Recent Shows

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?

Get a Retirement Analysis:   Get the Analysis

 

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.

Get a Retirement Analysis:   Get the Analysis

 

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.

Get a Retirement Analysis:   Get the Analysis

 

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®.

Get a Retirement Analysis:   Get the Analysis

 

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.

Get a Retirement Analysis:   Get the Analysis

 

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.

Get a Retirement Analysis:   Get the Analysis

 

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.

Get a Retirement Analysis:   Get the Analysis

 

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.

Get a Retirement Analysis:   Get the Analysis

 

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.

Get a Retirement Analysis:   Get the Analysis

 

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.

Get a Retirement Analysis:   Get the Analysis

 

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.

Get a Retirement Plan Review:   Get the Analysis

 

Air Date: September 22, 2018

This week on America’s Wealth Management Show, Dean and Bud discuss 401(k)s, the primary savings vehicle for the majority of America. They will cover what happens with your 401(k) if you leave or are fired from your job, how to get money out of your 401(k) when you retire, and more.

Get a Retirement Plan Review:   Get the Analysis

 

Air Date: September 15, 2018


This week on America’s Wealth Management Show, Dean and Bud cover the Retirement Plan Checklist. They’ll be diving deep into what you should be doing 5, 10, and 15 years out from retiring. They will also cover the things you should address at certain ages.

Get a Retirement Analysis:   Get the Analysis

 

Air Date: September 8, 2018

This week on America’s Wealth Management Show, Dean and Bud will be discussing estate planning and insurance and how they fit into your overall retirement plan. They’ll be joined by special guests JoAnn Huber, who will have our Tax Tip of the Week, and Garrett Griffin, one of BFG Legal Service’s Estate Attorneys. They will provide professional insights into the world of estate planning and insurance.

Get a Retirement Analysis:   Get the Analysis

 

Air Date: September 1, 2018

Dean and Bud talk about the longest bull market in history this weekend on America’s Wealth Management Show. They’ll be diving into the definition of a bull market, how to help protect yourself in the looming bear market, choosing the right professional for the job, and more.

Get a Retirement Analysis:   Get the Analysis