Welcome to America’s Wealth Management Show
Since 2003, Dean Barber has entertained and informed consumers with his syndicated radio program America’s Wealth Management Show. Along with Bud Kasper, Dean focuses on the second half of the average American’s investment lifetime with sound principles of asset management, tax strategies, estate planning and institutional-style investing which, in the past, was reserved for only the very wealthy.
Call Us Today
Tax Planning: The Most Critical Part of a Long-Term Financial Plan
Latest Show Airing: March 9, 2019
Dean and special guest JoAnn Huber, CPA, CFP®, examine the most critical part of a long-term financial plan: Tax Planning. On a scale of 1 to 10, how much is filing your tax return correctly and on time going to impact your financial life? According to JoAnn, a 0 or a 1. On that same scale, how much impact on your financial life will creating a forward-looking tax strategy so that you pay as little taxes as possible? JoAnn’s response, “A 10.” Learn more about forward-looking tax planning on this episode of America’s Wealth Management Show.
What is Financial Life Management? It’s the pursuit of your one best financial life. We’ll help you determine your destination, chart a course, and stay on track. Visit our FinLife Management page by clicking above to learn more.
When financial resolutions must be made, no matter how big or small, have you ever thought about how you make those decisions and why? People tend to make decisions based on their emotions. Find your Money Mind®.