America's Wealth Management Show

IRA RMD Requirements

23 Jan 2025

Contributed by Lukas

IRA RMD Requirements Get your journey off to a great start with our financial resources: https://bit.ly/40HCMEl  Subscribe on YouTube to Catch our ...

Tax Tips in 10: Roth vs. Traditional

20 Jan 2025

Contributed by Lukas

Tax Tips in 10 or Less Ep. 003 Roth vs. TraditionalGet your journey off to a great start with our financial resources: https://bit.ly/3E6w4ik  Subsc...

Generational Wealth Management

16 Jan 2025

Contributed by Lukas

Generational Wealth Management Get your journey off to a great start with our financial resources: https://bit.ly/40xEPeg Subscribe on YouTube to Catc...

Tax Tips in 10: 2024 Tax Return Tips

13 Jan 2025

Contributed by Lukas

Tax Tips in 10 or Less Ep. 002  2024 Tax Return Tips  Get your journey off to a great start with our financial resources: https://bit.ly/3PrvyOn ...

5 Types of Financial Plans

09 Jan 2025

Contributed by Lukas

5 Types of Financial Plans Get your journey off to a great start with our financial resources: https://bit.ly/3WajAMW  Subscribe on YouTube to Catch ...

Tax Tips in 10: 2025 Taxes - What to Watch

06 Jan 2025

Contributed by Lukas

Tax Tips in 10 or Less Ep. 001 2025 Taxes - What to Watch Get your journey off to a great start with our financial resources: https://bit.ly/4gQmuP2 ...

Annual Wealth Checklist and Key Birthdays

02 Jan 2025

Contributed by Lukas

Annual Wealth Checklist and Key Birthdays Get your journey off to a great start with our financial resources: https://bit.ly/4iWjCSo   Subscribe on Y...

7 To-Dos After Selling Your Business

30 Dec 2024

Contributed by Lukas

7 To-Dos After Selling Your Business Get your journey off to a great start with our financial resources: https://bit.ly/3DmKqei Subscribe on YouTube ...

2024 Financial Year in Review

26 Dec 2024

Contributed by Lukas

2024 Financial Year in Review Get your journey off to a great start with our financial resources: https://bit.ly/3ZPEEJQ  Subscribe on YouTube to Cat...

Tax Credits You Need to Know About

23 Dec 2024

Contributed by Lukas

Tax Credits You Need to Know About Get your journey off to a great start with our financial resources: https://bit.ly/4iKi9hK Subscribe on YouTube to ...

What You Need to Know About Tax Deductions

19 Dec 2024

Contributed by Lukas

What You Need to Know About Tax Deductions Get your journey off to a great start with our financial resources: https://bit.ly/3ZGpExO Subscribe on You...

5 Planning Opportunities for 2025

16 Dec 2024

Contributed by Lukas

5 Planning Opportunities for 2025 Get your journey off to a great start with our financial resources: https://bit.ly/41A53xL Subscribe on YouTube to C...

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...