Best Americas Wealth Management Show With Dean Barber Podcasts (2024)

1
Are You Overspending or Underspending? 24:15

5m ago24:15

24:15

Are you overspending and don’t even realize it? Or are you underspending and living well below your means? And whether you’re overspending or underspending, how are you supposed to be able to tell? Retirement Plan Checklist: https://bit.ly/4ai55L3 Tax Reduction Strategies: https://bit.ly/3JT04Oo Financial Planning Tool: https://bit.ly/3wrsH23 Meet …

1
Retirement Planning in Your 60s 22:42

44m ago22:42

22:42

You're in the retirement red zone – your 60s. It’s time to put your plans in action! You’ve been working for your money for a LONG time, now it’s time for it to work for you. Planning for retirement doesn’t end when you retire, it’s an ongoing process, but knowing you have a plan can make all the difference. Retirement Plan Checklist: https://bit.l…

1
Retirement Planning in Your 50s 23:32

8d ago23:32

23:32

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/ELTo6F…

1
Retirement Planning in Your 40s 23:41

7d ago23:41

23:41

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 br…

1
Retirement Planning in Your 30s 23:26

11d ago23:26

23:26

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 …

1
Following the Fed with Andrew Opdyke 23:33

15d ago23:33

23:33

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…

1
Financial Checklist Following the Death of a Spouse 24:10

24d ago24:10

24:10

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: ht…

1
How Do I Pay Less Taxes? 23:53

22d ago23:53

23:53

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…

1
6 Habits of Self-Made Millionaires 23:02

1M ago23:02

23:02

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 expectati…

1
7 Benefits of a Roth IRA 23:30

1M ago23:30

23:30

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…

1
Assessing Your Financial Literacy 21:37

1M ago21:37

21:37

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…

1
Transitioning to Retirement with These 5 Steps 22:13

1M ago22:13

22:13

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 wor…

1
Setting up Your Portfolio for Retirement 22:55

2M ago22:55

22:55

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. …

1
Roth Conversion Questions from the Internet 23:17

2M ago23:17

23:17

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:…

1
Skills to Expect from a Financial Advisor 23:55

2M ago23:55

23:55

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 Mo…

1
Is Inflation Still Cooling? 23:27

2M ago23:27

23:27

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 cooli…

1
IRA Rollover Mistakes to Avoid 23:38

2M ago23:38

23:38

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 Retiremen…

1
What Is the Meaning of Wealth Management? 22:40

2M ago22:40

22:40

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:…

1
Bad Retirement Habits to Avoid 22:58

2M ago22:58

22:58

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…

1
Understanding Retirement Asset Allocation 23:42

2M ago23:42

23:42

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…

1
Should I Get Out of Debt Before I Retire? 23:34

2M ago23:34

23:34

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…

1
Taxes on Retirement Income 23:39

3M ago23:39

23:39

While most people are working, their tax situation is fairly straightforward. They earn income from an employer, and the employer has certain taxes deducted from their paycheck. The income earned is potentially subject to several different taxes, such as federal or state income taxes, Social Security tax, Medicare tax, or local municipality earning…

1
Where Should I Save My Money? 23:57

3M ago23:57

23:57

Deciding where to store your money depends on various factors including your financial goals, risk tolerance, and liquidity needs. Logan and Chris review some common options to consider. Retirement Plan Checklist: https://bit.ly/3T7hlZC Financial Planning Tool: https://bit.ly/3uIUxWO Meet with Us: https://bit.ly/42MUFB3 Why Compound Interest Is Key…

1
What Should I Invest My Money In? 23:39

3M ago23:39

23:39

By America's Wealth Management Show with Dean Barber

1
5 Common Risks in Retirement 23:42

3M ago23:42

23:42

Whether you’re in retirement or preparing for it, what your biggest fear when it comes to retirement? For most people, it’s running out of money. We’re going to discuss that fear—which is very legitimate—and how to plan for it. But that’s far from the only risk in retirement. Let’s review five common risks in retirement and what you can do to mitig…

1
Active Versus Passive Management 23:30

3M ago23:30

23:30

Our Director of Investments Stephen Tuckwood, CFA has covered a wide range of topics with Dean Barber on The Guided Retirement Show. Toward the end of the episode, Strategic Investing Through Retirement, Tuck and Dean touched briefly on active vs passive management. We’re going to take a deeper dive into active vs passive management today to give y…

1
Health Care Costs During Retirement 23:52

3M ago23:52

23:52

For those of you gearing up to retire within the next few years, you may be wondering how your health care costs during retirement might look. There are several factors at play. We’re going to dive those to give you a better understanding of your health care costs during retirement. Retirement Plan Checklist: https://bit.ly/48aeUKe Financial Planni…

1
Good Fear vs. Bad Fear 23:13

3M ago23:13

23:13

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…

1
7 Overlooked Budget Items in Retirement 23:28

3M ago23:28

23:28

Many people at least have a rough idea of how much they spend each month. Money comes in from a paycheck and money goes out for various expenses. When it comes to planning for your retirement, it's good practice to have a detailed understanding of how and where your money goes once it leaves your bank account. In retirement, some expenses won't loo…

1
Can I Beat the Market? 23:56

3M ago23:56

23:56

Beating the market is something that many people have tried to do, but a rare few have succeeded. Many investors compare their investments to certain indices when attempting to beat the market. But are indices a good benchmark? Dean Barber and Bud Kasper, CFP®, AIF® have said countless times that there are two emotions that can oftentimes drive you…

1
5 Money Mistakes to Avoid in Retirement 23:59

4M ago23:59

23:59

By America's Wealth Management Show with Dean Barber

1
7 Retirement Strategies to Retire Successfully 23:38

4M ago23:38

23:38

A successful retirement is something that everyone strives for, but it isn’t something that you can simply speak into existence. Achieving a successful retirement requires thorough planning before and after you retire. Hopefully, this list of retirement strategies that we’ve composed can help you get to and through retirement with more confidence t…

1
Examining Municipal Bonds in 2024 23:43

4M ago23:43

23:43

In today’s episode, Dean Barber and special guest David Mitchell of AllianceBernstein examine the prospect of municipal bonds in 2024. After two years of down returns in the bond market, it may seem like a place to stay away from, but Dean and David discuss how there maybe opportunity on the horizon. Financial Planning Tool: https://bit.ly/3tLTsgA …

1
Top 5 Financial Planning Considerations 21:06

4M ago21:06

21:06

By America's Wealth Management Show with Dean Barber

1
RMD Strategies for Before & After Retirement 23:33

4M ago23:33

23:33

One of the most important aspects of retirement planning is starting early. But for the people who take the DIY retirement planning approach, there’s one thing that can easily be overlooked: Required Minimum Distributions. There have been some major changes with RMD rules over the past few years, so we’re going to review those and discuss RMD strat…

1
Maximizing In-Plan Roth Conversions for 401(k) Plans 23:06

4M ago23:06

23:06

Have you heard of in-plan Roth conversions? If not, you're not alone. Believe it or not, they've been an option within 401(k) plans for nearly 15 years now. Marty James, CPA joins Dean Barber and Bud Kasper on America's Wealth Management Show to discuss how to go about doing an in-plan Roth conversion and key considerations for utilizing them. How …

1
Peak 65: Nearly 4.4 Million Americans Projected to Turn 65 in 2024 23:37

4M ago23:37

23:37

Peak 65 is a term you’ll likely be hearing more and more in 2024. That’s because in 2024, more than 12,000 Americans are expected to turn 65 each day. That equates to nearly 4.4 million Americans turning 65 in 2024, which would be a record-breaking feat. Those statistics are significant for several reasons, especially when it comes to retirement pl…

1
Financial Planning Lessons from 2023 20:11

4M ago20:11

20:11

As we jump into 2024, we can't put 2023 behind us just yet. There are some valuable financial planning lessons to take away from the past year. Check out some of Dean Barber and Bud Kasper's main takeaways from 2023, as they review financial planning lessons related to consumer debt, interest rates, inflation, investments, taxes, and much more on A…

1
5 Factors More Important Than Rate of Return 21:54

5M ago21:54

21:54

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 CFP®, AIF® review five factors that are more important than your rate of return on America’s Wealth Manage…

1
Why When You Retire Matters 20:52

5M ago20:52

20:52

Whether it’s arriving at work, church, or one of your kids’ or grandchildren’s games or activities, being on time is always important. One thing that a lot of people look forward to about retirement is no longer being stressed out about showing up on time for work or specific work meetings. But believe it or not, being on time and retirement still …

1
5 Retirement Planning Tasks for a Better 2024 23:18

5M ago23:18

23:18

By America's Wealth Management Show with Dean Barber

1
Reviewing Rebalancing Strategies 20:01

5M ago20:01

20:01

By America's Wealth Management Show with Dean Barber

1
Reviewing Your Retirement Checklist 16:34

5M ago16:34

16:34

By America's Wealth Management Show with Dean Barber

1
Safe Withdrawal Rates for Retirement 38:26

5M ago38:26

38:26

Rules of thumb can oftentimes be helpful when trying to complete a task. However, there are some tasks—such as retirement planning—where rules of thumb won’t yield the best possible results. That’s because retirement planning needs to be unique to each person. An example of one of those retirement planning rules of thumb is the 4% rule for a safe w…

1
5 Long-Term Strategies for a Better Retirement 24:43

5M ago24:43

24:43

By Modern Wealth Management

1
Stress Testing Your Financial Plan 23:38

5M ago23:38

23:38

How do you know if you can withstand a market downturn, substantial unexpected expenses, or income reduction in retirement? Those are all things that can cause a lot of financial stress, especially when you’re no longer receiving a paycheck in retirement. That’s why it’s so critical to have a forward-looking financial plan that has been stress test…

1
5 Common Misconceptions About Retirement 24:05

5M ago24:05

24:05

By America's Wealth Management Show with Dean Barber

1
7 Wealth Protection Tactics 24:21

6M ago24:21

24:21

When thinking about protecting your wealth, it’s easy to start thinking about wealth erosion due to market/investment risk. Well, that’s just one form of risk. There’s estate planning risk, wealth erosion from excess taxation, not being properly insured on several fronts—we could go on and on. We obviously want you to protect as much of your wealth…

1
Planning for Uncertainty 24:09

6M ago24:09

24:09

Planning for things that are out of your control can certainly be stressful when you’re entering a new phase of life like retirement. But believe it or not, you can plan for uncertainty in retirement. We’re going to explain how to plan for the many uncertainties that can arise in retirement so that you can have clarity and confidence about your fin…

1
Where Should I Be Saving for Retirement? 23:36

6M ago23:36

23:36

Dean Barber always says that you shouldn’t save to something without knowing the rules of getting the money out. Dean and Bud Kasper, CFP®, AIF® are going to elaborate on that as they review where you should be saving for retirement. The bottom line again is that it depends on your personal situation. Retirement Plan Checklist: https://bit.ly/3udy5…

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Americas Wealth Management Show With Dean Barber Podcasts

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