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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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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