106 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

    • Business
    • 4.7 • 33 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!

    106: Planning to Retire on $10,000 a Month

    106: Planning to Retire on $10,000 a Month

    Planning to Retire on $10,000 a Month Show Notes How much do you think you need each month to spend in retirement? There are many factors that will go into determining that number. On this episode of The Guided Retirement Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to walk you through a case study that looks into how much money you would need to spend $10,000 net a month in retirement.
    Before they get started, they want to make something very clear. Everyone isn’t going to want to spend $10,000 net a month in retirement. For some people, that will be way more than they need each month. For others, it might not be enough. And there might be some people that spending $10,000 net a month in retirement is just right. This is strictly an example that Chris and Logan will be going through to highlight the planning that’s needed to retire if you’re wanting to spend $10,000 net a month.
    In this podcast interview, you’ll learn:
    Key considerations for building a spending plan for retirement Things to think about when claiming Social Security Important tax considerations How to interpret a Monte Carlo simulation Meet with Us: https://modwm.com/meet-with-us/ 
    Ask a Question: https://modwm.com/ask-a-question/
    START PLANNING
    To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/106
    Learn More about Retirement Planning
    Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

    • 28 min
    105: Retirement Planning for Small Business Owners with Drew Jones

    105: Retirement Planning for Small Business Owners with Drew Jones

    Drew Jones, CFP®, AIF® has a passion in working with small business owners, helping them get their business to be as valuable as it can possibly be before facilitating an exit strategy. As Drew makes his third appearance on The Guided Retirement Show, he and Dean Barber will discuss what small business owners need to do when it comes to retirement planning. 
    In this podcast interview, you’ll learn:
    The Challenges and Opportunities of Retirement Planning for Small Business Owners  Retirement Planning for Small Business Owners Is a Long Process  Key Retirement Planning Considerations for Small Business Owners  Your Business Is Your Biggest Asset If You’re a Small Business Owner  Meet with Us: https://modwm.com/meet-with-us/ 
    Ask a Question: https://modwm.com/ask-a-question/
    START PLANNING
    To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/105
    Learn More about Retirement Planning
    Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

    • 30 min
    104: ACA Subsidies: How Do You Qualify for Them? with Marty James

    104: ACA Subsidies: How Do You Qualify for Them? with Marty James

    Making his third appearance on The Guided Retirement Show, Marty James, CPA, PFS joins Dean Barber to discuss how to qualify for Affordable Care Act subsidies. Qualifying for the Affordable Care Act subsidies can greatly reduce the cost of health insurance prior to becoming eligible for Medicare. Who doesn’t want that?! Marty and Dean are both excited to touch on this topic, so let’s see what they have to share.
    In this podcast interview, you’ll learn:
    Aspects of the Affordable Care Act That Can Help People Who Need Financial Assistance with Health Care How Someone Who Has Accumulated A Lot of Money Can Benefit from Affordable Care Act Subsidies Affordable Care Act Subsidies Before and After 2026 How to Utilize Roth IRAs and HSAs Meet with Us: https://modwm.com/meet-with-us/ 
    Ask a Question: https://modwm.com/ask-a-question/
    START PLANNING
    To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/104
    Learn More about Retirement Planning
    Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

    • 19 min
    103: Growth vs Value Investing in 2024 with Brad Kasper

    103: Growth vs Value Investing in 2024 with Brad Kasper

    Back for his eighth appearance on The Guided Retirement Show, LSA Portfolio Analytics President and Founder Brad Kasper joins Dean Barber to discuss growth vs value investing in 2024. Brad shares that value could potentially outperform growth as we look at investing for the rest of the year. Why might he think that? Brad has plenty of data to share with Dean to back up his reasoning.
    In this podcast interview, you’ll learn:
    Dean and Brad’s Assessment of the Markets for 2023 and Predictions for 2024 Attractive Opportunities in the Bond Market The S&P 500 Equal-Weight Outperformed the S&P 500 Cap-Weight in 2023 Growth vs Value Investing Over Different Time Periods Meet with Us: https://modwm.com/meet-with-us/ 
    Ask a Question: https://modwm.com/ask-a-question/
    START PLANNING
    To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/103
    Learn More about Retirement Planning
    Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

    • 40 min
    102: Strategic Investing Through Retirement with Stephen Tuckwood, CFA

    102: Strategic Investing Through Retirement with Stephen Tuckwood, CFA

    Our Director of Investments, Stephen Tuckwood, CFA, has quickly become one of the most frequently featured guests on The Guided Retirement Show. For the Season 10 premiere, Tuck and Dean Barber will discuss the critical topic of constructing the right portfolio via strategic investing as you transition into and go through retirement. They’ll discuss the nuances of proper portfolio construction and the changing dynamics of investment rules during the retirement phase.
    In this podcast interview, you’ll learn:
    There's a Change in Mindset with Investing While in the Retirement Redzone Asset Allocation Is More Important Than Stock Selection Pure Asset Allocation vs. Strategic Asset Allocation The Three Tax Buckets Active vs. Passive Management Meet with Us: https://bit.ly/3NWXRnI
    Ask a Question: https://bit.ly/3TRa80I
    START PLANNING
    To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/102
    Learn More about Retirement Planning
    Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

    • 31 min
    101: Retirement Planning 101 - Back to the Basics with Chris Rett

    101: Retirement Planning 101 - Back to the Basics with Chris Rett

    As we brainstormed for what to cover in Episode 101 of The Guided Retirement Show, we thought it would be fitting to go back to the basics with some Retirement Planning 101. Just as he’s done for the past several season finales, Chris Rett, CFP®, AIF® will join Dean Barber again to explore the fundamentals of retirement planning.
    Chris and Dean will bring you a comprehensive breakdown of the BRITE acronym—Bookkeeping, Risk Management, Investments, Taxes, and Estate Planning. Join us on this Retirement Planning 101 journey to uncover the brilliance behind each element. We’re committed to offering you valuable insights for your path to a secure retirement.
    In this podcast interview, you’ll learn:
    The Retirement Planning 101 Basics Are All Connected It’s Critical to Work with a Team of Professionals Throughout the Retirement Planning Process What to Consider with Setting Up a Spending Plan for Retirement The Power of Forward-Looking Tax Planning START PLANNING
    To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/101
    Learn More about Retirement Planning
    Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

    • 34 min

Customer Reviews

4.7 out of 5
33 Ratings

33 Ratings

TheListenerOfPodcasts ,

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.

BCMusicLover ,

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.

Ericinkc ,

Broad coverage of many topics!

A lot of gold in these podcasts. Great guests and topics!

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