Join Casey and Marshal Johnson, Vice President of Howard Bailey Financial, Inc., every week as they discuss thoughts and ideas with some of today's foremost advisors in finance and retirement, trending topics that could impact your bottom line, questions from viewers and more. Ask a question and we will answer it on the show.
Extreme cases in the market and how to plan for them. How to know you’re truly financially independent. A hospice doctor’s advice on financial independence with special guest, Dr. Jordan Grumet. Plus, a case study on the importance of purpose.
The concept of safe money. Answering listener questions on year-round tax strategies, the tax impact of RMDs, and the forecast for inflation and interest rates. Special guest, Sarah Stanley-Fallaw shares the habits that lead to being the millionaire next door.
9 ways to reduce taxes on Social Security. Have you planned for “black swan” events? Navigating RMDs from your IRA and true luxury goods that come from financial peace of mind. Special guest, David McKnight joins to discuss all things taxes.
7 income streams to build wealth. Which accounts to tap first for retirement withdrawals. Finance lessons from the Silicon Valley bank collapse. Special guest, Steve Lopez shares what he’s learned about retirement and the meaning of work.