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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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Air Date: August 25, 2018
Dean and Bud talk about taxes this weekend on America’s Wealth Management Show. They’ll be diving into how taxes can be more complicated in retirement, how taxes and Social Security are closely tied, the difference between tax planning and tax compliance, and more.
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Air Date: August 11, 2018
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll be talking the Curt & Gayla about living within their means, retiring early, the freedom of retirement, mistakes, and more!
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Air Date: August 4, 2018
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll be talking the Anna about being a stay at home mom, saving for retirement from day one, taking the financial reigns after losing her husband, and more!
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Air Date: July 28, 2018
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll be talking with Brie Williams who has authored a report called The Impact of Aging on Financial Decisions. Their discussion with Brie touches on financial scams, real financial advisors versus product salesmen, risk and fraud, and more!
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