Modern Wealth Management

08/03/2023

Are you a self-employed individual or small business owner? Dean Barber and Bud Kasper review some retirement planning strategies for you to consider on today's show.

YouTube: https://youtu.be/3RzKRAmyQ0Q
Spotify: https://spoti.fi/3DItU5k
Apple Podcasts: https://apple.co/3OnThhG

07/31/2023

What does wealth mean to you?

Ken Osiwala and Dean dig into defining true wealth in the season 9 premiere of The Guided Retirement Show - tomorrow August 1st wherever you listen to podcasts and YouTube. Subscribe today ↓↓

Apple Podcasts: https://apple.co/3enWIac
Spotify: https://spoti.fi/3VhB0oD
YouTube: https://bit.ly/3efMp85

07/31/2023

Two more notable rule changes from the IRS on inherited IRA distributions. Dean Barber and Bud Kasper discuss on today's episode:

YouTube: https://youtu.be/VQPX_jo09rY
Spotify: https://tinyurl.com/mujsukm9
Apple Podcasts: https://tinyurl.com/t6vpjbdp

07/27/2023

What do you do when unexpected expenses come up and threaten your retirement plans? Check out what Dean Barber and Bud Kasper have to share about planning for the unexpected.

YouTube: https://youtu.be/HbhdqYyp2uA
Apple Podcasts: https://tinyurl.com/yc4tx4p3
Spotify: https://tinyurl.com/bdffxazv

07/26/2023

What is probate and why should you avoid it? There's a lot that goes into that two-part question. We answered those questions and explained the differences between having a will and a trust in our latest blog post.

What is probate? If you want peace of mind with knowing that your loved ones are in good hands after you die, you’ll want to avoid probate.

07/24/2023

What are 7 ways you can build the best retirement plan? Join Dean Barber and Bud Kasper for our latest episode of America's Wealth Management Show to find out.

YouTube: https://youtu.be/0LjgFkocCrk
Apple Podcasts: https://tinyurl.com/2s38c7ks
Spotify: https://tinyurl.com/2s38s5zr

07/20/2023

Are you thinking about retiring before 62 (the age you can begin claiming Social Security) or 65 (when you become Medicare eligible)? Tune into America's Wealth Management Show via the links below to learn about some key retirement considerations.

YouTube: https://youtu.be/JbZWycokNhc
Spotify: https://tinyurl.com/42m24a8f
Apple Podcasts: https://tinyurl.com/bde88v64

07/18/2023

It seems hard to believe that school will be back in session in just a few weeks. We've compiled a list of some fun activities that you can do with your grandkids so you can make the most of the time you get to spend with them for the rest of the summer.

Summer in Kansas City provides many unique opportunities to not only experience the community, but also build stronger bonds with your grandchildren. Whether it be canoeing on a lake or experiencing exotic wildlife, all will have a great time.

07/17/2023

What's retirement cash flow and why is it important? Tune into America's Wealth Management Show via the links below to find out the answers that Dean Barber and Logan DeGraeve have for those two critical questions.

YouTube: https://youtu.be/dZDamZNA8Sw
Spotify: https://tinyurl.com/4sdfr79p
Apple Podcasts: https://tinyurl.com/37kp8pse

07/13/2023

What do the 4% rule, saving a specific percentage of income, having a specific dollar amount to retire, and delaying retirement until specific ages have in common? Join Dean Barber and Logan DeGraeve on this week's episode to find out.

YouTube: https://youtu.be/gv6Q60cZDcY
Spotify: https://tinyurl.com/bde4ww43
Apple Podcasts: https://tinyurl.com/3zy5yeej

07/11/2023

The question “Can I retire early?” crosses a lot of people’s minds. You’re probably asking yourself that question quite a bit if you don’t like your job. But even if you do like your job, that question is worth thinking about as you start planning for retirement. You need a forward-looking financial plan to get a concrete answer to that question. Learn more about what to consider with retiring early in our latest blog post.

The question “Can I retire early?” crosses a lot of people’s minds. But there are other questions that need to be answered first.

07/10/2023

Financial wellbeing is a frequently mentioned term, but what does it really mean? Bud Kasper and Logan DeGraeve dive into the concept of financial wellbeing and explore its various aspects on this episode of America's Wealth Management Show. Tune in via the links below to find out what all they have to share.

YouTube: https://youtu.be/41qKLAtL0iY
Spotify: https://tinyurl.com/46x9y3t2
Apple Podcasts: https://tinyurl.com/nbc85skv