America's Wealth Management Show

America's Wealth Management Show
  • 4.2 (31)
  • INVESTING
  • UPDATED BIWEEKLY
America's Wealth Management Show

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. 2D AGO

    What is a Good Monthly Income in Retirement?

    Meet with Us: https://bit.ly/40WrGuR  Education Center: https://bit.ly/466uVDA  Tax Reduction Strategies: https://bit.ly/4kHC2Wy  Retirement Plan Checklist: https://bit.ly/44vLWWA  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Key Estate Planning Items to Address https://youtu.be/Q_alVikgn6c?si=SCz-FwTFXI6D8Tb_ Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=gIJVA8tYWz8gezj0

    38 min

  2. 5D AGO

    Tax Tips in 10: What is Modified Adjusted Gross Income? (MAGI)

    Tax Tips in 10 or Less Ep. 027 What is Modified Adjusted Gross Income? (MAGI) Get your journey off to a great start with our financial resources: https://bit.ly/44GUJUw   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth vs Traditional - https://youtu.be/bBdbMcmg4L8?si=D4MKVBM3Ofh-7YkI  5 Reasons to Have a Forward-Looking Tax Plan - https://youtu.be/bubZLJUdIlI?si=qym3SfsQGO2t2HOA  What is Provisional Income? - https://youtu.be/td0YaT8plqg?si=WzcDWbY2LpeLFVDa  Meet with Us: https://bit.ly/45UQ7fG Tax Reduction Strategies: https://bit.ly/3U37F1S  Roth Conversion Case Studies: https://bit.ly/3IAAAb2

    11 min

  3. JUL 10

    Sample Financial Plan: Financial Planners Review

    Start your journey with our financial resources:  https://bit.ly/4lfs6oj Meet with Us: https://bit.ly/44PWEHs   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  5 Types of Financial Plans - https://youtu.be/070KObJIAvI?si=w9ohftRPDbfmgfzv  Risk Management: Covering Your Assets Before It's Too Late -  https://youtu.be/nrYRM0Do_zc?si=oluvgRgDNCD-9mTh  Roth Conversions After Retirement - https://youtu.be/LetCuugTXic?si=7URPFwB5z7KyTKEr  Risk Management: Covering Your Assets - https://youtu.be/nrYRM0Do_zc?si=IiLitc-ozoKgRErY  Tax Reduction Strategies: https://bit.ly/3IhbxtK  Retirement Plan Checklist: https://bit.ly/406UFfl  Sample Financial Plan: https://bit.ly/3IxQVNH  What is a Monte Carlo Simulation? https://bit.ly/44DMM2r

    39 min

  4. JUL 7

    Tax Tips in 10: How Do In-Plan Roth Conversions Work?

    Get your journey off to a great start with our financial resources:  https://bit.ly/3HVDRBK  Meet with Us: https://bit.ly/4lHDjy3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 ▶️ Videos: Roth Conversions After Retirement - https://youtu.be/LetCuugTXic?si=ydLoSWDDpyJOLoRr  Roth Conversions Before Retirement - https://youtu.be/zAVdKffImgA?si=k00FIF1uN_FLz77w  Your 401(k) Match May Change Soon... - https://youtu.be/J4nHdPfmass?si=EpR1fejC1JfuiLo5  5 Reasons to Convert to a Roth IRA - https://youtu.be/MEs5rh62m28?si=HhQc1OTFg54ES2jr  Roth Conversions After Retirement - https://youtu.be/LetCuugTXic?si=aSVQWgBZIw7gx2pZ  5 Reasons to Have a Forward Looking Tax Plan - https://youtu.be/bubZLJUdIlI?si=bUzwRf8-w7WzuWJh  📰 Articles: Tax Reduction Strategies: https://bit.ly/44tZFvN  Retirement Plan Checklist: https://bit.ly/3I6I85n

    11 min

  5. JUL 3

    10 Retirement Income Streams

    Start your journey with our financial resources:  https://bit.ly/44sEham Meet with Us: https://bit.ly/3Go3eeW   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  ▶️ Videos: Claiming Social Security at 62, 67, or 70 With Matt Kasper - https://youtu.be/UX-qusd6fZE?si=sE-ps4fhKhJy1Uw3 Income Planning for Retirement -  https://youtu.be/Cd3As3HjCMg?si=j31b2Gb0hz6kFudz 2025 Withdrawal Strategy for Retirement - https://youtu.be/8P8E95_287s?si=yXf13i4M_ZAfKFlT Roth vs Traditional - https://youtu.be/bBdbMcmg4L8?si=MKaHcMr1NeIjiudv Your 401(k) Match May Change Soon... - https://youtu.be/J4nHdPfmass?si=7iYOgkRXpdMjkj4h Tax Brackets & Contribution Limits - https://youtu.be/KifcDu_6UAI?si=MKJEx3tX7xXGbJam Roth 5 Year Rules: What You Need to Know - https://youtu.be/RDyVTv4LSJ4?si=9UduIIhLdc2rlZl7 Risk Management: Covering Your Assets Before It's Too Lates! - https://youtu.be/nrYRM0Do_zc?si=DrvUmr6CBuz-xvOt  📰 Articles: Tax Reduction Strategies: https://bit.ly/4euZSmQ  Retirement Plan Checklist: https://bit.ly/3I2edvd

    40 min

  6. JUN 30

    Tax Tips in 10: 5 REASONS to Have a Forward Looking Tax Plan

    Get your journey off to a great start with our financial resources:  https://bit.ly/3HVDRBK  Meet with Us: https://bit.ly/4lHDjy3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 ▶️ Videos: IRA RMD Requirements - https://youtu.be/DF13FV4EhCU?si=ANBoWxPNd4PdK3M2 Income Planning for Retirement - https://youtu.be/Cd3As3HjCMg?si=yuZhKze3V3v3KDEd Family Matters: A Multigenerational Outlook on Financial Planning - https://youtu.be/l-3EuHowS1o?si=JylKH9auTyKSTySd What if the Tax Cuts and Jobs Act Isn't Extended? - https://youtu.be/xLhyzKOMv14?si=cNw8yyXp3_IifuFj 7 To-Dos After Selling Your Business with Jason Gordo - https://youtu.be/8HSzNuAQMFw?si=DXL8wwefzQN3TZQg 📰 Articles: Tax Reduction Strategies: https://bit.ly/4kpLONb  Retirement Plan Checklist: https://bit.ly/3T82Tju

    10 min

  7. JUN 26

    Risk Management: Covering Your Assets, Before It's Too Late!

    Education Center: https://bit.ly/4krIf9f  Meet with Us: https://bit.ly/4luSwCt Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 ▶️ Videos: Retirement Planning in Your 50s https://youtu.be/4DHAs9DZyFQ?si=Kau_Zg-cemnlBFJm Life Insurance in Retirement: Do I Still Need It? https://youtu.be/cFWcUe2VADo?si=mpDByj2dwKLuQg1K  5 Questions About Long-Term Care Insurance https://youtu.be/DF6v83HkxWg?si=B_ayfK3GusvrYH77  🎓 Sources: New York Life - 🔗 www.newyorklife.com/articles/personal-financial-risk-management  Feather-insurance.com - 🔗 https://feather-insurance.com/blog/life-insurance-statistics/  Consumeraffairs.com - 🔗 www.consumeraffairs.com/health/long-term-care-statistics.html  American Association for Long-Term Care Insurance - 🔗 https://www.aaltci.org/long-term-care-insurance/learning-center/ltcfacts-2025.php  Compare Long Term Care -  🔗 www.comparelongtermcare.org

    40 min

  8. JUN 23

    Tax Tips in 10: Changes to Your 401(k) Match

    Tax Tips in 10 Minutes or Less Ep. 024 Changes to Your 401(k) Match Meet with Us: https://bit.ly/43Np8Bg  Get your journey off to a great start with our financial resources: https://bit.ly/4kRVDnW  Tax Reduction Strategies: https://bit.ly/4k7eNVS  Retirement Plan Checklist: https://bit.ly/4610GO8   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Inherited IRA Rules and the SECURE Act - https://youtu.be/TUyRlCm04Uo?si=IpDojZeDvoUbUrx3  Income Planning for Retirement  - https://youtu.be/Cd3As3HjCMg?si=w6Xl8r2NU6fJSDYy  2025 Tax Brackets and Contribution Limits - https://youtu.be/KifcDu_6UAI?si=gN1oZ5Ivpk-I2Zg3

    11 min
See All (300)

4.2
out of 5
31 Ratings

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.

Information

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada