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Excerpts from The Guided Retirement Show

Air Date: November 28, 2020

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.

The Power of the Consumer

Air Date: November 21, 2020

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 ahead.

Financial Literacy: How Do You Stack Up?

Air Date: November 14, 2020

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.

Investing in Uncertain Times

Air Date: November 7, 2020

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.

Top 5 Money Mistakes to Avoid in Retirement

Air Date: October 31, 2020

Halloween is supposed to be the scariest day of the year! Well, there are many things out there that are far scarier than the ghouls and goblins you’ll face on Halloween. Join Dean Barber and Bud Kasper as they tackle the top five money mistakes to avoid in retirement. They’ll help you see the light so you’re not scared of what’s in the dark.

The Future of Social Security

Air Date: October 24, 2020

News flash, Social Security is in jeopardy. Well, that may not be a news, but the reality is that by 2031 every Social Security recipient could be seeing a 20% cut in their Social Security. Join Dean Barber and Bud Kasper as they talk to you about how to get the most out of your Social Security benefits, even with the proposed cuts.

Top 10 Financial Planning Considerations

Air Date: October 17, 2020

It’s National Financial Planning Month! Join Dean Barber and Bud Kasper as they outline the top ten financial planning considerations. This is by no means a complete list of everything you need to do, but if you get these top ten in your financial plan, it can help you get clarity, confidence, and control for your retirement.

Connecting Your Money with Your Life

Air Date: October 10, 2020

If you live to be 100 years old, that is 36,500 days. Think about how many days you have to enjoy your life in retirement. It’s not that many. The life expectancy for a man who is 65 is only 18.1 years. How many of those will be good years? Join Dean Barber and Bud Kasper as they discuss how to make the most of your financial future by connecting your money to your life.

Beyond Tax-Efficient Investing

Air Date: October 3, 2020

When you think about tax-efficiency, what comes to mind? Most people think about tax-efficient investing, but we’re going to talk way beyond tax-efficient investing. We’ll discuss how you can control taxes and reduce the amount of taxes you pay, not just in a given year, but in your lifetime. Join Dean Barber, Bud Kasper, and CPA and CFP® JoAnn Huber as they go beyond tax-efficient investing.

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Can I Beat the Market?

Air Date: September 26, 2020

Is it possible to outperform the market? Join Dean Barber and Bud Kasper as they tackle the question, “Can I Beat the Market?” Or is that really the question you should be asking yourself? Find out in this episode.

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Planning for the Next President

Air Date: September 19, 2020

We’re planning for the next President of the United States. Join Dean Barber and Bud Kasper as they take a deep dive into what might happen if Joe Biden wins or if Trump is re-elected.

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7 Most Overlooked Budget Items in Retirement

Air Date: September 12, 2020

Your budget in retirement is perhaps the most important part of building your retirement plan. Join Dean Barber and Bud Kasper as they discuss the 7 Most Overlooked Budget Items in Retirement.

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Is it Time to Rebalance? What About Valuations?

Air Date: September 5, 2020

About a month ago we wrote an article asking the question, “Is the Stock Market Overvalued?” Well, today that question is even more important after the best August since 1986. Join Dean Barber and Bud Kasper as they discuss what’s happening in the markets and whether you should be concerned about current valuations.

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Tax Planning Opportunities for 2020

Air Date: August 29, 2020

There’s an old saying, “Investments are a matter of opinion, but taxes are a matter of fact.” Join Dean Barber, Bud Kasper, and JoAnn Huber CPA and CFP®, as they discuss tax planning opportunities for 2020. We want to help you get 20/20 vision on how you can reduce your taxes in the future by the choices you make today.

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Dangers of Self-Diagnosing Your Retirement

Air Date: August 22, 2020

What if there were a way to prevent illness? Would you want to know about it? What if there were a way to make sure that you stayed financially healthy? Would you want to know about it? Join Dean Barber and Bud Kasper as they talk about preventative care for your finances, how to get financially independent and stay that way with clarity, confidence, and control.

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New Market Highs, is Hindsight 20/20?

Air Date: August 15, 2020

There are new all-time highs in the market. Hindsight is 20/20, right? Well if you could go back to February 19, 2020, what would you do differently knowing that COVID-19 was coming. Join Dean Barber and Bud Kasper as they discuss how to make your plan so solid that you won’t have to say, “I wish I would have done something different.”

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Your Taxes Are Filed – Now What?

Air Date: August 8, 2020

It’s interesting, high net-worth people expect to get proactive forward-looking tax planning. Yet, the mass affluent, the millionaire next door, they don’t expect it – they don’t even know it that it’s available. Join Dean Barber, Bud Kasper, and JoAnn Huber as they talk about the tax planning opportunities available to the millionaire next door.

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Generating Income in Retirement

Air Date: August 1, 2020

Did you realize in order to get $50,000 of income from your portfolio using a 30-Year Treasury, you’ll need to invest $4 million into it? Join Dean Barber and Bud Kasper as they discuss how to get income in this ultra-low interest rate environment.

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Debt: The Good, The Bad, and The Ugly

Air Date: July 25, 2020

Have you ever wondered, “Should I pay off my home?” or “Should I pay cash for a second home in retirement or take out a loan?” Join Dean Barber and Bud Kasper as they attack the good, the bad, and the ugly of debt. Believe it or not there are situations where you want to pay that home off and there are situations where you will want to take out a loan. They talk about that and more on debt in this episode.

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