America's Wealth Management Show with Dean Barber: Recent Episodes
America's Wealth Management Show with Dean Barber
Barber Financial Group presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Dean is the author of Retire a Winner and is a frequent contributor to CNBC, CNN Money, SmartMoney, Bloomberg Radio, The Wall Street Journal, and Investment News.
Investment advisory services offered through Barber Financial Group, Inc., an SEC Registered Investment Adviser.
Continuing in our series, Dean and Bud are digging into retirement planning in your 50s. You're in a critical time, it's time to get serious about your plans.
Retirement Plan Checklist: https://bit.ly/4a0MVgW
Financial Planning Tool: https://bit.ly/3y4WPRy
Meet with Us: https://bit.ly/3QscUqD
Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk
Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ
Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Life Insurance in Retirement: Do I Still Need It? https://youtu.be/cFWcUe2VADo
401(k) Factors You Need to Know: https://youtu.be/1jThp63KUkc?si=irDP7yqGuc54Qm4O
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
If you’re in your 40s, how many years do you think you have until retirement? So many people just assume that they might not be able to retire for another 20 years or so. But rather than making that assumption, tune into today’s show, as Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® explain how having a forward-looking financial plan can bring you more confidence, freedom, and time as you’re planning for retirement in your 40s.
Financial Planning Tool: https://bit.ly/3W4fOWa
Meet with Us: https://bit.ly/442YQJD
Retirement Plan Checklist: https://bit.ly/44mpOfx
Retirement Savings By Age: https://youtu.be/pKPMTRRCUXw
HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=1OHfzp9fhNLScXKb
Retirement Planning in Your 30s:
Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Transitioning to Retirement in These 5 Steps: https://youtu.be/UI-baocZOBk
Preparing Your Successors: https://youtu.be/QCy95J-DS5o?si=IOruMDC9Fvf3t_12
Why would someone need to start planning for retirement in their 30s? Well, there are actually several reasons. It's important to understand that how you save in your 30s can oftentimes dictate how you spend later on in life. Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® elaborate on that, as they discuss retirement planning in your 30s on today's show.
Retirement Plan Checklist: https://bit.ly/4b8F7L8
Financial Planning Tool: https://bit.ly/4bbBPqe
Meet with Us: https://bit.ly/3WgZhhE
401(k) Planning for 2024 and Beyond: https://youtu.be/jBzuhcvY44Y
Retirement Savings By Age: https://youtu.be/pKPMTRRCUXw
Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc
The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg?si=ca5SiucI8pIramjR
First Trust Senior Economist Andrew Opdyke joins Dean Barber to make a guest appearance on America's Wealth Management Show. Tune in to learn Andrew's keen insight on the Fed's actions since 2020, the economic impacts, and where Americans find themselves in today's landscape.
Financial Planning Tool: https://bit.ly/3W4fOWa
Meet with Us: https://bit.ly/442YQJD
02:26 – Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk
04:40 – Balancing Inflation and Market Sentiment: https://www.youtube.com/watch?v=a3m65TuC5rc
07:07 – Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU
08:46 – Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8
15:50 – Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA
What Is the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8
No one wants to prepare for the death of a spouse. The grief associated with that is already too much for the surviving spouse and the rest of their family to handle. However, there are several key checklist items that need to be addressed following the death of a spouse.
Retirement Plan Checklist: https://bit.ly/44aZm8z
Financial Planning Tool: https://bit.ly/3VYtX7i
Meet with Us: https://bit.ly/3JmjCub
Transitioning to Retirement in These 5 Steps: https://youtu.be/UI-baocZOBk
Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E
How Do I Pay Less Taxes?:
Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU
Building Generational Wealth: https://youtu.be/UhBlYVyxYBI
Many taxpayers feel like they have paid their fair share in taxes. And in some cases, far more than their fair share. So, how do you pay less taxes? This line of thinking can cause people to be very shortsighted when it comes to reducing their tax bill.
Tax Reduction Strategies: https://bit.ly/3PWiTnk
Financial Planning Tool: https://bit.ly/4awwD0k
Meet with Us: https://bit.ly/43WHo9W
How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo
Roth vs. Traditional: https://www.youtube.com/watch?v=ASEEO30DZfI
4 Tax Mistakes to Avoid in Retirement: https://youtu.be/eTJV5UF9j4Q
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU
Tax-Efficient Investing with Stephen Tuckwood: https://youtu.be/APOYR-ocDRk?si=D3oinOkePXN__PvT
Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8
Were you a big fan of the game show, Who Wants to Be a Millionaire?, with the late Regis Philbin? Of course, everyone wants to be a millionaire, but unless you were a rare winner of the popular game show, becoming a millionaire isn’t as easy as answering 15 trivia questions. Let’s review some habits of self-made millionaires and how their expectations compare to aspiring millionaires.
Northwestern Study: https://news.northwesternmutual.com/planning-and-progress-study-2024
Retirement Plan Checklist: https://bit.ly/3TScWci
Become a Rothaholic: https://bit.ly/3xytT44
Financial Planning Tool: https://bit.ly/3UfXhoI
Meet with Us: https://bit.ly/4cP20Vr
Building Generational Wealth: https://youtu.be/UhBlYVyxYBI
Retirement Savings by Age: https://youtu.be/pKPMTRRCUXw
Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E
Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc
Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk
As self-proclaimed Rothaholics, Bud Kasper, CFP®, AIF® and Dean Barber could talk to you for hours about benefits of a Roth IRA. Bud and Dean strongly believe that the Roth IRA is one of the best things ever written within the tax code, so they compiled a list of seven primary benefits of Roth IRAs to back up their reasoning. Who knows? Maybe after learning about these benefits of a Roth IRA, you’ll become a Rothaholic too.
Audio Only:
Retirement Plan Checklist: https://bit.ly/3J46JVz
Join the Rothaholic Club: https://bit.ly/3U6FQa4
Financial Planning Tool: https://bit.ly/3vLc40T
Meet with Us: https://bit.ly/43RZARR
Understanding SECURE Act 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg?si=DrvJXVsQMW5tficY
How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo
RMD Strategies for Before & After Retirement: https://youtu.be/V3xr4QyWIHg
IRA Rollover Mistakes to Avoid: https://youtu.be/vJehvEatGGw
Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU
Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI
April is an important month in the wealth management industry, especially with Tax Day coming up on April 15. Taxes are one of our financial planning pillars at Modern Wealth Management, and they play a big role in the other three pillars—estate planning, investment management, and risk management. If you took a financial literacy quiz that covered all four pillars, how do you think you would fare?
Well, we’re glad you asked. It’s a fitting time to take such a quiz considering that April is Financial Literacy month.1 On this episode of America’s Wealth Management Show, Dean Barber and Bud Kasper, CFP®, AIF® are going to take FINRA’s seven-question financial literacy quiz.2 Do you think that you, Dean, and Bud can all ace it?
Zippia Financial Literacy Study: https://www.zippia.com/advice/financial-literacy-statistics/
FINRA Financial Literacy Quiz: https://www.finra.org/financial_literacy_quiz
Why Compound Interest Is Key: https://youtu.be/4HHC7MLDsc0
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY
Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk
Examining Bonds in 2024: https://youtu.be/y3M7jdSxNY8
Retirement Plan Checklist: https://bit.ly/3TC512s
Financial Planning Tool: https://bit.ly/43Mj1LH
Meet with Us: https://bit.ly/3xh5P5o
If you’ve spent the past 30-40 years working, think about how many hours you’ve spent at work if you’ve averaged a 40-hour work week. 40 hours a week multiplied by 52 (weeks in one year) multiplied by 40 equals 83,200 hours over 40 years. If you suddenly decided to retire tomorrow, what if you live for another 30-40 years? Once you’re no longer working, you could have tens of thousands of hours of free time. What are you going to do with them? Let’s talk about the importance of planning to transition into retirement.
Retirement Plan Checklist: https://bit.ly/3ITn4MX
Financial Planning Tool: https://bit.ly/4ariy3M
Meet with Us: https://bit.ly/3VAVtr5
Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc
What’s the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8
Living Life After Leaving Your Career with Bruce Godke: https://youtu.be/7OsCuR9sJKg?si=ecip2bTt9ImETPuA
5 Factors More Important than Rate of Return: https://youtu.be/ji55KADdVYo
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
What Is Wealth? Four Types of Wealth: https://youtu.be/4U8crRkPJBc
It’s one thing to know what age you want to retire, but it’s another to know you can get to and through retirement without too much financial stress. How much do you need to live your desired lifestyle in retirement? That answer is different for everyone. Let’s review a few steps to help you make sure your retirement portfolio can go the distance.
Retirement Plan Checklist: https://bit.ly/3VyMyqg
Financial Planning Tool: https://bit.ly/3TyIzaM
Meet with Us: https://bit.ly/4ari5i2
Retirement Plan Checklist: https://bit.ly/3VyMyqg
Financial Planning Tool: https://bit.ly/3TyIzaM
Meet with Us: https://bit.ly/4ari5i2
What’s the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8
IRA Rollover Mistakes to Avoid: https://youtu.be/vJehvEatGGw
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU
Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g
Dean Barber and Chris Rett take a look at some Roth Conversion questions we scrounged up from the internet. What are people asking? And more importantly, what kind of answers are they getting from their online peers?
Roth Conversion Case Studies: https://bit.ly/3IJzOFR
Become a Rothaholic: https://bit.ly/3vc7JDZ
What is a Backdoor Roth IRA?: https://bit.ly/49SjDBT
Financial Planning Tool: https://bit.ly/3TufNrs
Meet with Us: https://bit.ly/3VrdrMD
IRA Help Website: https://irahelp.com
Question Posts:
https://www.reddit.com/r/FinancialPlanning/comments/186c54k/when_does_it_make_sense_to_do_a_roth_ira/
https://www.reddit.com/r/investing/comments/xfv7dl/roth_conversion_worth_it/
https://www.reddit.com/r/Bogleheads/comments/142g7wo/does_a_roth_conversion_still_make_sense/
Roth Conversion Content:
In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI
How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo
Pros and Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg
Ed Slott Podcasts:
https://youtu.be/En3ZfP70PYA?si=uQdNMgdEHKSs8oIW
https://youtu.be/ssZNa1cEpu0?si=GqIv3hL6HVAkIBi1
https://youtu.be/RdMk9dyQZWM?si=35mgWqBfTzMH-fGg
https://youtu.be/HHPMo9l0yeg?si=DrvJXVsQMW5tficY
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA
HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=xIQxdHpfw2nsy-fY
Choosing a financial advisor to work with isn’t a decision that should be taken lightly. If you’re looking for a financial advisor (or changing financial advisors), what skills should you expect from that person?
Retirement Plan Checklist: https://bit.ly/4cpt7WL
Financial Planning Tool: https://bit.ly/4a3Wrkc
Meet with Us: https://bit.ly/4anw4pe
Morningstar Report: https://www.morningstar.com/business/insights/research/elevating-advisor-client-relationship-through-personalization
Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc
5 Factors More Important than Rate of Return: https://youtu.be/ji55KADdVYo
What’s the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8
7 Retirement Strategies to Retire Successfully: https://youtu.be/RzOrA1IJjHY
Understanding Retirement Asset Allocation: https://youtu.be/HytNZJ8BUT8
Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA
On an April 2023 episode of America’s Wealth Management Show, Dean Barber and Bud Kasper, CFP®, AIF® discussed how inflation was finally cooling after reaching a 41-year high in 2022. That continued to be the case for most of the rest of 2023. After year-over-year inflation hit 9.1% in June 2022, it fell to 3.1% by November 2023.
However, the cooling trend for inflation appears to have come to a halt since then. The Consumer Price Index, which is considered as one of the leading indicators of inflation, increased 0.4% in February 2024 and 3.2% over the last 12 months according to the U.S. Bureau of Labor Statistics’ monthly report.
CNBC Article: https://www.cnbc.com/2024/03/13/when-are-the-worlds-central-banks-cutting-rates-in-2024.html
Retirement Plan Checklist: https://bit.ly/3ThLW5v
Financial Planning Tool: https://bit.ly/3wUKoqR
Meet with Us: https://bit.ly/4cszk4D
Disinflation vs. Deflation: What Are the Key Differences?: https://youtu.be/TzA2kVLRlug
Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc
Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA
Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc
The Market Outlook and the Last Six Months: https://youtu.be/xMKSXZawO2I?si=jCGxYmmTY1VeEzBv
Rollovers to and from IRAs are a valuable financial planning strategy in different situations. From Roth conversions to spousal rollovers, there is a multitude of rules that should be followed in each scenario. It’s important to make sure you avoid certain mistakes when you want to execute a rollover.
IRA Help Website: https://irahelp.com
Retirement Plan Checklist: https://bit.ly/43duCDv
Tax Reduction Strategies: https://bit.ly/3Tza311
Become a Rothaholic: https://bit.ly/3vcjXwk
Financial Planning Tool: https://bit.ly/3x0e3i8
Meet with Us: https://bit.ly/3wSxZUh
Ed Slott’s Latest Podcast with Us – https://youtu.be/HHPMo9l0yeg?si=s4rVCcjmzy5kYPsZ
4 Big Tax Mistakes to Avoid in Retirement: https://youtu.be/eTJV5UF9j4Q
5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU
Rules for Inherited IRA Distributions: https://youtu.be/VQPX_jo09rY
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA
In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI
It’s hard for our team to believe, but it’s almost been one year since the launch of Modern Wealth Management. As our firm continues to grow, we’re constantly pondering the question, “What is the meaning of wealth management?”
Retirement Plan Checklist: https://bit.ly/3uRf9wf
Tax Reduction Strategies: https://bit.ly/3IqXoH5
Financial Planning Tool: https://bit.ly/48DEzLy
Meet with Us: https://bit.ly/4c1Uzdc
What Is Wealth? Four Types of Wealth: https://youtu.be/4U8crRkPJBc
Why You Need a Financial Planning Team: https://youtu.be/n0lRpP8YOew?si=nVW5egiT-VNWXW1l
Considerations for Retiring Before 62 & 65: https://youtu.be/JbZWycokNhc
How to Be the CEO of Your Retirement: https://youtu.be/FVTuG3OPeFg?si=MgKf-1bPquFIxMDP
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg
Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc
As humans, we’re all creatures of habit. While it can be difficult for some people to realize and/or accept, seeking a comfortable retirement can disrupt habits that they’ve had for many years. There’s no doubt that retirement is something that so many people long for but remember that you’re not just retiring from something (your job). You’re also retiring to something (the goals for the rest of your life).
Retirement Plan Checklist: https://bit.ly/3TpS0dx
Financial Planning Tool: https://bit.ly/3IqRINj
Meet with Us: https://bit.ly/3T39xHb
Retirement Savings By Age: https://youtu.be/pKPMTRRCUXw
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E
5 Factors More Important than Rate of Return: https://youtu.be/ji55KADdVYo
Understanding Retirement Asset Allocation: https://youtu.be/HytNZJ8BUT8
4 Big Tax Mistakes to Avoid in Retirement: https://youtu.be/eTJV5UF9j4Q
Living Life After Your Career with Bruce Godke: https://youtu.be/7OsCuR9sJKg?si=ecip2bTt9ImETPuA
When our Director of Investments Stephen Tuckwood, CFA joined Dean Barber on The Guided Retirement Show to discuss strategic investing through retirement, there was one thing in particular that he wanted to make very clear. Very early on in that conversation with Dean, Tuck said that asset allocation is the biggest driver of your portfolio’s return over time. We’re going to elaborate on why Tuck believes that so that you have a firm understanding of retirement asset allocation.
Retirement Plan Checklist: https://bit.ly/3P11uJJ Financial Planning Tool: https://bit.ly/4bWeev6
Meet with Us: https://bit.ly/3SZTnhE
Where Should I Save My Money?: https://youtu.be/q6iaWjj7ZDQ
Reviewing Rebalancing Strategies: https://youtu.be/5icgvwRbQZs
Active vs. Passive Management: https://youtu.be/Y6W1Mh1zPm4
What Should I Invest My Money In?: https://youtu.be/AtJvNswl5bw
5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU
Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8
Tax-Efficient Investing: https://youtu.be/APOYR-ocDRk?si=D3oinOkePXN__PvT
Should I get out of debt before I retire? It’s one of the more common questions we get when we meet with people getting closer to retirement. It’s important to understand that not all debt is the same. Let’s examine different types of debt to help determine whether you should get out of debt before you retire.
Retirement Plan Checklist: https://bit.ly/3TeiNcS
Financial Planning Tool: https://bit.ly/3OZiAYt
Meet with Us: https://bit.ly/3OZiqAl
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI
Mortgage Tips for Different Phases of Life: https://youtu.be/uP6wt1LYPCA
5 Factors More Important than Rate of Return: https://youtu.be/ji55KADdVYo
5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU
Do you have a good understanding of compound interest? If you do, you’ll probably catch on quickly to the concept of how a Roth IRA grows. If you’re not familiar with compound interest or Roth IRAs, follow along as Dean Barber and Bud Kasper answer the question, “How does a Roth IRA grow?” We’ll do our best to explain in simple terms how the Roth IRA can be an effective tax savings vehicle.Become a Rothaholic! - https://bit.ly/3r5MOQRTax Reduction Strategies: https://bit.ly/3Pcs5muRetirement Plan Checklist: https://bit.ly/3rdxRfq5 Strategies to Reduce RMDs: https://youtu.be/feuUGXPQtdERoth Conversion Decisions for 2023: https://youtu.be/Ce8ZA-rbSbcWhy Compound Interest Is Key: https://youtu.be/4HHC7MLDsc0Pros & Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4ggCreating a Tax-Free Retirement with Ed Slott: https://youtu.be/En3ZfP70PYA?si=FBVIcnsxyCgLUJQAStart Planning: https://bit.ly/3ZkkNl9Meet with Us: https://bit.ly/3EvHIjY
A lot of avid football fans probably have heard Hank Williams Jr.’s song, Are You Ready for Some Football? that went to the tune of his hit, All My Rowdy Friends Are Coming Over Tonight. Several of our team members are ready for some football, especially in our Kansas City-and Detroit-area offices since the Chiefs and Lions are kicking off the NFL season. But while we’re excited for football, we have a more important question for you. Are you ready for retirement? We’re going to discuss some key factors concerning retirement readiness to that you’ll be ready to retire.
Become a Rothaholic! - https://bit.ly/3P8dUPl
Retirement Plan Checklist: https://bit.ly/3RgSgLv
9 Items that Retirement Calculators Miss: https://bit.ly/3sCs2Zk Asset Allocation vs. Tax Allocation: https://youtu.be/mMqwacOhvzg Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8 Richcession or Recession?: https://youtu.be/CmRq7cpWpdk Pros & Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg Life Insurance in Retirement: https://youtu.be/cFWcUe2VADo Tax Rates Sunset in 2026: https://bit.ly/484cldK
Start Planning: https://bit.ly/3Le0tMi
Meet with Us: https://bit.ly/3Puv6Qv
There are so many things that can be overlooked when someone takes a DIY approach to retirement planning. One of them is capital gains taxes. What are capital gains taxes and how do they work? We’re going to cover that and explain why it’s one of many reasons to work with a CFP® Professional that works alongside a CPA.Retirement Plan Checklist: https://bit.ly/45xuYVXTax Rates Sunset in 2026 & Why That Matters: https://bit.ly/3LttELRTax-Efficient Investing with Stephen Tuckwood: https://youtu.be/APOYR-ocDRk?si=VTs_wpcF3TkOT59vWhat Is Tax Planning?: https://youtu.be/vQ9yVdch9awStart Planning: https://bit.ly/3EmY5ziSchedule with us: https://bit.ly/45NDRtWCheck out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Retirement can be one of the most exciting times of your life if you plan for it. That “if you plan for it” part is critical. It can be hard for some people to believe that there’s more that they need to do to get ready for retirement than save, save, save. The goal isn’t just to get to retirement; it’s to get through retirement. We’re going to review some key things to think about as you’re getting ready for retirement.Retirement Plan Checklist: https://bit.ly/3Z0IChUMust-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3kRetirement Cash Flow: What You Need to Know: https://youtu.be/dZDamZNA8SwEarly Withdrawal Penalty: Avoiding the 10% Penalty: https://youtu.be/68FSS3ajUN4Maximize Social Security Benefits: https://youtu.be/r2mb_UpN-lwWhat Is Tax Planning?: https://youtu.be/vQ9yVdch9awSetting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8Family Financial Planning: https://youtu.be/MX0SvvCwnww?si=yWssuL0IUDiad85ULife Insurance in Retirement: https://youtu.be/cFWcUe2VADoStart Planning: https://bit.ly/3R4Nf8vSchedule with us: https://bit.ly/45wMWYrCheck out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
You’ve probably heard of the term recession—especially over the past year or so—and at least have some understanding of what it means. But have you ever heard of the term “richcession?” If you haven’t, you’re far from being alone. It’s a newly coined term. We’re going to explain what is a richcession is, who it could affect, how it differs from a recession, and much more.
Retirement Plan Checklist: https://www.modwm.com/retirement-checklist/?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=richcession
Get Ready for the Richcession: https://www.wsj.com/articles/get-ready-for-the-richcession-11672615577 The “Magnificent Seven Stocks” Continue to Drive the Market: https://youtu.be/wM3IxRP060o
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=richcession
Schedule: https://www.modwm.com/meet-with-a-top-financial-advisor-in-kansas-city/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=richcession
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Have you ever heard of the term rightsizing? If not, that’s OK. We’ll explain. According to the American Seniors Housing Association, rightsizing is the process of “asking what’s really important, then aligning the way you live with those values, goals and needs.” We couldn’t agree more with the ASHA, as Modern Wealth’s Guided Retirement System was designed around that same line of thinking.
Retirement Plan Checklist: https://www.modwm.com/retirement-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=rightsizing
What Is Longevity Risk?: https://youtu.be/OMoWFA7_NiE Rising Costs of Long-Term Care: https://youtu.be/DxNTbK4UG3U Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Family Financial Planning: https://youtu.be/MX0SvvCwnww Making a BIG Purchase in Retirement: https://youtu.be/0FJcmc7psd4
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=rightsizing
Schedule: https://www.modwm.com/meet-with-a-top-financial-advisor-in-kansas-city/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=rightsizing
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
When most people begin seriously thinking about retirement, their employer provided traditional 401(k) is oftentimes their largest asset. Saving to a traditional 401(k) or IRA is a great way to build a nest egg for retirement. However, as our friend Ed Slott frequently says, there’s a retirement savings tax time bomb that can blow up your retirement if you’re not careful. A big part of that time bomb is Required Minimum Distributions, so we’re going to outline a few strategies for how to reduce your RMDs.
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=reduce-rmds
Understanding SECURE 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg Pros and Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg Rules for Inherited IRA Distributions: https://youtu.be/VQPX_jo09rY Considering RMDs Before and After Retirement: https://youtu.be/gAbLBswC938 Asset Allocation vs. Tax Allocation: https://youtu.be/mMqwacOhvzg Maximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lw What Is a QCD?: https://www.modwm.com/what-is-a-qcd/ Tax Rates Sunset in 2026 and Why that Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=reduce-rmds
Schedule: https://www.modwm.com/meet-with-a-top-financial-advisor-in-kansas-city/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=reduce-rmds
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Life insurance can be a key component in your financial plan, but it depends on your financial goals, lifestyle, and other circumstances. There are various reasons for why someone should purchase life insurance while they’re working, namely to provide for your loved ones if you pass away. But do you need life insurance in retirement? Well, it depends. We’re going to review a few reasons for why someone might want to carry life insurance into retirement.
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=life-insurance
What Is Longevity Risk?: https://youtu.be/OMoWFA7_NiE Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Pension Plans: Defined Benefit vs Defined Contributions: https://youtu.be/NGtjUe7kHO4 Rising Costs of Long-Term Care: https://youtu.be/DxNTbK4UG3U Pros and Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg When Is It Time to Stop Saving for Retirement?: https://youtu.be/UEkwSGMA_ZI
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=life-insurance
Schedule: https://www.modwm.com/meet-with-a-top-financial-advisor-in-kansas-city/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=life-insurance
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
If you didn’t know that National Financial Awareness Day was a thing, you aren’t alone. National Financial Awareness Day occurs on August 14, and was established by the U.S. Financial Literacy and Education Commission in 2017. The purpose of this new holiday is to improve the financial literacy of Americans nationwide.
However, if August 14 is the only day of the year that you focus on improving your financial literacy, you won’t have very good financial awareness. It’s critical to create a forward-looking financial plan that you review and update overtime as things change. From a personal level, your goals, health, family, and living situation are just a few things that can change as you prepare for and go through retirement.
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=national-financial-awareness
Components of a Complete Financial Plan: https://youtu.be/-IPYwV4ok0Q 7 Ways to Build the Best Retirement Plan: https://youtu.be/0LjgFkocCrk What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg The Difference Between Good & Bad Debt: https://youtu.be/Xxmv-pA3kQg Family Financial Planning: https://youtu.be/MX0SvvCwnww Optimizing Your 401(k) for Retirement: https://youtu.be/5NgsFAbXJaQ Why Compound Interest Is Key: https://youtu.be/4HHC7MLDsc0
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=YAWMS_Pod&utm_medium=AWMS&utm_campaign=national-financial-awareness
Schedule: https://www.modwm.com/meet-with-a-top-financial-advisor-in-kansas-city/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=national-financial-awareness
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Did you know that only 15% of private companies offer pension plans today? That’s compared to 86% of state and local governments that have pension plans. Obviously, there are a lot of people that don’t work for the government and don’t have access to pension plans, though. Nevertheless, we see people with pension plans and help them all the time. If you have questions about pension plans, follow along here as we break down the differences between defined benefit and defined contribution plans.
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=pension-plans
What to Do with a 401(k) After Retiring: https://youtu.be/FtOr-DU-nms Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k What Is Longevity Risk and How Do You Plan for It?: https://youtu.be/OMoWFA7_NiE Maximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lw
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=pension-plans
Schedule: https://www.modwm.com/meet-with-a-top-financial-advisor-in-kansas-city/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=pension-plans
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
One of the top concerns that our advisors hear from clients and prospective clients is running out of money in retirement. We all want to live long, healthy lives, but just how big of a concern should longevity risk be with retirement planning? Well, the best way to mitigate longevity risk in retirement is to plan for it. We’re going to explain how to go about doing that to help you have more confidence, freedom, and time in retirement.
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=YAWMS-Pod&utm_medium=AWMS&utm_campaign=longevity-risk
Older American’s Month with Dean Barber: https://youtu.be/ndHcgCtyBk0 What Is Wealth? 4 Types of Wealth: https://youtu.be/4U8crRkPJBc Maximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lw How to Mitigate Inflation on Health Care Costs: https://www.modwm.com/how-to-mitigate-inflation-on-healthcare-costs/ What Is Tax Planning?: https://youtu.be/vQ9yVdch9aw Rules for Inherited IRA Distributions: https://youtu.be/VQPX_jo09rY Pros and Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg Rising Long-Term Care Costs: https://youtu.be/DxNTbK4UG3U Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=longevity-risk
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Today, we’re going to discuss some specific retirement planning strategies for self-employed people and small business owners. Did you know that according to the Bureau of Labor Statistics, 16.6 million people are self-employed? And according to the U.S. Chamber of Commerce, there are 33.2 million small business in the U.S., which is 99.9% of U.S. businesses. So, there are a lot of people who can benefit from these retirement planning strategies for self-employed individuals and small business owners that we’ll be reviewing.
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=retirement-self-employed
8 Tips on Saving for Retirement: https://youtu.be/ekjLc-wWNLI Maximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lw Pros and Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg Unexpected Expenses and How to Plan for Them: https://youtu.be/HbhdqYyp2uA Understanding SECURE 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg 4 Things to Expect in Your First Year of Retirement: https://youtu.be/VDHzHqbu_cs The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS_Po&utm_medium=AWMS&utm_campaign=retirement-self-employed
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
On July 14, the IRS issued Notice 2023-54, which gave some people good news regarding rules for inherited IRA distributions. The notice provides relief for 2023 missed RMDs for non-eligible designated beneficiaries who must follow the 10-year payout rule. It also extends a 60-day rollover deadline for those who took or who were given unnecessary IRA distributions in 2023 to roll them back into their accounts. Dean Barber and Bud Kasper further discussed these rule changes for inherited IRA distributions on America's Wealth Management Show.
Tax Reduction Strateiges: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=inherited-ira-distributionts
SECURE Act Content Special Needs Trust Rule Changes from SECURE 2.0: https://www.modwm.com/special-needs-trusts-rule-changes-from-secure-2-0/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=inherited-ira-distributionts Inherited IRA Rules and the SECURE Act: https://www.modwm.com/inherited-ira-rules-and-the-secure-act/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=inherited-ira-distributionts
Understanding SECURE Act 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg Why Compound Interest Is Key: https://youtu.be/4HHC7MLDsc0
IRAs Are Bad for Wealth Transfer: https://youtu.be/zoxwYcLt4-Q RMD Age in 2023: What’s Your Required Beginning Date?: https://youtu.be/WZ9iddTMLUQ What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg Pros and Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg Asset Allocation vs. Tax Allocation: https://youtu.be/mMqwacOhvzg
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
What do a flooded basement, trip to the emergency room, and helping one of your children who was laid off have in common? Well, obviously none of them are ideal situations, but there’s more to it than that. They’re all unexpected expenses that can significantly impact or even derail your retirement if you haven’t planned for them.
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=unexpected-expenses
Economic Well-Being of U.S. Households in 2022 Fed Survey: https://www.federalreserve.gov/consumerscommunities/shed.htm
RMD Age in 2023: What’s Your Required Beginning Date?: https://youtu.be/WZ9iddTMLUQ Pros and Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Considerations for Retiring Before 62 & 65: https://youtu.be/JbZWycokNhc The Ins and Outs of Property and Casualty Insurance: https://youtu.be/xUW0uvpc8tc Rising Long-Term Care Costs: https://youtu.be/DxNTbK4UG3U
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Is retirement constantly on your mind? Rather than getting stressed about when you’re going to retire or if you’ll have enough to get through retirement, you need to plan for it. Dean Barber and Bud Kasper are going to help us highlight why planning for retirement is so important by sharing seven ways to build the best retirement plan. We want you to have a plan that’s designed around your goals and desired lifestyle in retirement.
Retirement Lifestyle: What’s Right for You?: https://youtu.be/aOpArKlSlmg Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Rebalancing Your Portfolio: Looking at a Midyear Rebalance: https://youtu.be/js_DJsYhqB0 Rising Long-Term Care Costs: https://youtu.be/DxNTbK4UG3U
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=best-retirement-plans Tax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=best-retirement-plans
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Two of the biggest retirement consideration concerns are not being able to retire before 62 (the age you can begin claiming Social Security) and 65 (when you become Medicare eligible). Dean Barber and Bud Kasper dig deep into the considerations that people need to make when retiring before those ages on America's Wealth Management Show.
Social Security Podcasts Avoid Costly Mistakes When Claiming Social Security: https://youtu.be/6SD0nIxMeM4 How to Claim the Most from Social Security: https://youtu.be/N6T0N_R98kU
Previous Episodes Retirement Cash Flow: What You Need to Know: https://youtu.be/dZDamZNA8Sw Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Pros & Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg What Is Tax Planning?: https://youtu.be/vQ9yVdch9aw How to Spend When You First Retire: https://youtu.be/TwvwfamEJpk
ABCs of Medicare: https://youtu.be/NtVg_G9gCUg
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=62-65
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Today, Dean Barber and Logan DeGraeve will help us explore what retirement cash flow entails and why it's important. We’ll discuss when to address your plan for cash flow in retirement, how to determine the amount you need for monthly cash flow, and the concept of short-term, intermediate, and long-term buckets of money. Continue reading along and listen to this episode of America’s Wealth Management Show to learn all about the ins and outs of retirement cash flow.
More on this episode: https://modwm.com/retirement-cash-flow/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=retirement-cash-flow
Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8 Maximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lw Tax Planning for Individuals: https://youtu.be/_-ZDMuJMasI
How to Spend When You First Retire: https://youtu.be/TwvwfamEJpk Retirement Lifestyle: What’s Right for You?: https://youtu.be/aOpArKlSlmg Rebalancing Your Portfolio: Looking at a Midyear Rebalance: https://youtu.be/js_DJsYhqB0 Outdated Retirement Planning Strategies: https://youtu.be/gv6Q60cZDcY
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=retirement-cash-flow
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=retirement-cash-flow
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=retirement-cash-flow
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Today, Dean Barber and Logan DeGraeve will help us examine the flaws of several outdated retirement planning strategies. We’ll look at outdated retirement planning strategies such as the 4% rule, saving a specific percentage of income, having a specific dollar amount to retire, and other misconceptions like delaying retirement until specific ages or being debt-free. Logan and Dean helped emphasize the importance of tailoring retirement plans to individual aspirations and desired lifestyles by going through their list of eight outdated retirement planning strategies on America’s Wealth Management Show.
More on this episode: https://modwm.com/retirement-planning-strategies-that-are-outdated/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=outdated-strategies
10 Ways to Fight Inflation: https://www.modwm.com/10-ways-to-fight-inflation-in-retirement/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=outdated-strategies Have You Saved Enough Money to Retire?: https://www.modwm.com/have-i-saved-enough-money-to-retire/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=outdated-strategies Maximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lw The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg
Retirement Lifestyle: What’s Right for You?: https://youtu.be/aOpArKlSlmg What to Know About CDs, Bonds, and Treasuries: https://youtu.be/fIKXL3DUL6k Can You Save Too Much for Retirement: https://youtu.be/H0XKvsqgCgM Rebalancing Your Portfolio: Looking at a Midyear Rebalance: https://youtu.be/js_DJsYhqB0
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=outdated-strategies
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=outdated-strategies
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=outdated-strategies
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Financial wellbeing is a term frequently mentioned, but what does it really mean? Bud Kasper and Logan DeGreave dive into the concept of financial wellbeing and explore its various aspects on this episode of America’s Wealth Management Show. From measuring financial success to the importance of planning, we will provide insights and tips to help you achieve financial wellbeing in your life.
More on this episode: https://modwm.com/what-is-financial-wellbeing/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=financial-wellbeing
Charles Schwab Modern Wealth Survey: https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_survey_2023_findings.pdf
Maximize Social Security Benefits: https://youtu.be/r2mb_UpN-lw What Is a Monte Carlo Simulation?: https://www.modwm.com/what-is-a-monte-carlo-simulation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=financial-wellbeing
What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg 6 Things the Wealthy Do With Their Money (That Most People Don’t): https://youtu.be/srUQOyKwMnk Retirement Lifestyle: What’s Right for You?: https://youtu.be/aOpArKlSlmg 8 Tips on Saving for Retirement: https://youtu.be/ekjLc-wWNLI Must-Knows for Couples Retirement Planning: https://youtu.be/wCMssTo_6mg
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=financial-wellbeing
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=financial-wellbeing
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=financial-wellbeing
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
As we approach the midway point of 2023, it's an opportune time to reflect on the significant events and changes that have unfolded in the financial landscape. Bud Kasper and Logan DeGraeve aim to provide a comprehensive review of key developments, focusing on topics relevant to investors in this episode of America’s Wealth Management Show. From updates on new legislation to the Federal Reserve's rate hikes and market dynamics, we'll delve into the implications of these events and discuss future considerations. Let's dive into the substantial shifts and noteworthy occurrences that have shaped the financial world in 2023.
More on this episode: https://modwm.com/5-big-things-that-happened-in-2023-so-far/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023
529 Rollover to a Roth IRA - What You Need to Know: https://www.modwm.com/529-rollover-to-a-roth-ira/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 Family Financial Planning: https://www.modwm.com/podcasts/family-financial-planning/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 What's Going on with Bank Failures?: https://www.modwm.com/u-s-banking-crisis-is-it-over-or-was-it-even-a-thing/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 U.S. Banking Crisis: Is It Over? Was It Even a Thing?: https://www.modwm.com/u-s-banking-crisis-is-it-over-or-was-it-even-a-thing/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 What's Driving the Stock Market?: https://youtu.be/iV-fiRQTwDE
IRAs Are Bad for Wealth Transfer: https://youtu.be/zoxwYcLt4-Q Congress Passes New Retirement Rules: https://youtu.be/Pum1ZjIuW_g Rebalancing Your Portfolio: Looking at a Midyear Rebalance: https://youtu.be/js_DJsYhqB0 What to Know About CDs, Bonds, and Treasuries: https://youtu.be/fIKXL3DUL6k Is Inflation Slowing?: https://youtu.be/moTDI0ihKjA Federal Reserve Pauses Interest Rate Hikes: https://youtu.be/LpU-dW8r0uw
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
When it comes to saving for retirement, we often hear about the importance of building a substantial nest egg. So, Dean Barber and Bud Kasper explored the concept of "saving too much" and its potential impact on your financial future on America’s Wealth Management Show. They’re going to help us examine the trade-offs of excessive saving, such as limiting your current lifestyle and missing out on life's experiences. They’ll also discuss strategies to strike the right balance between saving for retirement and enjoying the present.
More on this episode: https://modwm.com/save-too-much-for-retirement/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=save-too-much
Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8 Pros and Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg How Much Do People Actually Spend in Retirement?: https://youtu.be/-0UCr0PELkk Must-Knows for Couples Retirement Planning?: https://youtu.be/o4eiAkWGc3k
How Much Do I Need to Retire?: https://www.modwm.com/how-much-do-i-need-to-retire/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=save-too-much
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=save-too-much
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=save-too-much
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=save-too-much
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
As we enter the second half of the year, it’s time to take a closer look at your investment portfolio and consider a midyear rebalance. Rebalancing your portfolio can help you stay on track toward your financial goals. Dean Barber and Bud Kasper explained the concept of rebalancing and its role in maintaining a well-diversified and optimized portfolio on America’s Wealth Management Show. They’re going to help us look at the benefits of periodic adjustments, keeping your risk tolerance in check, and taking advantage of opportunities.
Timestamps: 00:00 – Introduction 01:47 – Where is this Market Run Coming From? 02:52 – What is Rebalancing? 05:20 – Why Rebalance Now? 07:02 – TRIVIA: Where Did Wall Street Derive Its Name? 07:53 – Creating the Right Asset Allocation 12:07 – TRIVIA: When Was the DJIA Established? 13:01 – The Tech Heavy NASDAQ 16:11 – Equal-Weight vs. Cap Weight 16:48 – Let’s Talk About the Fed 17:55 – Taxation, Rebalancing, and Capital Gains 21:01 – What We Learned Today
More on this episode: https://modwm.com/rebalancing-your-portfolio/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=rebalancing-portfolio
Tax Rates Sunset in 2026 and Why That Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=rebalancing-portfolio
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=rebalancing-portfolio
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=rebalancing-portfolio
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=rebalancing-portfolio
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Retirement is a time for new beginnings and enjoying the lifestyle you've always dreamed of. But what exactly does that mean to you? Dean Barber and Bud Kasper discuss what goes into defining your retirement lifestyle on America’s Wealth Management Show to help you figure out what you want your retirement to look like.
More on this episode: https://modwm.com/retirement-lifestyle/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retirement-lifestyle
Social Security Benefits for a Surviving Spouse: https://www.modwm.com/social-security-benefits-for-a-surviving-spouse/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retirement-lifestyle What is a QCD?: https://www.modwm.com/what-is-a-qcd/?utm_source=?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retirement-lifestyle
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k 6 Things the Wealthy Do with Their Money (That Most People Don’t): https://youtu.be/srUQOyKwMnk Planning a Large Family Vacation: https://youtu.be/HCtDIOBzgWU
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retirement-lifestyle
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retirement-lifestyle
Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retirement-lifestyle
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
The Federal Reserve finally hit the pause button on raising the Fed funds rate at the FOMC’s June 14 meeting after 10 consecutive hikes. What does that mean for your financial planning strategy? Dean Barber and Bud Kasper are going to make some interest rate forecasts for the rest of 2023 on America’s Wealth Management Show. Let’s see what they have to share about what they think is next from the Fed and what it could mean for you.
More on this episode: https://modwm.com/interest-rate-forecast-for-the-rest-of-2023/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=fed-pause
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=fed-pause Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=fed-pause
Another Tech Bubble in 2023?: https://www.modwm.com/tech-bubble-in-2023/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=fed-pause The Federal Reserve’s Monetary Policy: https://www.modwm.com/the-federal-reserves-monetary-policies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=fed-pause A Recent History of Inverted Yield Curves: https://www.modwm.com/a-recent-history-of-inverted-yield-curves/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=fed-pause
8 Questions Retirees Are Asking with Chris Rett: https://youtu.be/YOu-C1FjO8g What to Know About CDs, Bonds, and Treasuries: https://youtu.be/fIKXL3DUL6k
2023 Retirement Planning Calendar: https://www.modwm.com/2023-retirement-planning-calendar/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=fed-pause
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Thinking about retirement can be exciting. However, it can also be overwhelming. Our Modern Wealth Management team is here to help you so that retirement doesn’t feel overwhelming. One of the aspects of retirement that can feel overwhelming is the first year of retirement and what to expect. Dean Barber and Bud Kasper are going to discuss how to spend when you first retire on America’s Wealth Management Show so that you can have more confidence, freedom, and time—not only in your first year of retirement, but throughout retirement.
Charles Schwab 2023 Modern Wealth Survey: https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_survey_2023_findings.pdf
More on this episode: https://modwm.com/things-the-wealthy-do-with-their-money/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=things-the-wealthy-do
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=things-the-wealthy-do Start Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=things-the-wealthy-do
What Is Wealth? 4 Types of Wealth?: https://youtu.be/4U8crRkPJBc Maximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lw Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8 The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=things-the-wealthy-do Tax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=things-the-wealthy-do
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Thinking about retirement can be exciting. However, it can also be overwhelming. Our Modern Wealth Management team is here to help you so that retirement doesn’t feel overwhelming. One of the aspects of retirement that can feel overwhelming is the first year of retirement and what to expect. Dean Barber and Bud Kasper are going to discuss how to spend when you first retire on America’s Wealth Management Show so that you can have more confidence, freedom, and time—not only in your first year of retirement, but throughout retirement.
More on this episode: https://modwm.com/how-to-spend-when-you-first-retire/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=spend-first-retire
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&&utm_medium=AWMS&utm_campaign=spend-first-retire Start Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&&utm_medium=AWMS&utm_campaign=spend-first-retire
4 Things to Expect in Your First Year of Retirement: https://youtu.be/VDHzHqbu_cs Tax Rates Sunset in 2026 and Why That Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=AWMS-Pod&&utm_medium=AWMS&utm_campaign=diy-retirement Pros & Cons of Converting to a Roth IRA: https://youtu.be/mMqwacOhvzg
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&&utm_medium=AWMS&utm_campaign=couples-retirement-planning Tax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&&utm_medium=AWMS&utm_campaign=couples-retirement-planning
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Retirement is a journey best taken together, but it can also bring its own set of challenges. Dean Barber and Bud Kasper want what’s best for all couples when it comes to retirement planning, so they dug deep into the essentials of what to know for couples who are retirement planning on America’s Wealth Management Show. Dean and Bud are going to help with exploring the unique aspects of retirement planning for couples so you and your spouse can discover the strategies that will help you navigate this exciting chapter of your lives with confidence.
Timestamps: Introduction - 00:00 Dean & Bud Try to Play the Newlywed Game - 2:35 Communicating Well & Retiring Well - 03:36 Our Must-Knows for Couples - 06:13 The CFO Spouse & Non-CFO Spouse - 09:01 Retirement Disagreements - 15:16 Biggest Risk in Retirement - 19:49
Fidelity Study: https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/about-fidelity/Fidelity-Couples-and-Money-Fact-Sheet-2021.pdf
More on this episode: https://modwm.com/couples-retirement-planning/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=couples-retirement-planning
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=couples-retirement-planning Start Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=couples-retirement-planning
Pros & Cons of Converting to a Roth IRA: https://youtu.be/mMqwacOhvzg What DIYers Overlook in Retirement: https://youtu.be/wCMssTo_6mg What to Know About CDs, Bonds, and Treasuries: https://youtu.be/fIKXL3DUL6k
Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=couples-retirement-planning Tax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=couples-retirement-planning
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
On America’s Wealth Management Show, Dean Barber and Bud Kasper frequently talk about the things that you need to build a solid retirement foundation. They don’t want you to let your hard-earned money slip through the cracks. So, pay close attention as they share some of the dangers of taking a DIY approach to retirement planning. Retirement planning is a complex process. Even the most experienced DIYer can struggle with it. It’s our goal to get you heading in the right direction for retirement.
More on this episode: https://modwm.com/diy-retirement-planning-what-can-be-overlooked/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=diy-retirement
See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=diy-retirement Start Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=diy-retirement
Recent Tax Planning Episode: https://youtu.be/mMqwacOhvzg
Maximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lw Tax Rates Sunset in 2026 and Why That Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=diy-retirement Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=diy-retirement Tax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=diy-retirement Retirement Planning Calendar: hhttps://www.modwm.com/2023-retirement-planning-calendar/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=diy-retirement
Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Are you aware of the potential pitfalls of early withdrawals from your retirement accounts? Dean Barber and Bud Kasper are going to take a deep dive into the IRA early withdrawal penalty and the exceptions to the 10% penalty. On America’s Wealth Management Show, they reviewed the 20 exceptions to the IRA early withdrawal penalty that were outlined by their good friend, America’s IRA Expert Ed Slott, at Ed Slott’s Elite IRA Advisor GroupSM spring workshop in Baltimore, which they both attended.More on this episode: https://modwm.com/ira-early-withdrawal-penalty-how-to-avoid-the-10-penalty/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=10-percent-penaltySee Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=10-percent-penaltyStart Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=10-percent-penaltyEd Slott Episodes:https://youtu.be/En3ZfP70PYAhttps://youtu.be/ssZNa1cEpu0https://youtu.be/RdMk9dyQZWMhttps://youtu.be/HHPMo9l0yegPros & Cons of Converting to a Roth IRA - https://youtu.be/7T_BaFtK4ggIRAs Are Bad for Wealth Transfer - https://youtu.be/zoxwYcLt4-QCongress Passes New Retirement Rules- https://youtu.be/Pum1ZjIuW_gInherited IRA Rules and the SECURE Act - https://youtu.be/TUyRlCm04UoBuying Real Estate in Your IRA? Not So Fast- https://www.modwm.com/buying-real-estate-in-your-ira-not-so-fast/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=10-percent-penaltyRetirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS_Pod&utm_medium=AWMS&utm_campaign=10-percent-penaltyCheck out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
What’s going on in the world of conservative investments? Dean Barber and Bud Kasper get to the bottom of it, as they examine what you need to know about CDs, bonds, and treasuries on America’s Wealth Management Show. What are the characteristics, risks, and potential returns with CDs, bonds, and treasuries? There is a lot of analysis that goes into figuring all that out.More on this episode: https://modwm.com/what-to-know-about-cds-bonds-and-treasuries/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=cds-bonds-treasuriesSee Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=cds-bonds-treasuriesStart Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=cds-bonds-treasuries10 Ways to Fight Inflation in Retirement: https://www.modwm.com/10-ways-to-fight-inflation-in-retirement/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=cds-bonds-treasuriesRetirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=cds-bonds-treasuriesCheck out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Dean Barber and Bud Kasper always have a blast when they attend Ed Slott’s Elite IRA Advisor GroupSM workshops. At the workshop they attended in April in Baltimore, they reviewed several things to consider before doing Roth conversions. Dean and Bud are going to give a brief recap of what they discussed at the workshop as they go over pros and cons of converting to a Roth IRA on America’s Wealth Management Show.More on this episode: https://modwm.com/pros-cons-of-converting-to-a-roth-ira/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=pros-cons-roth-iraSee Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=pros-cons-roth-iraStart Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=pros-cons-roth-iraInherited IRA Rules: https://youtu.be/TUyRlCm04UoRMD Age in 2023: What's Your Required Beginning Date?: https://youtu.be/WZ9iddTMLUQPodcasts with Ed SlottCreating a Tax-Free Retirement: https://youtu.be/En3ZfP70PYAUnderstanding the SECURE Act 2.0: https://youtu.be/HHPMo9l0yegHow to Avoid the Biggest Tax Traps: https://youtu.be/ssZNa1cEpu0Ed Slott In-Studio: https://youtu.be/RdMk9dyQZWMRetirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=pros-cons-roth-iraTax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=pros-cons-roth-iraTax Rates Sunset in 2026 and Why that Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=pros-cons-roth-ira6 Reasons Roth Conversions Could Work for You: https://www.modwm.com/6-reasons-roth-conversions-could-work-for-you/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=pros-cons-roth-iraBuying Real Estate in Your IRA, Not So Fast: https://www.modwm.com/buying-real-estate-in-your-ira-not-so-fast/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=pros-cons-roth-iraCheck out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Many people dream about all the things they can do after they stop working, but how much do people spend in retirement? In October 2022, the Employee Benefit Research Institute conducted a survey on how the pandemic impacted people’s spending in retirement. Some of the results could surprise you. Dean Barber and Bud Kasper are going to review some of the statistics from the survey to assess how much people spend in retirement on America’s Wealth Management Show.Get started today: See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=actual-retirement-spendingStart Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=actual-retirement-spendingMore on this episode: https://modwm.com/how-much-do-people-spend-in-retirement/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=actual-retirement-spending5 Reasons to Retire: https://youtu.be/byB1yF03pg4Why the 5 Years Before Retirement Are So Important: https://youtu.be/l8cb3NSUEbkMaximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lwRetiring with Debt: What's OK?: https://youtu.be/d9nB1j7n7LAThe Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQgEBRI Spending in Retirement Survey for 2022: https://www.ebri.org/content/2022-spending-in-retirement-survey-understanding-the-pandemic-s-impactRetirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=actual-retirement-spending10 Ways to Fight Inflation in Retirement: https://www.modwm.com/10-ways-to-fight-inflation-in-retirement/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=actual-retirement-spendingCheck out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Dean Barber and Bud Kasper have talked about asset allocation and tax allocation several times on America’s Wealth Management Show. And they’ve discussed asset location quite a bit too. Do you have a good understanding of all three? Whether you do or not, they’re going to offer some keen insight on asset allocation versus tax allocation and why both of them are important, so make sure to pay close attention.When you’re in your 50s or maybe early 60s, many of you will get to a point where you’re about five years from retirement. If that’s you, do you feel prepared for retirement? It’s a crucial stage of the retirement planning process. Dean Barber and Bud Kasper are going to help us with explaining why the five years before retirement are so important on America’s Wealth Management Show.Get started today: Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireStart Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocationMore on this episode: https://modwm.com/asset-allocation-versus-tax-allocation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocationWhat Are the Tax Buckets?: https://youtu.be/pFH4T8TA8WITax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocation2023 Retirement Planning Calendar: https://www.modwm.com/2023-retirement-planning-calendar/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocationCheck out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
When you’re in your 50s or maybe early 60s, many of you will get to a point where you’re about five years from retirement. If that’s you, do you feel prepared for retirement? It’s a crucial stage of the retirement planning process. Dean Barber and Bud Kasper are going to help us with explaining why the five years before retirement are so important on America’s Wealth Management Show.Get started today: Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireStart Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireMore on this episode: https://modwm.com/time-is-your-scarcest-resource-in-retirement/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireMaximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lwTime Is Your Scarcest Resource in Retirement: https://youtu.be/GP18lOT3hw8Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8Retiring with Debt: What's OK?: https://youtu.be/d9nB1j7n7LA2023 Retirement Planning Calendar: https://www.modwm.com/2023-retirement-planning-calendar/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireRetirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireCheck out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Some people are more than ready to retire while others truly enjoy their jobs and don’t have retirement on their minds. What camp are you in? Well, either way, you need to have a financial plan. There are many reasons to retire. What are yours? Dean Barber and Bud Kasper are going to elaborate on that as they review five reasons to retire on America’s Wealth Management Show.Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireStart Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireMore on this episode: https://modwm.com/time-is-your-scarcest-resource-in-retirement/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireMaximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lwTime Is Your Scarcest Resource in Retirement: https://youtu.be/GP18lOT3hw8Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8Articles:6 Reasons Roth Conversions Could Work for You: https://www.modwm.com/6-reasons-roth-conversions-could-work-for-you/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireTax Rates Sunset in 2026 & Why That Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireDownloads:2023 Retirement Planning Calendar: https://www.modwm.com/2023-retirement-planning-calendar/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireRetirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retireThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Debt can be a complicated topic—both financially and emotionally. Should you pay it all off prior to retirement or is there some debt that’s OK to take into retirement? Is there debt that you shouldn’t even think about retiring with? Dean Barber and Bud Kasper examine retiring with debt on America’s Wealth Management Show.Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retiring-with-debtStart Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retiring-with-debtMore on this episode: https://modwm.com/time-is-your-scarcest-resource-in-retirement/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retiring-with-debtMaximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lwThe Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQgTax Planning Strategies with Marty James: https://youtu.be/13JQ-w6eJ7wArticles:6 Reasons Roth Conversions Could Work for You: https://www.modwm.com/6-reasons-roth-conversions-could-work-for-you/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retiring-with-debtTax Rates Sunset in 2026 & Why That Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retiring-with-debtDownloads:2023 Retirement Planning Calendar: https://www.modwm.com/2023-retirement-planning-calendar/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=retiring-with-debtThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Time is always precious, but it becomes even more precious in retirement. Whether it’s spending time with loved ones, time doing the things you love, or time free from financial worries, it’s easy to see that time is your scarcest resource in retirement. The importance of cherishing your time in retirement isn’t lost on us one bit. Dean Barber and Bud Kasper are going to further explain why time is your scarcest resource in retirement on America’s Wealth Management Show.Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod &utm_medium=AWMS&utm_campaign=what-is-wealthStart Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=what-is-wealthMore on this episode: https://modwm.com/time-is-your-scarcest-resource-in-retirement/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=what-is-wealthMaximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lwTime Is Your Scarcest Resource in Retirement: https://youtu.be/GP18lOT3hw8Downloads:Retirement Plan Checklist: https://modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=what-is-wealthThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Time is always precious, but it becomes even more precious in retirement. Whether it’s spending time with loved ones, time doing the things you love, or time free from financial worries, it’s easy to see that time is your scarcest resource in retirement. The importance of cherishing your time in retirement isn’t lost on us one bit. Dean Barber and Bud Kasper are going to further explain why time is your scarcest resource in retirement on America’s Wealth Management Show.Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=time-resourceStart Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=time-resourceMore on this episode: https://modwm.com/time-is-your-scarcest-resource-in-retirement/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=time-resourceDownloads:Retirement Plan Checklist: https://modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=time-resourceThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
If you have most your retirement savings in a traditional IRA or 401(k), maybe it’s time for you to think about Roth conversions. The thing is that deciding to contribute to Roth vs. traditional isn’t cut and dry. For some people, Roth conversions can be a tax planning strategy that results in hundreds of thousands of dollars in tax savings. But for others, doing Roth conversions could cause unintended tax consequences, such as a significant amount more of their Social Security to become taxable or higher Medicare premiums. Dean and Bud will discuss all that and more as they break down the Roth conversion rules in retirement.Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Podcast&utm_medium=AWMS&utm_campaign=roth-conversion-rulesStart Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Podcast&utm_medium=AWMS&utm_campaign=roth-conversion-rulesMore on this episode: https://modwm.com/roth-conversion-rules/?utm_source=AWMS-Podcast&utm_medium=AWMS&utm_campaign=roth-conversion-rulesEd Slott Podcast: https://youtu.be/HHPMo9l0yegArticles:Tax Rates Sunset in 2026 and Why that Matters: https://modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=AWMS-Podcast&utm_medium=AWMS&utm_campaign=roth-conversion-rules6 Reasons Roth Conversions Could Work for You: https://www.modwm.com/6-reasons-roth-conversions-could-work-for-you/?utm_source=AWMS-Podcast&utm_medium=AWMS&utm_campaign=roth-conversion-rulesDownloads:Retirement Plan Checklist: https://modwm.com/retirement-plan-checklist/?utm_source=YAWMS-Podcast&utm_medium=AWMS&utm_campaign=meet-mwmThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
In case you missed it earlier this week, we had some very exciting news to share! Barber Financial Group and Osiwala Financial Group are now Modern Wealth Management. This is a big announcement that the Modern Wealth Management team is excited about, but we also know that there might be some questions that you have about it.Modern Wealth Management President and Co-Founder Jason Gordo joined Modern Wealth Management Managing Directors Dean Barber and Bud Kasper on America’s Wealth Management Show to help answer those questions. They’ll explain what Modern Wealth Management is, our firm’s vision, what you can expect, and more. We can’t wait to share more exciting news about Modern Wealth Management in the coming weeks. Our team welcomes the opportunity to meet with you to further explain how Modern Wealth Management’s financial planning services can help you get to and through retirement.Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=Radio-Podcast-MWM&utm_medium=AWMS&utm_campaign=meet-mwmStart Planning Here: https://modwm.com/retirement-planning-tool/radio/?utm_source=Radio-Podcast-MWM&utm_medium=AWMS&utm_campaign=meet-mwmMore on this episode: https://modwm.com/meet-modern-wealth-management/?utm_source=Radio-Podcast-MWM&utm_medium=AWMS&utm_campaign=meet-mwmMeet our Team: https://www.modwm.com/team/?utm_source=Radio-Podcast-MWM&utm_medium=AWMS&utm_campaign=meet-mwmDownloads:Retirement Plan Checklist: https://modwm.com/retirement-plan-checklist/?utm_source=YouTube-MWM&utm_medium=AWMS&utm_campaign=meet-mwmThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Another tax filing season is in the books, which is probably a big relief for some of you and our CPAs. But that doesn’t mean it’s time to take an out-of-sight, out-of-mind approach with your tax documents and 2023 taxes. Why? Because 2023 tax planning season is underway. Dean Barber and Bud Kasper will share why now is the optimal time to take advantage of tax planning opportunities so that tax filling won’t be so stressful in the future.Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planningStart Planning Here: https://modwm.com/retirement-planning-tool/radio/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planningMore on this episode: https://modwm.com/is-inflation-slowing/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planningArticles:6 Reasons Roth Conversions Could Work for You: https://www.modwm.com/6-reasons-roth-conversions-could-work-for-you/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planningTax Rates Sunset in 2026 & Why That Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planningWhat Is a QCD?: : https://www.modwm.com/what-is-a-qcd/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planningVideos: What Are Tax Buckets: https://youtu.be/pFH4T8TA8WIEd Slott on SECURE 2.0: https://youtu.be/HHPMo9l0yegDownloads:2023 Retirement Planning Calendar: https://modwm.com/2023-retirement-planning-calendar/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planningTax Reduction Strategies: https://modwm.com/tax-reduction-strategies/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planningThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Dean Barber and Bud Kasper share their thoughts on what’s going on with inflation and how you can plan for it.Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=is-inflation-slowingStart Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=is-inflation-slowingMore on this episode: https://barberfinancialgroup.com/is-inflation-slowing/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=is-inflation-slowingArticles:10 Ways to Fight Inflation in Retirement: https://barberfinancialgroup.com/10-ways-to-fight-inflation-in-retirement/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=is-inflation-slowingThe Federal Reserve's Monetary Policies: https://barberfinancialgroup.com/the-federal-reserves-monetary-policies/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=is-inflation-slowingDownloads:2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=is-inflation-slowingRetirement Plan Checklist: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=is-inflation-slowingThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Retirement Age is a term tossed around quite often when it comes to discussing planning for retirement. Dean Barber and Logan DeGraeve breakdown some myths associated with the term "retirement age" and how it may mean less than you think.Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-ageStart Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-ageMore on this episode: https://barberfinancialgroup.com/retirement-age-its-just-a-number/?utm_source=YRadio-Pod&utm_medium=AWMS&utm_campaign=retirement-ageDownloads:2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-ageRetirement Plan Checklist: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-ageVideos: What Are Tax Bucket?: https://youtu.be/pFH4T8TA8WIFamily Financial Planning with Matt Kasper: https://youtu.be/MX0SvvCwnwwThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
Having a strategy for you retirement withdrawals is crucial. Dean Barber and Logan DeGraeve discuss why on the latest episode of America’s Wealth Management Show.Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-withdrawal-strategyStart Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-withdrawal-strategyMore on this episode: https://barberfinancialgroup.com/retirement-withdrawal-strategy-you-need-a-plan/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-withdrawal-strategyDownloads:2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-withdrawal-strategyRetirement Plan Checklist: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-withdrawal-strategyVideos: Retiring During a Recession: https://youtu.be/2JkkcE8AljoWhat Are Tax Bucket?: https://youtu.be/pFH4T8TA8WIMaximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lwThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
We try to share as much education with you as possible on things you should do to prepare for and do in retirement so that you can live your one best financial life. But there are things that you need to avoid doing in retirement as well. Dean Barber and Bud Kasper review a few things that retirees should stop doing on the latest episode of America’s Wealth Management Show.Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=YRadio-Pod&utm_medium=AWMS&utm_campaign=things-retirees-should-stop-doingStart Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=things-retirees-should-stop-doingMore on this episode: https://barberfinancialgroup.com/things-retirees-should-stop-doing/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=things-retirees-should-stop-doingDownloads:2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=things-retirees-should-stop-doingRetirement Plan Checklist: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=things-retirees-should-stop-doingArticles:10 Ways to Fight Inflation: https://barberfinancialgroup.com/10-ways-to-fight-inflation-in-retirement/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=things-retirees-should-stop-doingVideos: Maximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lwOther Resources:Barber Financial Group Educational Series: https://barberfinancialgroup.com/event-calendar/educational-series/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=things-retirees-should-stop-doingThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
In case you missed it, Federal Reserve Chairman Jerome Powell announced another 0.25% Fed funds rate hike on March 22. The Fed funds rate is now in the 4.75-5% range. So, where will interest rates go from here and what does that mean for you and your retirement plans? Dean Barber and Bud Kasper will discuss the effect of rising interest rates on the economy and much more on America’s Wealth Management Show.Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economyStart Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economyMore on this episode: https://barberfinancialgroup.com/effect-of-rising-interest-rates-on-the-economy/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economyDownloads:2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economyRetirement Plan Checklist: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economyArticles:The Federal Reserve’s Monetary Policies: https://barberfinancialgroup.com/the-federal-reserves-monetary-policies/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economyIs the National Debt too High?: https://barberfinancialgroup.com/is-the-national-debt-too-high/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economyOther Resources:Barber Financial Group Educational Series: https://barberfinancialgroup.com/event-calendar/educational-series/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economyThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
There are new rules about Required Minimum Distributions and the RMD age after the SECURE Act 2.0 went into effect on January 1, 2023. RMDs can be very tricky, but it’s critical to understand how to plan for them. What are your RMDs going to look like in retirement? Will they influence your taxes or your probability of success? Dean Barber and Logan DeGraeve discuss how to go about doing that and more on America’s Wealth Management Show.Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023Start Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023More on this episode: https://barberfinancialgroup.com/rmd-age-for-2023-whats-your-required-beginning-date/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023Downloads:2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023Tax Reduction Strategies: https://barberfinancialgroup.com/tax-reduction-strategies/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023Videos: Considering RMDs Before & After Retirement: https://youtu.be/gAbLBswC938Understanding the SECURE Act 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yegWhat Is Tax Planning?: https://youtu.be/vQ9yVdch9awWhat Is Tax Diversification?: https://youtu.be/TdsUZfKSrY0Articles:Tax Rates Sunset in 2026: https://barberfinancialgroup.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023Other Resources:Barber Financial Group Educational Series: https://barberfinancialgroup.com/event-calendar/educational-series/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
We talk a lot about stress testing for a variety of economic conditions when building a financial plan. It becomes that much more important when a lost decade occurs. That's when the stock market is flat for 10 years or more. Dean Barber and Logan DeGraeve look at some recent examples of lost decades—such as the 1970s and 2000s—and how to ensure that you can still retire with clarity and confidence on America's Wealth Management Show.Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-assetStart Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-assetMore on this episode: https://barberfinancialgroup.com/lost-decade-of-the-1970s/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=lost-decade-of-the-1970sDownloads:2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=lost-decade-of-the-1970sRetirement Plan Checklist: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=lost-decade-of-the-1970sVideos: Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8Family Financial Planning with Matt Kasper: https://youtu.be/MX0SvvCwnwwArticles:Dot-Com Bubble History Remains Relevant: https://barberfinancialgroup.com/dot-com-bubble-history-remains-relevant/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=lost-decade-of-the-1970sOther Resources:Barber Financial Group Educational Series: https://barberfinancialgroup.com/event-calendar/educational-series/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=lost-decade-of-the-1970sThe Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow
According to Fidelity, retirees lost an average of 23% in their 401(k) savings in 2022. That’s devastating. But that begs the question, why do retirees still have money in 401(k) accounts? Bud Kasper and Logan DeGraeve are going to discuss how to protect assets like your 401k in retirement, especially during difficult times in the market.Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-assetStart Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=YRadio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-assetMore on this episode: https://barberfinancialgroup.com/401k-in-retirement-managing-your-biggest-asset/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-assetDownloads:2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-assetVideos: Understanding the SECURE Act 2.0 with Ed Slott, CPA: https://youtu.be/HHPMo9l0yegWhat Are the Tax Buckets?: https://youtu.be/pFH4T8TA8WIArticles:CNBC Article: https://www.cnbc.com/2023/02/23/401k-retirement-savings-account-balances-sank-in-2022-fidelity-says.html10 Ways to Fight Inflation: https://barberfinancialgroup.com/10-ways-to-fight-inflation/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-asset
Even with being super busy during tax season, CPA and Director of Tax, Corey Hulstein was kind enough to take some time to join Dean Barber and Bud Kasper on America’s Wealth Management Show to help answer the question, what is tax planning?Find resources from this episode here: https://barberfinancialgroup.com/what-is-tax-planning/?utm_source=YouTube-BFG&utm_medium=AWMS&utm_campaign=what-is-tax-planning
So, let’s say you want to retire in 10 years. What do you need to do to start planning for retirement? Bud Kasper, CFP® and Logan DeGraeve, CFP® discuss how to begin building a financial plan, what all you need to consider when planning for retirement, and much more on America’s Wealth Management Show.Find resources from this episode here: https://barberfinancialgroup.com/want-to-retire-in-10-years/?utm_source=YouTube-BFG&utm_medium=AWMS&utm_campaign=want-to-retire-in-10-years
Do you remember when IRAs were good? Congress messed that up with the SECURE Act. IRAs are now a bad wealth transfer option. Dean Barber and Bud Kasper will help explain why that is and what all to consider when transferring wealth to your loved ones.Find resources from this episode here: https://barberfinancialgroup.com/transferring-wealth-iras-are-a-bad-option/?utm_source=YouTube-BFG&utm_medium=AWMS&utm_campaign=transferring-wealth-iras-are-a-bad-option
Why is retirement planning important? Bud Kasper and Logan DeGraeve dig into why retirement planning is about more than just saving. Find resources and schedule a conversation here: https://barberfinancialgroup.com/7-reasons-why-retirement-planning-is-important/?utm_source=soundcloud&utm_medium=awms&utm_campaign=7-reasons-why-retirement-planning-is-important
Logan DeGraeve and Bud Kasper are gearing up for the big game, but it's not the big game on Sunday between the Kansas City Chiefs and Philadelphia Eagles. They're preparing for the big game that is your retirement. Check out to see how they go about game planning with preparing for retirement.Find resources and schedule a conversation here: https://barberfinancialgroup.com/preparing-for-retirement-how-to-win-the-big-game/?utm_source=soundcloud&utm_medium=awms&utm_campaign=Preparing-For-Retirement-How-to-Win-the-Big-Game
Dean Barber and Bud Kasper review several tax planning strategies for various source of retirement income. Their goal is to answer the question, "are retirement benefits taxable," and if they are, how so?Find resources and schedule a conversation here: https://barberfinancialgroup.com/what-is-financial-planning/?utm_source=soundcloud&utm_medium=awms&utm_campaign=Are-Retirement-Benefits-Taxable
What is financial planning? This week, Dean Barber and Bud Kasper define financial planning and its components, from taxes to investments.Find resources and schedule a conversation here: https://barberfinancialgroup.com/what-is-financial-planning/?utm_source=soundcloud&utm_medium=awms&utm_campaign=What-Is-Financial-Planning
This week, Dean Barber and Bud Kasper tackle the possibility of an impending recession, and things you should be thinking about and and doing to protect yourself.Find resources and schedule a conversation here: https://barberfinancialgroup.com/retirement-income-during-a-recession/?utm_source=soundcloud&utm_medium=awms&utm_campaign=retirement-income-during-a-recession/
A handful of changes relevant to retirees happened on January 1, 2023. Dean and Bud breakdown some of the most important changes that took place as we turned the page on 2022.Find resources and schedule a conversation here: https://barberfinancialgroup.com/financial-updates/?utm_source=soundcloud&utm_medium=awms&utm_campaign=financial-updates/
The SECURE Act 2.0 was signed into law last week. Listen as Dean and Bud discuss the new retirement rules passed by Congress and how they could impact you.Find resources and schedule a conversation here: https://barberfinancialgroup.com/4-things-we-learned-in-2022/?utm_source=soundcloud&utm_medium=awms&utm_campaign=4-things-we-learned-in-2022/
Happy New Year, everybody! We’re going to take a step back and reflect a little bit because we need to learn from history. In this case, we’re calling 2022 history! 2022, was a year with insane inflation, bumbling bonds, a fumbling fed, and some simmering signals. So, sayonara 2022, get in the rearview mirror!Find resources and schedule a conversation here: https://barberfinancialgroup.com/4-things-we-learned-in-2022/?utm_source=soundcloud&utm_medium=awms&utm_campaign=4-things-we-learned-in-2022/
While our focus of this episode is ongoing recession fears, we want to start out by wishing you and yours a very merry Christmas and a happy holiday season. We hope you stay warm, safe, and enjoy time with your loved ones during the most wonderful time of the year.Find resources and schedule a conversation here: https://barberfinancialgroup.com/recession-fears/?utm_source=soundcloud&utm_medium=awms&utm_campaign=recession-fears/
Sometimes, the best Christmas gifts can come from someone that you least expect. We’re already seeing that that could be the case this year following an exciting announcement from the IRS. No, that’s not a typo. The IRS announced that retirement plan contribution limits will be increasing for 2023.Find resources and schedule a conversation here: https://barberfinancialgroup.com/2023-retirement-plan-contribution-limits/?utm_source=soundcloud&utm_medium=awms&utm_campaign=2023-retirement-plan-contribution-limits/
Saving for retirement can feel like a daunting task. It doesn’t need to be, though. Bud Kasper and Logan DeGraeve offer eight tips on saving for retirement that can begin giving you clarity and confidence on your path to and through retirement.Find resources and schedule a conversation here: https://barberfinancialgroup.com/saving-for-retirement/?utm_source=soundcloud&utm_medium=awms&utm_campaign=saving-for-retirement/
Is this another dead cat bounce or the beginning of the next bull market? Dean Barber and Bud Kasper look into the dead cat bounces that we’ve had so far in 2022 to get a better idea of what the answer could be.
Find resources and schedule a conversation here: https://barberfinancialgroup.com/retirement-mistakes-to-avoid/?utm_source=soundcloud&utm_medium=awms&utm_campaign=retirement-mistakes-to-avoid/
Is this another dead cat bounce or the beginning of the next bull market? Dean Barber and Bud Kasper look into the dead cat bounces that we’ve had so far in 2022 to get a better idea of what the answer could be.
Find resources and schedule a conversation here: https://barberfinancialgroup.com/4-ways-retirees-can-give-back//?utm_source=soundcloud&utm_medium=awms&utm_campaign=4-ways-retirees-can-give-back/
Is this another dead cat bounce or the beginning of the next bull market? Dean Barber and Bud Kasper look into the dead cat bounces that we’ve had so far in 2022 to get a better idea of what the answer could be.
Find resources and schedule a conversation here: https://barberfinancialgroup.com/dead-cat-bounces/?utm_source=soundcloud&utm_medium=awms&utm_campaign=dead-cat-bounces/
The Federal Reserve is determined to stop inflation. They’re so determined to stop inflation that they’re willing to implement more interest rate hikes that could lead us into a deep recession. Dean Barber and Bud Kasper discuss the latest on inflation, more interest rate hikes, and more on this episode of America’s Wealth Management Show.
Find resources and schedule a conversation here: https://barberfinancialgroup.com/more-interest-rate-hikes-on-the-way/?utm_source=soundcloud&utm_medium=awms&utm_campaign=more-interest-rate-hikes-on-the-way/
The rules of inherited IRAs are extremely difficult to understand due to the SECURE Act, yet they must be understood. Dean Barber and Bud Kasper review the inherited IRA rules and explain how the can affect different beneficiaries.
Find resources and schedule a conversation here: https://barberfinancialgroup.com/inherited-ira-rules-and-the-secure-act/?utm_source=soundcloud&utm_medium=awms&utm_campaign=inherited-ira-rules-and-the-secure-act/
Planning for a fulfilling retirement isn’t something that can be done in a blink of an eye. It takes time and a lot of preparation to overcome a lot of retirement challenges that many people don’t even think about. Bud Kasper and Logan DeGraeve review those retirement challenges and encourage you to start building your financial plan sooner rather than later.
Start Planning Here: https://barberfinancialgroup.com/retirement-challenges-that-you-didnt-have-while-working/?utm_source=soundcloud&utm_medium=awms&utm_campaign=retirement-challenges-that-you-didnt-have-while-working/
If we’ve learned anything about what the market has done in 2022, it’s that being patient is pivotal. Rather than giving into fear and greed, Dean Barber and Bud Kasper share five wealth protection tactics to help give your clarity when financial planning.
Start Planning Here: https://barberfinancialgroup.com/wealth-protection-tactics/?utm_source=soundcloud&utm_medium=awms&utm_campaign=wealth-protection-tactics
Did you know that October is National Financial Planning Month? It honestly came close to slipping our minds because we believe every month should be National Financial Planning Month. Dean Barber, Bud Kasper, and Matt Kasper celebrated National Financial Planning Month by discussing the importance of having a comprehensive financial plan on America’s Wealth Management Show.
Start Planning Here: https://barberfinancialgroup.com/october-is-national-financial-planning-month/?utm_source=soundcloud&utm_medium=awms&utm_campaign=october-is-national-financial-planning-month
Let's face it, bear markets are scary. The stock market is in a bear market. And guess what? We are dangerously close to a bear market in the bond market. Join Dean Barber and Bud Kasper as they tackle what's happening with these markets
Start Planning Here: https://barberfinancialgroup.com/examples-of-market-risk-abound-in-september/?utm_source=soundcloud&utm_medium=awms&utm_campaign=examples-of-market-risk-abound-in-september
The Federal Reserve is raising interest rates to combat it, but inflation still looms large over the US economy. How do you build a plan that considers such a surge in inflation and interest rates? Find out as Dean Barber and Bud Kasper discuss how to plan for inflation.
Start Planning Here: https://barberfinancialgroup.com/the-inflation-reduction-act-has-no-impact-on-inflation/?utm_source=soundcloud&utm_medium=awms&utm_campaign=the-inflation-reduction-act-has-no-impact-on-inflation
Football season is here. Do you have a playbook for the retirement red zone? Bud Kasper and Logan DeGraeve discuss creating your game plan for retirement and what you need to know to score.
Start Planning and Read the Article Here: https://barberfinancialgroup.com/creating-a-game-plan-for-retirement/?utm_source=soundcloud&utm_medium=awms&utm_campaign=creating-a-game-plan-for-retirement
All the financial uncertainty that we’re dealing with seems to be coming at us from every angle. While this financial uncertainty is uncomfortable, it’s not uncommon. From the Dot-Com Bubble to the Financial Crisis, we’ve been through cycles similar to this. Dean Barber and Bud Kasper look back at some of those cycles and review eight ways to combat financial uncertainty.
Start Planning and Read the Article Here: https://barberfinancialgroup.com/8-ways-to-combat-financial-uncertainty/?utm_source=soundcloud&utm_medium=awms&utm_campaign=8-ways-to-combat-financial-uncertainty
Most online retirement calculators miss crucial pieces of the retirement puzzle. While they will give an accurate answer for the data you put in, they're missing so many other things important to retirement. Dean Barber and Bud Kasper review nine items retirement calculators miss that our tool doesn't.
Start Planning and Read the Article Here: https://barberfinancialgroup.com/9-items-retirement-calculators-miss-that-our-tool-doesnt/?utm_source=soundcloud&utm_medium=awms&utm_campaign=9-items-retirement-calculators-miss-that-our-tool-doesnt
Going to the doctor for a checkup usually isn’t the most fun thing to do, but it’s necessary so that you’re up-to-date on your health situation. The same can be said about meeting with a financial planner to find out where you’re at with planning for retirement. Bud Kasper and Logan DeGraeve discuss the five types of financial plans and how a comprehensive approach to financial planning is critical to getting to and through retirement.
Start Planning and Read the Article Here: https://barberfinancialgroup.com/5-types-of-financial-plans/?utm_source=soundcloud&utm_medium=awms&utm_campaign=5-types-of-financial-plans
Dean Barber and Bud Kasper take a trip down memory lane in this week’s America’s Wealth Management Show. They examine the Great Recession’s history and why it remains relevant today. There are things going on today that are eerily reminiscent of what happened during the Great Recession.
Start Planning and Read the Article Here: https://barberfinancialgroup.com/the-great-recessions-history-remains-relevant/?utm_source=soundcloud&utm_medium=awms&utm_campaign=the-great-recessions-history-remains-relevant
When it comes to building your retirement plan, a lot of people think your rate of return is the No. 1 thing to keep in mind. While it is important, your investments aren’t the main factor when it comes to your plan. Dean Barber and Bud Kasper will review five factors that are more important than your rate of return on this episode of America's Wealth Management Show.
Start Planning, Sign Up for our Educational Series, and more, here: https://barberfinancialgroup.com/special-guest-steven-jarvis-cpa/?utm_source=soundcloud&utm_medium=awms&utm_campaign=special-guest-steven-jarvis-cpa
When it comes to building your retirement plan, a lot of people think your rate of return is the No. 1 thing to keep in mind. While it is important, your investments aren’t the main factor when it comes to your plan. Dean Barber and Bud Kasper will review five factors that are more important than your rate of return on this episode of America's Wealth Management Show.
Start Planning, Sign Up for our Educational Series, and more, here: https://barberfinancialgroup.com/5-factors-more-important-than-rate-of-return/?utm_source=soundcloud&utm_medium=awms&utm_campaign=5-factors-more-important-than-rate-of-return
Dean Barber and Bud Kasper tackle a tax planning opportunity by discussing six reasons why Roth conversions could work for you. With today's economy and markets, now could be the time to look at Roth conversions in your retirement plan.
Start Planning with Our Industry-Leading Financial Planning Tool and more: https://barberfinancialgroup.com/6-reasons-roth-conversions-could-work-for-you/?utm_source=soundcloud&utm_medium=awms&utm_campaign=6-reasons-roth-conversions-could-work-for-you
A huge factor of financial planning is controlling what you can control. It’s pivotal to understand that as you’re determining if you have enough money to get to and through retirement. The fear of outliving your money is a retirement risk that’s big concern for a lot of people. However, with a financial plan, it’s a controllable retirement risk. In this episode of America's Wealth Management Show, Dean Barber and Bud Kasper discuss four retirement risks that you can plan for but are out of your control.
Access Our Industry-Leading Financial Planning Tool and more: https://barberfinancialgroup.com/4-retirement-risks-that-are-out-of-your-control/?utm_source=soundcloud&utm_medium=awms&utm_campaign=4-retirement-risks-that-are-out-of-your-control
Along with 30 checklist items to gauge your retirement readiness, our Retirement Plan Checklist includes a timeline to help you be aware of certain things while planning for retirement. Dean Barber and Logan DeGraeve cover some of the key aspects of that retirement timeline on this week's edition of America's Wealth Management Show.
Access Our Industry-Leading Financial Planning Tool, get the Retirement Plan Checklist, and more: https://barberfinancialgroup.com/your-retirement-timeline/?utm_source=soundcloud&utm_medium=awms&utm_campaign=your-retirement-timeline
Jerome Powell and the Federal Reserve have a big predicament on their hands. How will they slow down this rampant inflation without also causing the economy to go into a deep recession? While it’s hard to predict what it will look like, a recession of some sort appears to be on the horizon. Bud Kasper and Logan DeGraeve review 8 Ways to Prepare for a Recession.
Access Our Industry-Leading Financial Planning Tool and read the episode blog post: https://barberfinancialgroup.com/8-ways-to-prepare-for-a-recession/?utm_source=soundcloud&utm_medium=awms&utm_campaign=8-ways-to-prepare-for-a-recession
Happy Fourth of July to all the pre-retirees and retirees out there! Along with celebrating America’s independence this weekend, Dean Barber and Bud Kasper hope you take a moment to assess where you stand in the journey to achieving financial freedom. Dean and Bud discuss what financial freedom is and how you know you’ve achieved it in this Fourth of July weekend edition of America’s Wealth Management Show.
Access Our Industry-Leading Financial Planning Tool and read the episode blog post: https://barberfinancialgroup.com/achieving-financial-freedom/?utm_source=soundcloud&utm_medium=awms&utm_campaign=achieving-financial-freedom
The Fed raised interest rates by the most in nearly three decades, a 0.75% rate hike, and is set to do it again in July. Dean Barber and Bud Kasper examine how rising interest rates can impact your retirement.
Access Our Industry-Leading Financial Planning Tool and read the episode blog post: https://barberfinancialgroup.com/rising-interest-rates-and-your-retirement/?utm_source=soundcloud&utm_medium=awms&utm_campaign=rising-interest-rates-and-your-retirement
The S&P 500 entered bear market territory, preceded by the NASDAQ index entering bear market territory a few weeks back. Join Dean Barber and Bud Kasper as they discuss navigating the current bear market.
Access Our Industry-Leading Financial Planning Tool and read the episode blog post: https://barberfinancialgroup.com/bear-market-is-here-is-there-more-to-come/?utm_source=soundcloud&utm_medium=awms&utm_campaign=bear-market-is-here-is-there-more-to-come
With all the issues we’re facing domestically and globally that are impacting the economy, it’s pivotal to find financial clarity during these uncertain times. Bud Kasper and Logan DeGraeve talk about the importance of having a financial plan to navigate that uncertainty and help people reach their goals in retirement.
Retirement Plan Checklist download: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=soundcloud&utm_medium=awms&utm_campaign=finding-financial-clarity-in-uncertain-times
Schedule a complimentary consultation or 20-minute "Ask Anything" session: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=soundcloud&utm_medium=awms&utm_campaign=finding-financial-clarity-in-uncertain-times
Clarity, confidence, and control within your financial plan is of the utmost importance right now amid these turbulent times in the markets so you can accomplishment your goals in retirement. Dean Barber and Bud Kasper review a recent history of bear markets and how you can stress test your financial plan through periods like the Dot-Com Bubble and Great Recession.
Retirement Plan Checklist - When a Housing Market Shortage Becomes a Surplus: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=soundcloud&utm_medium=awms&utm_campaign=a-recent-history-of-bear-markets
Schedule a complimentary consultation or 20-minute "Ask Anything" session: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=soundcloud&utm_medium=awms&utm_campaign=a-recent-history-of-bear-markets
Dean Barber and Bud Kasper joined hundreds of other financial advisors and CPAs at Kansas City's Crown Center two weeks ago for Ed Slott's Elite IRA Advisor Group workshop, where they spent a lot of time reviewing the impact of SECURE Act 2.0. Dean and Bud share some of the biggest takeaways of the SECURE Act's proposed regulations and how they could impact you.
Retirement Plan Checklist - When a Housing Market Shortage Becomes a Surplus: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=soundcloud&utm_medium=awms&utm_campaign=the-impact-of-secure-act-2-0
Schedule a complimentary consultation or 20-minute "Ask Anything" session: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=soundcloud&utm_medium=awms&utm_campaign=the-impact-of-secure-act-2-0
As the housing market goes, so goes the rest of the economy. Dean and Bud take a deep dive into the housing market to see if we might be in a housing bubble on this week's episode of America's Wealth Management Show.
Article - When a Housing Market Shortage Becomes a Surplus: https://barberfinancialgroup.com/when-a-housing-market-shortage-becomes-a-surplus/?utm_source=soundcloud&utm_medium=awms&utm_campaign=are-we-in-a-housing-bubble
Schedule a complimentary consultation or 20-minute "Ask Anything" session: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=soundcloud&utm_medium=awms&utm_campaign=are-we-in-a-housing-bubble
Following a 50 basis point hike of the Fed funds rate last week, Dean Barber and Bud Kasper discuss the Federal Reserve's challenge of combating high inflation rates and the necessary factors to achieve a soft landing.
Find any resources and schedule your conversation here: https://barberfinancialgroup.com/inflation-rates-and-the-fed/?utm_source=soundcloud&utm_medium=awms&utm_campaign=inflation-rates-and-the-fed
Dean Barber and Bud Kasper take a deep dive into the relationship between interest rates and bond prices and provide some education on bond alternatives.
Find any resources and schedule your conversation here: https://barberfinancialgroup.com/interest-rates-and-bond-prices/?utm_source=soundcloud&utm_medium=awms&utm_campaign=interest-rates-and-bond-prices
The saying goes that history never repeats itself, but it often rhymes has been very relevant lately from a financial planning perspective. Dean Barber and Bud Kasper discuss the importance of stress testing your financial plan to see how it would perform in similar periods to what we’re currently experiencing.
Find any resources and schedule your conversation here: https://barberfinancialgroup.com/stress-testing-your-financial-plan/?utm_source=soundcloud&utm_medium=awms&utm_campaign=stress-testing-your-financial-plan
One thing that Dean Barber and Bud Kasper are certain of is that there is a lot of domestic and geopolitical uncertainty to go around. Dean and Bud sort through some of that uncertainty to give their thoughts on today’s global economic outlook.
Find the article and resources mentioned on this episode, here: https://barberfinancialgroup.com/todays-global-economic-outlook/?utm_source=soundcloud&utm_medium=awms&utm_campaign=todays-global-economic-outlook
We frequently talk about tax planning on America’s Wealth Management Show. Why? Because we believe it can have a significant impact on your financial future. Dean Barber and Bud Kasper dive into some simple, yet effective, tax planning examples, and discuss what’s happening in the markets and economy.
Find the article and resources mentioned on this episode, here: https://barberfinancialgroup.com/5-tax-planning-examples/?utm_source=soundcloud&utm_medium=awms&utm_campaign=5-tax-planning-examples
For the first time since late 2019, the two-year treasury is yielding higher than the 10-year treasury. This is called an inverted yield curve. Since the late '70s Every single time we've seen an inverted yield curve, It has led to a recession. Join Dean Barber and Bud Kasper as they discuss what is going on in the bond market and what the inverted yield curve means to you.
Find the article and resources mentioned on this episode, here: https://barberfinancialgroup.com/what-is-going-on-in-the-bond-market/?utm_source=soundcloud&utm_medium=awms&utm_campaign=what-is-going-on-in-the-bond-market
Tax filing has been top of mind lately with the April 18 deadline fast approaching. While the tax compliance window is closing for this year, it’s important to remember that the tax planning window is always open. Bud Kasper and Logan DeGraeve discuss the true meaning of tax planning and how to best mitigate taxes over your lifetime.
Download the Tax Reduction Strategies and schedule a conversation, here: https://barberfinancialgroup.com/the-true-meaning-of-tax-planning/?utm_source=soundcloud&utm_medium=awms&utm_campaign=the-true-meaning-of-tax-planning
It's been just over a week since Federal Reserve Chairman Jerome Powell announced a 0.25% hike of the Fed funds rate, and that six more increases have been penciled in for the remainder of 2022. The Federal Reserve's goal with these moves is to slow down inflation, but what can we expect the impact to be from rising interest rates? Bud Kasper and Logan DeGraeve discuss the importance of making necessary adjustments to your portfolio in a rising interest rate environment.
Find the article on the Federal Reserve's monetary policies, download the Retirement Plan Checklist, and schedule a conversation, here: https://barberfinancialgroup.com/the-impact-of-rising-interest-rates/?utm_source=soundcloud&utm_medium=awms&utm_campaign=impact-of-rising-interest-rates
The Dot-Com Bubble burst 22 years ago today in the wake of many economic factors. What parallels are there between then and now? Dean Barber and Bud Kasper discuss the Dot-Com Bubble and why it's still relevant today.
Read the Dot-Com Bubble History Remains Relevant, find the Retirement Plan Checklist, and schedule a conversation here: https://barberfinancialgroup.com/dot-com-bubble-history-remains-relevant/?utm_source=soundcloud&utm_medium=awms&utm_campaign=dot-com-bubble-history
Dean Barber and Bud Kasper break down the economic impact we’re seeing from the Russia/Ukraine conflict, the likelihood of rising interest rates, and other contributors to this March Market Madness.
Find any resources mentioned and schedule your 20 minute ask anything session here: https://barberfinancialgroup.com/economic-impact-of-march-market-madness/?utm_source=soundlcoud&utm_medium=awms&utm_campaign=economic-impact-of-march-market-madness
Between the Federal Reserve’s decision on rising interest rates and the situation with Russia and Ukraine, there are a lot of unknowns right now. Dean Barber and Bud Kasper discuss the importance of controlling what you can control by managing market risk to alleviate the angst of the unknowns.
Find any of the resources mentioned and connect with us here: https://barberfinancialgroup.com/managing-risk-in-the-markets/?utm_source=sound-cloud&utm_medium=awms&utm_campaign=managing-risk-in-the-markets
It feels like it’s only a matter of time before the Fed says to, “Take a hike?” Interest rate hikes are likely on the horizon. Bud Kasper and Logan DeGraeve look at what the impact could be from any of the Fed’s rate hikes and how big they could be.
Read our latest article on interest rates and more, here: https://barberfinancialgroup.com/when-will-the-fed-say-take-a-hike/?utm_source=soundcoud&utm_medium=awms&utm_campaign=when-will-the-fed-say-take-a-hike
In recent months, we’ve all felt inflation’s impact at restaurants, gas stations, grocery stores, and so many other places. There’s no question that inflation has made its presence known, especially among retirees. Dean and Bud examine 10 ways to fight off inflation in retirement.
Read 10 Ways to Fight Inflation, plus any other resources Dean and Bud talked in this episode, here: https://barberfinancialgroup.com/10-ways-to-fight-inflation-in-retirement/?utm_source=soundlcoud&utm_medium=awms&utm_campaign=10-ways-to-fight-inflation-in-retirement
We all have our own special goals that we’d like to achieve in retirement, but some of them are much easier to accomplish than others. Dean Barber and Bud Kasper discuss the importance of setting retirement savings goals sooner rather than later to attain clarity, confidence, and control in your retirement.
Read our retirement savings article, download the Retirement Plan Checklist, and more: https://barberfinancialgroup.com/setting-retirement-savings-goals/?utm_source=soundcloud&utm_medium=awms&utm_campaign=setting-retirement-savings-goals
Market volatility is making its presence known as we begin 2022. Dean Barber and Bud Kasper break down whether we can expect it to be short-term or if we need to buckle up for the long haul.
Get the 401(k) Survival Guide or schedule a conversation here: https://barberfinancialgroup.com/market-volatility-short-term-or-here-to-stay/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=market-volatility-short-term-or-here-to-stay
From prices at the grocery store to the cost of filling up your gas tank, we have all seen the impacts of inflation in recent months. Dean Barber and Bud Kasper give their thoughts on the current inflationary pressures and what US inflation could look like going forward.
Find our recent article on inflation or schedule a conversation here: https://barberfinancialgroup.com/understanding-us-inflation/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=understanding-us-inflation
You’ve probably heard Dean Barber and Bud Kasper mention the Guided Retirement System several times on America’s Wealth Management. Here is their step-by-step breakdown of the Guided Retirement System to ensure people understand what it is all about.
Find any of the resources mentioned in this episode, including 7 Ways to Build the Best Retirement Plan here: https://barberfinancialgroup.com/what-is-the-guided-retirement-system/?utm_source=soundcloud&utm_medium=awms&utm_campaign=what-is-the-guided-retirement-system
After coming off a strong year of market returns in 2021, Dean Barber and Bud Kasper look at five retirement planning tasks that can help make for an even better year in 2022.
Find any of the resources mentioned in this episode, including the 401(k) Survival Guide here: https://barberfinancialgroup.com/5-retirement-planning-tasks-for-a-better-2022/?utm_source=newsletter&utm_medium=email&utm_campaign=5-retirement-planning-tasks-for-2022
As we begin 2022, we want to review your retirement checklist. While we want to put you in a successful financial position for the new year, we’re focused primarily on helping you live your one best financial life throughout your retirement. Our Retirement Plan Checklist can help you do exactly that.
Find any of the resources mentioned in this episode, including the Retirement Plan Checklist here: https://barberfinancialgroup.com/reviewing-your-retirement-checklist-for-2022/?utm_source=soundcloud&utm_medium=awms&utm_campaign=retirement-checklist-for-2022
From inflation to bonds and interest rates, there has been a lot to learn from the wealth of financial lessons of 2021. Dean Barber and Bud Kasper review some of those financial lessons of 2021 and give an outlook of what we can keep learning from them moving forward.
Sign up for the Educational Series, download the checklist, watch our videos, and more: https://barberfinancialgroup.com/financial-lessons-of-2021?utm_source=soundcloud&utm_medium=awms&utm_campaign=financial-lessons-of-2021
Market performances continue to make investors jolly during the holidays, but there’s something else you should be doing right now rather than just enjoying the ride. Dean Barber and Bud Kasper share why the holiday season is a good time to be reviewing rebalancing strategies.
Find any of the resources mentioned on this episode here: https://barberfinancialgroup.com/reviewing-rebalancing-strategies/?utm_source=soundcloud&utm_medium=awms&utm_campaign=reviewing-rebalancing-strategies
Do you remember when William Bengen proclaimed 4% as a safe withdrawal rate? Well, Morningstar is now saying that 3.3% in the new safe withdrawal rate. When it comes to safe withdrawal rates, Dean Barber and Bud Kasper believe that there shouldn’t be a standard for everyone. It should depend on an individual’s financial plan. Learn more from Dean and Bud about safe withdrawal rates and how they factor into financial plans.
Find any of the resources mentioned on this episode here: https://barberfinancialgroup.com/safe-withdrawal-rates?utm_source=soundcloud&utm_medium=awms&utm_campaign=safe-withdrawal-rates
As we celebrate Thanksgiving with our loved ones this week, Dean and Bud give thanks for their families, clients, financial business blessings, and much more.
Find any of the resources mentioned on this episode here: https://barberfinancialgroup.com/counting-our-financial-business-blessings/
A financial plan can make a world of difference, especially when you're making the most of market opportunities. Dean Barber and Bud Kasper look at some of those opportunities, as well as ones outside of the market, to help you live your one best financial life.
Find any of the resources mentioned in this episode here: https://barberfinancialgroup.com/making-the-most-of-market-opportunities/
There are few things that make Dean Barber and Bud Kasper happier than seeing the fruits of the forward-looking planning pay dividends for their clients. In this week's edition of America's Wealth Management Show, they offer five long-term strategies for a better retirement.
Find any of the educational resources mentioned in this episode here: https://barberfinancialgroup.com/5-long-term-strategies-for-a-better-retirement/?utm_source=soundcloud&utm_medium=awms&utm_campaign=5-longterm-retirement-strategies
The holiday season isn't the only thing to be preparing for right now. Dean Barber, Bud Kasper, and JoAnn Huber share why this is a critical time of the year for tax planning.
Find all of the resources mentioned on this episode here: https://barberfinancialgroup.com/a-critical-time-of-year-for-tax-planning/?utm_source=soundcloud&utm_medium=awms&utm_campaign=tax-planning-time-of-year
Fear is a very real thing in the financial business, and how you react to it can make a huge difference. There's a fine line between good fear and bad fear. Good fear can lead you to being educated about what's going on in the markets and being dynamic with your financial plan. Bad fear involves overreacting to things you shouldn't be too concerned and doesn't allow you to live life like you want to. Learn more about that fine line from Dean Barber and Bud Kasper, as they break down the different types of financial fear.
Find all of the resources mentioned on this episode here: https://barberfinancialgroup.com/the-fine-line-between-good-fear-and-bad-fear/?utm_source=awms&utm_medium=soundcloud&utm_campaign=good-vs-bad-fear
We're doing things a little different this week. CFP® professional Chris Rett recently joined Dean Barber on The Guided Retirement Show to address questions submitted by our podcast listeners. Those questions concerned a wide range of topics, including taxes, inflations, and required minimum distributions. Join Dean and Chris as they dive into these questions and give you more insight on retirement planning.
Ask Dean a Question: https://barberfinancialgroup.com/ask-a-question/?utm_source=newsletter&utm_medium=email&utm_campaign=addressing-you-awms-version Episode 50: Addressing You: Answering Listener Questions: https://barberfinancialgroup.com/podcasts/addressing-you-answering-questions-from-our-listeners/?utm_source=newsletter&utm_medium=email&utm_campaign=addressing-you-awms-version
What do the $3.5 trillion budget plan, pandemic, unemployment issues, and life expectancy all have in common? There is a great deal of uncertainty across the board. In the quest for financial clarity and confidence, there's no doubt that today's decisions and actions can create your future. Dean Barber and Bud Kasper discuss how those decisions and actions are critical when it comes to planning for uncertainty in retirement.
Watch the videos mentioned in this episode, download the Retirement Plan Checklist, and schedule a complimentary consultation here: https://barberfinancialgroup.com/planning-for-uncertainty-in-retirement/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=uncertainty-in-retirement
After the market experienced a negative month in September for the first time since January, Dean Barber and Bud Kasper suggest that the spookiness of October includes a lot of market volatility.
Find the two videos, Retiring at Market Highs and Retiring with $1 Million here: https://barberfinancialgroup.com/market-volatility-adds-to-spookiness-of-october/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=market-spookiness-october-21
Do you have an idea of when you want to retire? There’s no doubt that there can be some excitement that comes with that, but the fear of not having financial stability throughout retirement isn’t something to dismiss. Dean Barber and Bud Kasper are here to help explain why it’s critical to make a forward-thinking retirement plan that accounts for future inflation and taxes. Their analysis of previous 20-year rolling periods show why when you retire matters.
Watch Retiring at Market Highs, other videos, and schedule your complimentary consultation here: https://barberfinancialgroup.com/why-when-you-retire-matters/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=when-you-retire-matters
The most rewarding experience for Dean Barber and Bud Kasper is getting to educate people on financial planning. Get to know Dean and Bud on a more personal level, as they share about their start in the industry and how they approach the industry today.
Watch Retiring with $1 Million and schedule your complimentary consultation here: https://barberfinancialgroup.com/dean-and-buds-beginnings-forming-fiduciary-first-relationships/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=dean-bud-beginnings
There can be a lot to look forward about to retirement, but people often have a lot of misconceptions on their way to and through retirement. Join Dean Barber and Bud Kasper, as they break down some common misconceptions about retirement to provide you with the clarity to retire with confidence.
Find any podcasts and resources, and schedule your Complimentary Consultation here: https://barberfinancialgroup.com/5-common-misconceptions-about-retirement/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=misconceptions-about-retirement
With rising inflation, rising interest rates, and market valuations at all-time highs, it’s critical to be aware of what could lie ahead due to these financial threats. Dean Barber and Bud Kasper have proclaimed this as they triple threat, and they want you to be prepared for it. Join them now to educate yourself on these important issues.
Find any of the article mentioned in this episode and schedule your complimentary consultation here: https://barberfinancialgroup.com/rising-interest-rates-inflation-and-the-markets-the-triple-threat/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=triple-threat
When it's time to retire, there's a lot of decisions that you have to make. Join Dean Barber and Logan DeGraeve as they discuss questions about pensions. It's not just about pensions, it's about Social Security, taxes, and everything involved in making the right decisions for your retirement goals.
Find the any of the resources mentioned and schedule your complimentary consultation here: https://barberfinancialgroup.com/questions-about-pensions/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=questions-about-pensions
Total US national debt now eclipses $28 trillion. Total US household debt eclipses $14 trillion. Both all-time highs. What does this mean to the US economy? What does it mean to you financially? Join Dean Barber and Bud Kasper as they examine the US national debt and consumer debt.
Find the article by mentioned in this episode and schedule your complimentary consultation here: https://barberfinancialgroup.com/understanding-us-and-consumer-debt/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=understanding-debt
What’s more important when you head into retirement – your asset allocation or the financial planning techniques employed in your retirement plan? Join Dean Barber and Bud Kasper as they tackle investing in a post-COVID era. You’ll understand why financial planning techniques are far more critical than just looking at the asset allocation.
Find the videos discussed in this episode and schedule a complimentary consultation here: https://barberfinancialgroup.com/investing-in-a-post-covid-era/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=investing-post-covid
Bear markets and sequence of returns. Join Dean Barber and Bud Kasper as they tackle the question: Can retirees survive the next bear market? It's not a question of if – it's a question of when will the next bear market will occur. They're going to discuss strategies so that you can survive the next bear market.
Find the article referenced in this episode, the Retirement Plan Checklist, and schedule your complimentary consultation here: https://barberfinancialgroup.com/bear-markets-and-sequence-of-returns/?utm_source=newsletter&utm_medium=email&utm_campaign=bear-markets-sequence-of-returns
What is the best part of the tax code? We say it's the Roth IRA. And guess what Peter Thiel would agree, he has a $5 billion Roth IRA. Join Dean Barber and Bud Kasper as they break down the Roth IRA and the importance of tax diversification, asset location, and how you can get as much money as possible into a tax-free environment.
Find the podcasts and videos mentioned on this episode and schedule your complimentary consultation here: https://barberfinancialgroup.com/the-best-part-of-the-tax-code-the-roth-ira/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=best-part-of-tax-code
Taxes and inflation. These are the two largest wealth eroding factors when it comes to your retirement. We see people all the time using an inflation rate in their financial plans well below what it should be. Join Dean Barber and Bud Kasper as they break down inflation historically and inflation today.
Find the article mentioned on this episode, the Retirement Plan Checklist, and schedule your complimentary consultation here: https://barberfinancialgroup.com/breaking-down-inflation/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=lumber-inflation
You know a lot of people say that asset allocation will take you through any bear market. Not so fast. Join Dean Barber and Bud Kasper as they discuss why bear markets matter more than you think. Especially those of you that are nearing retirement or in retirement.
Find the Retirement Plan Checklist, podcast episodes, and schedule your complimentary consultation here: https://barberfinancialgroup.com/why-bear-markets-matter/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=why-bear-markets-matter
Did you know that the most expensive estate plan is actually the lack of an estate plan? Join Dean Barber and Bud Kasper as they discuss securing your estate planning and mistakes to avoid. They have some interesting stories to tell and some tricks and tips to make sure that your estate plan is right for you.
Find the Estate Planning Guide, 4 Estate Planning Mistakes to Avoid, podcast episodes, and schedule your complimentary consultation here: https://barberfinancialgroup.com/securing-your-estate-plan/?utm_source=awms-soundcloud&utm_medium=podcast&utm_campaign=securing-your-estate-plan
Stock market valuations hit an all-time high in January of 2000. That is until now. Today’s valuations exceed where they were before the Dot Com Bubble. Join Dean Barber and Bud Kasper as they discuss the overvalued markets, whether or not they are sustainable, and pre and post-pandemic market valuations.
Read "The Pandemic Economy Then and Now" and schedule your complimentary consultation here: https://barberfinancialgroup.com/pandemic-market-valuations/?utm_source=awms-soundcloud&utm_medium=podcast&utm_campaign=pandemic-market-valuations
Did you know there are 212 different financial designations for advisors? What exactly is a financial planner? How do you know who to trust? Join Dean Barber and Bud Kasper as they discuss the 212 different designations. What's good and what's bad?
Get the Retirement Plan Checklist, Tax Reduction Strategies Guide, and schedule your complimentary consultation here: https://barberfinancialgroup.com/what-is-a-financial-planner/?utm_source=awms-soundcloud&utm_medium=podcast&utm_campaign=06-05-21-what-is-a-financial-planner
Did you know that 60% of families waste their generational wealth in the second generation? And 90% of families have little to nothing left at the end of the third generation? Join Dean Barber and Bud Kasper as they talk about generational wealth planning and how you can make sure that the money stays in the family.
Get the Estate Planning Guide and schedule your complimentary consultation here: https://barberfinancialgroup.com/understanding-generational-wealth
The headlines are everywhere, inflation is rearing its ugly head again! Join Dean Barber and Bud Kasper as they tackle the subject: Retiring in a High Inflation Environment. You should understand how this high inflation environment affects your ability to retire and stay retired and do it with dignity and peace of mind.
Find the articles mentioned and schedule your complimentary consultation here: https://barberfinancialgroup.com/retiring-in-a-high-inflation-environment/
You're 401(k), if you're like anyone else, is likely your largest asset. If it's not now, it probably will be in the future. What happens to that 401(k) when you change jobs? Should you do Roth or traditional contributions? Join Dean Barber and Bud Kasper as they discuss your 401(k), your largest asset.
Get the 401(k) Survival Guide and schedule your complimentary consultation here: https://barberfinancialgroup.com/401k-factors-to-consider/
The last thing you want after you retire is to have regrets. Join Dean Barber and Bud Kasper as they discuss retirees sharing their biggest retirement regrets. They'll help you make sure that you don't have those same regrets in retirement.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/retirement-regrets-how-to-avoid-them/
Wouldn't it be awesome if your tax rate in retirement was zero? You may think that sounds like a fantasy, but you have more control over your taxes in retirement than at any other time in your life. Join Dean Barber and Bud Kasper as they discuss taxes on retirement income.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/taxes-on-retirement-income/
If you were to list the five most important things to do before and after retirement, what would they be? Join Dean Barber and Bud Kasper as they discuss the five things do to before and after retiring.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/5-things-to-do-before-and-after-retiring/
When you head into retirement, it's supposed to be the time of your life. The time where you're supposed to sit back and enjoy the fruits of your labor. A time when your money can go to work for you. Unfortunately, there are many disruptors out there in your retirement. Join Dean Barber and Bud Kasper as they talk about real retirement disruptors and how to avoid them.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/real-retirement-disruptors
With interest rates near zero and the threat of interest rates rising, we have a conundrum. The question we have to answer is: How do we get income in a low interest rate environment? Join Dean Barber and Bud Kasper as they examine how you generate income in a low interest rate environment.
Read the episode transcript and get any resources mentioned on this episode here: barberfinancialgroup.com/income-in-a-low-interest-rate-environment/
With the stock markets overvalued and the threat of rising interest rates, many are asking the question: Should I buy real estate in my IRA? Join Dean Barber and Bud Kasper as they dive into the subject of buying real estate inside your IRA.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/buying-real-estate-in-your-ira-not-so-fast/
There is a big difference between the Roth 401(k) and the traditional 401(k)? Do you know what they are? Do you know where you should be contributing your 401(k) contributions? Should they be Roth contributions or traditional? Join Dean Barber and Bud Kasper as they discuss Roth versus traditional 401(k)s.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/traditional-versus-roth-401k/
Imagine a time when your money is working for you, and you're no longer working for your money. That time is retirement. I want you to join Dean Barber and Bud Kaspar as they discuss the 20 things to do before you retire in the 2020s.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/20-things-retire-2020s/
When you ask the question, "What's your biggest fear in retirement?" Most people will say it's the fear of running out of money. Join Dean Barber and Bud Kasper, as they talk about the top 10 risks in retirement and what you can do to mitigate those risks.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/top-10-risks-in-retirement/
Did you know that when you die you can pass $11.7 million to the next generation without incurring estate taxes? Join Dean Barber, Bud Kasper, and special guest Jason Newcomer as they discuss how your assets will be taxed when you die. There is far more to taxes at your death than just the estate tax.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/estate-tax-how-will-my-assets-be-taxed-when-i-die/
It's everyone's favorite time of year, it's tax time! Well, maybe not. Join Dean Barber and JoAnn Huber, CPA and CFP®, as they discuss 11 tax tips for tax time. Believe it or not, what you're doing during tax season is reporting history. The question really is: What can you do to reduce your tax bill in the future?
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/11-tax-tips-for-tax-time/
Target date retirement funds. What do they mean? What do they own? If you own a target date fund, do you know what it is? It can't be as simple as, "I'm going to retire in 2025. So, I'm going to go buy a target date 2025 retirement fund." Join Dean Barber and Bud Kasper as they discuss target date fund and whether or not they're hitting their targets.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/target-date-funds-in-401ks-are-they-hitting-their-targets/
I know the question on your mind right now, and it is: What should I invest my money in? Join Dean Barber and Bud Kasper as they examine that question. They’ll walk you through their process to find out where you should invest your money in 2021.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/what-should-i-invest-my-money-in/
What's ahead for the stock market in 2021? In order to answer that question, we have to look back at 2020. Join Dean Barber and Bud Kasper as they discuss their 2021 market predictions and look back at 2021.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/financial-planning-why-its-not-all-about-investments/
Rebalancing your 401(k), is it a return enhancement tool? Or, is it a risk mitigation tool? Join Dean Barber and Bud Kasper as they examine the importance of rebalancing your 401(k). They'll help you determine if it's a risk mitigation tool or a return enhancement tool.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/rebalancing-your-401k/
Dean and Bud discuss required minimum distributions this week. You may be asking, “Why are you talking about RMDs so early in the year?” There are major RMD strategies for both before and after retirement. You don’t want to miss a moment of this episode.
Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/rmd-strategies-for-before-after-retirement/
It's official, 2020 is now hindsight! Join Dean Barber and Bud Kasper as they discuss five retirement planning tasks for a better 2021. There are many things you can do to kick this New Year off right.
Read the transcript and find resources mentioned on this episode here: https://barberfinancialgroup.com/5-retirement-planning-tasks-for-a-better-2021/
There are so many of us that can't wait to put 2020 in the rearview mirror, but not so fast. There were some amazing record-breaking things happening in 2020. Join Dean Barber and Bud Kasper as they outline the good things that came out of 2020. In the face of adversity, there is always opportunity.
Read the transcript and any of the article mentioned on this episode here: https://barberfinancialgroup.com/finding-the-good-things-in-2020/
If you fell asleep on January 1, 2020, and woke up today, you would see a stock market that's on fire. The NASDAQ is up over 40%, the Russell 2000 and S&P 500 are up in the mid-teens, and the Dow Jones Industrial Average is up nearly 10%. But guess what, it hasn't been a straight line. What does 2021 have in store for us? Join Dean Barber and Bud Kasper as they review 2020 markets and look forward to 2021.
Read the transcript and find other resources mentioned in the episode here: barberfinancialgroup.com/2020-market-wrap-up-2021-outlook/
Is anyone else ready to put 2020 in the rear-view mirror? Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss some essential year-end tax planning strategies that you need to know about. They cover RMDs, QCDs, Capital Gains, and other critical tax planning components.
Read the transcript and find other resources mentioned in the episode here: https://barberfinancialgroup.com/2020-year-end-tax-planning-retirees/
Dean brings you a special episode this week sharing with you some of the great conversations he has had on our podcast, The Guided Retirement Show. He has conversations with all kinds of experts and fun interviews on the podcast. Enjoy these excerpts from The Guided Retirement Show.
Ben Weisshaut Interview: https://barberfinancialgroup.com/podcasts/how-to-leave-a-legacy-thats-more-than-just-money-with-ben-weisshaut/
Tony Lewis Interview: https://barberfinancialgroup.com/podcasts/how-be-ceo-of-your-retirement/
Gary Pratt Interview: https://barberfinancialgroup.com/podcasts/how-to-give-to-charity-and-tax-benefits-of-charitable-giving-with-gary-pratt/
Ed Slott Interview: https://barberfinancialgroup.com/podcasts/how-to-avoid-the-biggest-tax-traps-with-ed-slott/
The election is over, what's next? Where is the economy going? Join Dean Barber and Bud Kasper as they talk about you, the consumer and the power of the American consumer. We are the 800 pound gorilla in the corner. We drive this economy. Dean and Bud will discuss the power of the consumer and where the opportunities are in the months and years ahead.
Read the transcript and find other resources mentioned in the episode here: https://barberfinancialgroup.com/the-power-of-the-consumer/
In a recent study by the TIAA Institute 71% of adults age 38 to 64 thought they had high financial knowledge. However, only 7% of those adults were able to answer six basic financial literacy questions correctly. Join Dean Barber and Bud Kasper as they try to provide some necessary financial literacy.
Read the transcript and find other resources mentioned in the episode here: https://barberfinancialgroup.com/financial-literacy-how-do-you-stack-up/
If there is one thing that's certain in our economy and country, it's that there is always uncertainty. Join Dean Barber and Bud Kasper as they talk about investing in uncertain times. There are really no times that are certain, but right now there is more uncertainty than ever before especially around COVID-19.
Halloween is supposed to be the scariest day of the year! Well, there are many things out there that are far scarier than the ghouls and goblins you'll face on Halloween. Join Dean Barber and Bud Kasper as they tackle the top five money mistakes to avoid in retirement. They'll help you see the light so you're not scared of what's in the dark.
Read the entire transcript and find any resources mentioned here: https://barberfinancialgroup.com/top-5-money-mistakes-to-avoid-in-retirement/
News flash, Social Security is in jeopardy. Well, that may not be a news, but the reality is that by 2031 every Social Security recipient could be seeing a 20% in their Social Security. Join Dean Barber and Bud Kasper as they talk to you about how to get the most out of your Social Security benefits, even with the proposed cuts.
Read the entire transcript and find any resources mentioned here: http://barberfinancialgroup.com/the-future-of-social-security/
It's National Financial Planning Month! Join Dean Barber and Bud Kasper as they outline the top ten financial planning considerations. This is by no means a complete list of everything you need to do, but if you get these top ten in your financial plan, it can help you get clarity, confidence, and control for your retirement.
Read the entire transcript and find any resources mentioned here: https://barberfinancialgroup.com/top-10-financial-planning-considerations/
If you live to be 100 years old, that is 36,500 days. Think about how many days you have to enjoy your life in retirement. It's not that many. The life expectancy for a man who is 65 is only 18.1 years. How many of those will be good years? Join Dean Barber and Bud Kasper as they discuss how to make the most of your financial future by connecting your money to your life.
Learn more about this episode and read the transcript and articles mentioned here: barberfinancialgroup.com/connecting-your-money-with-your-life/
When you think about tax-efficiency, what comes to mind? Most people think about tax-efficient investing, but we're going to talk way beyond tax-efficient investing. We'll discuss how you can control taxes and reduce the amount of taxes you pay, not just in a given year, but in your lifetime. Join Dean Barber, Bud Kasper, and CPA and CFP® JoAnn Huber as they go beyond tax-efficient investing.
Learn more about this episode and read the transcript and articles mentioned here: https://barberfinancialgroup.com/beyond-tax-efficient-investing/
Is it possible to outperform the market? Join Dean Barber and Bud Kasper as tackle the question, "Can I Beat the Market?" Or is that really the question you should be asking yourself? Find out in this episode.
Learn more and read the episode transcript here: https://barberfinancialgroup.com/can-i-beat-the-market/
We're planning for the next President of the United States. Join Dean Barber and Bud Kasper as they take a deep dive into what might happen if Joe Biden wins or if Trump is re-elected. Before the show be sure to check out the two articles below:
What if Biden Wins the Election? - https://barberfinancialgroup.com/what-if-biden-wins-the-election/ What if Trump Wins the Election? - https://barberfinancialgroup.com/what-if-trump-wins-the-election/ Learn more and read the episode transcript here: barberfinancialgroup.com/radio
Your budget in retirement is perhaps the most important part of building your retirement plan. Join Dean Barber and Bud Kasper as they discuss the 7 Most Overlooked Budget Items in Retirement.
Articles Mentioned: 7 Most Overlooked Budget Items in Retirement - https://barberfinancialgroup.com/7-most-overlooked-budget-items-in-retirement/ Find more: barberfinancialgroup.com/radio
About a month ago we wrote an article asking the question, "Is the Stock Market Overvalued?" Well, today that question is even more important after the best August since 1986. Join Dean Barber and Bud Kasper as they discuss what's happening in the markets and whether you should be concerned about current valuations.
Articles Mentioned: Is the Stock Market Overvalued? - https://barberfinancialgroup.com/is-the-stock-market-overvalued/ What's Driving the Stock Market? - https://barberfinancialgroup.com/what-is-driving-the-stock-market/ Find more: https://barberfinancialgroup.com/radio
Find this week's giveaways here: barberfinancialgroup.com/radio-show/
Read JoAnn's article Tax Planning Opportunities for 2020: https://barberfinancialgroup.com/tax-planning-opportunities-for-2020/
There's an old saying, "Investments are a matter of opinion, but taxes are a matter of fact." Join Dean Barber, Bud Kasper, and JoAnn Huber CPA and CFP®, as they discuss tax planning opportunities for 2020. We want to help you get 20/20 vision on how you can reduce your taxes in the future by the choices you make today.
Find this week's giveaways here: https://barberfinancialgroup.com/radio-show/
What if there were a way to prevent illness? Would you want to know about it? What if there were a way to make sure that you stayed financially healthy? Would you want to know about it? Join Dean Barber and Bud Kasper as they talk about preventative care for your finances, how to get financially independent and stay that way with clarity, confidence, and control.
There are new all-time highs in the market. Hindsight is 20/20, right? Well if you could go back to February 19, 2020, what would you do differently knowing that COVID-19 was coming. Join Dean Barber and Bud Kasper as they discuss how to make your plan so solid that you won't have to say, "I wish I would have done something different."
Find more episodes and reach out to us by visiting us at: http://barberfinancialgroup.com/radio-show/
Find the Tax Reduction Strategies guide here: https://barberfinancialgroup.com/radio-show/
It's interesting, high net-worth people expect to get proactive forward-looking tax planning. Yet, the mass affluent, the millionaire next door, they don't expect it - they don't even know it that it's available. Join Dean Barber, Bud Kasper, and JoAnn Huber as they talk about the tax planning opportunities available to the millionaire next door.
Did you realize in order to get $50,000 of income from your portfolio using a 30-Year Treasury, you'll need to invest $4 million into it? Join Dean Barber and Bud Kasper as they discuss how to get income in this ultra-low interest rate environment.
Have you ever wondered, "Should I pay off my home?" or "Should I pay cash for a second home in retirement or take out a loan?" Join Dean Barber and Bud Kasper as they attack the good, the bad, and the ugly of debt. Believe it or not there are situations where you want to pay that home off and there are situations where you will want to take out a loan. They talk about that and more on debt in this episode.
What if there was a way that you could prevent COVID-19? Join Dean Barber and Bud Kasper as talk with special Guest Dr. Laura Lile, M.D., R.PH. about how you can boost your immune system to potentially reduce your risk of contracting COVID-19. They'll also be discussing what you can do to manage and protect your 401(k.
Find giveaways from this episode and more at: https://americaswealthmanagementshow.com/this-weeks-show/
Lile Wellness Partners: https://www.lilewellness.com/
ProImmune 200: https://www.orderproimmune.com/
The two most important things you can do are to protect your health and protect your wealth. Join Dean Barber and Bud Kasper as they examine the proactive things you can do to protect your health and your wealth during uncertain times.
What if you knew that by applying proper Social Security claiming strategies along with a proper tax strategy that you had the ability to add thousands in spendable income in retirement? Would you want to take advantage of that? Join Dean Barber and JoAnn Huber as they discuss taking control of your taxes and Social Security.
Find this week's giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Summertime is here and the golfers are on the golf course! It's awesome when you hit a bad shot, and you take a ball out of your pocket and hit again. We call that a mulligan. Well, guess what? The markets are giving you an opportunity for a mulligan for your retirement. Join Dean Barber and Bud Kasper as they talk about price to earnings ratios in the stock market, where they're at today, and why this is the perfect time to take a mulligan.
Find this week's giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Summer is around the corner, and you know what that means? It's time to fire up your grill! Maybe BBQ some ribs? Join Dean Barber and Bud Kasper as they discuss retirement planning and BBQ ribs and what they have in common. Pop a cold beer and join us on for this episode of America's Wealth Management Show.
Find this week's giveaways here: americaswealthmanagementshow.com/this-weeks-show/
You've heard, "Life is a journey." There is no doubt about it, and along that journey there are different things you need to be thinking of from a financial perspective whether you're coming out of college, having your first child, buying your first home, or heading into retirement. Join Dean Barber and Bud Kasper as they discuss life's journey and the financial planning techniques you need to apply along the way.
Find this week's giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Some people say the best things in life are free. Join Dean Barber and Bud Kasper discuss a study done by the Society of Actuaries in retirement calculators and the serious flaws in the free retirement calculators. Free isn't always best.
Find this week's giveaways here: https://americaswealthmanagementshow.com/this-weeks-show/
You need a financial plan now more than ever. Join Dean Barber and Bud Kasper on this episode as they discuss how a good financial planner has the ability to add as much as 22.6% more income to your retirement.
As parts of the economy start to open back up the question is; how long until we get back to normal? What is going to be the long-term economic impact and the impact on the stock market? Join Dean Barber and Bud Kasper as they discuss the reopening of the economy in the US. They'll also interview the CEO of a hospital in Hastings, Nebraska.
With COVID-19 you may feel like you are out of control, or you have no control over your financial life. It's no secret, COVID-19 is wreaking havoc on major parts of the market. Join Dean Barber and Bud Kasper, as they share with you the things you absolutely have control over and teach you how to get control of your financial life.
There's no question, COVID-19 is changing the way we live. It's going to change our future as well, but we don't know quite how yet. Join Dean Barber and Bud Kasper as they discuss the POSITIVE things they see happening as a result of Coronavirus. Yes, you read that right - the positive things resulting from Coronavirus.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
With so much news out there about COVID-19, Dean wants to discuss something that you CAN control. Dean Barber and Bud Kasper examine the ins and outs of IRAs and different savvy IRA planning techniques that are available to you on this episode of America's Wealth Management Show.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Warren Buffet said, "Diversification is protection against ignorance." Join Dean Barber and Bud Kasper as they talk about black swan events, diversifications, and what you need to be doing today to protect yourself and your portfolio from this black swan event.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
It has been a crazy time around the globe and here domestically. Join Dean Barber and Bud Kasper as they talk about black swan events, how they impact the daily lives of millions of people across the world, and what you can do to prepare yourself and your financial plan in these uncertain times.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
It's official, we're now in bear market territory. The question is; how bad is it going to get? Better yet, how are you going to protect yourself? Join Dean Barber and Bud Kasper as they discuss what you can do to better protect yourself, and your portfolio, from this downturn.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Join Dean Barber and Bud Kasper for this special episode of America's Wealth Management Show as they discuss the recent stock market volatility. They examine the bond market, oil, and the coronavirus and the impact those factors are having on the markets. You may not have the coronavirus, but your portfolio might.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
We had madness in the stock market in February and that madness is leaking into March. Join Dean Barber and Bud Kasper as they discuss the madness that is going on in the markets right now and making sure you have the right players on your team in order to protect yourself.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
When it comes to your money, it's time to relax. Join Dean Barber and Bud Kasper as they discuss why 90% of Americans say money impacts their stress level. They'll talk about how to reduce that stress level, and hopefully eliminate it, by creating clarity, confidence, and control in your overall financial plan.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Lots of MLB teams are starting spring training soon. In fact, a lot of Dean's clients are down there checking out what the Royals are going to look like this year. Join Dean Barber and Bud Kasper as they break down what spring training has to do with your retirement plan. They're working hard and they're getting their game plan together for a winning season. You need to do the same thing. Get your game plan together for a winning retirement.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Diamonds may be forever, but planning is priceless. Join Dean Barber and Bud Kasper as they discuss the gift of planning to those you love. It truly is priceless! Learn how planning can make all the difference in the world for your loved ones on this episode of America's Wealth Management Show.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Less than two and a half months left to file your 2019 taxes. You know what? What happened in 2019 is done, the damage is done, and any CPA is now simply going to do damage control. Join Dean Barber, Bud Kasper, and JoAnn Huber, CFP® and CPA, about what you can do now to start impacting your 2020, 2021, and beyond tax returns to pay as little as possible and keep that money for yourself.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
I think we can all agree it's no accident that the Kansas City Chiefs and San Francisco 49ers are facing off in the biggest game of their lives this weekend. It's also no accident when someone retires successfully. Join Dean Barber and Bud Kasper as they discuss preparing for the biggest game of your life and why what the Kansas City Chiefs have done is so similar to what you need to do to prepare for your retirement.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
What if you never had 20/20 vision? What if you didn't know what it was like to see perfectly? Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss retiring with 20/20 vision. Most of you have never had 20/20 vision when it comes to your financial future. They're going to share with you ways to develop that 20/20 vision and see clearly into your retirement.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
We all make plans, but sometimes something happens and those plans are forced to change. Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss the real story behind retirement spending. They bring their over 70 years of experience to you so you can retire with clarity, confidence, and control.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
There is an issue plaguing those of you close to retirement or already retired. That same issue is also plaguing the financial services industry. The issue is, how in the world does one generate income in retirement in this ultra-low interest rate environment. Join Dean Barber and Bud Kasper as they discuss how you get income in retirement in this low interest rate environment.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
The decade of the 20s is here! Join Dean Barber, Bud Kasper, and JoAnn Huber as they go over 20 things to do before you retire or are retired in the 2020s. There are new tax laws and many other considerations that you really need to understand. Timing is critical here.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Presidential election year is upon us and a huge lump of coal delivered by Congress; the SECURE Act. All kinds of wild things going on that you need to know about. Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss investing in an election year and the impact of the newly passed SECURE Act.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
News flash, Santa is real! Join Dean Barber, Bud Kasper, and JoAnn Huber as they reveal that yes, Santa Claus is real and he's Uncle Sam. He has some major gifts waiting for you and they're going to tell you how you get those gifts from Uncle Sam on this episode of America's Wealth Management Show.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Santa has made his list and he's checkin' it twice. You've surely made your Christmas list as well, but there's one list that you probably don't have. A Retirement Plan Checklist. Join Dean Barber and Bud Kasper as they discuss the things you need to stay on top of on your way to and through your retirement.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Thanksgiving is the season to give back. Join Dean Barber and Bud Kasper as they discuss how you can give to charities and get deductions even with the higher standard deduction. They'll cover the impact on your taxes, your family, and more to make your giving season even more special on this episode of America's Wealth Management Show.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
A lot of people think they will have difficulties surviving a comfortable retirement. We don't want you to just survive retirement, we want you to thrive in retirement. Join Dean Barber and Bud Kasper as they talk about the rules of retirement and how what you don't know can cause you to have problems. If you get the education, you'll not only survive in retirement, you'll thrive.
The end of the year is fast approaching. While your mind may be on the holidays and getting together with family, you should also be thinking about reducing your tax burden. Join Dean Barber, Bud Kasper, and JoAnn Huber this weekend as they talk about year-end tax planning strategies to reduce your tax burden. Maybe you'll find out you can save some extra cash for gifts or put some money in your pocket for next year?
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
I want you to imagine you're taking a trip across the country, some place you've never been before. You would surely use your GPS to make sure you didn't get lost and the trip was as good as possible. Join Dean Barber and Bud Kasper as they talk about the Guided Retirement System and how that can act like your GPS for the longest vacation you take and a place you've never been before, your retirement.
The biggest asset most have saved for their retirement is their IRA. There are thousands of pages in the tax code that surround your IRAs and don't pretend you know all of the rules! The mistakes you make by not understanding the rules could cost you thousands of dollars in unnecessary taxes. Join Dean Barber and Bud Kasper as they breakdown the rules that you need to know when it comes to your IRA.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
The things you don't know can destroy your retirement. Specifically, the things you don't know about your 401(k). Two major components: the underlying investment and then the thousands of words in the tax code that surround your 401(k). Join Dean Barber and Bud Kasper as they discuss the things you don't know and how it could destroy your retirement when it comes to your 401(k). could destroy your retirement when it comes to your 401(k).
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
How much money do you need to retire? It's the most frequently asked question our financial planners get: How much do I need to retire? Join Dean Barber and Bud Kasper as they discuss how to figure out exactly how much money you need to retire. Maybe you're already there! Maybe you still have some work to do. Join us and find out.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
With everything going on in the economy, it can be difficult to focus on what's important. However, it's also imperative that you take control of your future. Knowing what factors affect the economy and the market can help you better understand your portfolio. Join me, Bud Kasper, and JoAnn Huber as we breakdown the current economy and the factors you should be watching.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Does your financial planner have your best interests in mind? Have they asked you about your goals for retirement or just your goals for your investments? Well I'm here to tell you that not all financial planners come equal. Join me, Bud Kasper, and JoAnn Huber, as we discuss the missed opportunities that can occur when your financial planner doesn't address all facets of a comprehensive plan.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
In financial planning, one of the most critical areas is Medicare planning. And guess what folks? We're coming up on Annual Open Enrollment for Medicare, October 15th through December 7th. Join Bud Kasper, JoAnn Huber, and special guest Tom Allen as they address issues surrounding Medicare and your retirement.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
What should you expect from your financial advisor? Or maybe a better question is, what is the definition of a financial advisor? Join Dean Barber and Bud Kasper as they tear into the discussion about what a financial advisor is, what you should expect, and what a financial advisor should be doing for you.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Retirees will collectively lose $3.4 trillion in potential income they could be spending during their retirement because they claimed Social Security at a financially suboptimal time. That's an average of $111,000 per household. Join Dean Barber and Bud Kasper this weekend to find out how you can make the right Social Security claiming decisions.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
Everybody has heard the phrase “Don’t put all your eggs in one basket.” When it comes to investing that means you need diversification. But what does that really mean? What is real diversification? How do you know if you’re well diversified? Join Dean Barber and Bud Kasper as they talk about proper diversification and asset allocation in retirement.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
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The number one question people ask us when they’re heading into retirement is, “Where is my income going to come from in retirement?” When we talk about where your income is going to come from in retirement it’s a super personalized discussion. Join Dean Barber and Bud Kasper as they discuss where your money is going to come from in retirement.
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Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
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If you were going skydiving for the first time would you dare to pack your own parachute? I think not. So, when you retire for the first time why would you want to try to do it on your own? Wouldn’t you want to make sure whoever is helping you is qualified to do so? Join Dean Barber and Bud Kasper as they talk about packing your parachute and making sure your retirement plan can achieve your goals.
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Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
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Let’s face it, no one buys insurance looking forward to the day they get to file a claim. You don’t buy car insurance and get excited about going out and wrecking your car so you can file a claim on your new car insurance. In retirement, the risks are still there and they’re lurking in places that you don’t even think about. Join Dean Barber, Bud Kasper, and special guest Tom Allen, insurance specialist, as they discuss the risks that are out there in retirement and how you can cover yourselves.
Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
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What does planning a vacation have to do with planning your retirement? Find out this weekend on America’s Wealth Management Show as Dean Barber and Mark Comfort of Cruise Holidays Kansas City talk about the intricacies of travel planning and how that relates to the longest vacation you’ll ever take – your retirement.
Find Episode giveaways here: https://americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
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How would you feel if you knew your CPA was looking at your personal financial situation, trying to figure out the way that you could pay as little taxes as possible? Well that doesn’t happen very often, but it can. It’s all about tax planning. Join Dean Barber, Bud Kasper, and JoAnn Huber discuss preseason tax planning and the importance of looking ahead at your tax situation.
What’s the Fed going to do at the July meeting? What’s going to happen with trade talks and trade wars going on around the globe? Join Dean Barber and Bud Kasper this weekend as they discuss investing in turbulent times in detail. They’ll cover the things you need to know to prepare yourself for what we see coming. Get all the details this weekend on America’s Wealth Management Show.
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Imagine living your life with clarity, confidence, and control when it comes to your money. What’s standing in the way of you living your one best financial life? Join Dean Barber, Bud Kasper, and JoAnn Huber as they talk about the enemy within keeping you from your retirement goals.
Did you know that more people die of a heart attack on Monday than any other day of the week? And it's between 8 and 9AM. It's the stress of their job, and their job needs to create money! Did you know money is the number one stressor of most couples out there? Join Dean Barber on America's Wealth Management Show as he discusses how to live your one best financial life and how to get clarity, confidence, and control in your financial life.
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Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
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It's the things that you think you know about, that just isn't so that gets you in trouble. When it comes to your retirement, we see it every day. Things that people think they know that just aren't true, can cause problems with their retirement. Join Dean Barber, Bud Kasper, and JoAnn Huber talk about the things you may think you know, that just ain't so and what to do about it on America's Wealth Management Show.
Find this week's giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
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If you hear the words "blind spot" what typically comes to mind? It's probably when you're driving. You missed something. You didn't see it. It's in your blind spot. What kinds of blind spots are out there in your path to and through retirement? Join Dean Barber and Bud Kasper as they help you identify the potential blind spots in your path to and through retirement.
Find this week's giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
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I’ve got a quick question for you: What would you do if you knew you were completely financially independent? What if you knew that what you did today, tomorrow, and the rest of your life was because it is what you want to do, and it was no longer about the paycheck? That is financial independence. Join Dean Barber, Bud Kasper, and JoAnn Huber on America’s Wealth Management Show as they discuss what financial independence looks like in detail.
Find this week's giveaways here: americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: americaswealthmanagementshow.com/recent-shows/
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Wouldn’t it be great, if you knew all of the little golden nuggets the ultra-wealthy people find in the tax code to reduce their tax liability over their lifetime? Well, guess what? They’re there for you as well. Join Dean Barber, Bud Kasper, and JoAnn Huber, CPA & CFP®, on this episode as they talk about tax reduction strategies and why now is the time for tax planning.
Find this week's giveaways here: https://americaswealthmanagementshow.com/this-weeks-show/
Listen to past shows here: https://americaswealthmanagementshow.com/recent-shows/
Subscribe to our Podcast here: Apple Podcasts: https://itunes.apple.com/us/podcast/americas-wealth-management-show/id1205666234?mt=2 Stitcher: https://www.stitcher.com/podcast/americas-wealth-management-show
It's no secret there are bull markets and bear markets. The question is: What are you going to do when the next bear market rolls around? Whatever decision you make, you need to make it now because it's all on you. It'll be nobody's fault but yours whatever happens to your portfolio. Dean and Bud discuss what you can do now to prepare yourself for the next bear market.
On this week's show, Dean and Bud are busting retirement rules of thumb. Did you know you’ll be in a lower tax bracket in retirement? Or if you just own your age in bonds that’s all you need to do as far as asset allocation to prepare for retirement? Dean and Bud bust these myths and tell you what you really need to know to retire.
The question that’s on everyone’s mind: Where should I invest my money now? The answer may not be exactly what you think. Is it stocks? Is it bonds? Is it mutual funds or ETFs? Find out where you should be investing your money. This weekend on America’s Wealth Management Show.
What are the biggest financial risks in retirement? What options are right for you, when you leave a job or retire, for the money that’s in your 401(k)? Join Dean, Bud, and JoAnn Huber, CPA and CFP™, this weekend as they examine the most frequently asked questions about retirement and the answers to those questions.
Find this week's show giveaways at: https://americaswealthmanagementshow.com/this-weeks-show/
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It’s been said that you should learn from your mistakes, so you don’t repeat those mistakes again. Dean and Bud have a better idea for you. How about you learn from the mistakes of others, so you don’t have to make the mistake in the first place? Dean, Bud, and JoAnn Huber examine mistakes made in investing and mistakes on taxes and what you can do to avoid them this week on America’s Wealth Management Show.
What would you do if you knew there was an economic recession on the way? How would that impact the decisions you would make with your money? Warning signs are flashing that an economic recession is on the horizon. Find out what you can do to protect yourself on America’s Wealth Management Show.
When it comes to your retirement, what you don’t know can destroy it. Join Dean Barber and JoAnn Huber, along with special guest Brie Williams, VP of State Street Global Advisors, as they talk about the biggest retirement mistakes they see and how to avoid them. You’re going to learn a lot this weekend on America’s Wealth Management Show.
Find this week's show giveaways here: https://americaswealthmanagementshow.com/this-weeks-show/
Happy Anniversary! March 9, 2019 is the 10-year anniversary of the official end of the Great Recession. The stock market hit its all-time-low on that day after falling 56% from its peak in October 2007. On average, bear markets happen every three and a half years. We’ve not had a bear market in 10 years now. Dean and Bud discuss the last 10 years in the market and their thoughts on what to look out for on this weekend’s episode of America’s Wealth Management Show.
Find Show Giveaways Here: https://americaswealthmanagementshow.com/this-weeks-show/
This weekend, Dean and Bud ask you to honestly reflect on this question: Do you have the right tools for the job? When you think about heading into retirement it’s important to understand that it is the most complicated time to financially plan, and it’s not something you can do once and you’re done. Find out if you have the right tools this weekend on America’s Wealth Management Show.
Understanding what options are available to you to make sure you’re paying the least amount of taxes possible is extremely important, but also extremely complicated. This week, Dean and Bud discuss somethings you can absolutely control when it comes to your taxes; asset location and withdrawal sourcing.
Find Show Giveaways Here: https://americaswealthmanagementshow.com/this-weeks-show/
Dean and special guest JoAnn Huber, CPA, CFP®, examine the most critical part of a long-term financial plan: Tax Planning. On a scale of 1 to 10, how much is filing your tax return correctly and on time going to impact your financial life? According to JoAnn, a 0 or a 1. On that same scale, how much impact on your financial life will creating a forward-looking tax strategy so that you pay as little taxes as possible? JoAnn’s response, “A 10.” Learn more about forward-looking tax planning on this episode of America’s Wealth Management Show
Dean and special guest JoAnn Huber, CPA, CFP®, discuss the impact of proper financial planning on your taxes in retirement. They examine taxes and Social Security, asset location, tax diversification, IRAs, and more on this week’s episode of America’s Wealth Management Show.
Dean and Bud talk about disrupters to a retirement plan. We’re inundated with information and news about the markets, the economy, our geopolitical circumstances, interest rates, etc. But are those real disrupters for a properly developed retirement plan? Listen this weekend as Dean and Bud discuss the real retirement disrupters.
This week Dean and Bud examine Social Security, breaking down why it’s an important part of any comprehensive financial plan. Joining Dean and Bud in the studio to put the tax spin on Social Security is JoAnn Huber, CPA and CFP®, addressing questions like, “Is Social Security income taxable?”
Dean and Bud define the fundamentals important to understanding the volatility we experienced throughout 2018. What’s the difference between a cyclical bull or bear market and a secular bull or bear market? How do you define and identify a recession? What is corporate earnings growth and why is it important?
When markets get turbulent and things seem out of control people make knee-jerk financial decisions and many get themselves into trouble. So how do you get emotion out of the equation? Find out on this week’s episode of America’s Wealth Management Show.
Dean and Bud are back this week with a New Year's message, stop winging it when it comes to your finances. They'll be discussing what they think is causing the current market turmoil, why the fundamentals are so important, and the immense value of comprehensive financial planning.
Dean and Bud are back this week with a retirement reality check. They’ll discuss the worst market since 2008, the difference between the economy today and that of 2007 and 2008, and the importance of building a testing a comprehensive financial plan. Also, JoAnn Huber, CPA, CFP® is swinging by with her Tax Tip of the Week on Roth conversions.
Dean and Bud will be talking about the volatility in the markets and how you handle yourself and your portfolio during these volatile times. What is really happening today? What if what we’re seeing today turns into a full-fledged bear market?
Leaving a legacy isn’t always about an inheritance. For some, it might be spending the time and resources you have to leave a lasting impression on those around you. This weekend on America’s Wealth Management, Dean and Bud discuss building a lasting legacy
Dean and Bud talk about taxes, RMDs, higher contribution limits and more with our special guest, CPA JoAnn Huber this weekend on America’s Wealth Management Show.
Anyone can play the lottery—all you need to do is buy a ticket from various gas stations, grocery stores, etc. But if you win, would you know how to manage that money? Dean and Bud jump into IRAs this week with special guest and tax expert JoAnn Huber, CPA, CFP®.
Dean and Bud answer your questions about retirement this weekend on America’s Wealth Management Show. What does having a “holistic” financial plan mean? What is a forward looking tax plan? Is Social Security tax free? Find out this weekend on America’s Wealth Management Show.
Dean and Bud are talking about saving for retirement this weekend on America’s Wealth Management Show. They’ll be covering why you should be saving for retirement, tax tips after you retire, when it comes to planning knowledge is power, and making sure you’re getting retirement advice from the right source.
This week on America’s Wealth Management Show, Dean and Bud cover the spookier side of retirement. They’ll be discussing things taxpayers are irrationally afraid of, reasons people are scared to prepare for retirement, and not letting your fears of the past become fears of the present and future.
This week on America’s Wealth Management Show, Dean and Bud are joined by JoAnn Huber, CPA, CFP® to discuss women and financial life management and how their investment quest isn’t necessarily about becoming rich, but more about achieving wealth-life balance
This week on America’s Wealth Management Show, Dean and Bud discuss the emotions of retirement. How do you spend your time now that you’re retired? Will you have enough saved to retire comfortably? How do you define yourself now that you’re not in a career? Also, JoAnn is back with this week’s Tax Tip covering a soon extinct tax strategy.
This week on America’s Wealth Management Show, Dean and Bud breakdown the value of advice. Seeking out help is important to any financial plan. It doesn't cost to listen and good advice can help provide the clarity many people approaching retirement are looking to achieve.
This week on America’s Wealth Management Show, Dean and Bud discuss 401(k)s, the primary savings vehicle for the majority of America. They will cover what happens with your 401(k) if you leave or are fired from your job, how to get money out of your 401(k) when you retire, and more.
This week on America’s Wealth Management Show, Dean and Bud cover the Retirement Plan Checklist. They’ll be diving deep into what you should be doing 5, 10, and 15 years out from retiring. They will also cover the things you should address at certain ages.
This week on America’s Wealth Management Show, Dean and Bud will be discussing estate planning and insurance and how they fit into your overall retirement plan. They’ll be joined by special guests JoAnn Huber, who will have our Tax Tip of the Week, and Garrett Griffin, one of BFG Legal Service’s Estate Attorneys. They will provide professional insights into the world of estate planning and insurance.
Dean and Bud talk about the longest bull market in history this weekend on America’s Wealth Management Show. They’ll be diving into the definition of a bull market, how to help protect yourself in the looming bear market, choosing the right professional for the job, and more
Dean and Bud talk about taxes this weekend on America’s Wealth Management Show. They’ll be diving into how taxes can be more complicated in retirement, how taxes and Social Security are closely tied, the difference between tax planning and tax compliance, and more.
Dean and Bud talk Social Security this weekend on America’s Wealth Management Show. They’ll be diving into myths surrounding Social Security, how claiming at certain times could mean a difference in the benefit amount, and how closely related Social Security and taxes really are.
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll be talking the Kurt & Gayla about living within their means, retiring early, the freedom of retirement, mistakes, and more!
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll be talking the Anna about being a stay at home mom, saving for retirement from day one, taking the financial reigns after losing her husband, and more!
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll be talking with Brie Williams who has authored a report called The Impact of Aging on Financial Decisions. Their discussion with Brie touches on financial scams, real financial advisors versus product salesmen, risk and fraud, and more!
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll talking with Brie Williams who has authored a report called The Impact of Aging on Financial Decisions. Their discussion with Brie touches on how aging can affect our decision making, what comprehensive financial management really means, working with the right type of financial professional, and more!
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll talking with Brie Williams who has authored a report called The Impact of Aging on Financial Decisions. Their discussion with Brie touches on how aging can affect our decision making, how financial decisions in couples need to be a partnership, money secrets, and more!
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll be going back to some of our recent interviews to discuss the different facets of retirement planning such as saving, Social Security, taxes, estate planning, unexpected expenses, and more.
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’re interviewing Kris & Jeff about early retirement, seeking out professional help, and the surprising complexities of planning for retirement.
Retirement Lessons From Your Peers Pt. 9 by America's Wealth Management Show with Dean Barber
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’re interviewing Mark about his approaching early retirement, the effects of losing his job at 50, and how taxes in retirement are more important than he initially realized.
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’re interviewing Chuck about what he enjoys most about retired life, how he’s delayed gratification in order to live the life he wants in retirement, and how he (and his wife) have adjusted to him being home 7 days a week.
Dean and Bud dive into our continuing series called, Lessons from Your Peers. In this segment they interview a retired couple about how their life changed after retirement, decisions they made when they were younger that they wish they’d made differently, and what it’s been like dealing with unexpected circumstances since retiring.
Dean and Bud are back with the 5th installment of our series called, Lessons from Your Peers. In this week’s interview they’re talking to Jerry about his life after retiring, his experience with family and finance, and how planning for the long-run is still important in retirement.
Dean and Bud dive back into our continuing series called, Lessons from Your Peers. In this week’s episode they interview a retired couple about what life is like in a post-retirement world, how unexpected health scares can affect your retirement outlook, and things they might have done differently now that they can look back on their pre-retirement days.
Join Dean and Bud for our continuing series, Lessons from Your Peers. They’ll be interviewing a retiree about what life is like after retirement, how the Dot Com Bubble of 2000 and Great Recession of 2008 changed the way they thought about money, and how they’ve dealt with unexpected life occurrences now that they’ve retired.
Join Dean and Bud for our newest segment, Lessons from Your Peers. They’ll be interviewing a retiree about what life is like after retirement, different decisions they wish they would have made when they were younger, and how they’ve dealt with unexpected life occurrences now that they’ve retired.
Wouldn’t it be nice to have a crystal ball so you can see into the future? Or, if you’re already retired, wouldn’t it be helpful to have a time machine to go back, and maybe make different decisions? This weekend on America’s Wealth Management Show, join Dean and Bud for our newest segment, Lessons from Your Peers. They’ll be interviewing a retiree about what life is like after retirement, different decisions they wish they would have made, and how they’ve dealt with unexpected life occurrences in retirement.
As long as someone looks and sounds like a financial advisor, they are probably safe to invest your life savings with, right? Wrong. This weekend on America’s Wealth Management Show, don’t miss learning about fake financial planning and the tell-tale signs of when you may want to take your money and run the other way, this Saturday 11am to Noon on 98.1FM KMBZ.
When it comes to planning your retirement, what do you picture? Traveling? More time with your grandkids? Are there things that you CAN control and likewise things that you CAN’T? This weekend on America’s Wealth Management Show, Dean and Bud will be talking about “Your Retirement Reality”, what steps to take to protect yourself from the unexpected, and how to enjoy what you’ve worked hard for your whole life, Saturday morning at 11:00am on 98.1FM KMBZ.
It’s the most wonderful time of the year for college basketball fans and some of the same rules apply to your retirement! Don’t miss learning how to pick the right brackets and team to help you win your retirement on America’s Wealth Management Show.
As long as you’re alive, making money, or have money, you will be paying taxes. Tax planning is about the long-term plan of how to save the most over a long period of time, not about getting it done as quick and easy as possible. Dean, Bud, and guest Tax Specialist JoAnn Huber, CFP®, CPA, discuss taxes in retirement on America’s Wealth Management Show.
Money is never the most important thing, it’s only how you pay for the things that you want to do. Dean and Bud discuss putting your life before your money on America’s Wealth Management Show.
How does Social Security fit into your retirement plan? Many people plan to begin claiming their Social Security benefits as soon as they’re eligible, but oftentimes that isn’t the best strategy for getting the most out of Social Security. Dean and Bud discuss the truth about Social Security on America’s Wealth Management Show.
A truly satisfying retirement is not a 60-minute crash course, and it’s not a 15-minute investment quiz or online exercise. It is however, the fruits of a well-thought out plan. Dean and Bud discuss what it takes to create a truly satisfying retirement on America’s Wealth Management Show, every Saturday morning at 11:00am on 98.1FM KMBZ.
The Dow just had its biggest single day drop in history, but what does this really mean for you? Now is the time to prepare for the next bear market. Dean and Bud discuss the recent market changes and how you can prepare for the next bear market on America’s Wealth Management Show.
How should I invest my money? It’s a question we hear all too often, but is it even the right question to be asking? Dean and Bud discuss the impact investing can have on your retirement on America’s Wealth Management Show.
Every year we go through the motions of filing our taxes, but that’s just Tax Preparation. What about long-term Tax Planning for this year and years to come? Dean and special guest JoAnn Huber CFP®, CPA discuss the difference between Tax Preparation and Tax Planning on America’s Wealth Management Show.
Pulling the trigger on retirement could be an expensive mistake if your finances aren’t in good shape. Dean and Bud discuss the questions you should be answering before retirement this Saturday on America’s Wealth Management Show.
Even the most carefully planned retirement can fall apart due to unforeseen events, are you prepared? Dean and Bud discuss the risks that come in retirement this Saturday on America’s Wealth Management Show.