Checkin’ Your List and Checkin’ it Twice!
Air Date: December 7, 2019
Santa has made his list and he’s checkin’ it twice. You’ve surely made your Christmas list as well, but there’s one list that you probably don’t have. A Retirement Plan Checklist. Join Dean Barber and Bud Kasper as they discuss the things you need to stay on top of on your way to and through your retirement.
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How Charitable Giving Influences Your Retirement
Air Date: November 30, 2019
Thanksgiving is the season to give back. Join Dean Barber and Bud Kasper as they discuss how you can give to charities and get deductions even with the higher standard deduction. They’ll cover the impact on your taxes, your family, and more to make your giving season even more special on this episode of America’s Wealth Management Show.
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Surviving & Thriving in Retirement
Air Date: November 23, 2019
A lot of people think they will have difficulties surviving a comfortable retirement. We don’t want you to just survive retirement, we want you to thrive in retirement. Join Dean Barber and Bud Kasper as they talk about the rules of retirement and how what you don’t know can cause you to have problems. If you get the education, you’ll not only survive in retirement, you’ll thrive.
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Year-End Tax Planning
Air Date: November 16, 2019
The end of the year is fast approaching. While your mind may be on the holidays and getting together with family, you should also be thinking about reducing your tax burden. Join Dean Barber, Bud Kasper, and JoAnn Huber this weekend as they talk about year-end tax planning strategies to reduce your tax burden. Maybe you’ll find out you can save some extra cash for gifts or put some money in your pocket for next year?
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Retiring Without a Guidance System
Air Date: November 9, 2019
I want you to imagine you’re taking a trip across the country, some place you’ve never been before. You would surely use your GPS to make sure you didn’t get lost and the trip was as good as possible. Join Dean Barber and Bud Kasper as they talk about the Guided Retirement System and how that can act like your GPS for the longest vacation you take and a place you’ve never been before, your retirement.
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IRA Rules and Why You Need To Know Them
Air Date: November 2, 2019
The biggest asset most have saved for their retirement is their IRA. There are thousands of pages in the tax code that surround your IRAs and don’t pretend you know all of the rules! The mistakes you make by not understanding the rules could cost you thousands of dollars in unnecessary taxes. Join Dean Barber and Bud Kasper as they breakdown the rules that you need to know when it comes to your IRA.
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What You Don’t Know About Your 401(k) Can Ruin Your Retirement?
Air Date: October 26, 2019
The things you don’t know can destroy your retirement. Specifically, the things you don’t know about your 401(k). Two major components: the underlying investment and then the thousands of words in the tax code that surround your 401(k). Join Dean Barber and Bud Kasper as they discuss the things you don’t know and how it could destroy your retirement when it comes to your 401(k).
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How Much Do I Need to Retire?
Air Date: October 19, 2019
How much money do you need to retire? It’s the most frequently asked question our financial planners get: How much do I need to retire? Join Dean Barber and Bud Kasper as they discuss how to figure out exactly how much money you need to retire. Maybe you’re already there! Maybe you still have some work to do. Join us and find out.
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How is the Economy Really Doing?
Air Date: October 12, 2019
With everything going on in the economy, it can be difficult to focus on what’s important. However, it’s also imperative that you take control of your future. Knowing what factors affect the economy and the market can help you better understand your portfolio. Join me, Bud Kasper, and JoAnn Huber as we breakdown the current economy and the factors you should be watching.
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Does Your Financial Planner Have Your Best Interests in Mind?
Air Date: October 5, 2019
Does your financial planner have your best interests in mind? Have they asked you about your goals for retirement or just your goals for your investments? Well, I’m here to tell you that not all financial planners come equal. Join me, Bud Kasper, and JoAnn Huber, as we discuss the missed opportunities that can occur when your financial planner doesn’t address all facets of a comprehensive plan.
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Puzzled by Medicare?
Air Date: September 28, 2019
In financial planning, one of the most critical areas is Medicare planning. And guess what folks? We’re coming up on Annual Open Enrollment for Medicare, October 15th through December 7th. Join Bud Kasper, JoAnn Huber, and special guest Tom Allen as they address issues surrounding Medicare and your retirement.
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What Should You Expect from Your Financial Advisor?
Air Date: September 21, 2019
What should you expect from your financial advisor? Or maybe a better question is, what is the definition of a financial advisor? Join Dean Barber and Bud Kasper as they tear into the discussion about what a financial advisor is, what you should expect, and what a financial advisor should be doing for you.
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Only 4% Are Optimally Claiming Social Security
Air Date: September 14, 2019
Retirees will collectively lose $3.4 trillion in potential income they could be spending during their retirement because they claimed Social Security at a financially suboptimal time. That’s an average of $111,000 per household. Join Dean Barber and Bud Kasper this weekend to find out how you can make the right Social Security claiming decisions.
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Financial Planning Blind Spots
Air Date: September 7, 2019
If you hear the words “blind spot” what typically comes to mind? It’s probably when you’re driving. You missed something. You didn’t see it. It’s in your blind spot. What kinds of blind spots are out there in your path to and through retirement? Join Dean Barber and Bud Kasper as they help you identify the potential blind spots in your path to and through retirement.
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Asset Location & Your Taxes
Air Date: August 31, 2019
Understanding what options are available to you to make sure you’re paying the least amount of taxes possible is extremely important, but also extremely complicated. This week, Dean and Bud discuss somethings you can absolutely control when it comes to your taxes; asset location and withdrawal sourcing.
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Diversification & Knowing What You Own
Air Date: August 24, 2019
Everybody has heard the phrase “Don’t put all your eggs in one basket.” When it comes to investing that means you need diversification. But what does that really mean? What is real diversification? How do you know if you’re well diversified? Join Dean Barber and Bud Kasper as they talk about proper diversification and asset allocation in retirement.
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Where is My Income Going to Come From in Retirement?
Air Date: August 17, 2019
The number one question people ask us when they’re heading into retirement is, “Where is my income going to come from in retirement?” When we talk about where your income is going to come from in retirement it’s a super personalized discussion. Join Dean Barber and Bud Kasper as they discuss where your money is going to come from in retirement.