24 episodes

The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide.

But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way.

Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, it’s about your life and your goals!

The Guided Retirement Show Dean Barber

    • Investing
    • 4.9, 14 Ratings

The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide.

But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way.

Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, it’s about your life and your goals!

    024: Managing Your Portfolio in Times of Crisis with Bud Kasper

    024: Managing Your Portfolio in Times of Crisis with Bud Kasper

    When the markets react hard to a global crisis, it’s not always easy to know what to do. You’ve probably heard not to sell, but to watch your portfolio take a beating day after day can be exhausting.
    Returning to the podcast today for this special episode is Bud Kasper, President of Barber Financial Group Lee’s Summit office. Bud has over 37 years in this industry, has seen all kinds of bear markets, and all kinds of recessions - and has helped countless clients make the most of what can be a painful, difficult time.
    Rather than focus on what’s happening with the markets right now, we want to take some time out to talk about how to react, what to do when a crisis hits, and how to think about risk as you create your retirement plan. As this month has shown, crises can hit at lightning speed, but being aware of the forces at play and adopting the right mindset can have a huge impact on your health, both personally and financially.
    In this podcast interview, you’ll learn:
    Why it’s not always illogical to make changes to a portfolio when a recession hits, but keeping your emotions in check needs to be your top priority. The questions you should be asking about how your money works for you at all times - not just when a recession hits. Why emotion often takes over in investment strategies - and why people who felt like they weren’t aggressive enough in 2019 are likely hurting right now. Evergreen strategies and thought processes that can help you avoid emotional investing in stressful economies. What we can learn from past recessions and how the coronavirus crisis differs from the Great Recession of 2008. Why working with a real retirement planner should stop events like this from impacting your lifestyle.  
    Get Today's Show Notes
    To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/24
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 31 min
    023: How to Invest in Real Estate for Retirement

    023: How to Invest in Real Estate for Retirement

    Did you ever think about purchasing real estate as an investment, but decided that the hassle of being a landlord or dealing with a property management company wasn’t for you, especially after you retire?
    If so, you may be surprised to learn that it’s much easier to invest in great real estate without owning an apartment building, a house, a condo, or an office building than ever before. Recently, the financial industry has created great real estate products available to investors looking to diversify their portfolio without running the risks of property ownership, and they can be a powerful tool to use as you create your retirement plan.
    Joining me today is Dr. Randy Anderson. He holds a Ph. D in economics and has focused his career on real estate investing. Together, we discuss the nuances and challenges of the real estate industry, the opportunities investors have to purchase high quality real estate right now, and how to avoid complicating your taxes as you do it.
    In this podcast interview, you’ll learn:
    What caused the housing bubble to burst in 2008 - and how to avoid falling victim to similar traps as a real estate investor in 2020. Why purchasing real estate as an investment is very different from buying a home. Why you should consider investing in the REIT sector - and the potential factors to consider as you get closer to retirement. The potential benefits and drawbacks of buying and running rental properties - and why this isn’t always the best source of passive income. How private real estate behaves differently than REITs in a drawdown. Why the key factors that influence spending haven’t changed in generations - and how to think about this as you make investments. Why patience is crucial to successful real estate investing - and why being forced to sell at the wrong time is a major way to get hurt. How to own real estate as part of an IRA without creating tax headaches.  
    Get Today's Show Notes
    To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/23
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 46 min
    022: Medicare Supplement Plans, A Closer Look with Tom Allen

    022: Medicare Supplement Plans, A Closer Look with Tom Allen

    If you’re approaching or just reached retirement age, you probably have questions about supplemental Medicare coverage and Advantage plans. What you do at this critical point can be the difference between saving tens - or hundreds - of thousands of dollars on medical coverage, so it’s worth getting expert help as you make these decisions.
    Returning to the podcast to discuss this complex issue is Tom Allen. We recorded two previous episodes about Medicare in Season One of The Guided Retirement Show, and we highly recommend that you listen to them before jumping into this one.
    Today, Tom and I dive deep into the differences between supplemental Medicare coverage options, how to avoid potentially devastating expenses when dealing with prescription drug costs, and how to find a plan that will cover any conditions you may have and keep you healthy for decades to come.
    In this podcast interview, you’ll learn:
    The difference between supplemental Medicare and Advantage plans. Why Medicare Part A and B is rarely sufficient coverage for most people - and why you may confidentially qualify for Medicaid. Why Medicare Part D has not yet been standardized - and what to look out for in Part D plans. How illness can make it difficult to change Medicare Advantage providers - and how to avoid getting locked into a plan that doesn’t cover conditions you may develop in the future. Get Today's Show Notes
    To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/22
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 48 min
    021: How to Be the CEO of Your Retirement with Tony Lewis

    021: How to Be the CEO of Your Retirement with Tony Lewis

    When you retire, you don’t stop having to make decisions, set intentions for your life, making plans, or working with people to achieve your goals. No matter what your career looked like, you’re now the CEO of your household - and your life - and the rules of success in business aren’t that different from the ones that help you succeed in retirement.
    Tony Lewis’ Extensive experience is proof of this. He’s had a 30-year career in the military, served as the CEO of ConAgra, and now works with Vistage, a nationwide group of CEOs regularly tapped by publications like The Wall Street Journal to get insider information about how business leaders feel about the state of the economy, how it impacts their business, and more.
    Today, Tony joins the podcast to discuss the business leadership lessons that cross over into retirement and family planning, how to avoid missing out on major opportunities (financial and otherwise), and the power of communicating your intentions.
    Get Today's Show Notes
    To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/21
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 48 min
    020: Why Self-Awareness is Crucial to Retirement Planning with Joe Lieberman

    020: Why Self-Awareness is Crucial to Retirement Planning with Joe Lieberman

    When things go wrong, there’s nothing more humbling than taking a long, hard look in the mirror. We all know how hard it is to do this, and how much easier it is to blame everyone around us and the external forces impacting our lives for our misfortunes, whether they’re personal or professional. This is just as true in retirement, where I’ve seen so many people blame the markets, interest rates, and other factors instead of taking their own plans and issues into account.
    Joe Lieberman explores this idea in detail in his book series, Dragons & Enemies. In his books, dragons are the external forces we must overcome to succeed in business, while enemies are the problems within that you must acknowledge and bring into alignment in order to effectively achieve your goals. Joe learned how to do this the hard way through his career in corporate America, his experiences in online startup marketing, and extensive experience as a radio host and public speaker, and he has a remarkable gift for helping others discover their blind spots and confront their bad habits.
    Today, Joe joins the podcast to share the hard lessons he learned about life and business, how the mindset of blaming others and not recognizing your own impact affects you in retirement, and why no one should attempt to prepare for retirement alone - especially if they think they’re the smartest person in the room.
     
    Get Today's Show Notes
    To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/20
     
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 44 min
    019: How To Add Private Equity To Your Portfolio with Greg Anderson

    019: How To Add Private Equity To Your Portfolio with Greg Anderson

    Have you ever wanted to buy a company that’s doing well or get involved with turning a struggling company around? It’s what private equity investors do every single day. They partner with businesses, build teams, and create plans with an aim to transform the company and generate serious returns. However, few individuals outside the world of finance know that it’s possible to invest side by side with private equity firms to make their work a real part of your portfolio.
    Greg Anderson, the President and Chief Investment Officer at Princeton Fund Advisors, joins today’s podcast to explain how to do it. Greg has extensive experience in estate, tax and personal finance planning for high net worth individuals, and he knows what an incredible opportunity private equity investing can be for the right person.
    In today’s episode, Greg and I discuss what makes private equity so special, how to break into this world at a low cost, and how to find private equity funds that might make sense as a part of your portfolio. With millions of privately traded companies in the world, private equity can help you become a part of the story of great businesses while seeing great, tax-friendly returns.
     
    Get Today's Show Notes
    To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/19
     
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 45 min

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14 Ratings

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