Peeling Back Money and Life

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!

Resources

• https://www.careerplanner.com/ListOfCareers
• https://successwithoutcollege.org/
• https://www.asvabprogram.com/media-center-article/61

In this episode of "Peeling Back Money and Life," Casey and Mike dive into the age-old dilemma of whether to pay off debt or invest. They provide valuable insights and strategies for managing debt. They also discuss key factors to consider when making the decision to pay off debt or invest as well as a framework and guide in helping make your decision of how to go about prioritizing one over the other. Tune in to gain a better understanding of how to navigate this financial conundrum and make informed decisions about your financial future.

In this episode of "Peeling Back Money and Life," Casey and Mike dive into the crucial topic of debt-to-income ratio. They break down what it is, why it matters, and how to calculate it. Discover the ideal range for a healthy debt-to-income ratio and the consequences of having a high ratio. Learn practical strategies for improving your ratio. Plus, explore the mindset shift and environment changes that can help you on your journey to financial well-being. Don't miss this episode filled with valuable insights and tips to take control of your debt and boost your financial health! Tune in now!

Discover how transportation, food, and housing expenses can have a massive impact on your long-term savings rate. Join Casey and Mike as they dive into practical strategies to reduce these costs and optimize your decisions. Find out what they recommend to keep your transportation and housing expenses at compared to your gross income. Don't miss this episode packed with valuable insights to improve your financial well-being. Tune in now!

Join Casey and Mike in this eye-opening episode as they reveal the ultimate system for giving your finances a spring clean. From income, expenses, debt, and investments, to insurance and taxes, they leave no stone unturned. Discover the opportunities for improvement, optimization, and growth in your financial life. Tune in to start your journey towards financial success today!

In this episode, we discuss the important topic of finding and working with a financial planner or advisor. We cover everything from choosing the right advisor to understanding their qualifications and compensation structures. Join us as we explore the qualities to look for, the questions to ask, and how to ensure your advisor aligns with your financial goals and values. Whether you're just starting your financial journey or planning for retirement, this episode will provide valuable insights to help you make informed decisions. Tune in now and discover the benefits of working with a financial planner. Resources

• XY Planning Network
• National Association of Personal Financial Advisors (NAPFA)
• FINRA BrokerCheck
• Fee Only Network

• Financial Planning Association (FPA)
• Garrett Planning Network

In this episode, we dive deep into the world of Investment Policy Statements (IPS) and how they can help you navigate your financial journey. Join us as we discuss the purpose and objectives of an IPS, the essential components to include, and the step-by-step process of creating your own. We also explore common mistakes to avoid and whether to DIY or seek professional assistance. Tune in to this episode and take control of your investments with the power of an IPS!

In this episode of "Peeling Back Money and Life," Casey and Mike dive deep into the world of tax planning strategies. They discuss the importance of strategic planning, different types of income and their tax implications, deductions and credits, retirement planning, and smart tax planning. Whether you're a recent graduate or a seasoned professional, this episode offers valuable insights to help you navigate the complexities of taxes and make informed financial decisions. Tune in now to uncover the secrets of tax planning and optimize your financial future!

In this episode of Peeling Back Money and Life, Casey and Mike talk about what to look for in a tax accountant. They discuss the qualities of a good tax accountant and the importance of choosing the right type of tax professional, like CPAs or enrolled agents. The hosts also talk about the significance of industry specialization, client feedback, and reviews when choosing an accountant. They give tips on interviewing an accountant and provide questions to ask during the process. The episode covers fee structures, the benefits of working with other professionals, and the pros and cons of doing taxes yourself or hiring a professional. Listeners are encouraged to review their current tax approach and make changes if needed.

RESOURCES

Taxes Made Simple: Income Taxes Explained in 100 Pages or Less (Financial Topics in 100 Pages or Less) by Mike Piper

Turbo Tax

H&R Block