America's Wealth Management Show Dean Barber

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
 
 
 
 

You're in the retirement red zone – your 60s. It’s time to put your plans in action! You’ve been working for your money for a LONG time, now it’s time for it to work for you. Planning for retirement doesn’t end when you retire, it’s an ongoing process, but knowing you have a plan can make all the difference.
Retirement Plan Checklist: https://bit.ly/3w81phh
Financial Planning Tool: https://bit.ly/3WjiVtu
Meet with Us: https://bit.ly/3wh47AT
Become a Rothaholic: https://bit.ly/4bjqc0F
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
03:48 – Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk
07:09 – Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
08:36 – Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI
09:52 – Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
12:09 – Financial Checklist for the Death of a Spouse: https://youtu.be/OrYPNk1KjN0
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

Continuing in our series, Dean and Bud are digging into retirement planning in your 50s. You're in a critical time, it's time to get serious about your plans. 
Retirement Plan Checklist: https://bit.ly/4a0MVgW
Financial Planning Tool: https://bit.ly/3y4WPRy
Meet with Us: https://bit.ly/3QscUqD
Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk
Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ
Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Life Insurance in Retirement: Do I Still Need It? https://youtu.be/cFWcUe2VADo
401(k) Factors You Need to Know: https://youtu.be/1jThp63KUkc?si=irDP7yqGuc54Qm4O
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

If you’re in your 40s, how many years do you think you have until retirement? So many people just assume that they might not be able to retire for another 20 years or so. But rather than making that assumption, tune into today’s show, as Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® explain how having a forward-looking financial plan can bring you more confidence, freedom, and time as you’re planning for retirement in your 40s.
Financial Planning Tool: https://bit.ly/3W4fOWa
Meet with Us: https://bit.ly/442YQJD
Retirement Plan Checklist: https://bit.ly/44mpOfx
Retirement Savings By Age: https://youtu.be/pKPMTRRCUXw
HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=1OHfzp9fhNLScXKb
Retirement Planning in Your 30s:
Health Care Costs During Retirement: https://youtu.be/7ffrE3wnBuc
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Transitioning to Retirement in These 5 Steps: https://youtu.be/UI-baocZOBk
Preparing Your Successors: https://youtu.be/QCy95J-DS5o?si=IOruMDC9Fvf3t_12

Why would someone need to start planning for retirement in their 30s? Well, there are actually several reasons. It's important to understand that how you save in your 30s can oftentimes dictate how you spend later on in life. Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® elaborate on that, as they discuss retirement planning in your 30s on today's show.
Retirement Plan Checklist: https://bit.ly/4b8F7L8
Financial Planning Tool: https://bit.ly/4bbBPqe
Meet with Us: https://bit.ly/3WgZhhE
401(k) Planning for 2024 and Beyond: https://youtu.be/jBzuhcvY44Y
Retirement Savings By Age: https://youtu.be/pKPMTRRCUXw
Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU
Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q
Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc
The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg?si=ca5SiucI8pIramjR

First Trust Senior Economist Andrew Opdyke joins Dean Barber to make a guest appearance on America's Wealth Management Show. Tune in to learn Andrew's keen insight on the Fed's actions since 2020, the economic impacts, and where Americans find themselves in today's landscape. 
Financial Planning Tool: https://bit.ly/3W4fOWa
Meet with Us: https://bit.ly/442YQJD
02:26 ­­– Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk
04:40 – Balancing Inflation and Market Sentiment: https://www.youtube.com/watch?v=a3m65TuC5rc
07:07 – Setting Up Your Portfolio for Retirement: https://youtu.be/0q6hPmtUdwU
08:46 ­– Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8
15:50 – Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA
What Is the Meaning of Wealth Management?: https://youtu.be/Q95aio0b9S8