America's Wealth Management Show

The S&P 500 entered bear market territory, preceded by the NASDAQ index entering bear market territory a few weeks back. Join Dean Barber and Bud Kasper as they discuss navigating the current bear market. Access Our Industry-Leading Financial Planning Tool and read the episode blog post: https://barberfinancialgroup.com/bear-market-is-here-is-there-more-to-come/?utm_source=soundcloud&utm_medium=awms&utm_campaign=bear-market-is-here-is-there-more-to-come

With all the issues we’re facing domestically and globally that are impacting the economy, it’s pivotal to find financial clarity during these uncertain times. Bud Kasper and Logan DeGraeve talk about the importance of having a financial plan to navigate that uncertainty and help people reach their goals in retirement. Retirement Plan Checklist download: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=soundcloud&utm_medium=awms&utm_campaign=finding-financial-clarity-in-uncertain-times Schedule a complimentary consultation or 20-minute "Ask Anything" session: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=soundcloud&utm_medium=awms&utm_campaign=finding-financial-clarity-in-uncertain-times

Clarity, confidence, and control within your financial plan is of the utmost importance right now amid these turbulent times in the markets so you can accomplishment your goals in retirement. Dean Barber and Bud Kasper review a recent history of bear markets and how you can stress test your financial plan through periods like the Dot-Com Bubble and Great Recession. Retirement Plan Checklist download: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=soundcloud&utm_medium=awms&utm_campaign=a-recent-history-of-bear-markets Schedule a complimentary consultation or 20-minute "Ask Anything" session: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=soundcloud&utm_medium=awms&utm_campaign=a-recent-history-of-bear-markets

Dean Barber and Bud Kasper joined hundreds of other financial advisors and CPAs at Kansas City's Crown Center two weeks ago for Ed Slott's Elite IRA Advisor Group workshop, where they spent a lot of time reviewing the impact of SECURE Act 2.0. Dean and Bud share some of the biggest takeaways of the SECURE Act's proposed regulations and how they could impact you. Retirement Plan Checklist - When a Housing Market Shortage Becomes a Surplus: https://barberfinancialgroup.com/retirement-plan-checklist/?utm_source=soundcloud&utm_medium=awms&utm_campaign=the-impact-of-secure-act-2-0 Schedule a complimentary consultation or 20-minute "Ask Anything" session: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=soundcloud&utm_medium=awms&utm_campaign=the-impact-of-secure-act-2-0

As the housing market goes, so goes the rest of the economy. Dean and Bud take a deep dive into the housing market to see if we might be in a housing bubble on this week's episode of America's Wealth Management Show. Article - When a Housing Market Shortage Becomes a Surplus: https://barberfinancialgroup.com/when-a-housing-market-shortage-becomes-a-surplus/?utm_source=soundcloud&utm_medium=awms&utm_campaign=are-we-in-a-housing-bubble Schedule a complimentary consultation or 20-minute "Ask Anything" session: https://barberfinancialgroup.com/radio-show/complimentary-consultation/?utm_source=soundcloud&utm_medium=awms&utm_campaign=are-we-in-a-housing-bubble

Following a 50 basis point hike of the Fed funds rate last week, Dean Barber and Bud Kasper discuss the Federal Reserve's challenge of combating high inflation rates and the necessary factors to achieve a soft landing. Find any resources and schedule your conversation here: https://barberfinancialgroup.com/inflation-rates-and-the-fed/?utm_source=soundcloud&utm_medium=awms&utm_campaign=inflation-rates-and-the-fed

Dean Barber and Bud Kasper take a deep dive into the relationship between interest rates and bond prices and provide some education on bond alternatives. Find any resources and schedule your conversation here: https://barberfinancialgroup.com/interest-rates-and-bond-prices/?utm_source=soundcloud&utm_medium=awms&utm_campaign=interest-rates-and-bond-prices

One thing that Dean Barber and Bud Kasper are certain of is that there is a lot of domestic and geopolitical uncertainty to go around. Dean and Bud sort through some of that uncertainty to give their thoughts on today’s global economic outlook. Find the article and resources mentioned on this episode, here: https://barberfinancialgroup.com/todays-global-economic-outlook/?utm_source=soundcloud&utm_medium=awms&utm_campaign=todays-global-economic-outlook

We frequently talk about tax planning on America’s Wealth Management Show. Why? Because we believe it can have a significant impact on your financial future. Dean Barber and Bud Kasper dive into some simple, yet effective, tax planning examples, and discuss what’s happening in the markets and economy. Find the article and resources mentioned on this episode, here: https://barberfinancialgroup.com/5-tax-planning-examples/?utm_source=soundcloud&utm_medium=awms&utm_campaign=5-tax-planning-examples

For the first time since late 2019, the two-year treasury is yielding higher than the 10-year treasury. This is called an inverted yield curve. Since the late '70s Every single time we've seen an inverted yield curve, It has led to a recession. Join Dean Barber and Bud Kasper as they discuss what is going on in the bond market and what the inverted yield curve means to you. Find the article and resources mentioned on this episode, here: https://barberfinancialgroup.com/what-is-going-on-in-the-bond-market/?utm_source=soundcloud&utm_medium=awms&utm_campaign=what-is-going-on-in-the-bond-market

Tax filing has been top of mind lately with the April 18 deadline fast approaching. While the tax compliance window is closing for this year, it’s important to remember that the tax planning window is always open. Bud Kasper and Logan DeGraeve discuss the true meaning of tax planning and how to best mitigate taxes over your lifetime. Download the Tax Reduction Strategies and schedule a conversation, here: https://barberfinancialgroup.com/the-true-meaning-of-tax-planning/?utm_source=soundcloud&utm_medium=awms&utm_campaign=the-true-meaning-of-tax-planning

It's been just over a week since Federal Reserve Chairman Jerome Powell announced a 0.25% hike of the Fed funds rate, and that six more increases have been penciled in for the remainder of 2022. The Federal Reserve's goal with these moves is to slow down inflation, but what can we expect the impact to be from rising interest rates? Bud Kasper and Logan DeGraeve discuss the importance of making necessary adjustments to your portfolio in a rising interest rate environment. Find the article on the Federal Reserve's monetary policies, download the Retirement Plan Checklist, and schedule a conversation, here: https://barberfinancialgroup.com/the-impact-of-rising-interest-rates/?utm_source=soundcloud&utm_medium=awms&utm_campaign=impact-of-rising-interest-rates

The Dot-Com Bubble burst 22 years ago today in the wake of many economic factors. What parallels are there between then and now? Dean Barber and Bud Kasper discuss the Dot-Com Bubble and why it's still relevant today. Read the Dot-Com Bubble History Remains Relevant, find the Retirement Plan Checklist, and schedule a conversation here: https://barberfinancialgroup.com/dot-com-bubble-history-remains-relevant/?utm_source=soundcloud&utm_medium=awms&utm_campaign=dot-com-bubble-history

Dean Barber and Bud Kasper break down the economic impact we’re seeing from the Russia/Ukraine conflict, the likelihood of rising interest rates, and other contributors to this March Market Madness. Find any resources mentioned and schedule your 20 minute ask anything session here: https://barberfinancialgroup.com/economic-impact-of-march-market-madness/?utm_source=soundlcoud&utm_medium=awms&utm_campaign=economic-impact-of-march-market-madness

Between the Federal Reserve’s decision on rising interest rates and the situation with Russia and Ukraine, there are a lot of unknowns right now. Dean Barber and Bud Kasper discuss the importance of controlling what you can control by managing market risk to alleviate the angst of the unknowns. Find any of the resources mentioned and connect with us here: https://barberfinancialgroup.com/managing-risk-in-the-markets/?utm_source=sound-cloud&utm_medium=awms&utm_campaign=managing-risk-in-the-markets

It feels like it’s only a matter of time before the Fed says to, “Take a hike?” Interest rate hikes are likely on the horizon. Bud Kasper and Logan DeGraeve look at what the impact could be from any of the Fed’s rate hikes and how big they could be. Read our latest article on interest rates and more, here: https://barberfinancialgroup.com/when-will-the-fed-say-take-a-hike/?utm_source=soundcoud&utm_medium=awms&utm_campaign=when-will-the-fed-say-take-a-hike

In recent months, we’ve all felt inflation’s impact at restaurants, gas stations, grocery stores, and so many other places. There’s no question that inflation has made its presence known, especially among retirees. Dean and Bud examine 10 ways to fight off inflation in retirement. Read 10 Ways to Fight Inflation, plus any other resources Dean and Bud talked in this episode, here: https://barberfinancialgroup.com/10-ways-to-fight-inflation-in-retirement/?utm_source=soundlcoud&utm_medium=awms&utm_campaign=10-ways-to-fight-inflation-in-retirement

We all have our own special goals that we’d like to achieve in retirement, but some of them are much easier to accomplish than others. Dean Barber and Bud Kasper discuss the importance of setting retirement savings goals sooner rather than later to attain clarity, confidence, and control in your retirement. Read our retirement savings article, download the Retirement Plan Checklist, and more: https://barberfinancialgroup.com/setting-retirement-savings-goals/?utm_source=soundcloud&utm_medium=awms&utm_campaign=setting-retirement-savings-goals

Market volatility is making its presence known as we begin 2022. Dean Barber and Bud Kasper break down whether we can expect it to be short-term or if we need to buckle up for the long haul. Get the 401(k) Survival Guide or schedule a conversation here: https://barberfinancialgroup.com/market-volatility-short-term-or-here-to-stay/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=market-volatility-short-term-or-here-to-stay

From prices at the grocery store to the cost of filling up your gas tank, we have all seen the impacts of inflation in recent months. Dean Barber and Bud Kasper give their thoughts on the current inflationary pressures and what US inflation could look like going forward. Find our recent article on inflation or schedule a conversation here: https://barberfinancialgroup.com/understanding-us-inflation/?utm_source=soundcloud&utm_medium=podcast&utm_campaign=understanding-us-inflation