In this episode of Peeling Back Money and Life, join us as we dive into the world of becoming a wise investor. We discuss practical strategies and insights to simplify your investment approach, learn from independent experts, manage emotions, understand r

Join hosts Casey Redmond and Mike Dunlop as they break down the complex world of tax documents and filing. In this episode, they discuss the importance of filing taxes, the pros and cons of filing on your own, and the basics of the US tax system. They pr

In this episode of "Peeling Back Money and Life," hosts Casey and Mike explore the concepts of asset allocation and asset location.Offering a step by step guide when developing asset allocation and what factors to consider to optimize asset lo

In this episode of Peeling Back Money and Life, Casey and Mike dive into the millionaire mindset and discuss the top habits of millionaires. What distinctions and habits help pave the way for millionaires and sneak peak its not all about having a high in

In this episode of the Peeling Back Money and Life Podcast, hosts Casey Redmond and Mike Dunlop discuss the topic of "How to Create More Wealth Into Your Life." They explore the mindset shift towards service and the reciprocal relationship betw

In this episode, hosts Mike Dunlop and Casey Redmond discuss the importance of mastering personal cashflow and setting up automated systems. They discuss the various money-related decisions we make daily and their cumulative impact on our financial wellbe

In this episode of "Peeling Back Money and Life," hosts Casey Redmond and Mike Dunlop discuss key metrics to review yearly and why they matter. They emphasize the importance of understanding the how and the why behind these metrics to make inf

In this episode of the PBML Podcast, host Casey Redmond and co-host Mike Dunlop interview Mike Finley and discuss the wisdom of the financial legends of Warren Buffett, Charlie Munger, John Bogle, and William Bernstein. They delve into topics such as Will

In this episode of the PBML Podcast, Mike and Casey discuss strategies and tips for making 2024 the best year ever. They explore topics such as setting clear goals, developing a positive mindset, time management techniques, prioritizing health and self-c

In this episode, hosts Casey and Mike focus on year-end financial planning, beginning with discussions on unrealized losses in taxable accounts and required minimum distributions (RMDs). They explain how an individual can offset realized gains or ordinary