Top 10 Financial Planning Considerations
Air Date: October 17, 2020
It’s National Financial Planning Month! Join Dean Barber and Bud Kasper as they outline the top ten financial planning considerations. This is by no means a complete list of everything you need to do, but if you get these top ten in your financial plan, it can help you get clarity, confidence, and control for your retirement.
Read the Transcript & Find Resources Mentioned on this EpisodeConnecting Your Money with Your Life
Air Date: October 10, 2020
If you live to be 100 years old, that is 36,500 days. Think about how many days you have to enjoy your life in retirement. It’s not that many. The life expectancy for a man who is 65 is only 18.1 years. How many of those will be good years? Join Dean Barber and Bud Kasper as they discuss how to make the most of your financial future by connecting your money to your life.
Beyond Tax-Efficient Investing
Air Date: October 3, 2020
When you think about tax-efficiency, what comes to mind? Most people think about tax-efficient investing, but we’re going to talk way beyond tax-efficient investing. We’ll discuss how you can control taxes and reduce the amount of taxes you pay, not just in a given year, but in your lifetime. Join Dean Barber, Bud Kasper, and CPA and CFP® JoAnn Huber as they go beyond tax-efficient investing.
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Can I Beat the Market?
Air Date: September 26, 2020
Is it possible to outperform the market? Join Dean Barber and Bud Kasper as they tackle the question, “Can I Beat the Market?” Or is that really the question you should be asking yourself? Find out in this episode.
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Planning for the Next President
Air Date: September 19, 2020
We’re planning for the next President of the United States. Join Dean Barber and Bud Kasper as they take a deep dive into what might happen if Joe Biden wins or if Trump is re-elected.
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7 Most Overlooked Budget Items in Retirement
Air Date: September 12, 2020
Your budget in retirement is perhaps the most important part of building your retirement plan. Join Dean Barber and Bud Kasper as they discuss the 7 Most Overlooked Budget Items in Retirement.
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Is it Time to Rebalance? What About Valuations?
Air Date: September 5, 2020
About a month ago we wrote an article asking the question, “Is the Stock Market Overvalued?” Well, today that question is even more important after the best August since 1986. Join Dean Barber and Bud Kasper as they discuss what’s happening in the markets and whether you should be concerned about current valuations.
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Tax Planning Opportunities for 2020
Air Date: August 29, 2020
There’s an old saying, “Investments are a matter of opinion, but taxes are a matter of fact.” Join Dean Barber, Bud Kasper, and JoAnn Huber CPA and CFP®, as they discuss tax planning opportunities for 2020. We want to help you get 20/20 vision on how you can reduce your taxes in the future by the choices you make today.
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Dangers of Self-Diagnosing Your Retirement
Air Date: August 22, 2020
What if there were a way to prevent illness? Would you want to know about it? What if there were a way to make sure that you stayed financially healthy? Would you want to know about it? Join Dean Barber and Bud Kasper as they talk about preventative care for your finances, how to get financially independent and stay that way with clarity, confidence, and control.
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New Market Highs, is Hindsight 20/20?
Air Date: August 15, 2020
There are new all-time highs in the market. Hindsight is 20/20, right? Well if you could go back to February 19, 2020, what would you do differently knowing that COVID-19 was coming. Join Dean Barber and Bud Kasper as they discuss how to make your plan so solid that you won’t have to say, “I wish I would have done something different.”
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Your Taxes Are Filed – Now What?
Air Date: August 8, 2020
It’s interesting, high net-worth people expect to get proactive forward-looking tax planning. Yet, the mass affluent, the millionaire next door, they don’t expect it – they don’t even know it that it’s available. Join Dean Barber, Bud Kasper, and JoAnn Huber as they talk about the tax planning opportunities available to the millionaire next door.
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Generating Income in Retirement
Air Date: August 1, 2020
Did you realize in order to get $50,000 of income from your portfolio using a 30-Year Treasury, you’ll need to invest $4 million into it? Join Dean Barber and Bud Kasper as they discuss how to get income in this ultra-low interest rate environment.
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Debt: The Good, The Bad, and The Ugly
Air Date: July 25, 2020
Have you ever wondered, “Should I pay off my home?” or “Should I pay cash for a second home in retirement or take out a loan?” Join Dean Barber and Bud Kasper as they attack the good, the bad, and the ugly of debt. Believe it or not there are situations where you want to pay that home off and there are situations where you will want to take out a loan. They talk about that and more on debt in this episode.
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Managing Your 401(k) and Interview with Special Guest Dr. Laura Lile, M.D., R.PH.
Air Date: July 18, 2020
What if there was a way that you could prevent COVID-19? Join Dean Barber and Bud Kasper as talk with special Guest Dr. Laura Lile, M.D., R.PH. about how you can boost your immune system to potentially reduce your risk of contracting COVID-19. They’ll also be discussing what you can do to manage and protect your 401(k).
Lile Wellness Partners: www.lilewellness.com/
ProImmune 200: www.orderproimmune.com/
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Protecting Your Health & Your Wealth
Air Date: July 11, 2020
The two most important things you can do are to protect your health and protect your wealth. Join Dean Barber and Bud Kasper as they examine the proactive things you can do to protect your health and your wealth during uncertain times.
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Can You Trust Retirement Calculators?
Air Date: July 4, 2020
Some people say the best things in life are free. Join Dean Barber and Bud Kasper discuss a study done by the Society of Actuaries in retirement calculators and the serious flaws in the free retirement calculators. Free isn’t always best.
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Taking Control of Taxes & Social Security
Air Date: June 27, 2020
What if you knew that by applying proper Social Security claiming strategies along with a proper tax strategy that you had the ability to add thousands in spendable income in retirement? Would you want to take advantage of that? Join Dean Barber and JoAnn Huber as they discuss taking control of your taxes and Social Security.
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Will You Get a Mulligan for Retirement?
Air Date: June 20, 2020
Summertime is here and the golfers are on the golf course! It’s awesome when you hit a bad shot, and you take a ball out of your pocket and hit again. We call that a mulligan. Well, guess what? The markets are giving you an opportunity for a mulligan for your retirement. Join Dean Barber and Bud Kasper as they talk about price to earnings ratios in the stock market, where they’re at today, and why this is the perfect time to take a mulligan.
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Retirement Lifecycles: When and How to Save
Air Date: June 13, 2020
You’ve heard, “Life is a journey.” There is no doubt about it, and along that journey there are different things you need to be thinking of from a financial perspective whether you’re coming out of college, having your first child, buying your first home, or heading into retirement. Join Dean Barber and Bud Kasper as they discuss life’s journey and the financial planning techniques you need to apply along the way.