Recent Shows

 

Air Date: February 23, 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.

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Air Date: March 2, 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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Air Date: March 9, 2019

Happy Anniversary! March 9, 2019, is the 10-year anniversary of the official end of the Great Recession. The stock market hit its all-time-low on that day after falling 56% from its peak in October 2007. On average, bear markets happen every three and a half years. We’ve not had a bear market in 10 years now. Dean and Bud discuss the last 10 years in the market and their thoughts on what to look out for on this weekend’s episode of America’s Wealth Management Show.

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Air Date: February 16, 2019

Dean and special guest JoAnn Huber, CPA, CFP®, discuss the impact of proper financial planning on your taxes in retirement. They examine taxes and Social Security, asset location, tax diversification, IRAs, and more on this week’s episode of America’s Wealth Management Show.

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Air Date: February 9, 2019

This week Dean and Bud examine Social Security, breaking down why it’s an important part of any comprehensive financial plan. Joining Dean and Bud in the studio to put the tax spin on Social Security is JoAnn Huber, CPA and CFP®, addressing questions like: “Is Social Security income taxable?”

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Air Date: February 2, 2019

This weekend, Dean and Bud ask you to honestly reflect on this question: Do you have the right tools for the job? When you think about heading into retirement it’s important to understand that it is the most complicated time to financially plan, and it’s not something you can do once and you’re done. Find out if you have the right tools this weekend on America’s Wealth Management Show.

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Air Date: January 26, 2019

Dean and Bud talk about disrupters to a retirement plan. We’re inundated with information and news about the markets, the economy, our geopolitical circumstances, interest rates, etc. But are those real disrupters for a properly developed retirement plan? Listen this weekend as Dean and Bud discuss the real retirement disrupters.

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Air Date: January 12, 2019

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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