Join hosts Casey and Mike as they delve into the world of financial advisors. This insightful episode demystifies the various types of financial advisors, their roles, and how they can assist you in achieving your financial objectives. From comprehensive planners to investment managers, advice-only advisors to insurance agents, and even the salesperson, this episode breaks it all down. Tune in for an enlightening discussion that could potentially change your financial future.

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Questions to ask a financial advisor

FINRA BrokerCheck

How to find and work with a financial advisor

XY Planning Network

National Association of Personal Financial Advisors (NAPFA)

Fee Only Network

Financial Planning Association (FPA)

Garrett Planning Network

Join Casey and Mike as they peel back the layers of estate planning. This essential topic is not just for the wealthy - it's for everyone. They delve into the nitty-gritty of wills, trusts, and the consequences of not having a plan in place. Discover the key components of a comprehensive estate plan and how to avoid common mistakes. They also explore resources available for estate planning. Don't miss out on this informative episode packed with practical tips and action steps!

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In this episode of "Peeling Back Money and Life", join Casey and Mike as they demystify the often intimidating subject of probate. Learn what probate is, the process involved, its pros and cons, and common misconceptions. But most importantly, discover practical strategies to avoid and/or drastically reduce your probate without creating a trust. Tune in for insights that could save you time and money, and give you peace of mind.

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In this episode of Peeling Back Money and Life, we delve into the critical but often overlooked topic of advance directives. We discuss what they are, their importance, who should consider having one, and common misconceptions surrounding them. Tune in to hear real-life examples and scenarios, learn about legal and financial considerations, and gain insights on navigating family dynamics when implementing an advance directive. Don't miss this enlightening discussion on taking control of your healthcare decisions.

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Join us as we peel back the layers of wills and estate planning. In this episode, we discuss the importance of having a will, common misconceptions, and how to navigate the legal and financial considerations. Learn how to protect your assets, ensure your wishes are met, and preserve your legacy. It's not just about you - it's about protecting your loved ones, too. Don't leave it up to the state - tune in to find out why everyone needs a will.

In this episode, we dive into a wealth of advice for post-secondary students, covering everything from life topics to money topics and some are time management and embarking on your financial independence journey. Tune in to discover practical tips and a treasure trove of resources that can help you navigate your path to a balanced and fulfilling life. Your financial future starts now!

In this episode of Peeling Back Money and Life, Casey and Mike delve deep into the pivotal role parents play in their child's post-secondary education journey. From discussing smart financial planning strategies to providing emotional support, navigating the college application process, and preparing for life after college - this episode is filled with insightful tips and strategies every parent will find invaluable. Tune in to empower your child's transition into adulthood while ensuring your own well-being.

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Join us for an insightful episode where we demystify the financial aspects of post-high school education. From understanding the full spectrum of costs, exploring financial aid options, to making sense of the FAFSA and student loans, we cover it all. We also delve into alternative funding strategies and the importance of guidance during these pivotal moments. Whether you're headed to college, trade school, this episode is packed with valuable tips and resources to help make your dreams a reality. Tune in to make your journey to higher education more manageable and financially savvy.

In this riveting episode of "Peeling Back Money and Life," we explore the crucial topic of choosing your path after high school. Guided by introspection and self-awareness, we delve into strategies for understanding yourself better, and offer practical steps to take action on your aspirations. Featuring insights from leading thinkers and effective tools for goal setting, this episode is a must-listen for anyone standing at the crossroads of life's decisions. Tune in and embark on a journey of self-discovery and future planning.

In this episode of "Peeling Back Money and Life," hosts Casey and Mike explore the various pathways after high school. From traditional four-year colleges to vocational training, military service, and taking a gap year, they discuss the pros and cons of each option. Join them as they dive deep into the topic, providing valuable insights and guidance to help you make an informed decision about your future. Tune in now and peel back the layers of post-secondary possibilities!

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