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 18, 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: 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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Air Date: July 21, 2018
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll talking with Brie Williams who has authored a report called The Impact of Aging on Financial Decisions. Their discussion with Brie touches on how aging can affect our decision making, what comprehensive financial management really means, working with the right type of financial professional, and more!
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Air Date: July 14, 2018
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll talking with Brie Williams who has authored a report called The Impact of Aging on Financial Decisions. Their discussion with Brie touches on how aging can affect our decision making, how financial decisions in couples need to be a partnership, money secrets, and more!
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Air Date: June 30, 2018
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’ll be going back to some of our recent interviews to discuss the different facets of retirement planning such as saving, Social Security, taxes, estate planning, unexpected expenses, and more.
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Air Date: June 23, 2018
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’re interviewing Kris & Jeff about early retirement, seeking out professional help, and the surprising complexities of planning for retirement.
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Air Date: June 16, 2018
Dean and Bud return with our continuing series, Lessons from Your Peers. This week they’re interviewing Bruce about his experience figuring out his late parent’s problematic estate, how a single insurance policy can affect an estate plan, and what he’s looking forward to in his approaching retirement.
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