99 episodes
The Guided Retirement Show Dean Barber
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- Business
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4.6 • 30 Ratings
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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!
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099: 2023 Market in Review with Garrett Waters
For the second time in 2023, Anchor Capital CEO and Portfolio Manager Garrett Waters is joining Dean Barber on The Guided Retirement Show. Earlier this year, Garrett and Dean discussed investment risk for 2023. Now that 2023 is coming to a close, Garrett is returning to do a 2023 market year in review and 2024 market outlook. He and Dean will talk about the stock market, bond market, and economy.
In this podcast interview, you’ll learn:
The Ups and Downs of Liquidity in 2023 The S&P 500 and NASDAQ Entered Correction Territory in Q3, but Have Since Bounced Back Federal Reserve Plans to Keep Rates Higher for Longer Some of the Economic Impact of the Wars in Ukraine and Gaza The 10-year Treasury Has Experienced A Lot of Volatility Garrett's Other Appearance: https://youtu.be/PIyZj5rPZq4
America's Wealth Management Show: https://www.youtube.com/@AmericasWealthManagementShow
Ask a Question: https://bit.ly/47KtmZD
Meet with us: https://bit.ly/3MSxTRP
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/99
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
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098: HSA Tax Advantages with Marty James, CPA
We’re thrilled to have one of Modern Wealth Management’s newest team members, Marty James, CPA, join Dean Barber on The Guided Retirement Show. This will actually be Marty’s second appearance on the podcast, though. He previously joined Dean to discuss tax planning strategies in August 2022. On this episode, Marty and Dean will talk about some very specific tax strategies when it comes to HSAs.
Marty believes that HSAs are one of the most underutilized and misused part of the tax code. He’s going to explain why that is and how to use your HSA effectively.
In this podcast interview, you’ll learn:
The Misconceptions About HSAs How to Maximize Your HSA Examples of Expenses Covered by HSA Plans Why You Should Look at an HSA as a Retirement Savings Account Ask a Question: https://bit.ly/40yvyRt
Meet with us: https://bit.ly/49pzurD
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/98
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com -
097: Market Outlook and the Last Six Months with David Mitchell
David Mitchell makes his fourth appearance on The Guided Retirement Show to share his outlook for the markets and economy. He’s in his 19th year with AllianceBernstein and serves as the managing director for AllianceBernstein’s RIA and private banks in its Upper Midwest and Central division. He’s basically one of four specialists at AllianceBernstein in North America.
AllianceBernstein, which aggregate manages around $700 billion globally for every type of client you can imagine. That includes large institutions, pension funds, sovereign wealth funds, and then private clients here in the United States.
David last appeared on The Guided Retirement Show in April. He’s going to review what has happened since then and share his current market outlook.
In this podcast interview, you’ll learn:
How the Cap-Weighted S&P 500 Compares to the Equal-Weighted S&P 500 Money-Market Funds Eclipse $6 Trillion in Assets Why Bonds Performed So Poorly in August and September Why There’s a Big Opportunity in the Bond Market Ask a Question: https://bit.ly/46ZkXRF
Meet with us: https://bit.ly/46ZM1QO
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/97
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com -
096: The CFP® Professional and CPA Relationship with Logan DeGraeve and Corey Hulstein
On Episode 95 of The Guided Retirement Show, Dean Barber and Jason Gordo discussed why it’s critical to work with a team of financial professionals rather than just one financial advisor. They specifically talked about having the “three C’s” working for you—a CFP® Professional, CPA, and CFA. That episode served as a perfect segue for today’s episode, as Logan DeGraeve, CFP® and Corey Hulstein, CPA will describe the working relationship between a CFP® Professional and CPA.
Corey and Logan spend a lot of time working with clients on their individualized tax plans. So, they’re going to share specific tax situations that they've helped clients with over the past year.
In this podcast interview, you’ll learn:
The importance of forward-looking tax planning. How to go about tax bracket management. Things to consider with charitable giving. There Are Several Tradeoffs Throughout the Retirement Planning Process
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/96
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com -
095: Why You Need a Financial Planning Team with Jason Gordo
Have you ever been a CEO? Whether you have been or not, you’re going to have the opportunity to be one during one of the best times of your life. That’s because if you have the right mindset about it and have the right team around you, you’ll be the CEO of your retirement. However, a CEO is only as effective as the other team members of the company. The same goes with being the CEO of your retirement. That’s why Modern Wealth Management President Jason Gordo is joining Dean Barber on The Guided Retirement Show to discuss our team approach to financial planning for retirement.
In this podcast interview, you’ll learn:
What It Means to Be the CEO of Your Retirement Our Team Approach to Financial Planning for Retirement What It’s Like to Work Together with a CFP® Professional, CPA, and CFA How to Gain More Confidence, Freedom, and Time in Retirement START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/95
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com -
094: Revisiting Roth vs. Traditional with Corey Hulstein and Bud Kasper
It’s hard to believe that we’re approaching the 100th episode of The Guided Retirement Show. But before we release that special episode later this season, we want to reflect on The Guided Retirement Show’s first two episodes. They were released back in 2019 and focused on Roth vs. traditional IRAs.
Along with looking back at what all has changed in the tax code that impacts the Roth vs. traditional decision, we need to take a forward-looking approach during this discussion. That’s because there are new tax laws scheduled to start in 2026 after the Tax Cuts and Jobs Act sunsets.
There a lot of things that need to be considered when choosing between Roth and traditional. Modern Wealth Management Managing Directors Dean Barber and Bud Kasper and Director of Tax Corey Hulstein, CPA are going to review those considerations.
In this podcast interview, you’ll learn:
The Difference between Roth vs. Traditional Tax Rates Are Scheduled to Go Up in 2026 After the Tax Cuts and Jobs Act Sunsets Some of the Key Changes with SECURE 2.0 The Ins and Outs of the Roth Five-Year Rules START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/94
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
Customer Reviews
Lots of interesting conversation about retirement
The amount of content covered in these podcasts is vast. Episodes can be about retirement lifestyle to very specific financial concepts for retirees. Great variety and interesting guests.
Not very useful
This podcast seems to be more about pushing non financial professionals into using services of a CFP. I have had nothing but horrific experiences with such “professionals “ as they don’t truly act as a fiduciary, that is they don’t truly act on your benefit, they act on theirs (assets under management fees eating away at your portfolio) so keep your money, do a little of your own work and invest wisely.
Broad coverage of many topics!
A lot of gold in these podcasts. Great guests and topics!