America's Wealth Management Show

America's Wealth Management Show
  • 4.2 (33)
  • INVESTING
  • UPDATED BIWEEKLY

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. 22H AGO

    Tax Planning During Prep Season: 3 Last-Minute Moves

    Education Center: https://bit.ly/4aQZv6x  Meet with Us: https://bit.ly/3LDIMtb  Retirement Checklist: https://bit.ly/3NadURD  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  5 Stealth Taxes To Watch Out For https://youtu.be/RCr6BLuG3qY  What Are The Tax Benefits of Charitable Donations? https://youtu.be/RmiJyyuhmj0  Roth Conversion Strategies Under the Big Beautiful Bill https://youtu.be/hQRWwtbY_dE    IRA RMD Requirements https://youtu.be/DF13FV4EhCU   The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8  Sources: https://www.modwm.com/catch-up-contributions-for-your-retirement-plan/  https://www.modwm.com/2026-401k-and-ira-contribution-limits/  https://www.ssa.gov/forms/ssa-44.pdf  https://www.modwm.com/donor-advised-funds/   https://www.modwm.com/2026-tax-brackets/  _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    34 min

  2. JAN 15

    Your 2026 Wealth Building Checklist for Retirement

    Education Center: https://bit.ly/3LccpSl  Meet with Us: https://bit.ly/49krWIZ  Retirement Checklist: https://bit.ly/4b1DoKR  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  https://youtu.be/5CHb7BAAI2Q?si=iCDymwGcVQAMlwI5  https://youtu.be/N8MiXAKTbmc?si=-e8KTbg4aTDHFPJ7  https://youtu.be/ZmYxM_xBmmw?si=DwdU_5ElW_VCiuRy  https://youtu.be/uUL3Q1VbkRc?si=VuzAFZ4m6iA8ip7V  https://youtu.be/ze1sYnh_VR8?si=HZ1KHcxeOfhLbTey  https://youtu.be/uUL3Q1VbkRc?si=FThlCk2GzO4QUzO8  https://youtu.be/bubZLJUdIlI?si=tTZBHWt9rNeBf_7V  https://youtu.be/C7_GdgN502Q?si=VEGqXcL3tbePwobW  Sources: https://youtu.be/5CHb7BAAI2Q  https://youtu.be/N8MiXAKTbmc  https://youtu.be/ZmYxM_xBmmw  https://youtu.be/uUL3Q1VbkRc  https://www.modwm.com/donor-advised-funds/  https://youtu.be/C7_GdgN502Q  #Investments #FinancialPlanning #WealthManagement  _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    40 min

  3. JAN 5

    New Retirement Information for 2026, What's New?

    Education Center: https://bit.ly/4jyY8M2  Meet with Us: https://bit.ly/3N9FzCd  Retirement Checklist: https://bit.ly/49PHqVk  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  https://youtu.be/PmfNAwK6B9s  https://youtu.be/oPanexiISYE   https://youtu.be/RCr6BLuG3qY Sources: https://www.modwm.com/2026-tax-brackets/.     https://www.modwm.com/new-tax-provisions-one-big-beautiful-bill-act/    https://www.modwm.com/2026-401k-and-ira-contribution-limits/    https://www.modwm.com/social-security-cola-increase-for-2026/    https://www.cms.gov/newsroom/fact-sheets/2026-medicare-parts-b-premiums-deductibles    https://www.whitehouse.gov/articles/2025/12/landmark-dell-gift-supercharges-trump-accounts-for-americas-kids/  #Investments #FinancialPlanning #WealthManagement  _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    40 min

  4. 12/29/2025

    Tax Tips in 10: History of the U.S. Tax Code

    Tax Tips in 10 Ep 50 Education Center: https://bit.ly/48Outta  Meet with Us: https://bit.ly/48S9F5D  Retirement Checklist: https://bit.ly/4j1cFzP  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   https://youtu.be/ze1sYnh_VR8  https://youtu.be/KifcDu_6UAI  Sources: https://www.irs.gov/newsroom/historical-highlights-of-the-irs  https://files.taxfoundation.org/legacy/docs/fed_individual_rate_history_nominal.pdf  #TaxTips #Income #Tax Planning   _______________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    11 min

  5. 12/25/2025

    Retirement Planning Takeaways from 2025

    Education Center: https://bit.ly/4qccGTM  Meet with Us: https://bit.ly/4q8ISri  Retirement Checklist: https://bit.ly/4shrp1U  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  https://youtu.be/C7_GdgN502Q?si=GU3T-nIemsTmh8K1   https://youtu.be/ze1sYnh_VR8?si=nRvqUbJbtNiL6onU  https://youtu.be/ze1sYnh_VR8  https://youtu.be/V23VSDjDkYw  https://youtube.com/shorts/PcYSYF9SZeA  https://youtube.com/shorts/p9wub7m2TI8  https://youtube.com/shorts/jcG6tmi8Epc  https://youtu.be/uUL3Q1VbkRc  https://youtu.be/2eU3mv_rmr0?si=HbiLmB1mqwxl-aTL  Sources:  Goldman Sachs, Morgan Stanley warn of a market correction: 'Things run and then they pull back'  https://www.cnbc.com/2025/11/04/goldman-sachs-morgan-stanley-warn-of-a-market-correction.html  #Investments #FinancialPlanning #WealthManagement  _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    35 min

  6. 12/18/2025

    The 7 Challenges of Estate Planning: Wills, Trusts, & Probate

    Education Center: https://bit.ly/4oVmosU  Meet with Us: https://bit.ly/44wooAu  Estate Planning Guide: https://bit.ly/3KSSQxW  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Do You Have the Right Insurance Coverage?  https://youtu.be/WNsMrhaXPRQ?si=V0lzRcWuJHh_QDHI  Risk Management: Covering Your Assets, Before It's Too Late!  https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm  Retiring Early? Plan Your Insurance Before 65 https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm  Sources: https://www.thestreet.com/retirement/many-are-unprepared-for-long-term-care-needs  https://www.carescout.com/cost-of-care  https://youtu.be     https://youtu.be/58bvSP238pc?si=NNtInBtcNv_LcqXd  #Investments #FinancialPlanning #WealthManagement  _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    38 min

  7. 12/15/2025

    Tax Tips in 10: Things to Know About Trump Accounts

    Tax Tips in 10 Ep 48. Education Center: https://bit.ly/48V35db  Meet with Us: https://bit.ly/48OQZCd  Tax Reduction Strategies: https://bit.ly/4q3X9p9  Retirement Checklist: https://bit.ly/4pD7Qzk  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=PSDyL6si1k38AcmK  Sources:  https://www.irs.gov/newsroom/treasury-irs-issue-guidance-on-trump-accounts-established-under-the-working-families-tax-cuts-notice-announces-upcoming-regulations  https://www.irs.gov/pub/irs-drop/n-25-68.pdf  https://www.modwm.com/2025-401k-and-ira-contribution-limits/  #TaxTips #Income #Tax Planning   _______________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    11 min

  8. 12/11/2025

    Long-Term Care Planning: Should You Insure or Self-Fund?

    Education Center: https://bit.ly/495Nxoa  Meet with Us: https://bit.ly/4oOUoa4  Tax Reduction Strategies: https://bit.ly/4q4ZVdK  Retirement Checklist: https://bit.ly/4pzOcnH  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  Do You Have the Right Insurance Coverage? https://youtu.be/WNsMrhaXPRQ?si=V0lzRcWuJHh_QDHI  Risk Management: Covering Your Assets, Before It's Too Late! https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm  Retiring Early? Plan Your Insurance Before 65 https://youtu.be/nrYRM0Do_zc?si=YgKJKx8arcSejQfm  Sources: https://www.thestreet.com/retirement/many-are-unprepared-for-long-term-care-needs  https://www.carescout.com/cost-of-care  https://youtu.be     https://youtu.be/58bvSP238pc?si=NNtInBtcNv_LcqXd  #Investments #FinancialPlanning #WealthManagement  _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

    35 min
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4.2
out of 5
33 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.

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