Wealth Management 公开
[search 0]
更多

Download the App!

show episodes
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
Barber Financial Group presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Dean is the author of Retire a Winner and is a frequent contributor to CNBC, CNN Money, SmartMoney, Bloomberg Radio, The Wall Street Journal, and Investment News. Investment advisory services offered through Barber Financial Group, Inc., an SEC ...
 
Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
 
WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
 
Loading …
show series
 
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 cou…
 
Teledentistry uses online video interactions to make it easier for patients and dentists to communicate—and it’s seen mixed results. With a more personal approach, virtual consultations can dramatically increase case acceptance. On this episode of the Dentist Money™ Show, Ryan welcomes Joe Chickerillo and Tom Brown from Your Virtual Consult to expl…
 
An 1100 point drop during the week, grim earnings from major retailers, and a shift in consumer spending. Dave and Derek cover the week. Great team segments covering how Annex reviews each of our client's insurance needs, what to do to protect your loved one from gold diggers, and how Annex builds benefits programs that attract and retain employees…
 
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…
 
Owning your practice—and the building that houses it—seems like a dental tradition. But does the risk/reward of commercial real estate still make sense? On this episode of the Dentist Money™ Show, Ryan and Adam Watts, a real estate developer specializing in health professional locations, talk about the “do’s and don’ts” of being the landlord of you…
 
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=sou…
 
Post-Covid we saw economic stimulus, now rising interest rates show federal fiscal strategies are changing. Is this a signal that recession is looming? On this episode of the Dentist Money™ Show, Ryan and Matt take a hard look at recession—what it means, the history of economic resets, and the negatives (and positives) that come when government tig…
 
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-p…
 
As inflation increasingly becomes reality, learn what borrowing strategies you can use as rising interest rates continue to affect loans and mortgages. On this episode of the Dentist Money™ Show, Ryan interviews lending specialist Drake Bloebaum. If you are considering buying a practice, a building, or a home—or looking to refi to consolidate debt—…
 
The saying goes that history never repeats itself, but it often rhymes has been very relevant lately from a financial planning perspective. Dean Barber and Bud Kasper discuss the importance of stress testing your financial plan to see how it would perform in similar periods to what we’re currently experiencing.Find any resources and schedule your c…
 
It was six years and 332 episodes ago that Reese and Ryan recorded the first Dentist Money™ Show. Little did they know then that so many dentists would tune in to get advice on how to make smart financial decisions. As we celebrate one million listens, join Ryan, Matt, Reese, and our very special guests who offer some “million dollar advice” of the…
 
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-gl…
 
The NCAA’s March Madness basketball tournament is known for its bracket-busting upsets and unexpected, last-second victories. But what if no one kept track of the score? How would that change the stress-filled drama? On this Dentist Money™ Show, Ryan and Matt get tournament crazy about investments and ask if benchmarking your portfolio should be Ma…
 
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…
 
On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt offer advice on estate plans, Buy-Sell Agreements, and what defines a recession. When should you start thinking about an estate plan? Want to partner? Learn why you’ll want a legally-binding exit document to prevent future problems. And with so much talk about recession, how do …
 
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…
 
It’s being called “The Great Resignation” and it caused many offices to revamp on-the-fly as employees were forced to multi-task due to worker shortages. Here’s how to prepare right now so you aren’t caught in another scramble. On this Dentist Money™ Show, Ryan welcomes Kiera Dent, founder of The Dental A Team, who explains an effective way to star…
 
Dave Spano and Derek Felske review Q1 2022 which had plenty of action: the war in Ukraine, rising inflation, and the inversion of the yield curve. What’s the impact on markets—and are there some bright spots? We’ll also feature team segments covering proper beneficiaries, ‘trying on’ retirement part-time, and the unfortunate phenomenon called ‘the …
 
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 Ta…
 
Do you daydream about finding a quick road to riches? Or, like Warren Buffet, do you know, "There is nothing wrong with getting rich slowly." On this episode of the Dentist Money™ Show, Ryan and Matt explain why patience is required to create wealth. Designing a well-thought-out plan—and sticking to it—will ensure you have a better chance of buildi…
 
Running a successful family business takes a tremendous amount of both working hard and working smart, as well as navigating family dynamics along the way! On the latest installment of Modern Wealth Management, Darrick explores some of the key mistakes that too many successful family businesses make and how to best avoid them. Given Darrick's exten…
 
Russia’s invasion of Ukraine continues to loom large, but so does inflation and the Fed’s response in the former of higher interest rates. Dave Spano breaks it down on this week’s show which also features various team members with some great segments. We’ll offer 6 last-minute contributions for the 2020 tax season from our Financial Planning team. …
 
On this episode of the Dentist Money™ Show, Ryan welcomes Rabih Dimachki, Dentist Advisors investment operations manager, for “Real Talk with Rabih.” It’s Rabih who keeps his finger on the pulse of global economics so he can analyze client portfolios, execute trades, and provide guidance to our team. Now Rabih will be sharing that expertise with ou…
 
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 L…
 
Loading …

快速参考指南

Google login Twitter login Classic login