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The Guided Retirement Show

Business & Economics Podcasts

The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way. Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, it’s about your life and your goals!

Location:

United States

Description:

The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way. Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, it’s about your life and your goals!

Language:

English


Episodes

106: Planning to Retire on $10,000 a Month

3/5/2024
Planning to Retire on $10,000 a Month Show Notes How much do you think you need each month to spend in retirement? There are many factors that will go into determining that number. On this episode of The Guided Retirement Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to walk you through a case study that looks into how much money you would need to spend $10,000 net a month in retirement. Before they get started, they want to make something very clear. Everyone isn’t going to want to spend $10,000 net a month in retirement. For some people, that will be way more than they need each month. For others, it might not be enough. And there might be some people that spending $10,000 net a month in retirement is just right. This is strictly an example that Chris and Logan will be going through to highlight the planning that’s needed to retire if you’re wanting to spend $10,000 net a month. In this podcast interview, you’ll learn: Meet with Us: https://modwm.com/meet-with-us/ Ask a Question: https://modwm.com/ask-a-question/ START PLANNING To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/106 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:28:25

105: Retirement Planning for Small Business Owners with Drew Jones

2/20/2024
Drew Jones, CFP®, AIF® has a passion in working with small business owners, helping them get their business to be as valuable as it can possibly be before facilitating an exit strategy. As Drew makes his third appearance on The Guided Retirement Show, he and Dean Barber will discuss what small business owners need to do when it comes to retirement planning. In this podcast interview, you’ll learn: The Challenges and Opportunities of Retirement Planning for Small Business Owners Retirement Planning for Small Business Owners Is a Long Process Key Retirement Planning Considerations for Small Business Owners Your Business Is Your Biggest Asset If You’re a Small Business Owner Meet with Us: https://modwm.com/meet-with-us/ Ask a Question: https://modwm.com/ask-a-question/ START PLANNING To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/105 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:30:22

104: ACA Subsidies: How Do You Qualify for Them? with Marty James

2/6/2024
Making his third appearance on The Guided Retirement Show, Marty James, CPA, PFS joins Dean Barber to discuss how to qualify for Affordable Care Act subsidies. Qualifying for the Affordable Care Act subsidies can greatly reduce the cost of health insurance prior to becoming eligible for Medicare. Who doesn’t want that?! Marty and Dean are both excited to touch on this topic, so let’s see what they have to share. In this podcast interview, you’ll learn: Meet with Us: https://modwm.com/meet-with-us/ Ask a Question: https://modwm.com/ask-a-question/ START PLANNING To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/104 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:19:00

103: Growth vs Value Investing in 2024 with Brad Kasper

1/23/2024
Back for his eighth appearance on The Guided Retirement Show, LSA Portfolio Analytics President and Founder Brad Kasper joins Dean Barber to discuss growth vs value investing in 2024. Brad shares that value could potentially outperform growth as we look at investing for the rest of the year. Why might he think that? Brad has plenty of data to share with Dean to back up his reasoning. In this podcast interview, you’ll learn: Meet with Us: https://modwm.com/meet-with-us/ Ask a Question: https://modwm.com/ask-a-question/ START PLANNING To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/103 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:40:32

102: Strategic Investing Through Retirement with Stephen Tuckwood, CFA

1/9/2024
Our Director of Investments, Stephen Tuckwood, CFA, has quickly become one of the most frequently featured guests on The Guided Retirement Show. For the Season 10 premiere, Tuck and Dean Barber will discuss the critical topic of constructing the right portfolio via strategic investing as you transition into and go through retirement. They’ll discuss the nuances of proper portfolio construction and the changing dynamics of investment rules during the retirement phase. In this podcast interview, you’ll learn: Meet with Us: https://bit.ly/3NWXRnI Ask a Question: https://bit.ly/3TRa80I START PLANNING To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/102 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:31:01

101: Retirement Planning 101 - Back to the Basics with Chris Rett

12/19/2023
As we brainstormed for what to cover in Episode 101 of The Guided Retirement Show, we thought it would be fitting to go back to the basics with some Retirement Planning 101. Just as he’s done for the past several season finales, Chris Rett, CFP®, AIF® will join Dean Barber again to explore the fundamentals of retirement planning. Chris and Dean will bring you a comprehensive breakdown of the BRITE acronym—Bookkeeping, Risk Management, Investments, Taxes, and Estate Planning. Join us on this Retirement Planning 101 journey to uncover the brilliance behind each element. We’re committed to offering you valuable insights for your path to a secure retirement. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/101 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:34:07

100: Living Live After Leaving Your Career with Bruce Godke

12/5/2023
We have a very special guest for a very special episode of The Guided Retirement Show. We’re thrilled to have soon-to-be retired Modern Wealth Executive Advisor Bruce Godke join Dean Barber for our 100th episode! Bruce joined Dean in the financial industry 18 years ago and is getting ready to embark upon an amazing journey. And as part of this amazing journey, Bruce is launching a nonfinancial life planning program, Your Encore, at Modern Wealth. Today, Bruce and Dean are going to talk about some important aspects nonfinancial life planning to help people prepare for retirement. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/100 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:28:50

099: 2023 Market in Review with Garrett Waters

11/21/2023
For the second time in 2023, Anchor Capital CEO and Portfolio Manager Garrett Waters is joining Dean Barber on The Guided Retirement Show. Earlier this year, Garrett and Dean discussed investment risk for 2023. Now that 2023 is coming to a close, Garrett is returning to do a 2023 market year in review and 2024 market outlook. He and Dean will talk about the stock market, bond market, and economy. In this podcast interview, you’ll learn: Garrett's Other Appearance: https://youtu.be/PIyZj5rPZq4 America's Wealth Management Show: https://www.youtube.com/@AmericasWealthManagementShow Ask a Question: https://bit.ly/47KtmZD Meet with us: https://bit.ly/3MSxTRP START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/99 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:19:40

098: HSA Tax Advantages with Marty James, CPA

11/7/2023
We’re thrilled to have one of Modern Wealth Management’s newest team members, Marty James, CPA, join Dean Barber on The Guided Retirement Show. This will actually be Marty’s second appearance on the podcast, though. He previously joined Dean to discuss tax planning strategies in August 2022. On this episode, Marty and Dean will talk about some very specific tax strategies when it comes to HSAs. Marty believes that HSAs are one of the most underutilized and misused part of the tax code. He’s going to explain why that is and how to use your HSA effectively. In this podcast interview, you’ll learn: Ask a Question: https://bit.ly/40yvyRt Meet with us: https://bit.ly/49pzurD START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/98 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:20:06

097: Market Outlook and the Last Six Months with David Mitchell

10/24/2023
David Mitchell makes his fourth appearance on The Guided Retirement Show to share his outlook for the markets and economy. He’s in his 19th year with AllianceBernstein and serves as the managing director for AllianceBernstein’s RIA and private banks in its Upper Midwest and Central division. He’s basically one of four specialists at AllianceBernstein in North America. AllianceBernstein, which aggregate manages around $700 billion globally for every type of client you can imagine. That includes large institutions, pension funds, sovereign wealth funds, and then private clients here in the United States. David last appeared on The Guided Retirement Show in April. He’s going to review what has happened since then and share his current market outlook. In this podcast interview, you’ll learn: Ask a Question: https://bit.ly/46ZkXRF Meet with us: https://bit.ly/46ZM1QO START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/97 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:26:17

096: The CFP® Professional and CPA Relationship with Logan DeGraeve and Corey Hulstein

10/10/2023
On Episode 95 of The Guided Retirement Show, Dean Barber and Jason Gordo discussed why it’s critical to work with a team of financial professionals rather than just one financial advisor. They specifically talked about having the “three C’s” working for you—a CFP® Professional, CPA, and CFA. That episode served as a perfect segue for today’s episode, as Logan DeGraeve, CFP® and Corey Hulstein, CPA will describe the working relationship between a CFP® Professional and CPA. Corey and Logan spend a lot of time working with clients on their individualized tax plans. So, they’re going to share specific tax situations that they've helped clients with over the past year. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/96 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:27:18

095: Why You Need a Financial Planning Team with Jason Gordo

9/26/2023
Have you ever been a CEO? Whether you have been or not, you’re going to have the opportunity to be one during one of the best times of your life. That’s because if you have the right mindset about it and have the right team around you, you’ll be the CEO of your retirement. However, a CEO is only as effective as the other team members of the company. The same goes with being the CEO of your retirement. That’s why Modern Wealth Management President Jason Gordo is joining Dean Barber on The Guided Retirement Show to discuss our team approach to financial planning for retirement. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/95 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:22:44

094: Revisiting Roth vs. Traditional with Corey Hulstein and Bud Kasper

9/12/2023
It’s hard to believe that we’re approaching the 100th episode of The Guided Retirement Show. But before we release that special episode later this season, we want to reflect on The Guided Retirement Show’s first two episodes. They were released back in 2019 and focused on Roth vs. traditional IRAs. Along with looking back at what all has changed in the tax code that impacts the Roth vs. traditional decision, we need to take a forward-looking approach during this discussion. That’s because there are new tax laws scheduled to start in 2026 after the Tax Cuts and Jobs Act sunsets. There a lot of things that need to be considered when choosing between Roth and traditional. Modern Wealth Management Managing Directors Dean Barber and Bud Kasper and Director of Tax Corey Hulstein, CPA are going to review those considerations. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/94 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:36:08

093: Reviewing the Fed's Actions with Brad Kasper

8/29/2023
Our featured guest on this episode of The Guided Retirement Show is a very familiar one. LSA Portfolio Analytics President and Founder Brad Kasper made his seventh appearance on the podcast, as he joined Dean Barber to discuss some of the latest news with the economy, markets, interest rates, and the Fed’s monetary policy tools. The last time Brad appeared on The Guided Retirement Show was a little more than a year ago. It was a very tumultuous time for the Federal Reserve, so Brad broke down the multiple headwinds that the Fed and the markets were facing. A lot has happened in the 13 months since Brad and Dean last discussed that, so you won’t want to miss their conversation on the Fed’s monetary policy tools and latest actions. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/93 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:39:58

092: Tax-Efficient Investing with Stephen Tuckwood

8/15/2023
After making his Guided Retirement Show debut in May, Modern Wealth Management Director of Investments Stephen Tuckwood joins Dean Barber again to talk about direct indexing and custom indexing. Tuck is a Chartered Financial Analyst and wants you to have a good understanding of tax-efficient investing. It’s a big deal. When we think about people who have invested money outside of retirement accounts, taxes can be a big wealth eroding factor and take away from the total return. That’s why we’re going to focus today on tax-efficient investing and in particular, direct indexing, which is fairly new to the average investor. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/92 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:26:23

091: Defining True Wealth with Ken Osiwala

8/1/2023
Defining True Wealth with Ken Osiwala Show Notes For our Season 9 premiere of The Guided Retirement Show, Ken Osiwala joins Dean Barber to define true wealth. To truly understand what wealth means to you, you first need to define what's important to you. Ken and Dean explain why there's so much more to defining true wealth than how much money you have. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/91 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:28:36

090: 8 Questions Retirees Are Asking with Chris Rett

6/20/2023
8 Questions Retirees Are Asking with Chris Rett Show Notes We’ve reached the end of Season 8 of The Guided Retirement Show, which means Modern Wealth Management Lead Advisor Chris Rett is joining Dean Barber again for another season finale. This is the fourth time that Chris has joined Dean to address various questions about retirement. If you missed those episodes or want to tune into them again, you can do so via the links below. Episode 51 – Addressing You: Answering Questions from Our Listeners Episode 68 – Mail Bag: Answering More Questions from Our Listeners Episode 78 – 20 Retirement Questions You Should Be Asking In this episode, Chris and Dean will be addressing eight questions that retirees are asking. These questions that retirees are asking have been frequently asked by our clients and prospective clients. If you’re retired or are planning for retirement, you need to know the answers to these questions as well, so make sure to follow along. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/90 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:36:06

089: Components of a Complete Financial Plan with Logan DeGraeve

6/6/2023
So many people want to know the answer to the question, “How much do I need to retire?” More and more people have become less and less patient with getting that answer and just use a retirement calculator that gives them a quick answer. But we can guarantee that isn’t the right answer. Those retirement calculators don’t factor in so many important items—such as inflation, Social Security, Required Minimum Distributions, and your goals for retirement. Those are all components of a complete financial plan, which is what you need to figure out how much you need to retire. Logan DeGraeve joins Dean Barber on The Guided Retirement Show to review the components of a complete financial plan. These are critical things to think about before and during retirement, so you won’t want to miss what Dean and Logan have to share. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/89 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:35:50

088: Older Americans Month with Dean Barber

5/23/2023
The month of May is a time for many exciting things: graduations, family vacations right after school is out, the beginning of pool season—the list goes on. May also marks Older Americans Month. Older Americans Month allows Modern Wealth Management Managing Director Dean Barber to reflect upon his career in the financial services industry and what it’s meant to him. On this episode of The Guided Retirement Show, Dean is going to share a story about how his grandfather taught him so many important things in life, including how to find success in his career. Dean has continued to learn from hundreds of other older Americans throughout his career as he’s helped guide them to and through retirement. Let’s hear more from Dean about what Older Americans Month means to him. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/88 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:13:24

087: Proper Portfolio Construction with Stephen Tuckwood

5/9/2023
Two weeks ago on America’s Wealth Management Show, Modern Wealth Management Co-Founder and President Jason Gordo and Managing Directors Dean Barber and Bud Kasper told everyone to stay tuned for more exciting news. We’re thrilled that we can share that news with you today on The Guided Retirement Show. As we build our investment management team at Modern Wealth Management, we’ll be doing so with our newest team member, Director of Investments Stephen Tuckwood, at the helm. Stephen, AKA “Tuck,” joined Dean on The Guided Retirement Show to share a little bit about his background, proper portfolio construction, investment risk, and how a good CFP® Professional that has access to a Chief Financial Advisor can make a major difference in your portfolio. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/87 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Duration:00:27:32