最佳Americas Wealth Management Show With Dean Barber播客 (2024)

1
2025 Tax Brackets & Contribution LImits 22:44

11h ago22:44

22:44

2025 Tax Brackets & Contribution Limits Get your journey off to a great start with our financial resources: https://bit.ly/4fEkqch Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3UF6dn6 Meet with Us: https://bit.ly/3AHyVwO Tax Rates Sunset …

1
Reviewing 2024 Markets & Looking Toward 2025 22:43

4d ago22:43

22:43

Reviewing 2024 Markets & Looking Toward 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3ChZKIv Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/40BZyy6 Meet with Us: https://bit.ly/40xpc73 Examining Mu…

1
Savings Goals for Retirement 23:37

7d ago23:37

23:37

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 our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3Yt4YIR Meet with Us: https://bit.ly/3C64Png Fidelity on Savings By Age: …

1
Financial Advisors React to Money Horror Stories 22:37

11d ago22:37

22:37

Financial Advisors React to Money Horror Stories Get your journey off to a great start with our financial resources: https://bit.ly/3Awohca Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3YHEi8E Meet with Us: https://bit.ly/4fpc7kb Caleb Ha…

1
Forced into Retirement? Consider These 7 Strategies 22:18

14d ago22:18

22:18

Forced into Retirement? Consider These 7 Strategies Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ The Sandwich Generation: https://youtu.be/zH…

1
8 Things NOT to Do Before Making Big Purchases 23:25

18d ago23:25

23:25

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 YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1\ Retirement Plan Checklist: https://bit.ly/3Yhk04n Meet with Us: https://bit.ly/3C05RRO 7 Money L…

1
Building a Disaster Preparedness Plan 21:57

21d ago21:57

21:57

Building a Disaster Preparedness Plan Get your journey off to a great start with our financial resources: https://bit.ly/4eJHbex Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3BKb0xd Meet with Us: https://bit.ly/4dXC8WY Donate to the Ameri…

1
8 Money Problems and How to Address Them 22:58

25d ago22:58

22:58

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 YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3BO3dyg Meet with Us: https://bit.ly/4h6e5HX Gallup Poll: htt…

1
Tips to Reach Your First Million 23:01

29d ago23:01

23:01

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 Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Fidelity Source: https://www.fidelity.com/learning-center/personal-finance/making-1-million-dollars 7 Money Les…

1
The Sandwich Generation 23:47

1M ago23:47

23:47

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 Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3XS7sQA Meet with Us: https://bit.ly/3BPEObq The Great Wealth Transfer Is Upon…

1
Mega Backdoor Roth Strategy 23:44

1M ago23:44

23:44

Mega Backdoor Roth Strategy Get your journey off to a great start with our financial resources: https://bit.ly/3XH1BNV Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3XXB7ta Meet with Us: https://bit.ly/4gFONjO Mega Backdoor Roth IRAs Befor…

1
Defeating Financial Infidelity 24:04

2M ago24:04

24:04

Defeating Financial Infidelity Get your journey off to a great start with our financial resources: https://bit.ly/3TKjQAZ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4etYKz2 Meet with Us: https://bit.ly/3BjiVkO https://youtu.be/4SQjU8Wio…

1
Taxes on My Investments 23:25

2M ago23:25

23:25

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.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 How Do I Pay Less Taxes?: https://youtu.be/rlch89V3rPI 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os Taxes on Retiremen…

1
What Should I Do with My 401(k) If I...? 23:13

2M ago23:13

23:13

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 YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3MQHacs Meet with Us: https://bit.ly/4e4zBLe Capitalize - htt…

1
5 Habits Keeping You from Reaching Financial Goals 23:38

2M ago23:38

23:38

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 our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: Meet with Us: CNBC - https://www.cnbc.com/2024/08/06/new-york-fed-credit-card-debt-hits-r…

1
5 Years Before Retirement 23:13

2M ago23:13

23:13

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 our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4gp5obA Meet with Us: https://bit.ly/4dVTXqb Setting Up a Spending Plan for …

1
Inherited IRAs and the SECURE Act 23:50

2M ago23:50

23:50

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: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3B2b9vh Meet with Us: https://bit.ly/4cXFOaq Reviewing RMD Rules as IRS Issues Final S…

1
Making the Most of Catch-Up Contributions 23:34

2M ago23:34

23:34

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 YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Charles Schwab – What to Know About Catch-Up Contributions: https://www.schwab.com/learn/story/what-to…

1
Life Experiences Beyond Work 18:00

2M ago18:00

18:00

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 our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4fZoaWx Meet with Us: https://bit.ly/3Z2RfKT Considering What to Do in Re…

1
The Great Wealth Transfer Is Upon Us 23:10

2M ago23:10

23:10

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 Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4cMuVYS Meet with Us: https://bit.ly/4g6NfyP Fed Data: https://www.federalre…

1
Taxes on Gambling Winnings 22:01

3M ago22:01

22:01

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 our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3T1e6CK Meet with Us: https://bit.ly/3SYMgXs RotoWire Article: https://www.…

1
7 Money Lessons I Wish I Learned Sooner 23:42

3M ago23:42

23:42

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 YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3SXgwSK Meet with Us: https://bit.ly/4fRzVyh 7 Money Milestone…

1
7 Money Milestones to Celebrate 23:27

3M ago23:27

23:27

7 Money Milestones to CelebrateGet your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: Meet with Us: Credit card debt hits record $1.14 trillion, New York Fed research shows: https://www.cnbc.com/…

1
Market Corrections Are Healthy! 23:00

3M ago23:00

23:00

Market Corrections Are Healthy! Get your journey off to a great start with our financial resources: https://bit.ly/3WMKqtT Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3M8lGrj Meet with Us: https://bit.ly/3WIkTlL How Much Cash Reserves Sh…

1
Retire Early: What's it Take? 19:44

3M ago19:44

19:44

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 Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4dcOYRf Meet with Us: https://bit.ly/4dfmYfR How Much Cash Reserves Shou…

1
401(k) Savings Are on the Rise 23:17

3M ago23:17

23:17

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 Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4dDdTxv Meet with Us: https://bit.ly/3WAhxkB 7 Money Management Tips: h…

1
Understanding Reverse Mortgages with Don Graves 24:27

3M ago24:27

24:27

Understanding Reverse Mortgages with Don Graves Get your journey off to a great start with our financial resources: https://bit.ly/4dkDz1y Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3yaSFYK Meet with Us: https://bit.ly/3y7Oi0A More from…

1
How Americans Feel About Money 22:35

4M ago22:35

22:35

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 Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3YemGBh Meet with Us: https://bit.ly/4fkid6c Wells Fargo Money Study: h…

1
The Junk Drawer Approach to Financial Planning 23:32

4M ago23:32

23:32

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 YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3LDJjaX Meet with Us: https://bit.ly/4cSl70B 5 Signs You’re Sa…

1
How Much Cash Reserves Should You Have? 23:49

4M ago23:49

23:49

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/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3SegEwN Meet with Us: https://bit.ly/3Lv62pI A…

1
Americans Need a Budget 23:48

4M ago23:48

23:48

Americans Need a Budget Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3S7YhJZ Meet with Us: https://bit.ly/4cKn7b8 Setting Up a Spe…

1
5 Signs You're Saving Too Much for Retirement 22:52

4M ago22:52

22:52

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-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4cMG0de Meet with Us: https://bit.ly/4c…

1
7 Money Management Tips to Consider 23:43

4M ago23:43

23:43

7 Money Management Tips Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4f014P2 Meet with Us: https://bit.ly/4cRLeEk Must-Knows for C…

1
How Real People Become Millionaires 23:31

4M ago23:31

23:31

Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3W1x1PL Meet with Us: https://bit.ly/3VZfp76 Should I Get Out of Debt B…

1
5 Wealth-Building Challenges 23:03

5M ago23:03

23:03

5 Wealth-Building Challenges Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4eQcKnE Meet with Us: https://bit.ly/3XGzA…

1
What Is Market Risk? 23:16

5M ago23:16

23:16

Neal Falkenberry, CFA, joins Dean Barber and Bud Kasper, CFP®, AIF®, to talk about different examples of market risk. Market risk alludes to the uncertainty and possibility of losses that comes with an investor’s decisions that are related to factors that impact overall market performance. While market risk can’t be terminated by having proper dive…

1
Don't Fight the Fed, Understand the Fed! 23:00

5M ago23:00

23:00

After Wednesday brought encouraging news with inflation cooling in May, Neal Falkenberry, CFA, joined Dean Barber and Bud Kasper, CFP®, AIF®, to discuss where the Federal Reserve’s fight against inflation stands. And speaking of the Fed and fighting, they explained why it’s important not to fight the Fed, but rather to understand the Fed when it co…

1
Ed Slott's 5 New Important Things to Plan For 22:57

5M ago22:57

22:57

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 avoid unnecessary tax landmines. From RMD age changes to beneficiary rules modifications for spouses. Ed’s New Book: https://www.amazon.com/Retirement-Savings-Time-Ticks-Louder/ Roth Conversion Case Studi…

1
The Retirement Savings Time Bomb Ticks Louder with Ed Slott 23:05

5M ago23:05

23:05

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 some of our advisors at Modern Wealth Management have been working with Ed Slott for many years as a part of his Elite Advisor Group. Through that group, Ed has educated many advisors about key tax planning …

1
Taxes and Penalties on Roth Accounts 23:18

5M ago23:18

23:18

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 financial wealth you’ve worked so hard for. It’s important to understand how your income sources are taxed, so today we’re going to review taxes on Roth IRAs. Tax Reduction Strategies: https://bit.ly…

1
Defining Short, Mid, and Long-Term Financial Goals 23:23

6M ago23:23

23:23

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 short-term, mid-term and long-term goals. That’s certainly the case with your finances and trying to accomplish short-term, mid-term and long-term financial goals. Retirement Plan Checklist: https://bit.l…

1
6 Wealth Destroying Factors 23:19

6M ago23:19

23:19

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 plan that stress tests against things that can derail your retirement plans. Dean Barber and Bud Kasper, CFP®, AIF® want you to keep these six factors top of mind that can destroy your wealth. Financi…

1
5 Reasons NOT to Convert to a Roth IRA 23:30

6M ago23:30

23:30

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 going through retirement. However, Roth conversions aren’t for everyone. There are also reasons not to convert to a Roth IRA. Roth Conversion Case Studies: https://bit.ly/3KeQ2ri Become a Rothaholic: https…

1
4 Retirement Risks Out of Your Control 23:26

6M ago23:26

23:26

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 money to get to and through retirement. The fear of outliving your money is a retirement risk that’s a big concern for a lot of people. However, with a financial plan, it’s a controllable retirement risk.…

1
6 Retirement Withdrawal Mistakes to Avoid 23:50

6M ago23:50

23:50

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, CFP®, AIF® want to make sure that you have a retirement distribution strategy that has you withdrawing money from your accounts in the most efficient way possible, so they shared 6 retirement withdrawa…

1
Busting Retirement Planning Myths 23:25

6M ago23:25

23:25

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? Or maybe you've wondered if Medicare will cover all your health care costs. On this episode of America's Wealth Management Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to expla…

1
Are You Overspending or Underspending? 24:15

6M ago24:15

24:15

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 underspending, how are you supposed to be able to tell? Retirement Plan Checklist: https://bit.ly/4ai55L3 Tax Reduction Strategies: https://bit.ly/3JT04Oo Financial Planning Tool: https://bit.ly/3wrsH23 Meet …

1
Retirement Planning in Your 60s 22:42

6M ago22:42

22:42

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 time for it to work for you. Planning for retirement doesn’t end when you retire, it’s an ongoing process, but knowing you have a plan can make all the difference. Retirement Plan Checklist: https://bit.l…

1
Retirement Planning in Your 50s 23:32

6M ago23:32

23:32

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 your plans. Retirement Plan Checklist: https://bit.ly/4a0MVgW Financial Planning Tool: https://bit.ly/3y4WPRy Meet with Us: https://bit.ly/3QscUqD Retirement Planning in Your 30s: https://youtu.be/ELTo6F…

1
Retirement Planning in Your 40s 23:41

7M ago23:41

23:41

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 another 20 years or so. But rather than making that assumption, tune into today’s show, as Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® explain how having a forward-looking financial plan can br…

值得一听的播客

Americas Wealth Management Show With Dean Barber播客

值得一听的播客

快速参考指南