Air Date: April 20, 2019
When it comes to your retirement, what you don’t know can destroy it. Join Dean Barber and JoAnn Huber, along with special guest Brie Williams, VP of State Street Global Advisors, as they talk about the biggest retirement mistakes they see and how to avoid them. You’re going to learn a lot this weekend on America’s Wealth Management Show.
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Air Date: April 13, 2019
What are the biggest financial risks in retirement? What options are right for you, when you leave a job or retire, for the money that’s in your 401(k)? Join Dean, Bud, and JoAnn Huber, CPA and CFP™, this weekend as they examine the most frequently asked questions about retirement and the answers to those questions.
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Air Date: April 6, 2019
It’s been said that you should learn from your mistakes, so you don’t repeat those mistakes again. Dean and Bud have a better idea for you. How about you learn from the mistakes of others, so you don’t have to make the mistake in the first place? Dean, Bud, and JoAnn Huber examine mistakes made in investing, mistakes on taxes, and what you can do to avoid them, this week on America’s Wealth Management Show.
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Air Date: March 30, 2019
What would you do if you knew there was an economic recession on the way? How would that impact the decisions you would make with your money? Warning signs are flashing that an economic recession is on the horizon. Find out what you can do to protect yourself on America’s Wealth Management Show.
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Air Date: March 16, 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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