Best Deanbarber Podcasts (2024)

1
109: Balancing Inflation and Market Sentiment with David Mitchell 26:18

7d ago26:18

26:18

As we attempt to help educate people about market sentiment, we’ve continued to welcome back AllianceBernstein’s David Mitchell as a guest on The Guided Retirement Show. David last appeared on The Guided Retirement Show with Dean Barber in October 2023 to give his market outlook and review market trends from the previous six months. Dean and David …

1
108: Preparing Your Successors with Matt Kasper 32:46

17d ago32:46

32:46

Estate planning can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As Matt Kasper, CFP®, AIF® makes his third appearance on The Guided Retirement Show, he and Dean Barber will go over some key items for successor trustees while discussing the importance of having a solid estate plan and being t…

1
107: Wealth Planning - Securing Your Financial Future with Jeremiah Johnson AIF® 19:37

1M ago19:37

19:37

Wealth Planning: Securing Your Financial Future with Jeremiah Johnson, AIF® Show Notes A lot of people think that wealth planning is just about the management of money. That is part of wealth planning, but it’s far from being the only part. Modern Wealth Management Managing Director Jeremiah Johnson, AIF® is going to elaborate on that with Dean Bar…

1
106: Planning to Retire on $10,000 a Month 28:25

1M ago28:25

28:25

Planning to Retire on $10,000 a Month Show Notes How much do you think you need each month to spend in retirement? There are many factors that will go into determining that number. On this episode of The Guided Retirement Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to walk you through a case study that looks into how much …

1
105: Retirement Planning for Small Business Owners with Drew Jones 30:22

2M ago30:22

30:22

Drew Jones, CFP®, AIF® has a passion in working with small business owners, helping them get their business to be as valuable as it can possibly be before facilitating an exit strategy. As Drew makes his third appearance on The Guided Retirement Show, he and Dean Barber will discuss what small business owners need to do when it comes to retirement …

1
104: ACA Subsidies: How Do You Qualify for Them? with Marty James 19:00

3M ago19:00

19:00

Making his third appearance on The Guided Retirement Show, Marty James, CPA, PFS joins Dean Barber to discuss how to qualify for Affordable Care Act subsidies. Qualifying for the Affordable Care Act subsidies can greatly reduce the cost of health insurance prior to becoming eligible for Medicare. Who doesn’t want that?! Marty and Dean are both exci…

1
103: Growth vs Value Investing in 2024 with Brad Kasper 40:32

3M ago40:32

40:32

Back for his eighth appearance on The Guided Retirement Show, LSA Portfolio Analytics President and Founder Brad Kasper joins Dean Barber to discuss growth vs value investing in 2024. Brad shares that value could potentially outperform growth as we look at investing for the rest of the year. Why might he think that? Brad has plenty of data to share…

1
102: Strategic Investing Through Retirement with Stephen Tuckwood, CFA 31:01

3M ago31:01

31:01

Our Director of Investments, Stephen Tuckwood, CFA, has quickly become one of the most frequently featured guests on The Guided Retirement Show. For the Season 10 premiere, Tuck and Dean Barber will discuss the critical topic of constructing the right portfolio via strategic investing as you transition into and go through retirement. They’ll discus…

1
101: Retirement Planning 101 - Back to the Basics with Chris Rett 34:07

4M ago34:07

34:07

As we brainstormed for what to cover in Episode 101 of The Guided Retirement Show, we thought it would be fitting to go back to the basics with some Retirement Planning 101. Just as he’s done for the past several season finales, Chris Rett, CFP®, AIF® will join Dean Barber again to explore the fundamentals of retirement planning. Chris and Dean wil…

1
100: Living Live After Leaving Your Career with Bruce Godke 28:50

5M ago28:50

28:50

We have a very special guest for a very special episode of The Guided Retirement Show. We’re thrilled to have soon-to-be retired Modern Wealth Executive Advisor Bruce Godke join Dean Barber for our 100th episode! Bruce joined Dean in the financial industry 18 years ago and is getting ready to embark upon an amazing journey. And as part of this amaz…

1
099: 2023 Market in Review with Garrett Waters 19:40

5M ago19:40

19:40

For the second time in 2023, Anchor Capital CEO and Portfolio Manager Garrett Waters is joining Dean Barber on The Guided Retirement Show. Earlier this year, Garrett and Dean discussed investment risk for 2023. Now that 2023 is coming to a close, Garrett is returning to do a 2023 market year in review and 2024 market outlook. He and Dean will talk …

1
098: HSA Tax Advantages with Marty James, CPA 20:06

6M ago20:06

20:06

We’re thrilled to have one of Modern Wealth Management’s newest team members, Marty James, CPA, join Dean Barber on The Guided Retirement Show. This will actually be Marty’s second appearance on the podcast, though. He previously joined Dean to discuss tax planning strategies in August 2022. On this episode, Marty and Dean will talk about some very…

1
097: Market Outlook and the Last Six Months with David Mitchell 26:17

6M ago26:17

26:17

David Mitchell makes his fourth appearance on The Guided Retirement Show to share his outlook for the markets and economy. He’s in his 19th year with AllianceBernstein and serves as the managing director for AllianceBernstein’s RIA and private banks in its Upper Midwest and Central division. He’s basically one of four specialists at AllianceBernste…

1
096: The CFP® Professional and CPA Relationship with Logan DeGraeve and Corey Hulstein 27:18

7M ago27:18

27:18

On Episode 95 of The Guided Retirement Show, Dean Barber and Jason Gordo discussed why it’s critical to work with a team of financial professionals rather than just one financial advisor. They specifically talked about having the “three C’s” working for you—a CFP® Professional, CPA, and CFA. That episode served as a perfect segue for today’s episod…

1
095: Why You Need a Financial Planning Team with Jason Gordo 22:44

7M ago22:44

22:44

Have you ever been a CEO? Whether you have been or not, you’re going to have the opportunity to be one during one of the best times of your life. That’s because if you have the right mindset about it and have the right team around you, you’ll be the CEO of your retirement. However, a CEO is only as effective as the other team members of the company…

1
094: Revisiting Roth vs. Traditional with Corey Hulstein and Bud Kasper 36:08

8M ago36:08

36:08

It’s hard to believe that we’re approaching the 100th episode of The Guided Retirement Show. But before we release that special episode later this season, we want to reflect on The Guided Retirement Show’s first two episodes. They were released back in 2019 and focused on Roth vs. traditional IRAs. Along with looking back at what all has changed in…

1
093: Reviewing the Fed's Actions with Brad Kasper 39:58

8M ago39:58

39:58

Our featured guest on this episode of The Guided Retirement Show is a very familiar one. LSA Portfolio Analytics President and Founder Brad Kasper made his seventh appearance on the podcast, as he joined Dean Barber to discuss some of the latest news with the economy, markets, interest rates, and the Fed’s monetary policy tools. The last time Brad …

1
092: Tax-Efficient Investing with Stephen Tuckwood 26:23

8M ago26:23

26:23

After making his Guided Retirement Show debut in May, Modern Wealth Management Director of Investments Stephen Tuckwood joins Dean Barber again to talk about direct indexing and custom indexing. Tuck is a Chartered Financial Analyst and wants you to have a good understanding of tax-efficient investing. It’s a big deal. When we think about people wh…

1
091: Defining True Wealth with Ken Osiwala 28:36

9M ago28:36

28:36

Defining True Wealth with Ken Osiwala Show Notes For our Season 9 premiere of The Guided Retirement Show, Ken Osiwala joins Dean Barber to define true wealth. To truly understand what wealth means to you, you first need to define what's important to you. Ken and Dean explain why there's so much more to defining true wealth than how much money you h…

1
090: 8 Questions Retirees Are Asking with Chris Rett 36:06

10M ago36:06

36:06

8 Questions Retirees Are Asking with Chris Rett Show Notes We’ve reached the end of Season 8 of The Guided Retirement Show, which means Modern Wealth Management Lead Advisor Chris Rett is joining Dean Barber again for another season finale. This is the fourth time that Chris has joined Dean to address various questions about retirement. If you miss…

1
089: Components of a Complete Financial Plan with Logan DeGraeve 35:50

11M ago35:50

35:50

So many people want to know the answer to the question, “How much do I need to retire?” More and more people have become less and less patient with getting that answer and just use a retirement calculator that gives them a quick answer. But we can guarantee that isn’t the right answer. Those retirement calculators don’t factor in so many important …

1
088: Older Americans Month with Dean Barber 13:24

11M ago13:24

13:24

The month of May is a time for many exciting things: graduations, family vacations right after school is out, the beginning of pool season—the list goes on. May also marks Older Americans Month. Older Americans Month allows Modern Wealth Management Managing Director Dean Barber to reflect upon his career in the financial services industry and what …

1
087: Proper Portfolio Construction with Stephen Tuckwood 27:32

12M ago27:32

27:32

Two weeks ago on America’s Wealth Management Show, Modern Wealth Management Co-Founder and President Jason Gordo and Managing Directors Dean Barber and Bud Kasper told everyone to stay tuned for more exciting news. We’re thrilled that we can share that news with you today on The Guided Retirement Show. As we build our investment management team at …

1
086: Things to Consider Before Retiring with Drew Jones 42:45

1y ago42:45

42:45

When discussing things to consider before retiring, many people immediately start to think about things related to their finances. And with good reason. There are several things that need to be considered to ensure that your financial life is in order heading into retirement. But retirement isn’t all about money. What about your goals? If you’re ma…

1
085: The Long-Term Market Outlook with David Mitchell 29:05

1y ago29:05

29:05

David Mitchell and Dean Barber discuss the market and economy over the past two years since they last spoke in March 2021. They'll also dive into what they see as the long-term outlook for the markets and more. In this podcast interview, you’ll learn: What has Happened in the Markets and Economy since March 2021 How the Bond Market Is in Territory …

1
084: Roth Conversions Before and After Retirement with Will Doty 30:51

1y ago30:51

30:51

If you’ve been around Dean Barber recently and have noticed that he’s smiling even more than usual, we might know the reason why. He just got to talk with Will Doty about his favorite part of the tax code—Roth IRAs—on The Guided Retirement Show. More specifically, Roth conversions before and after retirement. A lot of people might think that there’…

1
083: Understanding the SECURE Act 2.0 with Ed Slott 32:26

1y ago32:26

32:26

In the first couple months of 2023, one of the things we’ve been trying to do is highlight how the newest tax rules affect you. A lot of people have been wondering what exactly Congress was thinking with some of those new tax rules. However, there were some welcomed changes from Congress with the SECURE Act 2.0. How does the SECURE Act 2.0 compare …

1
082: Investment Risk in 2023 with Garrett Waters 28:17

1y ago28:17

28:17

Whenever Dean Barber discusses investments, it’s hard for him not to think of a famous quote from Berkshire Hathaway CEO Warren Buffett. Be fearful when others are greedy, and greedy when others are fearful. Understanding investment risk can be difficult if you let emotions like fear and greed take over at the wrong times. How do you combat the fea…

1
081: Family Financial Planning with Matt Kasper 47:04

1y ago47:04

47:04

When we’re trying to find out what’s most important to people in their retirement, one of the most common answers is spending time with family. Many of those people are also passionate about gifting money to the next generation(s) so that their loved ones are in good hands financially after they pass on. The ins and outs of estate planning are very…

1
080: Tax Planning During Tax Preparation Season with Corey Hulstein 21:07

1y ago21:07

21:07

With tax filing season officially underway as of January 24, we want to review the advantages of doing tax planning during tax preparation season. It’s important to realize that tax compliance and tax planning aren’t one in the same, though. Our Director of Tax, Corey Hulstein, joins Dean Barber on The Guided Retirement Show to discuss some tax pla…

1
079: Medicare Changes in 2023 with Taylor Garner 20:25

1+ y ago20:25

20:25

We’re thrilled to get the ball rolling with Season Eight of The Guided Retirement Show. Season Eight begins with a familiar guest, as Garner Insurance Agency, LLC Owner Taylor Garner returns to The Guided Retirement Show. Taylor last appeared on the podcast in March to discuss health care costs in retirement. For this episode, he and Dean Barber wi…

1
078: 20 Retirement Questions You Should Be Asking with Chris Rett 39:54

1+ y ago39:54

39:54

For the Season 7 finale of The Guided Retirement Show, Chris Rett joined me to answer questions in a mailbag format. We’re sticking with the same idea of answering important retirement questions for our loyal listeners but are switching things up a little bit for the Season 7 finale. This time, Chris and I have compiled a list of 20 retirement ques…

1
077: Giving Thanks for Tax Planning with Dean Barber 7:39

1+ y ago7:39

7:39

In a change of pace for the holiday week, Dean speaks to our listeners about tax planning opportunities and what he is thankful for looking toward 2023. In this podcast interview, you’ll learn: Charitable giving through Qualified Charitable Distributions (QCDs) START PLANNING To get a full recap of today's conversation, including the biggest takeaw…

1
076: Mortgage Tips for Different Phases in Life with Tim Kay 50:02

1+ y ago50:02

50:02

With Thanksgiving right around the corner, I’ve started to think a lot about the things I’m think for. Of course, there’s my family, great friends, and everyone that trusts me to help them with various aspects of financial planning. But another thing I’m obviously thankful for is my home. So, I figured this would be a great opportunity to discuss s…

1
075: Financial Planning for Veterans with Chad Webb 41:17

1+ y ago41:17

41:17

Financial planning and serving others are big passions of ours at Barber Financial Group. Our Chief of Staff, Chad Webb, committed himself to serving others long before he arrived at Barber Financial Group in May 2021. Chad served our country for 21 years in the United States Marine Corps, attaining the rank of First Sergeant. Chad still maintains …

1
074: Planning for RMDs with Will Doty 35:26

1+ y ago35:26

35:26

Acronyms can sometimes make things easier to understand or remember, but there are a few of them that relate to your retirement that are very complex. Two of them are RMDs (Required Minimum Distributions) and the SECURE Act (Setting Every Community Up for Retirement Enhancement). The rules for RMDs have changed due to the SECURE Act, and it's vital…

1
073: Taxes in Retirement with Steven Jarvis 35:31

1+ y ago35:31

35:31

As many Barber Financial Group clients have come to realize, it’s critical to have a CFP® Professional and CPA working together on your financial plan. That collaboration is key so that nothing gets overlooked within your plan from a tax planning perspective. Our tax team has long been committed to forward-looking tax planning, not only during tax …

1
072: Private Equity Explained with Michael Faciana 37:07

1+ y ago37:07

37:07

There are a lot of things that are misunderstood about private equity markets. And somewhat understandably so. The landscape of private equity markets has changed considerably over the past few years to the point where individual investors can now participate. Michael Faciana joins Dean Barber on The Guided Retirement Show to help explain the many …

1
071: Don't Wait, Act – Overcoming Uncertainty with Logan DeGraeve 33:13

1+ y ago33:13

33:13

Whether it’s the markets, interest rates, inflation, political and geopolitical environments, or the complicated and ever-changing tax code, uncertainty seems to be everywhere we look in 2022. While uncertainty can be overwhelming, there are many ways to mitigate it. The first step is to overcoming uncertainty is to start a comprehensive, forward-l…

1
070: Tax Planning Strategies with Marty James 38:05

1+ y ago38:05

38:05

We talk about tax planning strategies a lot at Barber Financial Group, and with good reason. There's a misconception that tax planning strategies are only applicable for the ultra-wealthy, but that's far from being true. To help me convey that important message, one of my good CPA friends, Marty James, is joining me on Guided Retirement Show. In th…

1
069: The Fed and the Markets Face Many Headwinds with Brad Kasper 50:51

1+ y ago50:51

50:51

Welcome to Season 7 of The Guided Retirement Show! In our season premiere, I welcome back a return guest to the podcast in LSA Portfolios Analytics President Brad Kasper to discuss the many headwinds that the Fed and the markets are currently facing. And, boy, there are some significant ones. They include, but aren’t limited to: Supply chain issues…

1
068: Mail Bag: Answering More Questions from Our Listeners with Chris Rett 41:40

2y ago41:40

41:40

Every week, our listeners send us questions on YouTube and through email–and every season, we try to answer as many of them as we can. The first time around, we had the privilege of speaking with Chris Rett, CERTIFIED FINANCIAL PLANNER™, and he kindly made time to join us for this episode as well. While we can’t give perfect guidance for your speci…

1
067: Ed Slott In-Studio! 39:23

2y ago39:23

39:23

If you don’t understand the rules of IRAs, bad things happen. With the wrong portfolio, you may find yourself hearing people tell you what you could’ve, should’ve, and would’ve done–and those little decisions can add up to make some big differences. If you don’t want to wake up to an unpleasant tax surprise in retirement, today’s episode is for you…

1
066: Alternatives to Stocks and Bonds with John Hampton 30:53

2y ago30:53

30:53

Almost everyone knows at least a little about investing stocks and bonds. However, far fewer individual investors are familiar with how to invest in currencies and commodities–and of that select group, even fewer know how to generate returns, regardless of the directions these four asset classes are moving. Today’s guest, John Hampton, serves as Ex…

1
065: Optimizing Your 401(k) for Retirement with Drew Jones 34:04

2y ago34:04

34:04

For many people, the 401(k) is their largest asset. From the moment you take your first job, your employer may automatically enroll you into a 401(k), but the plan administrator rarely has your best interests in mind–and barely knows your name. So, how do you personalize the 401(k) to your unique needs and ensure that it will help take you through …

1
064: Accessing Liquidity in REITs and Private Real Estate Markets with Brian King 27:27

2y ago27:27

27:27

We’ve seen incredible growth in the alternatives market over the last several years, and plenty of secondary markets have emerged for corporate investments. But what do you do if you want to invest in assets like real estate investment trusts (REITs)? These investment vehicles come in all shapes and sizes. Some have been wildly successful, and othe…

1
063: Avoiding Costly Mistakes When Claiming Social Security with Ken Sokol 36:34

2y ago36:34

36:34

Many people think that claiming Social Security is a simple process–that is, until they do it. Ken Sokol is living proof of this. He retired from his engineering career at Hallmark in the early 2000s at the age of 54. Soon, he found himself digging deep into how Social Security claims actually worked, became a traveling lecturer on the topic, and j…

1
062: Navigating Health Care Costs in Retirement with Taylor Garner 35:53

2y ago35:53

35:53

Health insurance costs in retirement are a big deal to just about everyone. So many people transitioning into retirement find themselves frustrated by their Medicare coverage, enrolled in the wrong coverage, and stuck with unnecessary expenses that fail to cover their medical needs. After Taylor Garner’s father went through this experience, he focu…

1
061: Creating a Financial First Aid Kit with Will Doty 26:34

2y ago26:34

26:34

Everybody knows that life can be unpredictable, and anything can happen at any time. Out of nowhere, we may lose a loved one, fall ill ourselves, or end up living through a natural disaster–and the last thing you want in these trying moments is to be in financial distress. This is why disaster planning is a critical part of retirement planning. Man…

1
060: The Ins and Outs of Property and Casualty Insurance with Sarah Askren 31:18

2y ago31:18

31:18

Whether you’re just getting started or well into your retirement, having an adequate amount of insurance is critical. It’s an essential tool for risk management and a major piece of a well-crafted financial plan. It’s also extremely complex. People of all ages find themselves underinsured or have purchased the wrong products, and these can lead to …

Podcasts Worth a Listen

Deanbarber Podcasts

Podcasts Worth a Listen

Quick Reference Guide