Financial Planning Lessons from 2023

America's Wealth Management Show

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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 America's Wealth Management Show.

LendingTree Article: https://www.lendingtree.com/credit-cards/credit-card-debt-statistics/

Dot-Com Bubble History Remains Relevant: https://bit.ly/3RIhMYz

Tax Rates Sunset in 2026: https://bit.ly/4aFJm15

Roth Conversion Case Studies: https://bit.ly/41Ibay2

Financial Planning Tool: https://bit.ly/3NIwbCX

Meet with Us: https://bit.ly/488R42a

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc

The S&P 500 Cap-Weighted vs. Equal-Weighted: https://youtu.be/5KwKVETqJZg

The Federal Reserve Pauses Rate Hikes: What’s Next?: https://youtu.be/LpU-dW8r0uw

Reviewing Rebalancing Strategies: https://youtu.be/5icgvwRbQZs

What Is a QCD? Qualified Charitable Distribution: https://youtu.be/vpdl1ZUlcNc

300 episodes

#Business #Trading #Modern Wealth Management #Dean Barber