109 episodes
The Guided Retirement Show Dean Barber
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- Business
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4.7 • 32 Ratings
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The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide.
But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way.
Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, it’s about your life and your goals!
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109: Balancing Inflation and Market Sentiment with David Mitchell
As we attempt to help educate people about market sentiment, we’ve continued to welcome back AllianceBernstein’s David Mitchell as a guest on The Guided Retirement Show. David last appeared on The Guided Retirement Show with Dean Barber in October 2023 to give his market outlook and review market trends from the previous six months.
Dean and David will review some of the things they discussed during that episode. David will also review the last six months of market performances again and give his updated market outlook to help people develop a better understanding of market sentiment.
Note: This was recorded on April 2, which was before the March inflation report was released.
In this podcast interview, you’ll learn:
Shorter-Term Treasuries Oftentimes Are Closely Tied to the Fed Funds Rate Longer-Term Treasuries Attempt to Price in Future Growth and Inflation The Fed’s Challenges with Trying to Engineer a Soft Landing What Opportunities Dean and David Are Looking at in Equities and Fixed Income START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/109
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com -
108: Preparing Your Successors with Matt Kasper
Estate planning can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As Matt Kasper, CFP®, AIF® makes his third appearance on The Guided Retirement Show, he and Dean Barber will go over some key items for successor trustees while discussing the importance of having a solid estate plan and being transparent about your wishes with the next generation.
In this podcast interview, you’ll learn:
The two distinct sides of an estate plan Differences between will-based and trust-based plans The roles of co-trustees, successor trustees, corporate trustees, and contingent successor trustees Estate planning is individual Meet with Us: https://modwm.com/meet-with-us/
Ask a Question: https://modwm.com/ask-a-question/
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/108
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com -
107: Wealth Planning - Securing Your Financial Future with Jeremiah Johnson AIF®
Wealth Planning: Securing Your Financial Future with Jeremiah Johnson, AIF® Show Notes A lot of people think that wealth planning is just about the management of money. That is part of wealth planning, but it’s far from being the only part. Modern Wealth Management Managing Director Jeremiah Johnson, AIF® is going to elaborate on that with Dean Barber on The Guided Retirement Show. Having a good understanding of what wealth planning is all about is pivotal to securing your financial future.
In this podcast interview, you’ll learn:
Wealth Planning Is More Than Managing Your Money Why It’s Important to Have a Financial Planning Team That’s Working for You What It’s Like to Be the CEO of Your Retirement The Meaning of Financial Independence Meet with Us: https://modwm.com/meet-with-us/
Ask a Question: https://modwm.com/ask-a-question/
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/107
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com -
106: Planning to Retire on $10,000 a Month
Planning to Retire on $10,000 a Month Show Notes How much do you think you need each month to spend in retirement? There are many factors that will go into determining that number. On this episode of The Guided Retirement Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to walk you through a case study that looks into how much money you would need to spend $10,000 net a month in retirement.
Before they get started, they want to make something very clear. Everyone isn’t going to want to spend $10,000 net a month in retirement. For some people, that will be way more than they need each month. For others, it might not be enough. And there might be some people that spending $10,000 net a month in retirement is just right. This is strictly an example that Chris and Logan will be going through to highlight the planning that’s needed to retire if you’re wanting to spend $10,000 net a month.
In this podcast interview, you’ll learn:
Key considerations for building a spending plan for retirement Things to think about when claiming Social Security Important tax considerations How to interpret a Monte Carlo simulation Meet with Us: https://modwm.com/meet-with-us/
Ask a Question: https://modwm.com/ask-a-question/
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/106
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com -
105: Retirement Planning for Small Business Owners with Drew Jones
Drew Jones, CFP®, AIF® has a passion in working with small business owners, helping them get their business to be as valuable as it can possibly be before facilitating an exit strategy. As Drew makes his third appearance on The Guided Retirement Show, he and Dean Barber will discuss what small business owners need to do when it comes to retirement planning.
In this podcast interview, you’ll learn:
The Challenges and Opportunities of Retirement Planning for Small Business Owners Retirement Planning for Small Business Owners Is a Long Process Key Retirement Planning Considerations for Small Business Owners Your Business Is Your Biggest Asset If You’re a Small Business Owner Meet with Us: https://modwm.com/meet-with-us/
Ask a Question: https://modwm.com/ask-a-question/
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/105
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com -
104: ACA Subsidies: How Do You Qualify for Them? with Marty James
Making his third appearance on The Guided Retirement Show, Marty James, CPA, PFS joins Dean Barber to discuss how to qualify for Affordable Care Act subsidies. Qualifying for the Affordable Care Act subsidies can greatly reduce the cost of health insurance prior to becoming eligible for Medicare. Who doesn’t want that?! Marty and Dean are both excited to touch on this topic, so let’s see what they have to share.
In this podcast interview, you’ll learn:
Aspects of the Affordable Care Act That Can Help People Who Need Financial Assistance with Health Care How Someone Who Has Accumulated A Lot of Money Can Benefit from Affordable Care Act Subsidies Affordable Care Act Subsidies Before and After 2026 How to Utilize Roth IRAs and HSAs Meet with Us: https://modwm.com/meet-with-us/
Ask a Question: https://modwm.com/ask-a-question/
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/104
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
Customer Reviews
Terrific podcast - on point with deep dives
This is a fantastic podcast. Dean takes really deep dives into each topic with tons of hugely informative information. He is generous with the ideas he shares with listeners and his pointed questions get right to the point. Excellent guests on a variety of topics and I have learned so much!
Lots of interesting conversation about retirement
The amount of content covered in these podcasts is vast. Episodes can be about retirement lifestyle to very specific financial concepts for retirees. Great variety and interesting guests.
Not very useful
This podcast seems to be more about pushing non financial professionals into using services of a CFP. I have had nothing but horrific experiences with such “professionals “ as they don’t truly act as a fiduciary, that is they don’t truly act on your benefit, they act on theirs (assets under management fees eating away at your portfolio) so keep your money, do a little of your own work and invest wisely.
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