Air Date: January 12, 2018
Dean and Bud define the fundamentals important to understanding the volatility we experienced throughout 2018. What’s the difference between a cyclical bull or bear market and a secular bull or bear market? How do you define and identify a recession? What is corporate earnings growth and why is it important?
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Air Date: January 5, 2019
When markets get turbulent and things seem out of control people make knee-jerk financial decisions and many get themselves into trouble. So how do you get emotion out of the equation? Find out on this week’s episode of America’s Wealth Management Show.
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Air Date: December 29, 2018
Dean and Bud are back this week with a New Year’s message, stop winging it when it comes to your finances. They’ll be discussing what they think is causing the current market turmoil, why the fundamentals are so important, and the immense value of comprehensive financial planning.
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Air Date: December 22, 2018
Dean and Bud are back this week with a retirement reality check. They’ll discuss the worst market since 2008, the difference between the economy today and that of 2007 and 2008, and the importance of building a testing a comprehensive financial plan. Also, JoAnn Huber, CPA, CFP® is swinging by with her Tax Tip of the Week on Roth conversions.
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Air Date: December 15, 2018
Dean and Bud will be talking about the volatility in the markets and how you handle yourself and your portfolio during these volatile times. What is really happening today? What if what we’re seeing today turns into a full-fledged bear market?
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Air Date: December 8, 2018
Leaving a legacy isn’t always about an inheritance. For some, it might be spending the time and resources you have to leave a lasting impression on those around you. This weekend on America’s Wealth Management, Dean and Bud discuss building a lasting legacy.
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Air Date: December 1, 2018
Dean and Bud talk about taxes, RMDs, higher contribution limits and more with our special guest, CPA JoAnn Huber this weekend on America’s Wealth Management Show.
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Air Date: November 17, 2018
Anyone can play the lottery—all you need to do is buy a ticket from various gas stations, grocery stores, etc. But if you win, would you know how to manage that money? Dean and Bud jump into IRAs this week with special guest and tax expert JoAnn Huber, CPA, CFP®.
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Air Date: November 10, 2018
Dean and Bud return with our continuing series,Dean and Bud answer your questions about retirement this weekend on America’s Wealth Management Show. What does having a “holistic” financial plan mean? What is a forward looking tax plan? Is Social Security tax free? Find out this weekend on America’s Wealth Management Show.
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Air Date: November 3, 2018
Dean and Bud are talking about saving for retirement this weekend on America’s Wealth Management Show. They’ll be covering why you should be saving for retirement, tax tips after you retire, when it comes to planning knowledge is power, and making sure you’re getting retirement advice from the right source.
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Air Date: October 27, 2018
Dean and Bud talk Social Security this weekend on America’s Wealth Management Show. They’ll be diving into myths surrounding Social Security, how claiming at certain times could mean a difference in the benefit amount, and how closely related Social Security and taxes really are.
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Air Date: October 20, 2018
This week on America’s Wealth Management Show, Dean and Bud cover the spookier side of retirement. They’ll be discussing things taxpayers are irrationally afraid of, reasons people are scared to prepare for retirement, and not letting your fears of the past become fears of the present and future.
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Air Date: October 13, 2018
This week on America’s Wealth Management Show, Dean and Bud are joined by JoAnn Huber, CPA, CFP® to discuss women and financial life management and how their investment quest isn’t necessarily about becoming rich, but more about achieving wealth-life balance.
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Air Date: October 6, 2018
This week on America’s Wealth Management Show, Dean and Bud discuss the emotions of retirement. How do you spend your time now that you’re retired? Will you have enough saved to retire comfortably? How do you define yourself now that you’re not in a career? Also, JoAnn is back with this week’s Tax Tip covering a soon extinct tax strategy.
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Air Date: September 29, 2018
This week on America’s Wealth Management Show, Dean and Bud breakdown the value of advice. Seeking out help is important to any financial plan. It doesn’t cost to listen and good advice can help provide the clarity many people approaching retirement are looking to achieve.
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