300 episodes

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.

America's Wealth Management Show Dean Barber

    • Business
    • 4.4 • 27 Ratings

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.

    6 Wealth Destroying Factors

    6 Wealth Destroying Factors

    No one wants to work hard for their financial wealth only to see it unexpectedly vanish. That’s why it’s critical to have a forward-looking financial plan that stress tests against things that can derail your retirement plans. Dean Barber and Bud Kasper, CFP®, AIF® want you to keep these six factors top of mind that can destroy your wealth.
     
    Financial Planning Tool: https://bit.ly/4dSiFrF
    Meet with Us: https://bit.ly/4bLN09w
    Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk
    Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc
    Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
    Are You Overspending or Underspending?: https://youtu.be/feDl49JuDEk
    Making Big Purchases in Retirement: https://youtu.be/fFQvV-jgzDU?si=b_xduWzb6aamxbDW
    Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY
    Building Generational Wealth: https://youtu.be/UhBlYVyxYBI
     

    • 23 min
    5 Reasons NOT to Convert to a Roth IRA

    5 Reasons NOT to Convert to a Roth IRA

    We’ve published a lot of content that highlights how Roth conversions can be a helpful tax planning strategy for someone who is preparing for or going through retirement. However, Roth conversions aren’t for everyone. There are also reasons not to convert to a Roth IRA.
    Roth Conversion Case Studies: https://bit.ly/3KeQ2ri
    Become a Rothaholic: https://bit.ly/3QVrpn4
    Tax Rates Sunset in 2026: https://bit.ly/4bwNH74
    Financial Planning Tool: https://bit.ly/4dQUERO
    Meet with Us: https://bit.ly/3UTNN1j
    Maximizing In-Plan Roth Conversions with Mary James: https://youtu.be/4IH9AJ9GajI
    Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU
    What Is a QCD?: https://youtu.be/vpdl1ZUlcNc
    Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
    What is Longevity Risk and How Do You Plan for It?: https://youtu.be/OMoWFA7_NiE
    Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8 

    • 23 min
    4 Retirement Risks Out of Your Control

    4 Retirement Risks Out of Your Control

    A huge factor of financial planning is controlling what you can control. It’s pivotal to understand that as you’re determining if you have enough money to get to and through retirement. The fear of outliving your money is a retirement risk that’s a big concern for a lot of people. However, with a financial plan, it’s a controllable retirement risk. In this episode of America’s Wealth Management Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® discuss four retirement risks that you can plan for but are out of your control.
    Meet With Us: https://bit.ly/4bIUtGx
    Retirement Checklist: https://bit.ly/3ypRW5K
    Planning Tool: https://bit.ly/3V0Yal6
    Can I Beat the Market?: https://youtu.be/NZBjj14O4AA
    Good Fear vs. Fear: https://youtu.be/p1QunlaL_3E
    Bad Retirement Habits to Avoid: https://youtu.be/Ry6ANnqXXUA
    Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g
    Following the Fed with Andrew Opdyke: https://youtu.be/1aO1UpAuXWE
    Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY
    Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU
    HSA Tax Advantages with Marty James, CPA: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B

    • 23 min
    6 Retirement Withdrawal Mistakes to Avoid

    6 Retirement Withdrawal Mistakes to Avoid

    How much money are you going to take from what accounts, and when are you going to take it in retirement? Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® want to make sure that you have a retirement distribution strategy that has you withdrawing money from your accounts in the most efficient way possible, so they shared 6 retirement withdrawal mistakes to avoid on today's show.
    Meet With Us: https://bit.ly/3yjpq5J
    Retirement Checklist: https://bit.ly/3UGeQNz
    Planning Tool: https://bit.ly/3WO4iyJ
    401(k) Factors You Need to Know: https://www.youtube.com/watch?v=1jThp63KUkc
    Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
    Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU
    Busting Retirement Planning Myths: https://youtu.be/lP6o9iYCA3o
    Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
    Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc
    Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU 

    • 23 min
    Busting Retirement Planning Myths

    Busting Retirement Planning Myths

    Do you think you can just live on Social Security income? Do you think you'll have more than enough to retire if you just save to your 401(k) match? Or maybe you've wondered if Medicare will cover all your health care costs. On this episode of America's Wealth Management Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to explain why those viewpoints are retirement planning myths.
    Retirement Plan Checklist: https://bit.ly/3JVcvcs
    Financial Planning Tool: https://bit.ly/3UuyA6N
    Meet with Us: https://bit.ly/3QDJRAB
    A Summary of the 2024 Annual Reports: https://www.ssa.gov/oact/TRSUM/ 
    Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
    Following the Fed with Andrew Opdyke: https://youtu.be/1aO1UpAuXWE
    Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk
    Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ
    Retirement Planning in Your 50s: https://youtu.be/4DHAs9DZyFQ
    Retirement Planning in Your 60s: https://youtu.be/1SkyaFnzqV8
    5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg
    HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B

    • 23 min
    Are You Overspending or Underspending?

    Are You Overspending or Underspending?

    Are you overspending and don’t even realize it? Or are you underspending and living well below your means? And whether you’re overspending or underspending, how are you supposed to be able to tell?
    Retirement Plan Checklist: https://bit.ly/4ai55L3
    Tax Reduction Strategies: https://bit.ly/3JT04Oo
    Financial Planning Tool: https://bit.ly/3wrsH23
    Meet with Us: https://bit.ly/3y9pULr
    Blackrock study: https://www.blackrock.com/us/individual/insights/retirement/spending-and-investing-in-retirement
    Good Fear vs. Bad Fear: https://youtu.be/p1QunlaL_3E
    Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
    Regrets at the End of Retirement: https://youtu.be/Q0lIrz8il0c
    Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc
    Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA
    What Is the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8
    Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
     
     
     
     

    • 24 min

Customer Reviews

4.4 out of 5
27 Ratings

27 Ratings

maddie@podcastingyou ,

Amazing podcast!

This podcast is a must listen for financial professionals! Dean and Bud are great hosts and each episode is super informative!

BG - Atlanta ,

Tired

The early shows were great, but those from the past 2-3 years are just infomercials for their paid services. Less than 4 minutes per show are worth listening to anymore. Sad.

paullb12345 ,

10/10

They do a really great job of keeping me up to date on what’s going on with the market. A lot of good tips I can use as well.

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