About Casey Redmond

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So far Casey Redmond has created 51 blog entries.

Downshifting Your Worklife

  According to a 2019 survey by the Society for Human Resource Management, the number of organizations offering informal phased retirement to some employees has risen by 15%. And while more broadly available formal programs are only offered by 6% of companies, many retirees are so focused on building their nest eggs that they never [...]

By |2021-12-06T14:53:23-06:00December 12th, 2021|Uncategorized|0 Comments

Envision Retirement 

  No, you're not the only soon-to-be retiree who's reluctant to leave your working days behind. What we do is so tied up in who we are that it can be difficult to picture yourself without a 9-to-5 job, even if part of that picture involves a beachfront condo or daily tee times. Where some [...]

By |2021-12-06T14:23:29-06:00December 6th, 2021|Uncategorized|0 Comments

#32 – Types Investment Accounts

In today’s episode we are going to talk about what investment vehicles aka accounts are available to you.   We will discuss how you can navigate which one is best for you and where to initially start.  Towards the end we will discuss some self-employed accounts as well. Show Notes: #1 - 401(k) or 403(b) up [...]

By |2020-08-29T13:21:09-05:00August 27th, 2020|Podcast|0 Comments

#31 – The basic of credit

In this weeks episode we discuss credit 101.  Specifically why it is important, how you can check your credit score, how you can build it up, and the top Do's and Don'ts. Show Notes: Go to annualcreditreport.com to review your 3 credit reports (Experian, TransUnion, and Equifax) free one time each year.' Your credit report, [...]

By |2020-08-29T13:10:13-05:00August 20th, 2020|Podcast|0 Comments

#30 – Top College Planning Strategies

In this week episode we will be discussing the top planning strategies you can take to get ready for college.  This is good information for both parent and student. Enjoy! Show Notes: Begin with the end in mind What kind of skill set is needed Options for acquiring that skill set - Make a list [...]

By |2020-08-29T12:59:46-05:00August 13th, 2020|Podcast|0 Comments

#29 – Top 2 Ways to Save for College

In this episode we are going to be discussing the top two ways that you can save for college.  Specifically we will be discussing mainly the use of 529 plans and taxable account also known as a brokerage account.   Show Notes: Before you can start saving for your children’s college fund, it’s important you’ve [...]

By |2020-08-29T13:00:45-05:00August 6th, 2020|Podcast|0 Comments

#28 – 7 Steps to take when choosing investments inside your 401k

In this week's episode we are talking about the 7 steps you should take when choosing investments inside your 401k. Show Notes: Step 1: What is your investment plan (i.e. investment policy statement) Includes goals and objectives How you will reach those through asset allocation, risk profile, financial goals, rebalancing method Percent in stocks vs [...]

By |2020-08-29T09:50:08-05:00July 30th, 2020|Podcast|0 Comments
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