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

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 rati

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

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

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 qu

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-

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

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 ag

In this episode of "Peeling Back Money and Life," Casey and Mike discuss the important steps to take when choosing investments inside your 401k. They cover topics such as understanding your retirement plan, reviewing available funds, monitoring

In this episode, we explore the concept of "enough" and how it relates to our finances and overall well-being. Join us as we discuss the importance of understanding what is truly enough for each of us individually, and how it can lead to a more