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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 ...
 
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Is this another dead cat bounce or the beginning of the next bull market? Dean Barber and Bud Kasper look into the dead cat bounces that we’ve had so far in 2022 to get a better idea of what the answer could be.Find resources and schedule a conversation here:https://barberfinancialgroup.com/4-ways-retirees-can-give-back//?utm_source=soundcloud&utm_…
 
Is this another dead cat bounce or the beginning of the next bull market? Dean Barber and Bud Kasper look into the dead cat bounces that we’ve had so far in 2022 to get a better idea of what the answer could be.Find resources and schedule a conversation here:https://barberfinancialgroup.com/dead-cat-bounces/?utm_source=soundcloud&utm_medium=awms&ut…
 
The Federal Reserve is determined to stop inflation. They’re so determined to stop inflation that they’re willing to implement more interest rate hikes that could lead us into a deep recession. Dean Barber and Bud Kasper discuss the latest on inflation, more interest rate hikes, and more on this episode of America’s Wealth Management Show.Find reso…
 
The rules of inherited IRAs are extremely difficult to understand due to the SECURE Act, yet they must be understood. Dean Barber and Bud Kasper review the inherited IRA rules and explain how the can affect different beneficiaries.Find resources and schedule a conversation here:https://barberfinancialgroup.com/inherited-ira-rules-and-the-secure-act…
 
Planning for a fulfilling retirement isn’t something that can be done in a blink of an eye. It takes time and a lot of preparation to overcome a lot of retirement challenges that many people don’t even think about. Bud Kasper and Logan DeGraeve review those retirement challenges and encourage you to start building your financial plan sooner rather …
 
If we’ve learned anything about what the market has done in 2022, it’s that being patient is pivotal. Rather than giving into fear and greed, Dean Barber and Bud Kasper share five wealth protection tactics to help give your clarity when financial planning.Start Planning Here:https://barberfinancialgroup.com/wealth-protection-tactics/?utm_source=sou…
 
Did you know that October is National Financial Planning Month? It honestly came close to slipping our minds because we believe every month should be National Financial Planning Month. Dean Barber, Bud Kasper, and Matt Kasper celebrated National Financial Planning Month by discussing the importance of having a comprehensive financial plan on Americ…
 
Let's face it, bear markets are scary. The stock market is in a bear market. And guess what? We are dangerously close to a bear market in the bond market. Join Dean Barber and Bud Kasper as they tackle what's happening with these marketsStart Planning Here:https://barberfinancialgroup.com/examples-of-market-risk-abound-in-september/?utm_source=soun…
 
The Federal Reserve is raising interest rates to combat it, but inflation still looms large over the US economy. How do you build a plan that considers such a surge in inflation and interest rates? Find out as Dean Barber and Bud Kasper discuss how to plan for inflation.Start Planning Here:https://barberfinancialgroup.com/the-inflation-reduction-ac…
 
Football season is here. Do you have a playbook for the retirement red zone? Bud Kasper and Logan DeGraeve discuss creating your game plan for retirement and what you need to know to score.Start Planning and Read the Article Here:https://barberfinancialgroup.com/creating-a-game-plan-for-retirement/?utm_source=soundcloud&utm_medium=awms&utm_campaign…
 
All the financial uncertainty that we’re dealing with seems to be coming at us from every angle. While this financial uncertainty is uncomfortable, it’s not uncommon. From the Dot-Com Bubble to the Financial Crisis, we’ve been through cycles similar to this. Dean Barber and Bud Kasper look back at some of those cycles and review eight ways to comba…
 
Most online retirement calculators miss crucial pieces of the retirement puzzle. While they will give an accurate answer for the data you put in, they're missing so many other things important to retirement. Dean Barber and Bud Kasper review nine items retirement calculators miss that our tool doesn't.Start Planning and Read the Article Here:https:…
 
Going to the doctor for a checkup usually isn’t the most fun thing to do, but it’s necessary so that you’re up-to-date on your health situation. The same can be said about meeting with a financial planner to find out where you’re at with planning for retirement. Bud Kasper and Logan DeGraeve discuss the five types of financial plans and how a compr…
 
Dean Barber and Bud Kasper take a trip down memory lane in this week’s America’s Wealth Management Show. They examine the Great Recession’s history and why it remains relevant today. There are things going on today that are eerily reminiscent of what happened during the Great Recession.Start Planning and Read the Article Here:https://barberfinancia…
 
When it comes to building your retirement plan, a lot of people think your rate of return is the No. 1 thing to keep in mind. While it is important, your investments aren’t the main factor when it comes to your plan. Dean Barber and Bud Kasper will review five factors that are more important than your rate of return on this episode of America's Wea…
 
When it comes to building your retirement plan, a lot of people think your rate of return is the No. 1 thing to keep in mind. While it is important, your investments aren’t the main factor when it comes to your plan. Dean Barber and Bud Kasper will review five factors that are more important than your rate of return on this episode of America's Wea…
 
Dean Barber and Bud Kasper tackle a tax planning opportunity by discussing six reasons why Roth conversions could work for you. With today's economy and markets, now could be the time to look at Roth conversions in your retirement plan.Start Planning with Our Industry-Leading Financial Planning Tool and more: https://barberfinancialgroup.com/6-reas…
 
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 big concern for a lot of people. However, with a financial plan, it’s a controllable retirement risk. I…
 
Along with 30 checklist items to gauge your retirement readiness, our Retirement Plan Checklist includes a timeline to help you be aware of certain things while planning for retirement. Dean Barber and Logan DeGraeve cover some of the key aspects of that retirement timeline on this week's edition of America's Wealth Management Show.Access Our Indus…
 
Jerome Powell and the Federal Reserve have a big predicament on their hands. How will they slow down this rampant inflation without also causing the economy to go into a deep recession? While it’s hard to predict what it will look like, a recession of some sort appears to be on the horizon. Bud Kasper and Logan DeGraeve review 8 Ways to Prepare for…
 
Happy Fourth of July to all the pre-retirees and retirees out there! Along with celebrating America’s independence this weekend, Dean Barber and Bud Kasper hope you take a moment to assess where you stand in the journey to achieving financial freedom. Dean and Bud discuss what financial freedom is and how you know you’ve achieved it in this Fourth …
 
The Fed raised interest rates by the most in nearly three decades, a 0.75% rate hike, and is set to do it again in July. Dean Barber and Bud Kasper examine how rising interest rates can impact your retirement.Access Our Industry-Leading Financial Planning Tool and read the episode blog post: https://barberfinancialgroup.com/rising-interest-rates-an…
 
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-…
 
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 down…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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://barbe…
 
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-mad…
 
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…
 
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-…
 
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 Bu…
 
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, downl…
 
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=soundcl…
 
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://b…
 
You’ve probably heard Dean Barber and Bud Kasper mention the Guided Retirement System several times on America’s Wealth Management. Here is their step-by-step breakdown of the Guided Retirement System to ensure people understand what it is all about.Find any of the resources mentioned in this episode, including 7 Ways to Build the Best Retirement P…
 
After coming off a strong year of market returns in 2021, Dean Barber and Bud Kasper look at five retirement planning tasks that can help make for an even better year in 2022.Find any of the resources mentioned in this episode, including the 401(k) Survival Guide here: https://barberfinancialgroup.com/5-retirement-planning-tasks-for-a-better-2022/?…
 
As we begin 2022, we want to review your retirement checklist. While we want to put you in a successful financial position for the new year, we’re focused primarily on helping you live your one best financial life throughout your retirement. Our Retirement Plan Checklist can help you do exactly that.Find any of the resources mentioned in this episo…
 
From inflation to bonds and interest rates, there has been a lot to learn from the wealth of financial lessons of 2021. Dean Barber and Bud Kasper review some of those financial lessons of 2021 and give an outlook of what we can keep learning from them moving forward.Sign up for the Educational Series, download the checklist, watch our videos, and …
 
Market performances continue to make investors jolly during the holidays, but there’s something else you should be doing right now rather than just enjoying the ride. Dean Barber and Bud Kasper share why the holiday season is a good time to be reviewing rebalancing strategies.Find any of the resources mentioned on this episode here: https://barberf…
 
Do you remember when William Bengen proclaimed 4% as a safe withdrawal rate? Well, Morningstar is now saying that 3.3% in the new safe withdrawal rate. When it comes to safe withdrawal rates, Dean Barber and Bud Kasper believe that there shouldn’t be a standard for everyone. It should depend on an individual’s financial plan. Learn more from Dean a…
 
As we celebrate Thanksgiving with our loved ones this week, Dean and Bud give thanks for their families, clients, financial business blessings, and much more.Find any of the resources mentioned on this episode here:https://barberfinancialgroup.com/counting-our-financial-business-blessings/Kirjoittanut America's Wealth Management Show with Dean Barber
 
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