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Barber Financial Group presents America's Wealth Management Show with Dean Barber and Bud Kasper. 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. Dean is the author of Retire a Winner and is a frequent contributor to CNBC, CNN Money, SmartMoney, Bloomberg Radio, The Wall Street Journal, and Investment News. Investment advisory services offered through Barber Financial Group, Inc., an SEC ...
 
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Do you remember when William Bengen proclaimed 4% as a safe withdrawal rate? Well, Morningstar is now saying that 3.3% in the new safe withdrawal rate. When it comes to safe withdrawal rates, Dean Barber and Bud Kasper believe that there shouldn’t be a standard for everyone. It should depend on an individual’s financial plan. Learn more from Dean a…
 
As we celebrate Thanksgiving with our loved ones this week, Dean and Bud give thanks for their families, clients, financial business blessings, and much more.Find any of the resources mentioned on this episode here:https://barberfinancialgroup.com/counting-our-financial-business-blessings/By America's Wealth Management Show with Dean Barber
 
A financial plan can make a world of difference, especially when you're making the most of market opportunities. Dean Barber and Bud Kasper look at some of those opportunities, as well as ones outside of the market, to help you live your one best financial life.Find any of the resources mentioned in this episode here: https://barberfinancialgroup.c…
 
There are few things that make Dean Barber and Bud Kasper happier than seeing the fruits of the forward-looking planning pay dividends for their clients. In this week's edition of America's Wealth Management Show, they offer five long-term strategies for a better retirement.Find any of the educational resources mentioned in this episode here:https:…
 
The holiday season isn't the only thing to be preparing for right now. Dean Barber, Bud Kasper, and JoAnn Huber share why this is a critical time of the year for tax planning.Find all of the resources mentioned on this episode here: https://barberfinancialgroup.com/a-critical-time-of-year-for-tax-planning/?utm_source=soundcloud&utm_medium=awms&utm_…
 
Fear is a very real thing in the financial business, and how you react to it can make a huge difference. There's a fine line between good fear and bad fear. Good fear can lead you to being educated about what's going on in the markets and being dynamic with your financial plan. Bad fear involves overreacting to things you shouldn't be too concerned…
 
We're doing things a little different this week. CFP® professional Chris Rett recently joined Dean Barber on The Guided Retirement Show to address questions submitted by our podcast listeners. Those questions concerned a wide range of topics, including taxes, inflations, and required minimum distributions. Join Dean and Chris as they dive into thes…
 
What do the $3.5 trillion budget plan, pandemic, unemployment issues, and life expectancy all have in common? There is a great deal of uncertainty across the board. In the quest for financial clarity and confidence, there's no doubt that today's decisions and actions can create your future. Dean Barber and Bud Kasper discuss how those decisions and…
 
After the market experienced a negative month in September for the first time since January, Dean Barber and Bud Kasper suggest that the spookiness of October includes a lot of market volatility.Find the two videos, Retiring at Market Highs and Retiring with $1 Million here: https://barberfinancialgroup.com/market-volatility-adds-to-spookiness-of-o…
 
Do you have an idea of when you want to retire? There’s no doubt that there can be some excitement that comes with that, but the fear of not having financial stability throughout retirement isn’t something to dismiss. Dean Barber and Bud Kasper are here to help explain why it’s critical to make a forward-thinking retirement plan that accounts for f…
 
The most rewarding experience for Dean Barber and Bud Kasper is getting to educate people on financial planning. Get to know Dean and Bud on a more personal level, as they share about their start in the industry and how they approach the industry today.Watch Retiring with $1 Million and schedule your complimentary consultation here: https://barberf…
 
There can be a lot to look forward about to retirement, but people often have a lot of misconceptions on their way to and through retirement. Join Dean Barber and Bud Kasper, as they break down some common misconceptions about retirement to provide you with the clarity to retire with confidence.Find any podcasts and resources, and schedule your Com…
 
With rising inflation, rising interest rates, and market valuations at all-time highs, it’s critical to be aware of what could lie ahead due to these financial threats. Dean Barber and Bud Kasper have proclaimed this as they triple threat, and they want you to be prepared for it. Join them now to educate yourself on these important issues.Find any …
 
When it's time to retire, there's a lot of decisions that you have to make. Join Dean Barber and Logan DeGraeve as they discuss questions about pensions. It's not just about pensions, it's about Social Security, taxes, and everything involved in making the right decisions for your retirement goals.Find the any of the resources mentioned and schedul…
 
Total US national debt now eclipses $28 trillion. Total US household debt eclipses $14 trillion. Both all-time highs. What does this mean to the US economy? What does it mean to you financially? Join Dean Barber and Bud Kasper as they examine the US national debt and consumer debt.Find the article by mentioned in this episode and schedule your comp…
 
What’s more important when you head into retirement – your asset allocation or the financial planning techniques employed in your retirement plan? Join Dean Barber and Bud Kasper as they tackle investing in a post-COVID era. You’ll understand why financial planning techniques are far more critical than just looking at the asset allocation.Find the …
 
Bear markets and sequence of returns. Join Dean Barber and Bud Kasper as they tackle the question: Can retirees survive the next bear market? It's not a question of if – it's a question of when will the next bear market will occur. They're going to discuss strategies so that you can survive the next bear market.Find the article referenced in this e…
 
What is the best part of the tax code? We say it's the Roth IRA. And guess what Peter Thiel would agree, he has a $5 billion Roth IRA. Join Dean Barber and Bud Kasper as they break down the Roth IRA and the importance of tax diversification, asset location, and how you can get as much money as possible into a tax-free environment.Find the podcasts …
 
Taxes and inflation. These are the two largest wealth eroding factors when it comes to your retirement. We see people all the time using an inflation rate in their financial plans well below what it should be. Join Dean Barber and Bud Kasper as they break down inflation historically and inflation today.Find the article mentioned on this episode, th…
 
You know a lot of people say that asset allocation will take you through any bear market. Not so fast. Join Dean Barber and Bud Kasper as they discuss why bear markets matter more than you think. Especially those of you that are nearing retirement or in retirement.Find the Retirement Plan Checklist, podcast episodes, and schedule your complimentary…
 
Did you know that the most expensive estate plan is actually the lack of an estate plan? Join Dean Barber and Bud Kasper as they discuss securing your estate planning and mistakes to avoid. They have some interesting stories to tell and some tricks and tips to make sure that your estate plan is right for you.Find the Estate Planning Guide, 4 Estate…
 
Stock market valuations hit an all-time high in January of 2000. That is until now. Today’s valuations exceed where they were before the Dot Com Bubble. Join Dean Barber and Bud Kasper as they discuss the overvalued markets, whether or not they are sustainable, and pre and post-pandemic market valuations.Read "The Pandemic Economy Then and Now" and…
 
Did you know there are 212 different financial designations for advisors? What exactly is a financial planner? How do you know who to trust? Join Dean Barber and Bud Kasper as they discuss the 212 different designations. What's good and what's bad?Get the Retirement Plan Checklist, Tax Reduction Strategies Guide, and schedule your complimentary con…
 
Did you know that 60% of families waste their generational wealth in the second generation? And 90% of families have little to nothing left at the end of the third generation? Join Dean Barber and Bud Kasper as they talk about generational wealth planning and how you can make sure that the money stays in the family.Get the Estate Planning Guide and…
 
The headlines are everywhere, inflation is rearing its ugly head again! Join Dean Barber and Bud Kasper as they tackle the subject: Retiring in a High Inflation Environment. You should understand how this high inflation environment affects your ability to retire and stay retired and do it with dignity and peace of mind.Find the articles mentioned a…
 
You're 401(k), if you're like anyone else, is likely your largest asset. If it's not now, it probably will be in the future. What happens to that 401(k) when you change jobs? Should you do Roth or traditional contributions? Join Dean Barber and Bud Kasper as they discuss your 401(k), your largest asset.Get the 401(k) Survival Guide and schedule you…
 
The last thing you want after you retire is to have regrets. Join Dean Barber and Bud Kasper as they discuss retirees sharing their biggest retirement regrets. They'll help you make sure that you don't have those same regrets in retirement.Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup…
 
Wouldn't it be awesome if your tax rate in retirement was zero? You may think that sounds like a fantasy, but you have more control over your taxes in retirement than at any other time in your life. Join Dean Barber and Bud Kasper as they discuss taxes on retirement income.Read the episode transcript and get any resources mentioned on this episode …
 
If you were to list the five most important things to do before and after retirement, what would they be? Join Dean Barber and Bud Kasper as they discuss the five things do to before and after retiring.Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/5-things-to-do-before-and-after-r…
 
When you head into retirement, it's supposed to be the time of your life. The time where you're supposed to sit back and enjoy the fruits of your labor. A time when your money can go to work for you. Unfortunately, there are many disruptors out there in your retirement. Join Dean Barber and Bud Kasper as they talk about real retirement disruptors a…
 
With interest rates near zero and the threat of interest rates rising, we have a conundrum. The question we have to answer is: How do we get income in a low interest rate environment? Join Dean Barber and Bud Kasper as they examine how you generate income in a low interest rate environment.Read the episode transcript and get any resources mentioned…
 
With the stock markets overvalued and the threat of rising interest rates, many are asking the question: Should I buy real estate in my IRA? Join Dean Barber and Bud Kasper as they dive into the subject of buying real estate inside your IRA.Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgrou…
 
There is a big difference between the Roth 401(k) and the traditional 401(k)? Do you know what they are? Do you know where you should be contributing your 401(k) contributions? Should they be Roth contributions or traditional? Join Dean Barber and Bud Kasper as they discuss Roth versus traditional 401(k)s.Read the episode transcript and get any res…
 
Imagine a time when your money is working for you, and you're no longer working for your money. That time is retirement. I want you to join Dean Barber and Bud Kaspar as they discuss the 20 things to do before you retire in the 2020s.Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/2…
 
When you ask the question, "What's your biggest fear in retirement?" Most people will say it's the fear of running out of money. Join Dean Barber and Bud Kasper, as they talk about the top 10 risks in retirement and what you can do to mitigate those risks.Read the episode transcript and get any resources mentioned on this episode here: https://barb…
 
Did you know that when you die you can pass $11.7 million to the next generation without incurring estate taxes? Join Dean Barber, Bud Kasper, and special guest Jason Newcomer as they discuss how your assets will be taxed when you die. There is far more to taxes at your death than just the estate tax. Read the episode transcript and get any resourc…
 
It's everyone's favorite time of year, it's tax time! Well, maybe not. Join Dean Barber and JoAnn Huber, CPA and CFP®, as they discuss 11 tax tips for tax time. Believe it or not, what you're doing during tax season is reporting history. The question really is: What can you do to reduce your tax bill in the future?Read the episode transcript and ge…
 
Target date retirement funds. What do they mean? What do they own? If you own a target date fund, do you know what it is? It can't be as simple as, "I'm going to retire in 2025. So, I'm going to go buy a target date 2025 retirement fund." Join Dean Barber and Bud Kasper as they discuss target date fund and whether or not they're hitting their targe…
 
I know the question on your mind right now, and it is: What should I invest my money in? Join Dean Barber and Bud Kasper as they examine that question. They’ll walk you through their process to find out where you should invest your money in 2021.Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancia…
 
What's ahead for the stock market in 2021? In order to answer that question, we have to look back at 2020. Join Dean Barber and Bud Kasper as they discuss their 2021 market predictions and look back at 2021.Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/financial-planning-why-its-n…
 
Rebalancing your 401(k), is it a return enhancement tool? Or, is it a risk mitigation tool? Join Dean Barber and Bud Kasper as they examine the importance of rebalancing your 401(k). They'll help you determine if it's a risk mitigation tool or a return enhancement tool.Read the episode transcript and get any resources mentioned on this episode here…
 
Dean and Bud discuss required minimum distributions this week. You may be asking, “Why are you talking about RMDs so early in the year?” There are major RMD strategies for both before and after retirement. You don’t want to miss a moment of this episode.Read the episode transcript and get any resources mentioned on this episode here: https://barber…
 
It's official, 2020 is now hindsight! Join Dean Barber and Bud Kasper as they discuss five retirement planning tasks for a better 2021. There are many things you can do to kick this New Year off right.Read the transcript and find resources mentioned on this episode here: https://barberfinancialgroup.com/5-retirement-planning-tasks-for-a-better-2021…
 
There are so many of us that can't wait to put 2020 in the rearview mirror, but not so fast. There were some amazing record-breaking things happening in 2020. Join Dean Barber and Bud Kasper as they outline the good things that came out of 2020. In the face of adversity, there is always opportunity. Read the transcript and any of the article mentio…
 
If you fell asleep on January 1, 2020, and woke up today, you would see a stock market that's on fire. The NASDAQ is up over 40%, the Russell 2000 and S&P 500 are up in the mid-teens, and the Dow Jones Industrial Average is up nearly 10%. But guess what, it hasn't been a straight line. What does 2021 have in store for us? Join Dean Barber and Bud K…
 
Is anyone else ready to put 2020 in the rear-view mirror? Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss some essential year-end tax planning strategies that you need to know about. They cover RMDs, QCDs, Capital Gains, and other critical tax planning components.Read the transcript and find other resources mentioned in the episode he…
 
Dean brings you a special episode this week sharing with you some of the great conversations he has had on our podcast, The Guided Retirement Show. He has conversations with all kinds of experts and fun interviews on the podcast. Enjoy these excerpts from The Guided Retirement Show. Ben Weisshaut Interview: https://barberfinancialgroup.com/podcasts…
 
The election is over, what's next? Where is the economy going? Join Dean Barber and Bud Kasper as they talk about you, the consumer and the power of the American consumer. We are the 800 pound gorilla in the corner. We drive this economy. Dean and Bud will discuss the power of the consumer and where the opportunities are in the months and years ahe…
 
In a recent study by the TIAA Institute 71% of adults age 38 to 64 thought they had high financial knowledge. However, only 7% of those adults were able to answer six basic financial literacy questions correctly. Join Dean Barber and Bud Kasper as they try to provide some necessary financial literacy.Read the transcript and find other resources men…
 
If there is one thing that's certain in our economy and country, it's that there is always uncertainty. Join Dean Barber and Bud Kasper as they talk about investing in uncertain times. There are really no times that are certain, but right now there is more uncertainty than ever before especially around COVID-19.…
 
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