The Real Story Behind Retirement Spending
Air Date: January 18, 2020
We all make plans, but sometimes something happens and those plans are forced to change. Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss the real story behind retirement spending. They bring their over 70 years of experience to you so you can retire with clarity, confidence, and control.
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Retirement Income in a Low Interest Rate Environment
Air Date: January 11, 2020
There is an issue plaguing those of you close to retirement or already retired. That same issue is also plaguing the financial services industry. The issue is, how in the world does one generate income in retirement in this ultra-low interest rate environment? Join Dean Barber and Bud Kasper as they discuss how you get income in retirement in this low interest rate environment.
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20 Things to Do Before You Retire in the 2020s
Air Date: January 4, 2020
The decade of the 20s is here! Join Dean Barber, Bud Kasper, and JoAnn Huber as they go over 20 things to do before you retire or are retired in the 2020s. There are new tax laws and many other considerations that you really need to understand. Timing is critical here.
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Investing in an Election Year & the SECURE Act
Air Date: December 21, 2019
Presidential election year is upon us and a huge lump of coal delivered by Congress; the SECURE Act. All kinds of wild things going on that you need to know about. Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss investing in an election year and the impact of the newly passed SECURE Act.
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Gifts from Uncle Sam
Air Date: December 14, 2019
News flash, Santa is real! Join Dean Barber, Bud Kasper, and JoAnn Huber as they reveal that yes, Santa Claus is real and he’s Uncle Sam. He has some major gifts waiting for you and they’re going to tell you how you get those gifts from Uncle Sam on this episode of America’s Wealth Management Show.
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Checkin’ Your List and Checkin’ it Twice!
Air Date: December 7, 2019
Santa has made his list and he’s checkin’ it twice. You’ve surely made your Christmas list as well, but there’s one list that you probably don’t have. A Retirement Plan Checklist. Join Dean Barber and Bud Kasper as they discuss the things you need to stay on top of on your way to and through your retirement.
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How Charitable Giving Influences Your Retirement
Air Date: November 30, 2019
Thanksgiving is the season to give back. Join Dean Barber and Bud Kasper as they discuss how you can give to charities and get deductions even with the higher standard deduction. They’ll cover the impact on your taxes, your family, and more to make your giving season even more special on this episode of America’s Wealth Management Show.
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Surviving & Thriving in Retirement
Air Date: November 23, 2019
A lot of people think they will have difficulties surviving a comfortable retirement. We don’t want you to just survive retirement, we want you to thrive in retirement. Join Dean Barber and Bud Kasper as they talk about the rules of retirement and how what you don’t know can cause you to have problems. If you get the education, you’ll not only survive in retirement, you’ll thrive.
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Year-End Tax Planning
Air Date: November 16, 2019
The end of the year is fast approaching. While your mind may be on the holidays and getting together with family, you should also be thinking about reducing your tax burden. Join Dean Barber, Bud Kasper, and JoAnn Huber this weekend as they talk about year-end tax planning strategies to reduce your tax burden. Maybe you’ll find out you can save some extra cash for gifts or put some money in your pocket for next year?
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Retiring Without a Guidance System
Air Date: November 9, 2019
I want you to imagine you’re taking a trip across the country, some place you’ve never been before. You would surely use your GPS to make sure you didn’t get lost and the trip was as good as possible. Join Dean Barber and Bud Kasper as they talk about the Guided Retirement System and how that can act like your GPS for the longest vacation you take and a place you’ve never been before, your retirement.
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IRA Rules and Why You Need To Know Them
Air Date: November 2, 2019
The biggest asset most have saved for their retirement is their IRA. There are thousands of pages in the tax code that surround your IRAs and don’t pretend you know all of the rules! The mistakes you make by not understanding the rules could cost you thousands of dollars in unnecessary taxes. Join Dean Barber and Bud Kasper as they breakdown the rules that you need to know when it comes to your IRA.
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What You Don’t Know About Your 401(k) Can Ruin Your Retirement?
Air Date: October 26, 2019
The things you don’t know can destroy your retirement. Specifically, the things you don’t know about your 401(k). Two major components: the underlying investment and then the thousands of words in the tax code that surround your 401(k). Join Dean Barber and Bud Kasper as they discuss the things you don’t know and how it could destroy your retirement when it comes to your 401(k).
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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.