America's Wealth Management Show

America's Wealth Management Show
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Modern Wealth Management presents America's Wealth Management Show with Dean Barber. 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, America's Wealth Management 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.

  1. 3D AGO

    Retirement Income Strategy: How Much Do You Need?

    Educational Tool: Access the Retirement Plan Checklist to benchmark your current 401(k) and Social Security strategy against 2026 inflation. Topical Deep-Dive: Visit the Modern Wealth Education Center for peer-reviewed instructional content on withdrawal strategies and tax-efficient portfolio design. Fiduciary Consultation: To move from education to a personalized Financial Independence plan, you can Schedule a Meeting with our CFP® and CPA team. A sustainable retirement income strategy for 2026 involves calculating the "post-retirement cash flow" deficit—the difference between total desired spending and guaranteed income sources like Social Security or pensions . To bridge this gap, retirees should consider utilizing a "three-bucket" framework that organizes assets into safe (1–2 years), moderate (3–7 years), and growth (10+ years) categories to ensure immediate liquidity while protecting against sequence of return risk. This analysis, featuring Dean Barber and Neal Falkenberry, CFA, details the shift from the near-zero interest rate environment of the previous decade to the 2026 landscape where taxable bonds yield 4–5% and tax-free municipal bonds offer approximately 3.5%. We explore the impact of the One Big Beautiful Bill Act, specifically the senior deduction that allows married couples over 65 with a gross income of $140,000 to qualify for a 0% capital gains rate. Furthermore, we address Medicare IRMAA (Income Related Monthly Adjustment Amount) surcharges, which increase premiums for those with a Modified Adjusted Gross Income (MAGI) exceeding $210,000. Sources: Presented by Dean Barber and Neal Falkenberry, a Chartered Financial Analyst (CFA) and Managing Director at Modern Wealth Management. This presentation emphasizes the fiduciary standard, providing objective education to combat high-commission financial sales tactics. This content was reviewed by internally to ensure compliance with tax law changes and fiduciary standards. How Americans are feeling about their finances as they age https://www.pewresearch.org/social-trends/2025/11/06/how-americans-are-feeling-about-their-finances-as-they-age/  Three Major U.S. Stock Indices (1990 -2000): https://www.researchgate.net/figure/Three-Major-US-Stock-Indices-1990-2000_fig2_272661669  Sequence of Returns Risk and Why Timing Matters: https://www.modwm.com/sequence-of-returns-risk-and-why-timing-matters/  2026 Tax Brackets: https://taxfoundation.org/data/all/federal/2026-tax-brackets/  The Great Recession - December 2007-June 2009 https://www.federalreservehistory.org/essays/great-recession-of-200709

    35 min

  2. MAR 26

    Tax Extensions: Do You Need to File One?

    Education center: https://bit.ly/4boCDv9 Retirement Plan Checklist: https://bit.ly/47JolTm Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  https://youtu.be/KN5tIHSo3sY?si=I8fyj_cp_uz8sw_o  Sources:   https://www.irs.gov/forms-pubs/about-schedule-c-form-1040  https://www.modwm.com/how-filing-for-a-tax-extension-works/   https://www.irs.gov/payments/failure-to-file-penalty  https://www.irs.gov/payments/underpayment-of-estimated-tax-by-individuals-penalty  https://www.fidelity.com/learning-center/smart-money/hsa-contribution-limits  https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds  #retirementplanning #taxplanning  _______________ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    32 min

  3. MAR 19

    Will Your Taxes Go Up or Down in 2026?

    Education center: https://bit.ly/4sVDeu9 Retirement Plan Checklist: https://bit.ly/4rEy3O9 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/ze1sYnh_VR8?si=rss9H5ct9zwmE8Zo  https://youtu.be/KN5tIHSo3sY?si=N7w_n2iERZyl-FPy  https://youtu.be/sACQi2RIEvQ?si=rL90bf2mKSr4cA00  Sources: https://www.irs.gov/newsroom/check-your-eligibility-for-the-new-enhanced-deduction-for-seniors    https://v/learn/story/using-tax-brackets-to-manage-your-taxable-income  https://www.irs.gov/newsroom/questions-and-answers-on-the-net-investment-income-tax  https://bipartisanpolicy.org/issue-brief/how-the-new-charitable-deduction-floors-work/  https://www.irs.gov/newsroom/irs-marks-70th-anniversary-of-april-15-tax-filing-deadline  https://www.modwm.com/how-filing-for-a-tax-extension-works/    #retirementplanning #taxplanning  _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    32 min

  4. MAR 12

    How Much Money Should You Save for Retirement by Age?

    Education Center: https://bit.ly/3N0r4kt Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  https://youtu.be/pHV0kG9xOdc?si=U-p06vNu8QyS1MO1  https://youtu.be/JVOnl_AKQoQ?si=LP8rD2UezYFbjHim  https://youtu.be/N8MiXAKTbmc?si=TQSl1xktZ7aHAvLT  https://youtu.be/bubZLJUdIlI?si=DEpuC8Hgv-ilMIJh  https://youtu.be/pFH4T8TA8WI?si=rYGAB7sPMYuWY9Sj  https://youtu.be/SJJGFC-0vkA?si=CYS5fLvCGzHNzhkn  https://youtu.be/KN5tIHSo3sY?si=F3l_olMQr9kREH6q  https://youtu.be/eEKbnn8svQ8?si=amJI8ppOjB-Jyjls  https://youtu.be/ze1sYnh_VR8?si=PN1z6EzJ1HLEU4a-  Sources: How much do I need to retire? https://www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire  Rightsizing vs. Downsizing: What Are the Differences? https://www.modwm.com/rightsizing-vs-downsizing/  How does medical inflation compare to inflation in the rest of the economy? https://www.healthsystemtracker.org/brief/how-does-medical-inflation-compare-to-inflation-in-the-rest-of-the-economy/    #retirementplanning #retirementgoals  _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    24 min

  5. MAR 5

    Opportunities for Women in Finance are Growing

    Education center: https://bit.ly/3ONy04K Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1    https://youtu.be/SJJGFC-0vkA?si=BYerfilxAOPKkmJc  Sources: https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-research/womens-initiative/cfp-board_win_web.pdf  https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-rese arch/advancing-women-in-financial-planning-cfp-board-2025.pdf  https://www.cfp.net/industry-insights/reports-and-statistics/professional-demographics  #womeninfinance #financialplanning #jobopportunities  _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    32 min

  6. FEB 19

    Must-Knows for Couples Retirement Planning

    Meet with us: https://bit.ly/4rpVwU1 Education center: https://bit.ly/4aDBfDb Retirement Plan Checklist: https://bit.ly/40jmYGQ Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1    https://youtu.be/RkUQah73S_Q?si=-TVrmVdsQyKDTeax  https://youtu.be/bubZLJUdIlI?si=iCwt6KFZ9IFLruMa  https://youtu.be/Ll3G37cCZMI?si=wwmst7BNE2UGSlyi  https://youtu.be/uUL3Q1VbkRc?si=qJSM4Cv2keUmcvwm  https://youtu.be/6UcLAmM6wtI?si=AmkJSYPLLMlqoPhL  Sources: https://www.modwm.com/gray-divorce-and-its-financial-impact/  https://pmc.ncbi.nlm.nih.gov/articles/PMC5279946/  https://newsroom.fidelity.com/pressreleases/love---money--most-couples-give-themselves-high-marks-in-communication--yet-fidelity-study-reveals-h/s/c15df94d-f289-4d2d-bb10-85424c803f8e  https://www.bgsu.edu/ncfmr/resources/data/family-profiles/allred-gray-divorce-rate-geo-var-2017-fp-19-20.html  https://www.modwm.com/retirement-plan-checklist/  #Investments #FinancialPlanning #WealthManagement  _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    34 min

  7. FEB 5

    Caring for Aging Parents as Retirement Approaches

    Meet with us: https://bit.ly/4tjvl2m Ed center: https://bit.ly/4rxbQlt Retirement checklist: https://bit.ly/46vMaNM Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  https://youtu.be/3Yn_m-k9Rk0  https://youtu.be/lSy5ggQWmn8  https://youtu.be/2eU3mv_rmr0  https://youtu.be/hN42aRqv-1g  Sources: https://www.ada.gov/topics/intro-to-ada/  https://www.westernsouthern.com/life-insurance/what-is-a-critical-illness-rider  https://www.cancer.gov/publications/dictionaries/cancer-terms/def/medical-power-of-attorney  https://www.aarp.org/caregiving/basics/memory-care-alzheimers-dementia/  https://www.investopedia.com/terms/s/sequence-risk.asp  https://www.modwm.com/sequence-of-returns-risk-and-why-timing-matters/  #Investments #FinancialPlanning #WealthManagement  _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    34 min

  8. JAN 29

    Tax Planning During Prep Season: 3 Last-Minute Moves

    Education Center: https://bit.ly/4aQZv6x  Meet with Us: https://bit.ly/3LDIMtb  Retirement Checklist: https://bit.ly/3NadURD  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  5 Stealth Taxes To Watch Out For https://youtu.be/RCr6BLuG3qY  What Are The Tax Benefits of Charitable Donations? https://youtu.be/RmiJyyuhmj0  Roth Conversion Strategies Under the Big Beautiful Bill https://youtu.be/hQRWwtbY_dE    IRA RMD Requirements https://youtu.be/DF13FV4EhCU   The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8  Sources: https://www.modwm.com/catch-up-contributions-for-your-retirement-plan/  https://www.modwm.com/2026-401k-and-ira-contribution-limits/  https://www.ssa.gov/forms/ssa-44.pdf  https://www.modwm.com/donor-advised-funds/   https://www.modwm.com/2026-tax-brackets/  _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    34 min
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About

Modern Wealth Management presents America's Wealth Management Show with Dean Barber. 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, America's Wealth Management 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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