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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 ...
 
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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 …
 
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, th…
 
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…
 
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…
 
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…
 
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 con…
 
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…
 
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 a…
 
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 you…
 
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…
 
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 …
 
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-r…
 
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 a…
 
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…
 
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://barberfinancialgrou…
 
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 res…
 
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/2…
 
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://barb…
 
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 resourc…
 
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 ge…
 
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 targe…
 
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://barberfinancia…
 
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-n…
 
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…
 
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://barber…
 
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 mentio…
 
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 K…
 
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 he…
 
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…
 
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 ahe…
 
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 men…
 
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 t…
 
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 tran…
 
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 transcr…
 
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 y…
 
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 Hub…
 
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 …
 
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: ba…
 
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 …
 
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®, …
 
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,…
 
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 epi…
 
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 a…
 
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 l…
 
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 episo…
 
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