America's Wealth Management Show

Dean Barber
  • ٤٫٣ (٣٠)
  • استثمار
  • يتم التحديث كل أسبوعين
America's Wealth Management Show

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.

  1. قبل ٣ أيام

    2025 Withdrawal Strategy

    2025 Withdrawal Strategy Get your journey off to a great start with our financial resources:  https://bit.ly/4i6Ntqg  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/4iletSA  Meet with Us: https://bit.ly/4kv5Kzp  Monte Carlo Simulation Article: https://bit.ly/4kjBhnE  Kiplinger on the 4% Rule: https://www.kiplinger.com/retirement/retirement-planning/the-4-rule-gets-a-closer-look  Morningstar Safe Retirement Spending Rate for 2025: https://www.morningstar.com/retirement/whats-safe-retirement-spending-rate-2025  5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 15 Years Before Retirement: https://youtu.be/dLPxSfY7P8I Tax-Efficient Investing with Stephen Tuckwood, CFA: https://youtu.be/APOYR-ocDRk?si=vCHuzcLq0Ml-S15S 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 IRA RMD Rules: https://youtu.be/DF13FV4EhCU

    ٣٤ من الدقائق

  2. قبل ٦ أيام

    Tax Tips in 10: Asset Location - The Three Tax Buckets

    Tax Tips in 10 or Less Ep. 009 Asset Location - The Three Tax Buckets Get your journey off to a great start with our financial resources: https://bit.ly/4icNfh5  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/43b5VcH  Tax Reduction Strategies: https://bit.ly/3QBbV76  Super Catch-Up Contributions Article: https://bit.ly/4idTaTH Meet with Us: https://bit.ly/3EXRjUb  What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q?si=PhisTenWzY12Bkq_ 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28

    ١٠ من الدقائق

  3. ٢٧ فبراير

    Mary Beth Franklin on the Social Security Fairness Act

    Mary Beth Franklin on the Social Security Fairness Act Get your journey off to a great start with our financial resources: https://bit.ly/4i14iTB  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/4hUPvKa  Meet with Us: https://bit.ly/41g28IG  Learn More About Mary Beth Franklin: https://marybethfranklin.com Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4 Maximizing Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=gddtP9ZRDkFBGgbE Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU

    ٣٣ من الدقائق

  4. ٢٤ فبراير

    Tax Tips in 10: Tax Strategies for High Income Earners

    Tax Tips in 10 or Less Ep. 008  Tax Strategies for High Income Earners Get your journey off to a great start with our financial resources: https://bit.ly/3Qo3j3w   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/41ny1Ag  Tax Reduction Strategies: https://bit.ly/3EJISvz Meet with Us: https://bit.ly/4jYUQlb  HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=WI-kMNluLatpsmwY 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8

    ١٠ من الدقائق

  5. ٢٠ فبراير

    5 Reasons to Retire

    5 Reasons to Retire Get your journey off to a great start with our financial resources: https://bit.ly/41nKkg3  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Retirement Checklist: https://bit.ly/3CYt5Ze  Meet with Us: https://bit.ly/3CTO3bN  Trivia Sources: https://www.protectedincome.org/peak65/  https://www.marketwatch.com/story/men-over-70-are-flooding-back-into-the-workforce-a1254a61 Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0   Maintaining Financial Wellness: https://youtu.be/uxVG_ADX1dM Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k 6 Levels of Wealth: https://youtu.be/7iG1NynV3AM  5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg Navigating Tough Money Conversations: https://youtu.be/qKNN8HqIIYs How to Budget at Different Life Stages: https://youtu.be/-HwVnEvquw4 Generational Wealth Management: https://youtu.be/nGDtTd34bRE

    ٣٤ من الدقائق

  6. ١٧ فبراير

    Tax Tips in 10: What Is the Social Security Fairness Act?

    Tax Tips in 10 or Less Ep. 007 What Is the Social Security Fairness Act? Get your journey off to a great start with our financial resources: https://bit.ly/3QhOlfA  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4hWAHKw Tax Reduction Strategies: https://bit.ly/4hR82Xl Meet with Us: https://bit.ly/3WUDa00 IRA RMD Requirements: https://youtu.be/DF13FV4EhCU

    ٧ من الدقائق

  7. ١٣ فبراير

    6 Levels of Wealth

    6 Levels of Wealth Get your journey off to a great start with our financial resources: https://bit.ly/42YtpC1  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/42YtllL  Meet with Us: https://bit.ly/4gLQkDS  Fidelity 2024 State of Wealth Mobility Study: https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/682671.pdf US Currency Source: https://www.uscurrency.gov/history/index.html What Is Wealth? 4 Types of Wealth: https://youtu.be/4U8crRkPJBc 5 Types of Financial Plans: https://youtu.be/070KObJIAvI The Junk Drawer Approach to Retirement Planning: https://youtu.be/IEfxMMcmRe4 5 Wealth Building Challenges: https://youtu.be/aKIr8KD_bio 15 Years from Retirement: https://youtu.be/dLPxSfY7P8I Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g 2025 Taxes: What to Watch with Marty James, CPA: https://youtu.be/8fjoACdOrbU What’s Going On in the Bond Market?: https://youtu.be/IYokFNw5g1w Generational Wealth Management: https://youtu.be/nGDtTd34bRE

    ٣٥ من الدقائق

  8. ١٠ فبراير

    Tax Tip in 10: Roth Five Year Rule

    Tax Tips in 10 or Less Ep. 006 Roth Five Year Rule Get your journey off to a great start with our financial resources: https://bit.ly/42JeZW1  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Rates Sunset in 2026: https://bit.ly/4jOacsm  Roth Conversion Case Studies: https://bit.ly/4aODfIr  Tax Reduction Strategies: https://bit.ly/40Ox5U8  Meet with Us: https://bit.ly/411bFo4  Roth 5 Year Rules: What You Need to Know: https://youtu.be/I6vMi1KcKTY 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI

    ٩ من الدقائق
مشاهدة الكل (٣٠٠)

٤٫٣
من ٥
‫٣٠ من التقييمات‬

حول

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.

المعلومات

  • صناع العمل
    Dean Barber
  • سنوات النشاط
    ٢٠١٧ - ٢٠٢٥
  • الحلقات
    ٣٠٠
  • التقييم
    ملائم
  • حقوق النشر
    © 2023
  • موقع البرنامج على الويب
    America's Wealth Management Show

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