Top 10 Risks in Retirement
Air Date: February 27, 2021
When you ask the question, “What’s your biggest fear in retirement?” Most people will say it’s the fear of running out of money. Join Dean Barber and Bud Kasper, as they talk about the top 10 risks in retirement and what you can do to mitigate those risks.
Read the Transcript & Find Resources Mentioned on this EpisodeHow Will My Assets Be Taxed When I Die?
Air Date: February 20, 2021
Did you know that when you die you can pass $11.7 million to the next generation without incurring estate taxes? Join Dean Barber, Bud Kasper, and special guest Jason Newcomer as they discuss how your assets will be taxed when you die. There is far more to taxes at your death than just the estate tax.
11 Tax Tips for Tax Time
Air Date: February 13, 2021
It’s everyone’s favorite time of year, it’s tax time! Well, maybe not. Join Dean Barber and JoAnn Huber, CPA and CFP®, as they discuss 11 tax tips for tax time. Believe it or not, what you’re doing during tax season is reporting history. The question really is: What can you do to reduce your tax bill in the future?
Read the Transcript & Find Resources Mentioned on this EpisodeAre Target Date Funds Hitting Their Targets?
Air Date: February 6, 2021
Target date retirement funds. What do they mean? What do they own? If you own a target date fund, do you know what it is? It can’t be as simple as, “I’m going to retire in 2025. So, I’m going to go buy a target date 2025 retirement fund.” Join Dean Barber and Bud Kasper as they discuss target date fund and whether or not they’re hitting their targets.
What Should I Invest My Money In?
Air Date: January 30, 2021
I know the question on your mind right now, and it is: What should I invest my money in? Join Dean Barber and Bud Kasper as they examine that question. They’ll walk you through their process to find out where you should invest your money in 2021.
Why It’s NOT All About Investments
Air Date: January 23, 2021
What’s ahead for the stock market in 2021? In order to answer that question, we have to look back at 2020. Join Dean Barber and Bud Kasper as they discuss their 2021 market predictions and look back at 2021.
Rebalancing Your 401(k)
Air Date: January 16, 2021
Rebalancing your 401(k), is it a return enhancement tool? Or, is it a risk mitigation tool? Join Dean Barber and Bud Kasper as they examine the importance of rebalancing your 401(k). They’ll help you determine if it’s a risk mitigation tool or a return enhancement tool.
RMD Strategies for Before & After Retirement
Air Date: January 9, 2021
Dean and Bud discuss required minimum distributions this week. You may be asking, “Why are you talking about RMDs so early in the year?” There are major RMD strategies for both before and after retirement. You don’t want to miss a moment of this episode.
5 Retirement Planning Tasks for a Better 2021
Air Date: January 2, 2021
It’s official, 2020 is now hindsight! Join Dean Barber and Bud Kasper as they discuss five retirement planning tasks for a better 2021. There are many things you can do to kick this New Year off right.
Excerpts from The Guided Retirement Show
Air Date: December 26, 2020
Dean brings you a special episode this week sharing with you some of the great conversations he has had on our podcast, The Guided Retirement Show. He has conversations with all kinds of experts and fun interviews on the podcast. Enjoy these excerpts from The Guided Retirement Show.
Finding the Good Things in 2020
Air Date: December 19, 2020
There are so many of us that can’t wait to put 2020 in the rearview mirror, but not so fast. There were some amazing record-breaking things happening in 2020. Join Dean Barber and Bud Kasper as they outline the good things that came out of 2020. In the face of adversity, there is always opportunity.
Read the Transcript & Find Resources Mentioned on this Episode2020 Market Wrap-Up & 2021 Outlook
Air Date: December 12, 2020
If you fell asleep on January 1, 2020, and woke up today, you would see a stock market that’s on fire. The NASDAQ is up over 40%, the Russell 2000 and S&P 500 are up in the mid-teens, and the Dow Jones Industrial Average is up nearly 10%. But guess what, it hasn’t been a straight line. What does 2021 have in store for us? Join Dean Barber and Bud Kasper as they review 2020 markets and look forward to 2021.
2020 Year-End Tax Planning
Air Date: December 6, 2020
Is anyone else ready to put 2020 in the rear-view mirror? Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss some essential year-end tax planning strategies that you need to know about. They cover RMDs, QCDs, Capital Gains, and other critical tax planning components.
The Power of the Consumer
Air Date: November 21, 2020
The election is over, what’s next? Where is the economy going? Join Dean Barber and Bud Kasper as they talk about you, the consumer, and the power of the American consumer. We are the 800-pound gorilla in the corner. We drive this economy. Dean and Bud will discuss the power of the consumer and where the opportunities are in the months and years ahead.
Financial Literacy: How Do You Stack Up?
Air Date: November 14, 2020
In a recent study by the TIAA Institute 71% of adults age 38 to 64 thought they had high financial knowledge. However, only 7% of those adults were able to answer six basic financial literacy questions correctly. Join Dean Barber and Bud Kasper as they try to provide some necessary financial literacy.
Investing in Uncertain Times
Air Date: November 7, 2020
If there is one thing that’s certain in our economy and country, it’s that there is always uncertainty. Join Dean Barber and Bud Kasper as they talk about investing in uncertain times. There are really no times that are certain, but right now there is more uncertainty than ever before especially around COVID-19.
Top 5 Money Mistakes to Avoid in Retirement
Air Date: October 31, 2020
Halloween is supposed to be the scariest day of the year! Well, there are many things out there that are far scarier than the ghouls and goblins you’ll face on Halloween. Join Dean Barber and Bud Kasper as they tackle the top five money mistakes to avoid in retirement. They’ll help you see the light so you’re not scared of what’s in the dark.
The Future of Social Security
Air Date: October 24, 2020
News flash, Social Security is in jeopardy. Well, that may not be a news, but the reality is that by 2031 every Social Security recipient could be seeing a 20% cut in their Social Security. Join Dean Barber and Bud Kasper as they talk to you about how to get the most out of your Social Security benefits, even with the proposed cuts.
Read the Transcript & Find Resources Mentioned on this EpisodeTop 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.
Get a Retirement Analysis: Get the Analysis
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.
Get a Retirement Analysis: Request a Plan
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