Explore every episode of the podcast America's Wealth Management Show
| Title | Pub. Date | Duration | |
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| Tax Planning Beyond the Basics | 21 Aug 2025 | 00:35:05 | |
Education Center: https://bit.ly/3HjmLOk Meet with Us: https://bit.ly/3HKFeDt Tax Reduction Strategies: https://bit.ly/3UyWqyG Retirement Plan Checklist: https://bit.ly/45tZ3rK What is Tax Diversification? https://bit.ly/41Pcccw
Charitable Giving in Retirement Asset Location - The Three Tax Buckets What is Tax Diversification? - Barber Financial Group The Impact of the One Big Beautiful Bill on Your Retirement IRA RMD Requirements Roth Conversions Before Retirement Check out this video by @taxleverage - Sources: 16th Amendment to the U.S. Constitution: Federal Income Tax (1913) https://www.archives.gov/milestone-documents/16th-amendment
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| Tax Tips in 10: How Does Volatility Impact RMDs | 18 Aug 2025 | 00:11:29 | |
Tax Tips in 10 or Less Ep. 32 Education Center: https://bit.ly/45K5RBD Meet with Us: https://bit.ly/4oAmS8O Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1
What's Your Required Beginning Date? | |||
| What is a Good Monthly Income in Retirement? | 17 Jul 2025 | 00:38:08 | |
Meet with Us: https://bit.ly/40WrGuR
Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=gIJVA8tYWz8gezj0
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| Market Corrections Are Healthy! | 15 Aug 2024 | 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 Should You Have?: https://youtu.be/lNdPNlKVg1s Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU What Is Market Risk?: https://youtu.be/oBXAMFHF30k Don’t Fight the Fed, Understand the Fed!: https://youtu.be/-2YoayzAOdo 7 Money Management Tips: https://youtu.be/qa99w74IBtQ | |||
| Retire Early: What's it Take? | 12 Aug 2024 | 00:19:44 | |
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 Should You Have?: https://youtu.be/lNdPNlKVg1s 7 Money Management Tips: https://youtu.be/qa99w74IBtQ 5 Signs You’re Savings Too Much for Retirement: https://youtu.be/--7GHuB2k0s Considerations for Retiring Before 62 & 65: https://youtu.be/JbZWycokNhc The Junk Drawer Approach to Financial Planning: https://youtu.be/IEfxMMcmRe4
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| 401(k) Savings Are on the Rise | 08 Aug 2024 | 00:23:17 | |
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: https://youtu.be/qa99w74IBtQ How Real People Become Millionaires: https://youtu.be/kTPt99IDuWA 5 Signs You’re Saving Too Much for Retirement: https://youtu.be/--7GHuB2k0s Assessing Your Financial Literacy: https://youtu.be/IA7bE5Uf99o | |||
| Understanding Reverse Mortgages with Don Graves | 01 Aug 2024 | 00:24:27 | |
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 Don Graves: 16 Considerations Before Choosing a Reverse Mortgage: https://16considerations.grwebsite.com/ https://HousingWealthMasterClass.com The Long View: Don Graves and Wade Pfau: https://www.youtube.com/watch?v=wmAt-__fa-Q
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| How Americans Feel About Money | 29 Jul 2024 | 00:22:35 | |
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: https://newsroom.wf.com/English/news-releases/news-release-details/2024/Two-thirds-of-Americans-have-decreased-spending-due-to-economy-Wells-Fargo-Money-Study-finds/default.aspx How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s The Junk Drawer Approach to Financial Planning: https://youtu.be/IEfxMMcmRe4 Family Wealth Management Considerations: https://youtu.be/Le5-EBwRj6w | |||
| The Junk Drawer Approach to Financial Planning | 25 Jul 2024 | 00:23:32 | |
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 Saving Too Much for Retirement: https://youtu.be/--7GHuB2k0s Family Wealth Management Considerations: https://youtu.be/Le5-EBwRj6w How Real People Become Millionaires: https://youtu.be/kTPt99IDuWA 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc 7 Money Management Tips: https://youtu.be/qa99w74IBtQ
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| How Much Cash Reserves Should You Have? | 22 Jul 2024 | 00:23:49 | |
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 Americans Need a Budget: https://youtu.be/4SQjU8Wio6M Unexpected Expenses and How to plan for Them: https://youtu.be/HbhdqYyp2uA 5 Wealth-Building Challenges: https://youtu.be/aKIr8KD_bio 7 Money Management Tips: https://youtu.be/qa99w74IBtQ 5 Signs You’re Saving Too Much for Retirement: https://youtu.be/--7GHuB2k0s
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| Americans Need a Budget | 18 Jul 2024 | 00:23:48 | |
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 Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q?si=45WFWXPXULcGJjAy 7 Money Management Tips: https://youtu.be/qa99w74IBtQ Family Wealth Management Considerations: https://youtu.be/Le5-EBwRj6w Are you Overspending or Underspending?: https://youtu.be/feDl49JuDEk Defining Long, Mid, and Short-Term Financial Goals: https://youtu.be/ZBpLc3Hb4Hw Roth Conversion Decisions for 2024: https://youtu.be/yxOsoXgkRE4?si=tF9wYaWG3Vpi9Iwz 5 Signs You’re Saving Too Much for Retirement: https://youtu.be/--7GHuB2k0s | |||
| 5 Signs You're Saving Too Much for Retirement | 15 Jul 2024 | 00:22:52 | |
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/4cTZTPw 5 Factors More Important Than Rate of Return: https://youtu.be/ji55KADdVYo Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E What Is Longevity Risk and How Do I Plan for It?: https://youtu.be/OMoWFA7_NiE 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc 10 Estate Planning Mistakes to Avoid: https://youtu.be/muJRJ657bhM?si=3p92dlRfFtsh5b-B | |||
| 7 Money Management Tips to Consider | 11 Jul 2024 | 00:23:43 | |
7 Money Management Tips 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 Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q?si=HmyGrAL1WjNQ8w55 Family Wealth Management Considerations: https://youtu.be/Le5-EBwRj6w Unexpected Expenses and How to Plan for Them: https://youtu.be/HbhdqYyp2uA 5 Wealth-Building Challenges: https://youtu.be/aKIr8KD_bio Retirement Savings Time Bomb Ticks Louder with Ed Slott: https://youtu.be/gCM5t1e7L78 | |||
| Tax Tips in 10: What is Modified Adjusted Gross Income? (MAGI) | 14 Jul 2025 | 00:10:35 | |
Tax Tips in 10 or Less Ep. 027 What is Modified Adjusted Gross Income? (MAGI) Get your journey off to a great start with our financial resources: https://bit.ly/44GUJUw Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth vs Traditional - 5 Reasons to Have a Forward-Looking Tax Plan - What is Provisional Income? - Meet with Us: https://bit.ly/45UQ7fG Tax Reduction Strategies: https://bit.ly/3U37F1S Roth Conversion Case Studies: https://bit.ly/3IAAAb2 | |||
| How Real People Become Millionaires | 01 Jul 2024 | 00:23:31 | |
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 Before I Retire?: https://youtu.be/lCYVITrxVjY Taking Advantage of Current Tax Rates: https://youtu.be/b7cUVPkXXQk 6 Wealth Destroying Factors: https://youtu.be/hfcX6aMgmYY 10 Estate Planning Mistakes to Avoid: https://youtu.be/muJRJ657bhM?si=e7KCa7ktpgxdaqwz 5 Common Risks in Retirement: https://youtu.be/N6wejyyeG2s HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=w9T61-I8eauREnAO | |||
| 5 Wealth-Building Challenges | 27 Jun 2024 | 00:23:03 | |
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/3XGzAb4 Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k What Is Market Risk?: https://youtu.be/oBXAMFHF30k Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU Taking Advantage of Current Tax Rates: https://youtu.be/b7cUVPkXXQk | |||
| What Is Market Risk? | 17 Jun 2024 | 00:23:16 | |
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 diversification, Neal, Dean, and Bud shared that there are ways to combat it. Meet with Us: https://bit.ly/3ySRzAE 6 Wealth Destroying Factors: https://youtu.be/hfcX6aMgmYY Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E Don’t Fight the Fed, Understand the Fed!: https://youtu.be/-2YoayzAOdo 5 Things More Important Than Rate of Return: https://youtu.be/ji55KADdVYo Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8 Why Are Americans Unretiring?: https://youtu.be/Ia0yam3utPY | |||
| Don't Fight the Fed, Understand the Fed! | 13 Jun 2024 | 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 comes to understanding their actions and how they impact the capital markets. Meet with Us: https://bit.ly/3VkXEgQ Skills to Expect from a Financial Advisor: https://youtu.be/YYd7T9GDKIk Following the Fed with Andrew Opdyke: https://youtu.be/1aO1UpAuXWE | |||
| Ed Slott's 5 New Important Things to Plan For | 10 Jun 2024 | 00:22:57 | |
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 Studies: https://bit.ly/45arqJO RMD Strategies for Before and After Retirement: https://youtu.be/V3xr4QyWIHg Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU 6 Retirement Withdrawal Mistakes to Avoid: https://youtu.be/y6ejwqn4-jo The Retirement Savings Time Bomb Ticks Louder with Ed Slott: https://youtu.be/gCM5t1e7L78 Rules for Inherited IRA Distributions: https://youtu.be/VQPX_jo09rY How Do I Pay Less Taxes?: https://youtu.be/rlch89V3rPI Life Insurance in Retirement: Do I Still Need It?: https://youtu.be/cFWcUe2VADo
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| The Retirement Savings Time Bomb Ticks Louder with Ed Slott | 06 Jun 2024 | 00:23:05 | |
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 opportunities surround your retirement savings. Roth Conversion Case Studies: https://bit.ly/4ebeS8V Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU Rules for Inherited IRA Distributions: https://youtu.be/VQPX_jo09rY 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc IRA Rollover Mistakes to Avoid: https://youtu.be/vJehvEatGGw 2024 Tax Brackets: What You Need to Know: https://youtu.be/U4g5kMcVRXU?si=iJMZd-k6eNiqQ7QO Taxes & Penalties on Roth Accounts: https://youtu.be/VQ8UWDm2nUk How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo | |||
| Taxes and Penalties on Roth Accounts | 03 Jun 2024 | 00:23:18 | |
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/4aHRoFu Financial Planning Tool: https://bit.ly/3VvonZD Meet with Us: https://bit.ly/4aFMcC3 How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo Tax Planning Tips from CPAs with Corey Hulstein and Marty James: https://youtu.be/KBcq2pp4w-0?si=1GYeKyNzMl1I4RDd Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU 6 Retirement Withdrawal Mistakes to Avoid: https://youtu.be/y6ejwqn4-jo | |||
| Defining Short, Mid, and Long-Term Financial Goals | 30 May 2024 | 00:23:23 | |
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.ly/4e1JYzR Tax Rates Sunset in 2026: https://bit.ly/4dWVtZj Financial Planning Tool: https://bit.ly/3yDzw1f Meet with Us: https://bit.ly/3KpHptX Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q HSA Tax Advantages with Marty James, CPA: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY 6 Retirement Withdrawal Mistakes to Avoid: https://youtu.be/y6ejwqn4-jo Life Insurance in Retirement: Do I Still Need It?: https://youtu.be/cFWcUe2VADo Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k | |||
| 6 Wealth Destroying Factors | 27 May 2024 | 00:23:19 | |
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.
Financial Planning Tool: https://bit.ly/4dSiFrF Meet with Us: https://bit.ly/4bLN09w Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Are You Overspending or Underspending?: https://youtu.be/feDl49JuDEk Making Big Purchases in Retirement: https://youtu.be/fFQvV-jgzDU?si=b_xduWzb6aamxbDW Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY Building Generational Wealth: https://youtu.be/UhBlYVyxYBI
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| 5 Reasons NOT to Convert to a Roth IRA | 23 May 2024 | 00:23:30 | |
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://bit.ly/3QVrpn4 Tax Rates Sunset in 2026: https://bit.ly/4bwNH74 Financial Planning Tool: https://bit.ly/4dQUERO Meet with Us: https://bit.ly/3UTNN1j Maximizing In-Plan Roth Conversions with Mary James: https://youtu.be/4IH9AJ9GajI Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU What Is a QCD?: https://youtu.be/vpdl1ZUlcNc Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y What is Longevity Risk and How Do You Plan for It?: https://youtu.be/OMoWFA7_NiE Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8 | |||
| Sample Financial Plan: Financial Planners Review | 10 Jul 2025 | 00:38:40 | |
Start your journey with our financial resources: https://bit.ly/4lfs6oj Meet with Us: https://bit.ly/44PWEHs https://youtu.be/070KObJIAvI?si=w9ohftRPDbfmgfzv Risk Management: Covering Your Assets Before It's Too Late - https://youtu.be/nrYRM0Do_zc?si=oluvgRgDNCD-9mTh Roth Conversions After Retirement - Risk Management: Covering Your Assets - Tax Reduction Strategies: https://bit.ly/3IhbxtK Retirement Plan Checklist: https://bit.ly/406UFfl Sample Financial Plan: https://bit.ly/3IxQVNH What is a Monte Carlo Simulation? https://bit.ly/44DMM2r
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| 4 Retirement Risks Out of Your Control | 20 May 2024 | 00:23:26 | |
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. In this episode of America’s Wealth Management Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® discuss four retirement risks that you can plan for but are out of your control. Meet With Us: https://bit.ly/4bIUtGx Retirement Checklist: https://bit.ly/3ypRW5K Planning Tool: https://bit.ly/3V0Yal6 Can I Beat the Market?: https://youtu.be/NZBjj14O4AA Good Fear vs. Fear: https://youtu.be/p1QunlaL_3E Bad Retirement Habits to Avoid: https://youtu.be/Ry6ANnqXXUA Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g Following the Fed with Andrew Opdyke: https://youtu.be/1aO1UpAuXWE Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU HSA Tax Advantages with Marty James, CPA: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B | |||
| 6 Retirement Withdrawal Mistakes to Avoid | 16 May 2024 | 00:23:50 | |
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 withdrawal mistakes to avoid on today's show. Meet With Us: https://bit.ly/3yjpq5J Retirement Checklist: https://bit.ly/3UGeQNz Planning Tool: https://bit.ly/3WO4iyJ 401(k) Factors You Need to Know: https://www.youtube.com/watch?v=1jThp63KUkc Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU Busting Retirement Planning Myths: https://youtu.be/lP6o9iYCA3o Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU | |||
| Busting Retirement Planning Myths | 13 May 2024 | 00:23:25 | |
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 explain why those viewpoints are retirement planning myths. Retirement Plan Checklist: https://bit.ly/3JVcvcs Financial Planning Tool: https://bit.ly/3UuyA6N Meet with Us: https://bit.ly/3QDJRAB A Summary of the 2024 Annual Reports: https://www.ssa.gov/oact/TRSUM/ Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Following the Fed with Andrew Opdyke: https://youtu.be/1aO1UpAuXWE Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ Retirement Planning in Your 50s: https://youtu.be/4DHAs9DZyFQ Retirement Planning in Your 60s: https://youtu.be/1SkyaFnzqV8 5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B | |||
| Are You Overspending or Underspending? | 09 May 2024 | 00:24:15 | |
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 with Us: https://bit.ly/3y9pULr Blackrock study: https://www.blackrock.com/us/individual/insights/retirement/spending-and-investing-in-retirement Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q Regrets at the End of Retirement: https://youtu.be/Q0lIrz8il0c Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA What Is the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8 Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
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| Retirement Planning in Your 60s | 06 May 2024 | 00:22:42 | |
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.ly/3w81phh Financial Planning Tool: https://bit.ly/3WjiVtu Meet with Us: https://bit.ly/3wh47AT Become a Rothaholic: https://bit.ly/4bjqc0F Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ Retirement Planning in Your 50s: https://youtu.be/4DHAs9DZyFQ 03:48 – Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk 07:09 – Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q 08:36 – Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI 09:52 – Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y 12:09 – Financial Checklist for the Death of a Spouse: https://youtu.be/OrYPNk1KjN0 Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k | |||
| Retirement Planning in Your 50s | 02 May 2024 | 00:23:32 | |
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/ELTo6FydYPk Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Life Insurance in Retirement: Do I Still Need It? https://youtu.be/cFWcUe2VADo 401(k) Factors You Need to Know: https://youtu.be/1jThp63KUkc?si=irDP7yqGuc54Qm4O Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k | |||
| Retirement Planning in Your 40s | 29 Apr 2024 | 00:23:41 | |
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 bring you more confidence, freedom, and time as you’re planning for retirement in your 40s. Financial Planning Tool: https://bit.ly/3W4fOWa Meet with Us: https://bit.ly/442YQJD Retirement Plan Checklist: https://bit.ly/44mpOfx Retirement Savings By Age: https://youtu.be/pKPMTRRCUXw HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=1OHfzp9fhNLScXKb Retirement Planning in Your 30s: Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Transitioning to Retirement in These 5 Steps: https://youtu.be/UI-baocZOBk Preparing Your Successors: https://youtu.be/QCy95J-DS5o?si=IOruMDC9Fvf3t_12 | |||
| Retirement Planning in Your 30s | 25 Apr 2024 | 00:23:26 | |
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 today's show. Retirement Plan Checklist: https://bit.ly/4b8F7L8 Financial Planning Tool: https://bit.ly/4bbBPqe Meet with Us: https://bit.ly/3WgZhhE 401(k) Planning for 2024 and Beyond: https://youtu.be/jBzuhcvY44Y Retirement Savings By Age: https://youtu.be/pKPMTRRCUXw Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg?si=ca5SiucI8pIramjR | |||
| Following the Fed with Andrew Opdyke | 22 Apr 2024 | 00:23:33 | |
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.ly/442YQJD 02:26 – Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk 04:40 – Balancing Inflation and Market Sentiment: https://www.youtube.com/watch?v=a3m65TuC5rc 07:07 – Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU 08:46 – Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8 15:50 – Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA What Is the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8
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| Financial Checklist Following the Death of a Spouse | 18 Apr 2024 | 00:24:10 | |
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: https://bit.ly/3VYtX7i Meet with Us: https://bit.ly/3JmjCub Transitioning to Retirement in These 5 Steps: https://youtu.be/UI-baocZOBk Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E How Do I Pay Less Taxes?: Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU Building Generational Wealth: https://youtu.be/UhBlYVyxYBI | |||
| Tax Tips in 10: How Do In-Plan Roth Conversions Work? | 07 Jul 2025 | 00:11:20 | |
Get your journey off to a great start with our financial resources: https://bit.ly/3HVDRBK Roth Conversions Before Retirement - Your 401(k) Match May Change Soon... - 5 Reasons to Convert to a Roth IRA - Roth Conversions After Retirement - 5 Reasons to Have a Forward Looking Tax Plan - 📰 Articles: Tax Reduction Strategies: https://bit.ly/44tZFvN Retirement Plan Checklist: https://bit.ly/3I6I85n | |||
| How Do I Pay Less Taxes? | 15 Apr 2024 | 00:23:53 | |
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 Meet with Us: https://bit.ly/43WHo9W How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo Roth vs. Traditional: https://www.youtube.com/watch?v=ASEEO30DZfI 4 Tax Mistakes to Avoid in Retirement: https://youtu.be/eTJV5UF9j4Q Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y 5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU Tax-Efficient Investing with Stephen Tuckwood: https://youtu.be/APOYR-ocDRk?si=D3oinOkePXN__PvT Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8 | |||
| 6 Habits of Self-Made Millionaires | 11 Apr 2024 | 00:23:02 | |
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 expectations compare to aspiring millionaires. Northwestern Study: https://news.northwesternmutual.com/planning-and-progress-study-2024 Retirement Plan Checklist: https://bit.ly/3TScWci Become a Rothaholic: https://bit.ly/3xytT44 Financial Planning Tool: https://bit.ly/3UfXhoI Meet with Us: https://bit.ly/4cP20Vr
Building Generational Wealth: https://youtu.be/UhBlYVyxYBI Retirement Savings by Age: https://youtu.be/pKPMTRRCUXw Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk | |||
| 7 Benefits of a Roth IRA | 08 Apr 2024 | 00:23:30 | |
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 learning about these benefits of a Roth IRA, you’ll become a Rothaholic too. Audio Only: Retirement Plan Checklist: https://bit.ly/3J46JVz Join the Rothaholic Club: https://bit.ly/3U6FQa4 Financial Planning Tool: https://bit.ly/3vLc40T Meet with Us: https://bit.ly/43RZARR Understanding SECURE Act 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg?si=DrvJXVsQMW5tficY How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo RMD Strategies for Before & After Retirement: https://youtu.be/V3xr4QyWIHg IRA Rollover Mistakes to Avoid: https://youtu.be/vJehvEatGGw Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI
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| Assessing Your Financial Literacy | 04 Apr 2024 | 00:21:37 | |
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 all four pillars, how do you think you would fare? Well, we’re glad you asked. It’s a fitting time to take such a quiz considering that April is Financial Literacy month.1 On this episode of America’s Wealth Management Show, Dean Barber and Bud Kasper, CFP®, AIF® are going to take FINRA’s seven-question financial literacy quiz.2 Do you think that you, Dean, and Bud can all ace it? Zippia Financial Literacy Study: https://www.zippia.com/advice/financial-literacy-statistics/ FINRA Financial Literacy Quiz: https://www.finra.org/financial_literacy_quiz Why Compound Interest Is Key: https://youtu.be/4HHC7MLDsc0 Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk Examining Bonds in 2024: https://youtu.be/y3M7jdSxNY8 Retirement Plan Checklist: https://bit.ly/3TC512s Financial Planning Tool: https://bit.ly/43Mj1LH Meet with Us: https://bit.ly/3xh5P5o | |||
| Transitioning to Retirement with These 5 Steps | 01 Apr 2024 | 00:22:13 | |
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 working, you could have tens of thousands of hours of free time. What are you going to do with them? Let’s talk about the importance of planning to transition into retirement. Retirement Plan Checklist: https://bit.ly/3ITn4MX Financial Planning Tool: https://bit.ly/4ariy3M Meet with Us: https://bit.ly/3VAVtr5 Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc What’s the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8 Living Life After Leaving Your Career with Bruce Godke: https://youtu.be/7OsCuR9sJKg?si=ecip2bTt9ImETPuA 5 Factors More Important than Rate of Return: https://youtu.be/ji55KADdVYo Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q What Is Wealth? Four Types of Wealth: https://youtu.be/4U8crRkPJBc | |||
| Setting up Your Portfolio for Retirement | 28 Mar 2024 | 00:22:55 | |
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. Retirement Plan Checklist: https://bit.ly/3VyMyqg Financial Planning Tool: https://bit.ly/3TyIzaM Meet with Us: https://bit.ly/4ari5i2 Retirement Plan Checklist: https://bit.ly/3VyMyqg Financial Planning Tool: https://bit.ly/3TyIzaM Meet with Us: https://bit.ly/4ari5i2 What’s the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8 IRA Rollover Mistakes to Avoid: https://youtu.be/vJehvEatGGw Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g
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| Roth Conversion Questions from the Internet | 25 Mar 2024 | 00:23:17 | |
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://bit.ly/49SjDBT Financial Planning Tool: https://bit.ly/3TufNrs Meet with Us: https://bit.ly/3VrdrMD IRA Help Website: https://irahelp.com Question Posts: https://www.reddit.com/r/investing/comments/xfv7dl/roth_conversion_worth_it/ https://www.reddit.com/r/Bogleheads/comments/142g7wo/does_a_roth_conversion_still_make_sense/ Roth Conversion Content: In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo Pros and Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg Ed Slott Podcasts: https://youtu.be/En3ZfP70PYA?si=uQdNMgdEHKSs8oIW https://youtu.be/ssZNa1cEpu0?si=GqIv3hL6HVAkIBi1 https://youtu.be/RdMk9dyQZWM?si=35mgWqBfTzMH-fGg https://youtu.be/HHPMo9l0yeg?si=DrvJXVsQMW5tficY Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=xIQxdHpfw2nsy-fY | |||
| Skills to Expect from a Financial Advisor | 21 Mar 2024 | 00:23:55 | |
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 Morningstar Report: https://www.morningstar.com/business/insights/research/elevating-advisor-client-relationship-through-personalization Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc 5 Factors More Important than Rate of Return: https://youtu.be/ji55KADdVYo What’s the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8 7 Retirement Strategies to Retire Successfully: https://youtu.be/RzOrA1IJjHY Understanding Retirement Asset Allocation: https://youtu.be/HytNZJ8BUT8 Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA | |||
| Is Inflation Still Cooling? | 18 Mar 2024 | 00:23:27 | |
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 cooling trend for inflation appears to have come to a halt since then. The Consumer Price Index, which is considered as one of the leading indicators of inflation, increased 0.4% in February 2024 and 3.2% over the last 12 months according to the U.S. Bureau of Labor Statistics’ monthly report. CNBC Article: https://www.cnbc.com/2024/03/13/when-are-the-worlds-central-banks-cutting-rates-in-2024.html Retirement Plan Checklist: https://bit.ly/3ThLW5v Financial Planning Tool: https://bit.ly/3wUKoqR Meet with Us: https://bit.ly/4cszk4D Disinflation vs. Deflation: What Are the Key Differences?: https://youtu.be/TzA2kVLRlug Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc The Market Outlook and the Last Six Months: https://youtu.be/xMKSXZawO2I?si=jCGxYmmTY1VeEzBv | |||
| IRA Rollover Mistakes to Avoid | 14 Mar 2024 | 00:23:38 | |
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 Retirement Plan Checklist: https://bit.ly/43duCDv Tax Reduction Strategies: https://bit.ly/3Tza311 Become a Rothaholic: https://bit.ly/3vcjXwk Financial Planning Tool: https://bit.ly/3x0e3i8 Meet with Us: https://bit.ly/3wSxZUh Ed Slott’s Latest Podcast with Us – https://youtu.be/HHPMo9l0yeg?si=s4rVCcjmzy5kYPsZ 4 Big Tax Mistakes to Avoid in Retirement: https://youtu.be/eTJV5UF9j4Q 5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU Rules for Inherited IRA Distributions: https://youtu.be/VQPX_jo09rY Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI | |||
| 10 Retirement Income Streams | 03 Jul 2025 | 00:39:55 | |
Start your journey with our financial resources: https://bit.ly/44sEham Meet with Us: https://bit.ly/3Go3eeW ▶️ Videos: https://youtu.be/UX-qusd6fZE?si=sE-ps4fhKhJy1Uw3 Roth vs Traditional - Your 401(k) Match May Change Soon... - Tax Brackets & Contribution Limits - Roth 5 Year Rules: What You Need to Know - Risk Management: Covering Your Assets Before It's Too Lates! - Tax Reduction Strategies: https://bit.ly/4euZSmQ Retirement Plan Checklist: https://bit.ly/3I2edvd | |||
| What Is the Meaning of Wealth Management? | 11 Mar 2024 | 00:22:40 | |
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: https://bit.ly/48DEzLy Meet with Us: https://bit.ly/4c1Uzdc What Is Wealth? Four Types of Wealth: https://youtu.be/4U8crRkPJBc Why You Need a Financial Planning Team: https://youtu.be/n0lRpP8YOew?si=nVW5egiT-VNWXW1l Considerations for Retiring Before 62 & 65: https://youtu.be/JbZWycokNhc How to Be the CEO of Your Retirement: https://youtu.be/FVTuG3OPeFg?si=MgKf-1bPquFIxMDP Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k 5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc | |||
| Bad Retirement Habits to Avoid | 07 Mar 2024 | 00:22:58 | |
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 retiring to something (the goals for the rest of your life). Retirement Plan Checklist: https://bit.ly/3TpS0dx Financial Planning Tool: https://bit.ly/3IqRINj Meet with Us: https://bit.ly/3T39xHb Retirement Savings By Age: https://youtu.be/pKPMTRRCUXw Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E 5 Factors More Important than Rate of Return: https://youtu.be/ji55KADdVYo Understanding Retirement Asset Allocation: https://youtu.be/HytNZJ8BUT8 4 Big Tax Mistakes to Avoid in Retirement: https://youtu.be/eTJV5UF9j4Q Living Life After Your Career with Bruce Godke: https://youtu.be/7OsCuR9sJKg?si=ecip2bTt9ImETPuA | |||
| Understanding Retirement Asset Allocation | 04 Mar 2024 | 00:23:42 | |
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 over time. We’re going to elaborate on why Tuck believes that so that you have a firm understanding of retirement asset allocation. Retirement Plan Checklist: https://bit.ly/3P11uJJ Meet with Us: https://bit.ly/3SZTnhE Where Should I Save My Money?: https://youtu.be/q6iaWjj7ZDQ Reviewing Rebalancing Strategies: https://youtu.be/5icgvwRbQZs Active vs. Passive Management: https://youtu.be/Y6W1Mh1zPm4 What Should I Invest My Money In?: https://youtu.be/AtJvNswl5bw 5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8 Tax-Efficient Investing: https://youtu.be/APOYR-ocDRk?si=D3oinOkePXN__PvT | |||