Best American Money Management LLC Podcasts (2024)

1
Market Corrections Are Healthy! 23:00

4h ago23:00

23:00

Market Corrections Are Healthy! Get your journey off to a great start with our financial resources: https://bit.ly/3WMKqtT Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3M8lGrj Meet with Us: https://bit.ly/3WIkTlL How Much Cash Reserves Sh…

1
Retire Early: What's it Take? 19:44

1d ago19:44

19:44

Retire Early: What's it Take? Get your journey off to a great start with our financial resources: https://bit.ly/3YBmhsR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4dcOYRf Meet with Us: https://bit.ly/4dfmYfR How Much Cash Reserves Shou…

1
401(k) Savings Are on the Rise 23:17

5d ago23:17

23:17

401(k) Savings Are on the Rise Get your journey off to a great start with our financial resources: https://bit.ly/3YEXUdR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4dDdTxv Meet with Us: https://bit.ly/3WAhxkB 7 Money Management Tips: h…

1
Understanding Reverse Mortgages with Don Graves 24:27

12d ago24:27

24:27

Understanding Reverse Mortgages with Don Graves Get your journey off to a great start with our financial resources: https://bit.ly/4dkDz1y Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3yaSFYK Meet with Us: https://bit.ly/3y7Oi0A More from…

1
How Americans Feel About Money 22:35

17d ago22:35

22:35

How Americans Feel About Money Get your journey off to a great start with our financial resources: https://bit.ly/3LCgoE5 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3YemGBh Meet with Us: https://bit.ly/4fkid6c Wells Fargo Money Study: h…

1
The Junk Drawer Approach to Financial Planning 23:32

19d ago23:32

23:32

How Much Cash Reserves Should You Have? Get your journey off to a great start with our financial resources: https://bit.ly/4deyNCN Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3LDJjaX Meet with Us: https://bit.ly/4cSl70B 5 Signs You’re Sa…

1
How Much Cash Reserves Should You Have? 23:49

26d ago23:49

23:49

How Much Cash Reserves Should You Have?Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3SegEwN Meet with Us: https://bit.ly/3Lv62pI A…

1
Americans Need a Budget 23:48

28d ago23:48

23:48

Americans Need a Budget Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3S7YhJZ Meet with Us: https://bit.ly/4cKn7b8 Setting Up a Spe…

1
5 Signs You're Saving Too Much for Retirement 22:52

1M ago22:52

22:52

5 Signs You're Saving Too Much for Retirement Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4cMG0de Meet with Us: https://bit.ly/4c…

1
7 Money Management Tips to Consider 23:43

1M ago23:43

23:43

7 Money Management Tips Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4f014P2 Meet with Us: https://bit.ly/4cRLeEk Must-Knows for C…

1
How Real People Become Millionaires 23:31

2M ago23:31

23:31

Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3W1x1PL Meet with Us: https://bit.ly/3VZfp76 Should I Get Out of Debt B…

1
5 Wealth-Building Challenges 23:03

2M ago23:03

23:03

5 Wealth-Building Challenges Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4eQcKnE Meet with Us: https://bit.ly/3XGzA…

1
What Is Market Risk? 23:16

2M ago23:16

23:16

Neal Falkenberry, CFA, joins Dean Barber and Bud Kasper, CFP®, AIF®, to talk about different examples of market risk. Market risk alludes to the uncertainty and possibility of losses that comes with an investor’s decisions that are related to factors that impact overall market performance. While market risk can’t be terminated by having proper dive…

1
Don't Fight the Fed, Understand the Fed! 23:00

2M ago23:00

23:00

After Wednesday brought encouraging news with inflation cooling in May, Neal Falkenberry, CFA, joined Dean Barber and Bud Kasper, CFP®, AIF®, to discuss where the Federal Reserve’s fight against inflation stands. And speaking of the Fed and fighting, they explained why it’s important not to fight the Fed, but rather to understand the Fed when it co…

1
Ed Slott's 5 New Important Things to Plan For 22:57

2M ago22:57

22:57

Returning for another episode, we have a very special guest, America’s IRA Expert - Ed Slott! Ed has five new important things to plan for as you avoid unnecessary tax landmines. From RMD age changes to beneficiary rules modifications for spouses. Ed’s New Book: https://www.amazon.com/Retirement-Savings-Time-Ticks-Louder/ Roth Conversion Case Studi…

1
The Retirement Savings Time Bomb Ticks Louder with Ed Slott 23:05

2M ago23:05

23:05

On this episode, Dean and Bud talk to Ed Slott about his latest book – The Retirement Savings Time Bomb Ticks Louder. Dean and Bud, along with some of our advisors at Modern Wealth Management have been working with Ed Slott for many years as a part of his Elite Advisor Group. Through that group, Ed has educated many advisors about key tax planning …

1
Taxes and Penalties on Roth Accounts 23:18

3M ago23:18

23:18

Having a forward-looking tax plan is a critical consideration when it comes to wealth management. If you’re not careful, taxes can quickly destroy the financial wealth you’ve worked so hard for. It’s important to understand how your income sources are taxed, so today we’re going to review taxes on Roth IRAs. Tax Reduction Strategies: https://bit.ly…

1
Defining Short, Mid, and Long-Term Financial Goals 23:23

3M ago23:23

23:23

Everyone knows that you need to learn to crawl before you can walk and walk before you can run. With so many things in life, it’s critical to set short-term, mid-term and long-term goals. That’s certainly the case with your finances and trying to accomplish short-term, mid-term and long-term financial goals. Retirement Plan Checklist: https://bit.l…

1
6 Wealth Destroying Factors 23:19

3M ago23:19

23:19

No one wants to work hard for their financial wealth only to see it unexpectedly vanish. That’s why it’s critical to have a forward-looking financial plan that stress tests against things that can derail your retirement plans. Dean Barber and Bud Kasper, CFP®, AIF® want you to keep these six factors top of mind that can destroy your wealth. Financi…

1
5 Reasons NOT to Convert to a Roth IRA 23:30

3M ago23:30

23:30

We’ve published a lot of content that highlights how Roth conversions can be a helpful tax planning strategy for someone who is preparing for or going through retirement. However, Roth conversions aren’t for everyone. There are also reasons not to convert to a Roth IRA. Roth Conversion Case Studies: https://bit.ly/3KeQ2ri Become a Rothaholic: https…

1
4 Retirement Risks Out of Your Control 23:26

3M ago23:26

23:26

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 a big concern for a lot of people. However, with a financial plan, it’s a controllable retirement risk.…

1
6 Retirement Withdrawal Mistakes to Avoid 23:50

3M ago23:50

23:50

How much money are you going to take from what accounts, and when are you going to take it in retirement? Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® want to make sure that you have a retirement distribution strategy that has you withdrawing money from your accounts in the most efficient way possible, so they shared 6 retirement withdrawa…

1
Busting Retirement Planning Myths 23:25

3M ago23:25

23:25

Do you think you can just live on Social Security income? Do you think you'll have more than enough to retire if you just save to your 401(k) match? Or maybe you've wondered if Medicare will cover all your health care costs. On this episode of America's Wealth Management Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to expla…

1
Are You Overspending or Underspending? 24:15

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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

5M 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

5M 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

5M 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

5M 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

5M 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

5M 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

5M 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

5M 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

6M 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

6M 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

6M 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

6M 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

6M ago23:39

23:39

By America's Wealth Management Show with Dean Barber

1
5 Common Risks in Retirement 23:42

6M 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

6M 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

6M 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…

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American Money Management LLC Podcasts

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