America's Wealth Management Show

Retirement Age is a term tossed around quite often when it comes to discussing planning for retirement. Dean Barber and Logan DeGraeve breakdown some myths associated with the term "retirement age" and how it may mean less than you think. Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-age Start Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-age More on this episode: https://barberfinancialgroup.com/retirement-age-its-just-a-number/?utm_source=YRadio-Pod&utm_medium=AWMS&utm_campaign=retirement-age Downloads: 2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-age Retirement Plan Checklist: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=Radio-Pod&

Having a strategy for you retirement withdrawals is crucial. Dean Barber and Logan DeGraeve discuss why on the latest episode of America’s Wealth Management Show. Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-withdrawal-strategy Start Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-withdrawal-strategy More on this episode: https://barberfinancialgroup.com/retirement-withdrawal-strategy-you-need-a-plan/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-withdrawal-strategy Downloads: 2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-planning-calendar/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=retirement-withdrawal-strategy Retirement Plan Checklist: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=Radio-Pod&am

We try to share as much education with you as possible on things you should do to prepare for and do in retirement so that you can live your one best financial life. But there are things that you need to avoid doing in retirement as well. Dean Barber and Bud Kasper review a few things that retirees should stop doing on the latest episode of America’s Wealth Management Show. Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=YRadio-Pod&utm_medium=AWMS&utm_campaign=things-retirees-should-stop-doing Start Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=things-retirees-should-stop-doing More on this episode: https://barberfinancialgroup.com/things-retirees-should-stop-doing/?utm_source=Radio-Pod&utm_medium=AWMS&utm_campaign=things-retirees-should-stop-doing Downloads: 2023 Retirement Planning Calendar: https://barberfinancialgroup.com/2023-retirement-plannin

In case you missed it, Federal Reserve Chairman Jerome Powell announced another 0.25% Fed funds rate hike on March 22. The Fed funds rate is now in the 4.75-5% range. So, where will interest rates go from here and what does that mean for you and your retirement plans? Dean Barber and Bud Kasper will discuss the effect of rising interest rates on the economy and much more on America’s Wealth Management Show. Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economy Start Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economy More on this episode: https://barberfinancialgroup.com/effect-of-rising-interest-rates-on-the-economy/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=effect-of-rising-interest-rates-on-the-economy Downl

There are new rules about Required Minimum Distributions and the RMD age after the SECURE Act 2.0 went into effect on January 1, 2023. RMDs can be very tricky, but it’s critical to understand how to plan for them. What are your RMDs going to look like in retirement? Will they influence your taxes or your probability of success? Dean Barber and Logan DeGraeve discuss how to go about doing that and more on America’s Wealth Management Show. Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023 Start Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023 More on this episode: https://barberfinancialgroup.com/rmd-age-for-2023-whats-your-required-beginning-date/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=rmd-age-for-2023 Downloads: 2023 Retirement Planning Calendar

We talk a lot about stress testing for a variety of economic conditions when building a financial plan. It becomes that much more important when a lost decade occurs. That's when the stock market is flat for 10 years or more. Dean Barber and Logan DeGraeve look at some recent examples of lost decades—such as the 1970s and 2000s—and how to ensure that you can still retire with clarity and confidence on America's Wealth Management Show. Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-asset Start Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-asset More on this episode: https://barberfinancialgroup.com/lost-decade-of-the-1970s/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=lost-decade-of-the-1970s Downlo

According to Fidelity, retirees lost an average of 23% in their 401(k) savings in 2022. That’s devastating. But that begs the question, why do retirees still have money in 401(k) accounts? Bud Kasper and Logan DeGraeve are going to discuss how to protect assets like your 401k in retirement, especially during difficult times in the market. Schedule a Meeting: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-asset Start Planning Here: https://barberfinancialgroup.com/retirement-planning-tool/radio/?utm_source=YRadio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-asset More on this episode: https://barberfinancialgroup.com/401k-in-retirement-managing-your-biggest-asset/?utm_source=Radio-Show-Podcast&utm_medium=AWMS&utm_campaign=401k-in-retirement-managing-your-biggest-asset Downloads: 2023 Retirement Planning Calendar: https://barbe

Even with being super busy during tax season, CPA and Director of Tax, Corey Hulstein was kind enough to take some time to join Dean Barber and Bud Kasper on America’s Wealth Management Show to help answer the question, what is tax planning? Find resources from this episode here: https://barberfinancialgroup.com/what-is-tax-planning/?utm_source=YouTube-BFG&utm_medium=AWMS&utm_campaign=what-is-tax-planning

So, let’s say you want to retire in 10 years. What do you need to do to start planning for retirement? Bud Kasper, CFP® and Logan DeGraeve, CFP® discuss how to begin building a financial plan, what all you need to consider when planning for retirement, and much more on America’s Wealth Management Show. Find resources from this episode here: https://barberfinancialgroup.com/want-to-retire-in-10-years/?utm_source=YouTube-BFG&utm_medium=AWMS&utm_campaign=want-to-retire-in-10-years

Do you remember when IRAs were good? Congress messed that up with the SECURE Act. IRAs are now a bad wealth transfer option. Dean Barber and Bud Kasper will help explain why that is and what all to consider when transferring wealth to your loved ones. Find resources from this episode here: https://barberfinancialgroup.com/transferring-wealth-iras-are-a-bad-option/?utm_source=YouTube-BFG&utm_medium=AWMS&utm_campaign=transferring-wealth-iras-are-a-bad-option

Why is retirement planning important? Bud Kasper and Logan DeGraeve dig into why retirement planning is about more than just saving. Find resources and schedule a conversation here: https://barberfinancialgroup.com/7-reasons-why-retirement-planning-is-important/?utm_source=soundcloud&utm_medium=awms&utm_campaign=7-reasons-why-retirement-planning-is-important

Logan DeGraeve and Bud Kasper are gearing up for the big game, but it's not the big game on Sunday between the Kansas City Chiefs and Philadelphia Eagles. They're preparing for the big game that is your retirement. Check out to see how they go about game planning with preparing for retirement. Find resources and schedule a conversation here: https://barberfinancialgroup.com/preparing-for-retirement-how-to-win-the-big-game/?utm_source=soundcloud&utm_medium=awms&utm_campaign=Preparing-For-Retirement-How-to-Win-the-Big-Game

Dean Barber and Bud Kasper review several tax planning strategies for various source of retirement income. Their goal is to answer the question, "are retirement benefits taxable," and if they are, how so? Find resources and schedule a conversation here: https://barberfinancialgroup.com/are-retirement-benefits-taxable/?utm_source=soundcloud&utm_medium=awms&utm_campaign=Are-Retirement-Benefits-Taxable

What is financial planning? This week, Dean Barber and Bud Kasper define financial planning and its components, from taxes to investments. Find resources and schedule a conversation here: https://barberfinancialgroup.com/what-is-financial-planning/?utm_source=soundcloud&utm_medium=awms&utm_campaign=What-Is-Financial-Planning

This week, Dean Barber and Bud Kasper tackle the possibility of an impending recession, and things you should be thinking about and and doing to protect yourself. Find resources and schedule a conversation here: https://barberfinancialgroup.com/retirement-income-during-a-recession/?utm_source=soundcloud&utm_medium=awms&utm_campaign=retirement-income-during-a-recession/

A handful of changes relevant to retirees happened on January 1, 2023. Dean and Bud breakdown some of the most important changes that took place as we turned the page on 2022. Find resources and schedule a conversation here: https://barberfinancialgroup.com/financial-updates/?utm_source=soundcloud&utm_medium=awms&utm_campaign=financial-updates/

The SECURE Act 2.0 was signed into law last week. Listen as Dean and Bud discuss the new retirement rules passed by Congress and how they could impact you. Find resources and schedule a conversation here: https://barberfinancialgroup.com/4-things-we-learned-in-2022/?utm_source=soundcloud&utm_medium=awms&utm_campaign=4-things-we-learned-in-2022/

Happy New Year, everybody! We’re going to take a step back and reflect a little bit because we need to learn from history. In this case, we’re calling 2022 history! 2022, was a year with insane inflation, bumbling bonds, a fumbling fed, and some simmering signals. So, sayonara 2022, get in the rearview mirror! Find resources and schedule a conversation here: https://barberfinancialgroup.com/4-things-we-learned-in-2022/?utm_source=soundcloud&utm_medium=awms&utm_campaign=4-things-we-learned-in-2022/

While our focus of this episode is ongoing recession fears, we want to start out by wishing you and yours a very merry Christmas and a happy holiday season. We hope you stay warm, safe, and enjoy time with your loved ones during the most wonderful time of the year. Find resources and schedule a conversation here: https://barberfinancialgroup.com/recession-fears/?utm_source=soundcloud&utm_medium=awms&utm_campaign=recession-fears/

Sometimes, the best Christmas gifts can come from someone that you least expect. We’re already seeing that that could be the case this year following an exciting announcement from the IRS. No, that’s not a typo. The IRS announced that retirement plan contribution limits will be increasing for 2023. Find resources and schedule a conversation here: https://barberfinancialgroup.com/2023-retirement-plan-contribution-limits/?utm_source=soundcloud&utm_medium=awms&utm_campaign=2023-retirement-plan-contribution-limits/