Peeling Back Money and Life

Join us for an enlightening episode where we peel back the layers of financial planning. We answer one of the most common questions we get – "Where should I put my next dollar?" We've broken down the answer into seven easy steps. Whether you're just starting out or looking to refine your financial strategy, this episode will guide you to make the most out of every dollar. Get ready to dive deep into the world of money and life, and get one step closer to financial stability!

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In this episode, we dive deep into the world of investing! Join us as we walk you through a comprehensive investing roadmap. We take the guesswork out of investing and give you actionable steps to kickstart your journey towards financial independence. Whether you're a seasoned investor or just starting out, this episode is packed with insights that will help you optimize your investment strategy and grow your wealth. Don't miss out!

Join us on this episode of Peeling Back Money and Life as we delve deep into the world of Tax Harvesting. Uncover invaluable strategies like tax loss and gain harvesting that can significantly impact your financial health. Whether you're a high earner, a young investor, or planning for retirement, this episode has something for you. Don't miss out on this opportunity to make informed decisions about your investments!

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Description

Join us on this week's episode as we peel back the layers on tax-loss harvesting - a game-changing financial strategy. Discover how it can reduce your taxable income and potentially lower your overall tax rate. We'll unpack the process, illustrate with examples, and even dive into the complexities of the wash-sale rule. Don't miss out on these expert insights into managing your tax liability while maximizing your investment strategy!

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Tax - Loss Harvesting

Wash Sale Rules

Join us in this enlightening episode of 'Peeling Back Money and Life' as we sit down with Jerry Harris, President of Cedar Falls Operations and Chief Experience Officer at Western Home Communities. Discover the evolution of Western Homes, the challenges and innovations in the senior living sector, and gain valuable advice for families considering senior living options. Hear about impactful programs like Fortified Life and Charitable Gift Annuities, and learn about the future of senior living communities. Don't miss this inspiring conversation!

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Cedar Falls, IA 50613

319-277-2141

Join us as we delve into the top investing rules for successful financial growth. We'll guide you through the process of setting clear investment goals, developing a passive strategy using index funds, and adjusting your portfolio to align with your objectives. Learn how to avoid common pitfalls like emotional decision-making and market timing, and get practical tips on managing costs, rebalancing, and continuous learning. Tune in for this insightful episode - it's time to peel back the layers of money and life!

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Join us as we welcome Mike Finley, the 'Crazy Man in the Pink Wig,' who shares his incredible journey to achieving financial independence by 45. Discover his unique concept of 'graduation,' essential personal finance principles, and inspiring stories from his work. Don't miss out on practical advice and insights that could transform your financial future!

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Tune into our latest episode where we take a deep dive into Roth Conversions. We discuss when it might not be the right move, the potential impacts on your tax bill and retirement savings, and important considerations to take into account before pulling the trigger on doing a Roth Conversion. This episode is packed with valuable insights and tips, whether you're considering a Roth Conversion or simply want to better understand your retirement options. Don't miss out!

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Unravel the complexities of Roth Conversions in this episode where we take a deep dive into the world of tax planning. Learn about the benefits, pitfalls, and strategies of Roth conversions, and how to leverage them for a more financially secure future. Get insights from a case study and understand how proactive tax planning can save you millions in taxes. This episode is a must-listen for anyone considering Roth conversions or those simply looking to optimize their retirement savings!

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In this episode of Peeling Back Money and Life, join Casey and Mike as they delve into the importance of credit scores and freezing your credit. They break down credit score. Then they dive into the concept of freezing your credit, explaining how it can protect you from fraud and identity theft. With helpful insights and practical steps, this episode is a must-listen if you want to take control of your financial security!

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Credit monitoring

Credit score

Credit Bureaus

Password Managers