Join Casey Weade and Marshal Johnson as they talk about which assets you should tap first in retirement. They also talk about a Weekend Reading article on "Why you need a little "W.H.A.A.M." in your retirement planning," and tax strategies for estate planning and inflation in retirement + a discussion on purpose with 3-time podcast guest Kary Oberbrunner.