m3u

7 Ways to Build the Best Retirement Plan

Is retirement constantly on your mind? Rather than getting stressed about when you’re going to retire or if you’ll have enough to get through retirement, you need to plan for it. Dean Barber and Bud K

m3u

Considerations for Retiring Before 62 & 65

Two of the biggest retirement consideration concerns are not being able to retire before 62 (the age you can begin claiming Social Security) and 65 (when you become Medicare eligible). Dean Barber and

m3u

Retirement Cash Flow: What You Need to Know

Today, Dean Barber and Logan DeGraeve will help us explore what retirement cash flow entails and why it's important. We’ll discuss when to address your plan for cash flow in retirement, how to determi

m3u

Outdated Retirement Planning Strategies

Today, Dean Barber and Logan DeGraeve will help us examine the flaws of several outdated retirement planning strategies. We’ll look at outdated retirement planning strategies such as the 4% rule, savi

m3u

What Is Financial Wellbeing?

Financial wellbeing is a term frequently mentioned, but what does it really mean? Bud Kasper and Logan DeGreave dive into the concept of financial wellbeing and explore its various aspects on this epi

m3u

5 Big Things that Have Happened in 2023 So Far

As we approach the midway point of 2023, it's an opportune time to reflect on the significant events and changes that have unfolded in the financial landscape. Bud Kasper and Logan DeGraeve aim to pro

m3u

The Race for the Bitcoin ETF Heats Up

Over the past decade, about 30 spot Bitcoin fund applications have been swatted aside by the US Securities and Exchange Commission. The outlook appeared dire. And then a surprise filin

m3u

Can You Save too Much for Retirement?

When it comes to saving for retirement, we often hear about the importance of building a substantial nest egg. So, Dean Barber and Bud Kasper explored the concept of saving too much and its potentia

m3u

Rebalancing Your Portfolio: Looking at a Midyear Rebalance

As we enter the second half of the year, it’s time to take a closer look at your investment portfolio and consider a midyear rebalance. Rebalancing your portfolio can help you stay on track toward you

m3u

Retirement Lifestyle: What's Right for You?

Retirement is a time for new beginnings and enjoying the lifestyle you've always dreamed of. But what exactly does that mean to you? Dean Barber and Bud Kasper discuss what goes into defining your ret

m3u

Federal Reserve Pauses Interest Rate Hikes: What's Next?

The Federal Reserve finally hit the pause button on raising the Fed funds rate at the FOMC’s June 14 meeting after 10 consecutive hikes. What does that mean for your financial planning strategy? Dean

m3u

ETF Veteran Dalia Blass

Dalia Blass has a rare perspective on the fundindustry. Now a lawyer at Sullivan & Cromwell, she recently left BlackRock, where she was head of external affairs.Before that, Blass

m3u

6 Things the Wealth Do with Their Money (That Most People Don't)

Thinking about retirement can be exciting. However, it can also be overwhelming. Our Modern Wealth Management team is here to help you so that retirement doesn’t feel overwhelming. One of the aspects

m3u

How to Spend When You First Retire

Thinking about retirement can be exciting. However, it can also be overwhelming. Our Modern Wealth Management team is here to help you so that retirement doesn’t feel overwhelming. One of the aspects

m3u

Must-Knows for Couples Retirement Planning

Retirement is a journey best taken together, but it can also bring its own set of challenges. Dean Barber and Bud Kasper want what’s best for all couples when it comes to retirement planning, so they

m3u

What DIYers Overlook in Retirement Planning

On America’s Wealth Management Show, Dean Barber and Bud Kasper frequently talk about the things that you need to build a solid retirement foundation. They don’t want you to let your hard-earned money

m3u

AI Mania Is Coming for ETFs

Unless you’ve been living under a rock, you’ve likely heard about how Artificial Intelligence is going to be a big deal. The fundindustry is as excited as any other, and has launched a

m3u

Early Withdrawal Penalty: Avoiding the 10% Penalty

Are you aware of the potential pitfalls of early withdrawals from your retirement accounts? Dean Barber and Bud Kasper are going to take a deep dive into the IRA early withdrawal penalty and the excep

m3u

What to Know About CDs, Bonds, and Treasuries

What’s going on in the world of conservative investments? Dean Barber and Bud Kasper get to the bottom of it, as they examine what you need to know about CDs, bonds, and treasuries on America’s Wealth

m3u

Pros & Cons of Converting to a Roth IRA

Dean Barber and Bud Kasper always have a blast when they attend Ed Slott’s Elite IRA Advisor GroupSM workshops. At the workshop they attended in April in Baltimore, they reviewed several things to con

m3u

How Much Do People Actually Spend in Retirement?

Many people dream about all the things they can do after they stop working, but how much do people spend in retirement? In October 2022, the Employee Benefit Research Institute conducted a survey on h

m3u

The FOMO Drought

The S&P 500 Index is up 9%, the Nasdaq 100 has jumped 25% and Bitcoin-mining stocks are up more than 100%—and yet no one seems to care.At least that’s the case among fund investors

m3u

Asset Allocation vs. Tax Allocation

Dean Barber and Bud Kasper have talked about asset allocation and tax allocation several times on America’s Wealth Management Show. And they’ve discussed asset location quite a bit too. Do you have a

m3u

Why the 5 Years Before Retirement Are So Important

When you’re in your 50s or maybe early 60s, many of you will get to a point where you’re about five years from retirement. If that’s you, do you feel prepared for retirement? It’s a crucial stage of t

m3u

5 Reasons to Retire

Some people are more than ready to retire while others truly enjoy their jobs and don’t have retirement on their minds. What camp are you in? Well, either way, you need to have a financial plan. There

m3u

Retiring with Debt: What's OK?

Debt can be a complicated topic—both financially and emotionally. Should you pay it all off prior to retirement or is there some debt that’s OK to take into retirement? Is there debt that you shouldn’

m3u

The $30 Trillion ETF Market Is Coming

funds could go from $9 trillion in global assets today to $30 trillion in the next decade as investors far and wide continue to migrate from mutual funds. This is the predictionthat Br

m3u

What Is Wealth? 4 Types of Wealth

Time is always precious, but it becomes even more precious in retirement. Whether it’s spending time with loved ones, time doing the things you love, or time free from financial worries, it’s easy to

m3u

Time Is Your Scarcest Resource in Retirement

Time is always precious, but it becomes even more precious in retirement. Whether it’s spending time with loved ones, time doing the things you love, or time free from financial worries, it’s easy to

m3u

Roth Conversion Rules

If you have most your retirement savings in a traditional IRA or 401(k), maybe it’s time for you to think about Roth conversions. The thing is that deciding to contribute to Roth vs. traditional isn’t

m3u

Meet Modern Wealth Management

In case you missed it earlier this week, we had some very exciting news to share! Barber Financial Group and Osiwala Financial Group are now Modern Wealth Management. This is a big announcement that t

m3u

The Hottest New Trade Is the Most Boring

Today, Dean Barber and Logan DeGraeve will help us explore what retirement cash flow entails and why it's important. We’ll discuss when to address your plan for cash flow in retirement, how to determi3