Recent Shows

Bear Markets & Sequence of Returns

Air Date: July 31, 2021

Bear markets and sequence of returns. Join Dean Barber and Bud Kasper as they tackle the question: Can retirees survive the next bear market? It’s not a question of if – it’s a question of when will the next bear market will occur. They’re going to discuss strategies so that you can survive the next bear market.

The Best Part of the Tax Code: The Roth IRA

Air Date: July 24, 2021

What is the best part of the tax code? We say it’s the Roth IRA. And guess what Peter Thiel would agree, he has a $5 billion Roth IRA. Join Dean Barber and Bud Kasper as they break down the Roth IRA and the importance of tax diversification, asset location, and how you can get as much money as possible into a tax-free environment.

Breaking Down Inflation

Air Date: July 17, 2021

Taxes and inflation. These are the two largest wealth eroding factors when it comes to your retirement. We see people all the time using an inflation rate in their financial plans well below what it should be. Join Dean Barber and Bud Kasper as they break down inflation historically and inflation today.

Taxes on Retirement Income

Reairing: July 10, 2021 | Original Air Date: April 17, 2021

Wouldn’t it be awesome if your tax rate in retirement was zero? You may think that sounds like a fantasy, but you have more control over your taxes in retirement than at any other time in your life. Join Dean Barber and Bud Kasper as they discuss taxes on retirement income.

Why Bear Markets Matter

Air Date: July 3, 2021

You know a lot of people say that asset allocation will take you through any bear market. Not so fast. Join Dean Barber and Bud Kasper as they discuss why bear markets matter more than you think. Especially those of you that are nearing retirement or in retirement.

Securing Your Estate Plan

Air Date: June 26, 2021

Did you know that the most expensive estate plan is actually the lack of an estate plan? Join Dean Barber and Bud Kasper as they discuss securing your estate planning and mistakes to avoid. They have some interesting stories to tell and some tricks and tips to make sure that your estate plan is right for you.

Retirement Regrets & How to Avoid Them

Reairing: June 19, 2021 | Originally Aired: May 8, 2021

The last thing you want after you retire is to have regrets. Join Dean Barber and Bud Kasper as they discuss retirees sharing their biggest retirement regrets. They’ll help you make sure that you don’t have those same regrets in retirement.

Pandemic Market Valuations

Air Date: June 12, 2021

Stock market valuations hit an all-time high in January of 2000. That is until now. Today’s valuations exceed where they were before the Dot Com Bubble. Join Dean Barber and Bud Kasper as they discuss the overvalued markets, whether or not they are sustainable, and pre and post-pandemic market valuations.

What is a Financial Planner?

Air Date: June 5, 2021

Did you know there are 212 different financial designations for advisors? What exactly is a financial planner? How do you know who to trust? Join Dean Barber and Bud Kasper as they discuss the 212 different designations. What’s good and what’s bad?

Retiring in a High Inflation Environment

Air Date: May 22, 2021

The headlines are everywhere, inflation is rearing its ugly head again! Join Dean Barber and Bud Kasper as they tackle the subject: Retiring in a High Inflation Environment. You should understand how this high inflation environment affects your ability to retire and stay retired and do it with dignity and peace of mind.

401(k) Factors to Consider

Air Date: May 15, 2021

You’re 401(k), if you’re like anyone else, is likely your largest asset. If it’s not now, it probably will be in the future. What happens to that 401(k) when you change jobs? Should you do Roth or traditional contributions? Join Dean Barber and Bud Kasper as they discuss your 401(k), your largest asset.

5 Things to Do Before & After Retiring

Original Air Date: April 10, 2021 | Reairing: May 1, 2021

If you were to list the five most important things to do before and after retirement, what would they be? Join Dean Barber and Bud Kasper as they discuss the five things do to before and after retiring.

RMD Strategies for Before & After Retirement

Original Air Date: January 9, 2021 | Reairing: April 24, 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.

Real Retirement Disruptors

Air Date: April 3, 2021

When you head into retirement, it’s supposed to be the time of your life. The time where you’re supposed to sit back and enjoy the fruits of your labor. A time when your money can go to work for you. Unfortunately, there are many disruptors out there in your retirement. Join Dean Barber and Bud Kasper as they talk about real retirement disruptors and how to avoid them.

Getting Income in a Low Interest Rate Environment

Air Date: March 27, 2021

With interest rates near zero and the threat of interest rates rising, we have a conundrum. The question we have to answer is: How do we get income in a low interest rate environment? Join Dean Barber and Bud Kasper as they examine how you generate income in a low interest rate environment.

Buying Real Estate in Your IRA

Air Date: March 20, 2021

With the stock markets overvalued and the threat of rising interest rates, many are asking the question: Should I buy real estate in my IRA? Join Dean Barber and Bud Kasper as they dive into the subject of buying real estate inside your IRA.

Traditional Versus Roth 401(k)

Air Date: March 13, 2021

There is a big difference between the Roth 401(k) and the traditional 401(k)? Do you know what they are? Do you know where you should be contributing your 401(k) contributions? Should they be Roth contributions or traditional? Join Dean Barber and Bud Kasper as they discuss Roth versus traditional 401(k)s.

Revisiting 20 Things to Do Before You Retire in the 2020s

Air Date: March 6, 2021

Imagine a time when your money is working for you, and you’re no longer working for your money. That time is retirement. I want you to join Dean Barber and Bud Kaspar as they discuss the 20 things to do before you retire in the 2020s.

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.

How 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?

Are 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.

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