America's Wealth Management Show

Dean Barber
  • 4,3 (29)
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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. -5 Ч

    10 Years Before Retirement - 4 Tasks to Address

    10 Years Before Retirement - 4 Tasks to Address Get your journey off to a great start with our financial resources: https://bit.ly/4hUOEJV  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3ZexdfP Meet with Us: https://bit.ly/4924bDq 5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk  Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM  Busting Retirement Rules of Thumb: https://youtu.be/pHV0kG9xOdc  Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY    7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os The Junk Drawer Approach to Financial Planning: https://youtu.be/IEfxMMcmRe4 Taxes on My Investments: https://youtu.be/1SrD0JCT_No What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg

    23 мин.

  2. -4 ДН.

    Tax Tips to Wrap 2024

    Tax Tips to Wrap 2024 Get your journey off to a great start with our financial resources: https://bit.ly/4eGCGRp  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Tax Reduction Strategies: https://bit.ly/4fVAlmC Meet with Us: https://bit.ly/4ez8qaU How Filing for a Tax Extension Works: https://bit.ly/3OfNaML Modern Wealth Management YouTube: https://youtube.com/@MeetModernWealth Year-End Tax Planning for 2024: https://youtu.be/ktPN1kJNRYs?si=xfa9Xs_lssO1aTke 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI Mega Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8 Taxes on My Investments: https://youtu.be/1SrD0JCT_No Family Matters: A Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o

    23 мин.

  3. 11 НОЯБ.

    2025 Tax Brackets & Contribution LImits

    2025 Tax Brackets & Contribution Limits Get your journey off to a great start with our financial resources: https://bit.ly/4fEkqch Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3UF6dn6 Meet with Us: https://bit.ly/3AHyVwO Tax Rates Sunset in 2026 & Why That Matters: https://bit.ly/40CyEWG 2025 Tax Brackets: https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2025 2025 Tax Brackets: https://taxfoundation.org/data/all/federal/2025-tax-brackets/ Mega Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8  What Is a QCD? Qualified Charitable Distribution: https://youtu.be/vpdl1ZUlcNc  Making the Most of Catch Up Contributions: https://youtu.be/ng129TKYiEQ  5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc

    23 мин.

  4. 7 НОЯБ.

    Reviewing 2024 Markets & Looking Toward 2025

    Reviewing 2024 Markets & Looking Toward 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3ChZKIv Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/40BZyy6 Meet with Us: https://bit.ly/40xpc73 Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8  How Bonds Fit into Your Financial Plan: https://youtu.be/uTpF7BJSkXg?si=MqHbhzC-TW6KpEJ8 Don’t Fight the Fed, Understand the Fed!: https://youtu.be/-2YoayzAOdo Peak 65: Nearly 4.4 Million Americans Projected to Turn 65 in 2024: https://youtu.be/u47__V3nGVg

    23 мин.

  5. 4 НОЯБ.

    Savings Goals for Retirement

    Savings Goals for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3YpIRTO Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3Yt4YIR Meet with Us: https://bit.ly/3C64Png Fidelity on Savings By Age: https://www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire T. Rowe Price on Savings By Age: https://www.troweprice.com/personal-investing/resources/insights/youre-age-35-50-or-60-how-much-should-you-have-by-now.html CNBS on Savings by Age: https://www.cnbc.com/select/savings-by-age/ Maximize Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=9HOMf70gXH2v5HRg  Retirement Planning in Your 50s: https://youtu.be/4DHAs9DZyFQ   Making the Most of Catch Up Contributions: https://youtu.be/ng129TKYiEQ  5 Habits Keeping You from Reaching Financial Goals: https://youtu.be/T_lil3FbLU0  7 Money Milestones to Celebrate: https://youtu.be/KiumNhQndtk Financial Advisors React to Money Horror Stories: https://youtu.be/2zwHDScc71Q Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q?si=lmCy_RK6yVE61Rfm

    24 мин.

  6. 31 ОКТ.

    Financial Advisors React to Money Horror Stories

    Financial Advisors React to Money Horror Stories Get your journey off to a great start with our financial resources: https://bit.ly/3Awohca  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3YHEi8E Meet with Us: https://bit.ly/4fpc7kb Caleb Hammer:  https://youtu.be/_tyZGTMuJ6M?si  https://youtube.com/shorts/iMrUkDDA1Is?si=aoO0VN3EOz7D08kB https://youtu.be/IxxQcXhg-4w?si https://youtube.com/shorts/h0TQhudBqwg?si=XgZew_qdCxC8IzvK  https://youtube.com/watch?v=Oq_jEnCUrVA https://www.youtube.com/shorts/ZHxACd_JIFE  https://www.youtube.com/shorts/j65fU_p0Jro Forbes: https://www.forbes.com/sites/kateashford/2016/06/30/no-will/?sh=5c7fa8d62f20 Reddit Pension Story: https://www.reddit.com/r/PersonalFinanceCanada/comments/7xom1q/comment/duar4oi/  What Happens to Your 401(k) When You Die: https://bit.ly/3YJjvkT 03:42 – How Much in Cash Reserves Should I Have?: https://youtu.be/lNdPNlKVg1s 04:08 – 401(k) Savings Are on the Rise: https://youtu.be/XAp0NoX6ykY 14:38 – 5 Habits Keeping You from Reaching Financial Goals: https://youtu.be/T_lil3FbLU0 20:03 – IRA Rollover Mistakes to Avoid: https://youtu.be/vJehvEatGGw

    23 мин.

  7. 28 ОКТ.

    Forced into Retirement? Consider These 7 Strategies

    Forced into Retirement? Consider These 7 Strategies Get your journey off to a great start with our financial resources:   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ The Sandwich Generation: https://youtu.be/zHSrFl9oL1w 401(k) Savings Are on the Rise: https://youtu.be/XAp0NoX6ykY How to Spend When You First Retire: https://youtu.be/TwvwfamEJpk Taxes on My Investments: https://youtu.be/1SrD0JCT_No 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc Maximize Your Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=cLDIkxkCuHYtdsfA

    22 мин.

  8. 24 ОКТ.

    8 Things NOT to Do Before Making Big Purchases

    8 Things NOT to Do Before Making Big Purchases Get your journey off to a great start with our financial resources: https://bit.ly/3A8kj9G Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1\ Retirement Plan Checklist: https://bit.ly/3Yhk04n Meet with Us: https://bit.ly/3C05RRO 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os 8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ 5 Habits Keeping You from Reaching Financial Goals: https://youtu.be/T_lil3FbLU0 How Americans Feel About Money: https://youtu.be/gfmIn-Hu7rM How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s Americans Need a Budget: https://youtu.be/4SQjU8Wio6M Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

    23 мин.
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Оценок: 29

Об этом подкасте

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.

Информация

  • Автор
    Dean Barber
  • Годы выхода
    2017 - 2024
  • Выпуски
    300
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2023
  • Сайт подкаста
    America's Wealth Management Show

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