44 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
    • 4.8 • 17 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!

    The Power of Positive Aging with David Lereah

    The Power of Positive Aging with David Lereah

    We can have all the money in the world, but if we don’t have our physical and mental health, that money means nothing. Few people understand this better than Dr. David Lereah, PhD. He’s the founder of United We Age, an organization working to inspire a movement where all generations of people are more aware and supportive of people aging.
    He’s also the author of The Power of Positive Aging, where he encourages readers to not be afraid of aging but to celebrate it. A stage three cancer survivor, Dr. Lereah demonstrates how simple lifestyle modifications will transform your everyday life, helping you to live more joyfully for the rest of your years.
    A lot of things in David’s book hit me in very meaningful ways. Today, he joins the podcast to share his life story, his challenges, his struggles, and how he beat esophageal cancer after being diagnosed at the age of 62.
    In this podcast interview, you’ll learn:
    What happened to David when he published a book about the real estate boom right as the housing bubble burst in 2008. Why so many seniors are alone, disassociated from family and friends, and unable to get the social interaction or support they need. The reason so many people see aging as the end of their professional identity - and how David embraced positivity, even as he faced a major health crisis head-on. Why David views aging as an inconvenience and not a death sentence. The Four A’s of aging. How to rebalance and simplify your life.  How we become more emotionally intelligent as we age. 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/44
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 50 min
    Understanding Supercycles and Overvalued Markets with David Mitchell

    Understanding Supercycles and Overvalued Markets with David Mitchell

    Back in August 2019, I had an amazing conversation with David Mitchell of AllianceBernstein in which we talked about economic cycles and where we were. A year and a half later, his company has had some incredible returns - and many of the things that David shared with us really came to fruition.
    Despite the uncertainty that the investment markets faced in 2020, AllianceBernstein’s assets grew by 70 billion since we last spoke. With their unique view on the larger global economy and their economic cycles, AllianceBernstein has thrived with amazing growth in a challenging year.
    Today, David returns to the podcast to talk about where we are right now, why the markets are doing what they’re doing, and the parabolic move in the price-to-earnings ratios of the stock market.
    In this podcast interview, you’ll learn:
    How COVID and low interest rates have collectively changed where we’re at in the current supercycle. Why millennials are a tailwind to the economy as opposed to a headwind. Why COVID was a proverbial match that lit the gasoline that had been building up for years.  How investing without purpose sets you up for failure. Why the US stock market is currently hugely overvalued - and why this merits active management of financial assets. Why volatility is a great time to look for new opportunities. 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/43
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 39 min
    The Advantages of Planning for Retirement at an Early Age with Jason Newcomer

    The Advantages of Planning for Retirement at an Early Age with Jason Newcomer

    Retirement planning isn’t just for people who are near retirement or in retirement already. If you’re in your 20s or 30s, you’re in a prime position to build a great foundation to experience financial independence and retire younger.
    Joining me today is Jason Newcomer, certified financial planner and advisor here at Barber Financial Group. In this episode, we’ll share a list of great books geared towards young adults to learn more about the importance of retirement planning early on, we outline the fundamentals that they should be thinking about now, and we’ll share valuable information about the platform we’ve built at Barber Financial to help them get a head start on their retirement planning.
    In this podcast interview, you’ll learn:
    How the massive gaps that still exist comes to financial literacy in our education system can have significant impacts on young peoples’ futures. Why CNBC, Fox Business, and other outlets aren’t actually geared toward people outside of the financial industry. Tools you can use to get a grip on your cash flow, budgeting, and forecasting future potential expenses. Advice for anyone starting a job with a retirement plan or 401(k) match. Why you should never carry a balance on your credit cards - and how to prevent this from happening. Why taking 401(k) withdrawals before retirement should be seen as a last resort. How to start investing - and why you don’t need to obsess over the day-to-day or participate in high-risk, speculative stocks or cryptocurrency to generate wealth. 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/42
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 44 min
    How to Build Better, More Predictable Portfolios with Brad Kasper

    How to Build Better, More Predictable Portfolios with Brad Kasper

    In these first few months of 2021, we’re seeing extreme market valuations at levels we’ve never seen before. This means that it’s more important than ever that you know how to assess risk in your portfolio.
    Today’s guest is Brad Kasper. He’s the president of LSA Portfolio Analytics, where he provides investment advisors with the tools and infrastructure they need to deliver incredible client services. He’s also been on the podcast several times before to talk about the economy and how it affects markets, how to build portfolios, and how to assess risk. If you haven’t listened to our previous episode about risk assessment, Episode 15, I would highly recommend you do so now, as we get into some more technical terms and concepts today.
    In our conversation, Brad and I are talking about intelligent risk and fat tail analysis, how to use these tools to construct better portfolios, and what makes this approach different from modern portfolio theory.
    In this podcast interview, you’ll learn:
    How the black swan event of 2020 proved that most people don’t really understand how risk affects their portfolio. The difference between assessing portfolio performance on an annual basis vs. rolling one-year periods. Why heavy tail risk math creates a much clearer picture of your risk exposure than Gaussian mathematics. How improvements in technology over the last decade have made it much easier to eliminate assumptions from investment models. How to create and understand a realistic spread profile that both allows you to participate in the markets and shields you from catastrophic downturns. Why most financial planning software programs fail to produce accurate models. Why participating too much on the down days is every investor’s biggest risk. 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/41
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 44 min
    The Power of Building Great Relationships with Dr. Charlie Cartwright

    The Power of Building Great Relationships with Dr. Charlie Cartwright

    Some people just seem to be far more successful than others - especially when it comes to business relationships. You probably know at least one person who seems to always be surrounded by the right people in the right moment, and who can get the help they need to clarify their visions and reach their objectives. 
    If you’ve ever wondered what makes these people so special, today’s episode is for you. I’m speaking with Dr. Charlie Cartwright, the CEO of People Success Labs. He helps business leaders and individuals all across the country rise to their fullest potential by enhancing their leadership performance, improving workplace culture, and increasing employee engagement and safety.
    In this conversation, Dr. Charlie and I talk about the scientific method he uses to help people grow, the importance of community and meaningful relationships in everything we do, and the lessons he learned from 30 years working for major companies, including FedEx and UPS.
    In this podcast interview, you’ll learn:
    How building better teams can lead to explosive ROI. The three brains that every human has and how to bring them into alignment. The Golden Egg Principle - and why it’s so important to nurture, cultivate, and invest in your employees.  How working with a coach like Dr. Charlie benefits not just people who want to be better business leaders, but anyone who wants to live a better life. 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/40
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 48 min
    The History of Index Investing and the U.S. Stock Markets with Bud Kasper

    The History of Index Investing and the U.S. Stock Markets with Bud Kasper

    What exactly is index investing? Why do specific companies make up the Dow Jones Industrial Average, the S&P 500, and the NASDAQ? Should we be investing in index funds, or is there a better way? 
    Here to help me answer all of these questions is the co-host of America’s Wealth Management Show, Bud Kasper. He has 38 years of experience in financial services, and we’ve done hundreds of radio shows and videos together.
    deep dive into index investing, peel back the layers, and simplify the complex as you build your portfolio at any age.
    In this podcast interview, you’ll learn:
    Why you shouldn’t look at the Dow or any other single index to understand how the markets did on any given day. Which companies make up some of the most common indices and why they don’t change very often.  Why building a portfolio of individual stocks included in an index fund defeats the purpose of the index.  How index funds can be used in passive investing.  How overreliance on indices creates risk when compared to a more diversified, predictable, and consistent portfolio. 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/39
    Learn More about Retirement Planning
    Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

    • 41 min

Customer Reviews

4.8 out of 5
17 Ratings

17 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.

Ericinkc ,

Broad coverage of many topics!

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

Kimsuebarber ,

Insightful

Very informative

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