America's Wealth Management Show Dean Barber

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

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
 

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

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

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

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