How Much Do I Need to Retire?
Air Date: October 19, 2019
How much money do you need to retire? It’s the most frequently asked question our financial planners get: How much do I need to retire? Join Dean Barber and Bud Kasper as they discuss how to figure out exactly how much money you need to retire. Maybe you’re already there! Maybe you still have some work to do. Join us and find out.
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How is the Economy Really Doing?
Air Date: October 12, 2019
With everything going on in the economy, it can be difficult to focus on what’s important. However, it’s also imperative that you take control of your future. Knowing what factors affect the economy and the market can help you better understand your portfolio. Join me, Bud Kasper, and JoAnn Huber as we breakdown the current economy and the factors you should be watching.
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Does Your Financial Planner Have Your Best Interests in Mind?
Air Date: October 5, 2019
Does your financial planner have your best interests in mind? Have they asked you about your goals for retirement or just your goals for your investments? Well, I’m here to tell you that not all financial planners come equal. Join me, Bud Kasper, and JoAnn Huber, as we discuss the missed opportunities that can occur when your financial planner doesn’t address all facets of a comprehensive plan.
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Puzzled by Medicare?
Air Date: September 28, 2019
In financial planning, one of the most critical areas is Medicare planning. And guess what folks? We’re coming up on Annual Open Enrollment for Medicare, October 15th through December 7th. Join Bud Kasper, JoAnn Huber, and special guest Tom Allen as they address issues surrounding Medicare and your retirement.
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What Should You Expect from Your Financial Advisor?
Air Date: September 21, 2019
What should you expect from your financial advisor? Or maybe a better question is, what is the definition of a financial advisor? Join Dean Barber and Bud Kasper as they tear into the discussion about what a financial advisor is, what you should expect, and what a financial advisor should be doing for you.
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Only 4% Are Optimally Claiming Social Security
Air Date: September 14, 2019
Retirees will collectively lose $3.4 trillion in potential income they could be spending during their retirement because they claimed Social Security at a financially suboptimal time. That’s an average of $111,000 per household. Join Dean Barber and Bud Kasper this weekend to find out how you can make the right Social Security claiming decisions.
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Financial Planning Blind Spots
Air Date: September 7, 2019
If you hear the words “blind spot” what typically comes to mind? It’s probably when you’re driving. You missed something. You didn’t see it. It’s in your blind spot. What kinds of blind spots are out there in your path to and through retirement? Join Dean Barber and Bud Kasper as they help you identify the potential blind spots in your path to and through retirement.
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Asset Location & Your Taxes
Air Date: August 31, 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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Diversification & Knowing What You Own
Air Date: August 24, 2019
Everybody has heard the phrase “Don’t put all your eggs in one basket.” When it comes to investing that means you need diversification. But what does that really mean? What is real diversification? How do you know if you’re well diversified? Join Dean Barber and Bud Kasper as they talk about proper diversification and asset allocation in retirement.
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Where is My Income Going to Come From in Retirement?
Air Date: August 17, 2019
The number one question people ask us when they’re heading into retirement is, “Where is my income going to come from in retirement?” When we talk about where your income is going to come from in retirement it’s a super personalized discussion. Join Dean Barber and Bud Kasper as they discuss where your money is going to come from in retirement.
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Packing Your Parachute for Retirement
Air Date: August 10, 2019
If you were going skydiving for the first time would you dare to pack your own parachute? I think not. So, when you retire for the first time why would you want to try to do it on your own? Wouldn’t you want to make sure whoever is helping you is qualified to do so? Join Dean Barber and Bud Kasper as they talk about packing your parachute and making sure your retirement plan can achieve your goals.
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Protecting Your Assets in Retirement
Air Date: August 3, 2019
Let’s face it, no one buys insurance looking forward to the day they get to file a claim. You don’t buy car insurance and get excited about going out and wrecking your car so you can file a claim on your new car insurance. In retirement, the risks are still there and they’re lurking in places that you don’t even think about. Join Dean Barber, Bud Kasper, and special guest Tom Allen, insurance specialist, as they discuss the risks that are out there in retirement and how you can cover yourselves.
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Vacation Planning & Retirement Planning
Air Date: July 27, 2019
What does planning a vacation have to do with planning your retirement? Find out this weekend on America’s Wealth Management Show as Dean Barber and Mark Comfort of Cruise Holidays Kansas City talk about the intricacies of travel planning and how that relates to the longest vacation you’ll ever take – your retirement.
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Preseason Tax Planning
Air Date: July 20, 2019
How would you feel if you knew your CPA was looking at your personal financial situation, trying to figure out the way that you could pay as little taxes as possible? Well that doesn’t happen very often, but it can. It’s all about tax planning. Join Dean Barber, Bud Kasper, and JoAnn Huber discuss preseason tax planning and the importance of looking ahead at your tax situation.
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Investing During Turbulent Times
Air Date: July 13, 2019
What’s the Fed going to do at the July meeting? What’s going to happen with trade talks and trade wars going on around the globe? Join Dean Barber and Bud Kasper this weekend as they discuss investing in turbulent times in detail. They’ll cover the things you need to know to prepare yourself for what we see coming. Get all the details this weekend on America’s Wealth Management Show.
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Retirement Rules of Thumb BUSTED!
Air Date: July 6, 2019
On this week’s show, Dean and Bud are busting retirement rules of thumb. Did you know you’ll be in a lower tax bracket in retirement? Or if you just own your age in bonds that’s all you need to do as far as asset allocation to prepare for retirement? Dean and Bud bust these myths and tell you what you really need to know to retire.
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Financial Independece: Are You Already There?
Air Date: June 29, 2019
What would you do if you knew you were completely financially independent? What if you knew that what you did today, tomorrow, and the rest of your life was because it is what you want to do, and it was no longer about the paycheck? That is financial independence. Join Dean Barber, Bud Kasper, and JoAnn Huber on America’s Wealth Management Show as they discuss what financial independence looks like in detail.