America's Wealth Management Show
Episodes
Navigating Tough Money Conversations with Your Partner
12 Dec 2024
Contributed by Lukas
Navigating Tough Money Conversations with Your Partner Get your journey off to a great start with our financial resources: https://bit.ly/41sSiEY Subs...
What's Going on in the Bond Market?
09 Dec 2024
Contributed by Lukas
What's Going on in the Bond Market? Get your journey off to a great start with our financial resources: https://bit.ly/4ge1pOB Subscribe on YouTube ...
Understanding Target Date Funds
05 Dec 2024
Contributed by Lukas
Understanding Target Date Funds Get your journey off to a great start with our financial resources: https://bit.ly/3OEdY9y Subscribe on YouTube to Ca...
How to Budget at Different Stages of Life
02 Dec 2024
Contributed by Lukas
How to Budget at Different Life Stages Get your journey off to a great start with our financial resources: https://bit.ly/3CHfqVU Subscribe on YouTube...
Charitable Giving in Retirement
28 Nov 2024
Contributed by Lukas
Charitable Giving in Retirement Get your journey off to a great start with our financial resources: https://bit.ly/40UEMd2 Subscribe on YouTube to C...
10 Years Before Retirement - 4 Tasks to Address
25 Nov 2024
Contributed by Lukas
10 Years Before Retirement - 4 Tasks to Address Get your journey off to a great start with our financial resources: https://bit.ly/4hUOEJV Subscribe...
Tax Tips to Wrap 2024
21 Nov 2024
Contributed by Lukas
Tax Tips to Wrap 2024 Get your journey off to a great start with our financial resources: https://bit.ly/4eGCGRp Subscribe on YouTube to Catch our V...
2025 Tax Brackets & Contribution LImits
11 Nov 2024
Contributed by Lukas
2025 Tax Brackets & Contribution Limits Get your journey off to a great start with our financial resources: https://bit.ly/4fEkqch Subscribe on YouTu...
Reviewing 2024 Markets & Looking Toward 2025
07 Nov 2024
Contributed by Lukas
Reviewing 2024 Markets & Looking Toward 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3ChZKIv Subscribe on ...
Savings Goals for Retirement
04 Nov 2024
Contributed by Lukas
Savings Goals for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3YpIRTO Subscribe on YouTube to Catch...
Financial Advisors React to Money Horror Stories
31 Oct 2024
Contributed by Lukas
Financial Advisors React to Money Horror Stories Get your journey off to a great start with our financial resources: https://bit.ly/3Awohca Subscrib...
Forced into Retirement? Consider These 7 Strategies
28 Oct 2024
Contributed by Lukas
Forced into Retirement? Consider These 7 Strategies Get your journey off to a great start with our financial resources: Subscribe on YouTube to Ca...
8 Things NOT to Do Before Making Big Purchases
24 Oct 2024
Contributed by Lukas
8 Things NOT to Do Before Making Big Purchases Get your journey off to a great start with our financial resources: https://bit.ly/3A8kj9G Subscribe on...
Building a Disaster Preparedness Plan
21 Oct 2024
Contributed by Lukas
Building a Disaster Preparedness Plan Get your journey off to a great start with our financial resources: https://bit.ly/4eJHbex Subscribe on YouTu...
8 Money Problems and How to Address Them
17 Oct 2024
Contributed by Lukas
8 Money Problems and How to Address Them Get your journey off to a great start with our financial resources: https://bit.ly/4f4gwJg Subscribe on YouTu...
Tips to Reach Your First Million
14 Oct 2024
Contributed by Lukas
Tips to Reach Your First Million Get your journey off to a great start with our financial resources: https://bit.ly/4eAPysJ Subscribe on YouTube to Ca...
The Sandwich Generation
10 Oct 2024
Contributed by Lukas
The Sandwich Generation Get your journey off to a great start with our financial resources: https://bit.ly/3NgTWkV Subscribe on YouTube to Catch our V...
Mega Backdoor Roth Strategy
30 Sep 2024
Contributed by Lukas
Mega Backdoor Roth Strategy Get your journey off to a great start with our financial resources: https://bit.ly/3XH1BNV Subscribe on YouTube to Catc...
Defeating Financial Infidelity
26 Sep 2024
Contributed by Lukas
Defeating Financial Infidelity Get your journey off to a great start with our financial resources: https://bit.ly/3TKjQAZ Subscribe on YouTube to Cat...
Taxes on My Investments
23 Sep 2024
Contributed by Lukas
Taxes on My Investments Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: https://www.y...
What Should I Do with My 401(k) If I...?
19 Sep 2024
Contributed by Lukas
What Should I Do with My 401(k) If I...? Get your journey off to a great start with our financial resources: https://bit.ly/4dasyQ6 Subscribe on Yo...
5 Habits Keeping You from Reaching Financial Goals
16 Sep 2024
Contributed by Lukas
5 Habits Keeping You from Reaching Financial Goals Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch...
5 Years Before Retirement
12 Sep 2024
Contributed by Lukas
5 Years Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3ZmK3tg Subscribe on YouTube to Catch ou...
Inherited IRAs and the SECURE Act
09 Sep 2024
Contributed by Lukas
Inherited IRA Rules and the SECURE Act Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos:...
Making the Most of Catch-Up Contributions
05 Sep 2024
Contributed by Lukas
Making the Most of Catch-Up Contributions Get your journey off to a great start with our financial resources: https://bit.ly/47iPyeb Subscribe on YouT...
Life Experiences Beyond Work
02 Sep 2024
Contributed by Lukas
Life Experiences Beyond Work Get your journey off to a great start with our financial resources: https://bit.ly/472N03V Subscribe on YouTube to Catch ...
The Great Wealth Transfer Is Upon Us
29 Aug 2024
Contributed by Lukas
The Great Wealth Transfer Get your journey off to a great start with our financial resources: https://bit.ly/3XlENV2 Subscribe on YouTube to Catch our...
Taxes on Gambling Winnings
26 Aug 2024
Contributed by Lukas
Taxes on Gambling Winnings Get your journey off to a great start with our financial resources: https://bit.ly/3AKczKI Subscribe on YouTube to Catch o...
7 Money Lessons I Wish I Learned Sooner
22 Aug 2024
Contributed by Lukas
7 Money Lessons I Wish I Learned Sooner Get your journey off to a great start with our financial resources: https://bit.ly/3XasQl9 Subscribe on YouTu...
7 Money Milestones to Celebrate
19 Aug 2024
Contributed by Lukas
7 Money Milestones to CelebrateGet your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: https:...
Market Corrections Are Healthy!
15 Aug 2024
Contributed by Lukas
Market Corrections Are Healthy! Get your journey off to a great start with our financial resources: https://bit.ly/3WMKqtT Subscribe on YouTube to Ca...
Retire Early: What's it Take?
12 Aug 2024
Contributed by Lukas
Retire Early: What's it Take? Get your journey off to a great start with our financial resources: https://bit.ly/3YBmhsR Subscribe on YouTube to Catc...
401(k) Savings Are on the Rise
08 Aug 2024
Contributed by Lukas
401(k) Savings Are on the Rise Get your journey off to a great start with our financial resources: https://bit.ly/3YEXUdR Subscribe on YouTube to Catc...
Understanding Reverse Mortgages with Don Graves
01 Aug 2024
Contributed by Lukas
Understanding Reverse Mortgages with Don Graves Get your journey off to a great start with our financial resources: https://bit.ly/4dkDz1y Subscribe o...
How Americans Feel About Money
29 Jul 2024
Contributed by Lukas
How Americans Feel About Money Get your journey off to a great start with our financial resources: https://bit.ly/3LCgoE5 Subscribe on YouTube to Ca...
The Junk Drawer Approach to Financial Planning
25 Jul 2024
Contributed by Lukas
How Much Cash Reserves Should You Have? Get your journey off to a great start with our financial resources: https://bit.ly/4deyNCN Subscribe on YouTu...
How Much Cash Reserves Should You Have?
22 Jul 2024
Contributed by Lukas
How Much Cash Reserves Should You Have?Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Sub...
Americans Need a Budget
18 Jul 2024
Contributed by Lukas
Americans Need a Budget Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouT...
5 Signs You're Saving Too Much for Retirement
15 Jul 2024
Contributed by Lukas
5 Signs You're Saving Too Much for Retirement Get your journey off to a great start with our financial resources: https://www.modwm.com/education-cen...
7 Money Management Tips to Consider
11 Jul 2024
Contributed by Lukas
7 Money Management Tips Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on Yo...
How Real People Become Millionaires
01 Jul 2024
Contributed by Lukas
Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Cat...
5 Wealth-Building Challenges
27 Jun 2024
Contributed by Lukas
5 Wealth-Building Challenges Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/...
What Is Market Risk?
17 Jun 2024
Contributed by Lukas
Neal Falkenberry, CFA, joins Dean Barber and Bud Kasper, CFP®, AIF®, to talk about different examples of market risk. Market risk alludes to the unc...
Don't Fight the Fed, Understand the Fed!
13 Jun 2024
Contributed by Lukas
After Wednesday brought encouraging news with inflation cooling in May, Neal Falkenberry, CFA, joined Dean Barber and Bud Kasper, CFP®, AIF®, to dis...
Ed Slott's 5 New Important Things to Plan For
10 Jun 2024
Contributed by Lukas
Returning for another episode, we have a very special guest, America's IRA Expert - Ed Slott! Ed has five new important things to plan for as you avoi...
The Retirement Savings Time Bomb Ticks Louder with Ed Slott
06 Jun 2024
Contributed by Lukas
On this episode, Dean and Bud talk to Ed Slott about his latest book – The Retirement Savings Time Bomb Ticks Louder. Dean and Bud, along with som...
Taxes and Penalties on Roth Accounts
03 Jun 2024
Contributed by Lukas
Having a forward-looking tax plan is a critical consideration when it comes to wealth management. If you're not careful, taxes can quickly destroy the...
Defining Short, Mid, and Long-Term Financial Goals
30 May 2024
Contributed by Lukas
Everyone knows that you need to learn to crawl before you can walk and walk before you can run. With so many things in life, it's critical to set shor...
6 Wealth Destroying Factors
27 May 2024
Contributed by Lukas
No one wants to work hard for their financial wealth only to see it unexpectedly vanish. That's why it's critical to have a forward-looking financial ...
5 Reasons NOT to Convert to a Roth IRA
23 May 2024
Contributed by Lukas
We've published a lot of content that highlights how Roth conversions can be a helpful tax planning strategy for someone who is preparing for or goin...
4 Retirement Risks Out of Your Control
20 May 2024
Contributed by Lukas
A huge factor of financial planning is controlling what you can control. It's pivotal to understand that as you're determining if you have enough mone...
6 Retirement Withdrawal Mistakes to Avoid
16 May 2024
Contributed by Lukas
How much money are you going to take from what accounts, and when are you going to take it in retirement? Logan DeGraeve, CFP®, AIF® and Chris Rett,...
Busting Retirement Planning Myths
13 May 2024
Contributed by Lukas
Do you think you can just live on Social Security income? Do you think you'll have more than enough to retire if you just save to your 401(k) match? O...
Are You Overspending or Underspending?
09 May 2024
Contributed by Lukas
Are you overspending and don't even realize it? Or are you underspending and living well below your means? And whether you're overspending or underspe...
Retirement Planning in Your 60s
06 May 2024
Contributed by Lukas
You're in the retirement red zone – your 60s. It's time to put your plans in action! You've been working for your money for a LONG time, now it's ti...
Retirement Planning in Your 50s
02 May 2024
Contributed by Lukas
Continuing in our series, Dean and Bud are digging into retirement planning in your 50s. You're in a critical time, it's time to get serious about you...
Retirement Planning in Your 40s
29 Apr 2024
Contributed by Lukas
If you're in your 40s, how many years do you think you have until retirement? So many people just assume that they might not be able to retire for ano...
Retirement Planning in Your 30s
25 Apr 2024
Contributed by Lukas
Why would someone need to start planning for retirement in their 30s? Well, there are actually several reasons. It's important to understand that how ...
Following the Fed with Andrew Opdyke
22 Apr 2024
Contributed by Lukas
First Trust Senior Economist Andrew Opdyke joins Dean Barber to make a guest appearance on America's Wealth Management Show. Tune in to learn Andrew's...
Financial Checklist Following the Death of a Spouse
18 Apr 2024
Contributed by Lukas
No one wants to prepare for the death of a spouse. The grief associated with that is already too much for the surviving spouse and the rest of their ...
How Do I Pay Less Taxes?
15 Apr 2024
Contributed by Lukas
Many taxpayers feel like they have paid their fair share in taxes. And in some cases, far more than their fair share. So, how do you pay less taxes? T...
6 Habits of Self-Made Millionaires
11 Apr 2024
Contributed by Lukas
Were you a big fan of the game show, Who Wants to Be a Millionaire?, with the late Regis Philbin? Of course, everyone wants to be a millionaire, but u...
7 Benefits of a Roth IRA
08 Apr 2024
Contributed by Lukas
As self-proclaimed Rothaholics, Bud Kasper, CFP®, AIF® and Dean Barber could talk to you for hours about benefits of a Roth IRA. Bud and Dean strong...
Assessing Your Financial Literacy
04 Apr 2024
Contributed by Lukas
April is an important month in the wealth management industry, especially with Tax Day coming up on April 15. Taxes are one of our financial planning ...
Transitioning to Retirement with These 5 Steps
01 Apr 2024
Contributed by Lukas
If you've spent the past 30-40 years working, think about how many hours you've spent at work if you've averaged a 40-hour work week. 40 hours a week ...
Setting up Your Portfolio for Retirement
28 Mar 2024
Contributed by Lukas
It's one thing to know what age you want to retire, but it's another to know you can get to and through retirement without too much financial stress...
Roth Conversion Questions from the Internet
25 Mar 2024
Contributed by Lukas
Dean Barber and Chris Rett take a look at some Roth Conversion questions we scrounged up from the internet. What are people asking? And more important...
Skills to Expect from a Financial Advisor
21 Mar 2024
Contributed by Lukas
Choosing a financial advisor to work with isn't a decision that should be taken lightly. If you're looking for a financial advisor (or changing financ...
Is Inflation Still Cooling?
18 Mar 2024
Contributed by Lukas
On an April 2023 episode of America's Wealth Management Show, Dean Barber and Bud Kasper, CFP®, AIF® discussed how inflation was finally cooling aft...
IRA Rollover Mistakes to Avoid
14 Mar 2024
Contributed by Lukas
Rollovers to and from IRAs are a valuable financial planning strategy in different situations. From Roth conversions to spousal rollovers, there is a ...
What Is the Meaning of Wealth Management?
11 Mar 2024
Contributed by Lukas
It's hard for our team to believe, but it's almost been one year since the launch of Modern Wealth Management. As our firm continues to grow, we're co...
Bad Retirement Habits to Avoid
07 Mar 2024
Contributed by Lukas
As humans, we're all creatures of habit. While it can be difficult for some people to realize and/or accept, seeking a comfortable retirement can disr...
Understanding Retirement Asset Allocation
04 Mar 2024
Contributed by Lukas
When our Director of Investments Stephen Tuckwood, CFA joined Dean Barber on The Guided Retirement Show to discuss strategic investing through retire...
Should I Get Out of Debt Before I Retire?
29 Feb 2024
Contributed by Lukas
Should I get out of debt before I retire? It's one of the more common questions we get when we meet with people getting closer to retirement. It's imp...
Taxes on Retirement Income
26 Feb 2024
Contributed by Lukas
While most people are working, their tax situation is fairly straightforward. They earn income from an employer, and the employer has certain taxes de...
Where Should I Save My Money?
22 Feb 2024
Contributed by Lukas
Deciding where to store your money depends on various factors including your financial goals, risk tolerance, and liquidity needs. Logan and Chris rev...
What Should I Invest My Money In?
19 Feb 2024
Contributed by Lukas
Before you ask what should I invest my money in, ask yourself, "what does my money need to do for me to accomplish my goals?" Before you can answer th...
5 Common Risks in Retirement
15 Feb 2024
Contributed by Lukas
Whether you're in retirement or preparing for it, what your biggest fear when it comes to retirement? For most people, it's running out of money. We...
Active Versus Passive Management
12 Feb 2024
Contributed by Lukas
Our Director of Investments Stephen Tuckwood, CFA has covered a wide range of topics with Dean Barber on The Guided Retirement Show. Toward the end of...
Health Care Costs During Retirement
08 Feb 2024
Contributed by Lukas
For those of you gearing up to retire within the next few years, you may be wondering how your health care costs during retirement might look. There a...
Good Fear vs. Bad Fear
05 Feb 2024
Contributed by Lukas
Fear is a very real thing in the financial business, and how you react to it can make a huge difference. There's a fine line between good fear and bad...
7 Overlooked Budget Items in Retirement
01 Feb 2024
Contributed by Lukas
Many people at least have a rough idea of how much they spend each month. Money comes in from a paycheck and money goes out for various expenses. When...
Can I Beat the Market?
29 Jan 2024
Contributed by Lukas
Beating the market is something that many people have tried to do, but a rare few have succeeded. Many investors compare their investments to certain ...
5 Money Mistakes to Avoid in Retirement
25 Jan 2024
Contributed by Lukas
Everyone makes mistakes. There's no denying that. But there are so many mistakes that can be avoided, especially when it comes to protecting your weal...
7 Retirement Strategies to Retire Successfully
22 Jan 2024
Contributed by Lukas
A successful retirement is something that everyone strives for, but it isn't something that you can simply speak into existence. Achieving a successfu...
Examining Municipal Bonds in 2024
18 Jan 2024
Contributed by Lukas
In today's episode, Dean Barber and special guest David Mitchell of AllianceBernstein examine the prospect of municipal bonds in 2024. After two years...
Top 5 Financial Planning Considerations
15 Jan 2024
Contributed by Lukas
We're still in countdown mode after watching the ball drop in Times Square on New Year's Eve. Today, Dean Barber and Bud Kasper, CFP®, AIF® are goin...
RMD Strategies for Before & After Retirement
11 Jan 2024
Contributed by Lukas
One of the most important aspects of retirement planning is starting early. But for the people who take the DIY retirement planning approach, there...
Maximizing In-Plan Roth Conversions for 401(k) Plans
08 Jan 2024
Contributed by Lukas
Have you heard of in-plan Roth conversions? If not, you're not alone. Believe it or not, they've been an option within 401(k) plans for nearly 15 year...
Peak 65: Nearly 4.4 Million Americans Projected to Turn 65 in 2024
04 Jan 2024
Contributed by Lukas
Peak 65 is a term you'll likely be hearing more and more in 2024. That's because in 2024, more than 12,000 Americans are expected to turn 65 each day....
Financial Planning Lessons from 2023
01 Jan 2024
Contributed by Lukas
As we jump into 2024, we can't put 2023 behind us just yet. There are some valuable financial planning lessons to take away from the past year. Check ...
5 Factors More Important Than Rate of Return
28 Dec 2023
Contributed by Lukas
When it comes to building your retirement plan, a lot of people think your rate of return is the No. 1 thing to keep in mind. While it is important, y...
Why When You Retire Matters
25 Dec 2023
Contributed by Lukas
Whether it's arriving at work, church, or one of your kids' or grandchildren's games or activities, being on time is always important. One thing that ...
5 Retirement Planning Tasks for a Better 2024
21 Dec 2023
Contributed by Lukas
Are you trying to think of a few New Year's resolutions that can help get back on track or keep you on track from a retirement planning perspective? D...
Reviewing Rebalancing Strategies
18 Dec 2023
Contributed by Lukas
Does two years ago feel more like 20 years ago to you? It can certainly feel that way when thinking about the markets. When Dean Barber and Bud Kasper...
Reviewing Your Retirement Checklist
14 Dec 2023
Contributed by Lukas
As we launch into a new year, we want to review your retirement checklist. While we want to put you in a successful financial position for the new yea...
Safe Withdrawal Rates for Retirement
11 Dec 2023
Contributed by Lukas
Rules of thumb can oftentimes be helpful when trying to complete a task. However, there are some tasks—such as retirement planning—where rules of ...
5 Long-Term Strategies for a Better Retirement
07 Dec 2023
Contributed by Lukas
This is the time of year where a lot of people are making or at least thinking about new year's resolutions. Having a forward-looking approach is also...
Stress Testing Your Financial Plan
04 Dec 2023
Contributed by Lukas
How do you know if you can withstand a market downturn, substantial unexpected expenses, or income reduction in retirement? Those are all things that ...
5 Common Misconceptions About Retirement
30 Nov 2023
Contributed by Lukas
Are you planning to meet up with any friends or family members this holiday season who are approaching retirement or recently retired? Or maybe you're...