PRESS PLAY
Peeling Back Money and Life with Mike and Casey features wisdom involving our financial health and our overall well-being. Each week, we invite you to join us as we explore the intricate layers of money, life, and personal growth, offering a unique blend of financial wisdom, life lessons, and wellness strategies. Through engaging discussions, interviews with industry experts, alongside inspiring stories from individuals from all walks of life, we shed light on how financial decisions and many other life decisions impact our everyday lives and overall happiness.
Based on 5 episodes we listened to · September 2026
Clear comparisons of financial products and planning rules make complicated money decisions easier to evaluate.
Casey and Mike turn financial planning into a series of concrete decisions, drawing on their experience running a planning and investment firm.
Between an HOA master policy and the rule of 55, your highlighter may need a refill.
Press play if you want
Short reviews from the PlayNext desk, based on the episodes we processed.
Clear early-access guidance, with tax and plan-rule details that make the tradeoffs easy to see.
The episode lays out a straightforward path to money before 59 and a half. It starts with brokerage accounts, then shifts to the rule of 55 for 401k and 403b plans when a person leaves a job after age 55.
A practical guide to giving with less tax friction and more intention.
This episode treats charitable giving as a practical planning decision, asking how to match generosity with taxes, retirement planning, and the causes that matter most.
A plainspoken insurance check-in for homeowners and condo owners who may need to see whether their coverage still matches what they own.
This episode treats insurance as something many households ignore until they need it. It stays grounded in property and auto coverage, then moves into condo insurance, HOA master policies, deductibles, exclusions, and coverage limits.
A clear, practical guide to weighing workplace coverage against a policy bought separately.
Life insurance is treated as a practical planning problem: what is being protected, what the policy actually pays, and how workplace coverage fits into the picture.
A clear guide to how advisor fees are structured and what to ask before committing.
This episode keeps advisor fees at the center and does the useful work of sorting out how they are commonly structured: hourly work, flat fees, and asset-based pricing.
Real-estate freedom, taught in plain numbers.
Casey and Mike Dunlop argue that digital estate plans should cover both financial accounts and personal files such as family photos.
Casey and Mike open Episode 80 of Peeling Back Money and Life with a scenario of a family left scrambling after the household's financial manager dies, and cite caring.com data that only 24% of Americans have an up-to-date will.
Before 59 and a half, the puzzle matters.
This episode discusses how to achieve financial independence and make work optional through value-based spending and building passive income.
Mike Finley pulls charitable giving back into the financial plan, where the messy parts are harder to ignore.
The conversation opens with why property insurance exists at all, as part of a wider look at property and auto insurance.
The show opens with a plain question: what is life insurance, and does it actually belong in your plan?
This episode explains what annuities are, how they work, and their role in retirement planning.
The hosts introduce their financial planning podcast and begin discussing investing guidelines using a tree-planting analogy.
Casey and Mike focus on the fees financial advisors charge and what those numbers actually mean.