America's Wealth Management Show Dean Barber
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- Wirtschaft
Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends.
Investment advisory services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.
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Setting up Your Portfolio for Retirement
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
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/FinancialPlanning/comments/186c54k/when_does_it_make_sense_to_do_a_roth_ira/
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
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?
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
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 -
What Is the Meaning of Wealth Management?
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