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Modern Wealth Management 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. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
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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.
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Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!
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Modern Wealth Management
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Modern Wealth Management

Darrick Hutchens and Ray Kramer

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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 ...
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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.
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Weak guidance for the holidays. What's that mean down the road? Dave Spano and Brian Jacobsen have our week-in-review with an eye on the Fed and potential rate cuts next year. Join us for great segments covering Grandparents and Grandchildren, HSAs, the Sandwich Generation, and more!Kirjoittanut Annex Wealth Management
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Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Spano and Brian Jacobsen review the week including weaker holiday guidance. If part of your retirement plan is moving, we're planning a special presentation soon---our presenters will share a preview. Learn mor…
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Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih talk about why investor expectations are shifting when it comes to interest rates and how that's led to a rally for the S&P 500; and they look at the death of Mint, the latest personal finance budgeting app to get disconti…
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When thinking about protecting your wealth, it’s easy to start thinking about wealth erosion due to market/investment risk. Well, that’s just one form of risk. There’s estate planning risk, wealth erosion from excess taxation, not being properly insured on several fronts—we could go on and on. We obviously want you to protect as much of your wealth…
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Welcome to The Complete Wealth Management's podcast, where tax experts and Certified Financial Planners Dave Alison, Conrad Levesque and David Roth unpack "21 Strategic Year-End Tax Moves" for to help build your wealth. Join us as we navigate key actions to optimize your tax situation before the year concludes. 👉 Maximize retirement contributions, …
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In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options (ISOs) work and the strategies that can help you maximize their benefits. Steve Moyer, vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar, senior wealth advisor, to simplify the complex…
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With the rise of DSOs and the increasing number of practices being bought and sold, you’ve heard the term EBIDTA. What is it? How is it calculated? And most importantly, what discrepancies can alter the formula at the time of a sale? On this Dentist Money Show, Ryan and David Haynes, of Menlo Dental Transitions, talk about why EBIDTA serves as only…
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After eight years at the mike and 400+ Dentist Money Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. As a dentist, you run a small business, one that requires expensive equipment and presents you with different liability issues. And your high income means you need to consider how to re…
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Retail is soft and CPI is flat. Does this mean the battle against inflation is turning the tide? We'll comb through it during our Week-in-Review with Dave Spano and Brian Jacobsen. Learn more about our in-house investment committee, what it's like to be an Annex client (directly from clients), some Medicare basics---and what Generation Z should be …
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Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about our in-house Investment Committee, what it's like to be a client of Annex, and what high net worth families are facing with the upcoming change in estate tax policy.…
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Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Victoria, and Rabih give a market update and explain which three sectors are driving its current growth; look at the 4% Rule and why Dave Ramsey disagrees with it—and why they disagree with Dave Ramsey; and reveal why projecting when a pe…
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Planning for things that are out of your control can certainly be stressful when you’re entering a new phase of life like retirement. But believe it or not, you can plan for uncertainty in retirement. We’re going to explain how to plan for the many uncertainties that can arise in retirement so that you can have clarity and confidence about your fin…
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I want to sell my practice to an associate. What issues should I be considering if I want to finance the sale? How much net worth should a normal dentist accumulate for retirement? And, at what point can I drop disability insurance? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Ryan and Matt answer financial questi…
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Potential earnings improvement is a strength while mid and small cap stocks underperform. For opportunities; the '40' part of a 60/40 portfolio could have good risk-adjusted returns but rising unemployment is a threat.Kirjoittanut Annex Wealth Management
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Dean Barber always says that you shouldn’t save to something without knowing the rules of getting the money out. Dean and Bud Kasper, CFP®, AIF® are going to elaborate on that as they review where you should be saving for retirement. The bottom line again is that it depends on your personal situation. Retirement Plan Checklist: https://bit.ly/3udy5…
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Fed officials haven't pushed back too hard on the idea that higher long-term yields are doing the tightening work for them. What's that mean for markets? We'll also investigate how Annex works with High Net Worth clients, smarter charitable giving, myths about money, and how much insurance do you really need?…
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Despite not having a recession, it's a strange strange world. Dave Spano and Brian Jacobsen recap last week including earnings and the latest on inflation. When it's time to speak with parents who are aging, what are the proper steps? We've got a couple suggestions. If you're a cheerful giver---be a smart cheerful giver; we'll cover 8 tips for smar…
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Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Will, and Rabih look at the earnings trends for the current quarter; talk about Safe Moon, the latest crypto scandal; and discuss what caused WeWork to file for bankruptcy. Book a free consultation with a CFP® advisor who only works with …
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What is giving you financial stress and how are you dealing with it? On today's episode of America's Wealth Management Show, Dean Barber and Bud Kasper explain how financial stress is different for everyone and that it's crucial to have a comprehensive financial plan that helps you deal with it. Retirement Plan Checklist: https://bit.ly/3ua5q3h Une…
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America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only 40% feeling that their retirement savings are on track. Can anything be done to prevent catastrophe? On this episode of the Dentist Money™ Show, Ryan and Matt look at the SECURE Act 2.0 and the benefits it adds to 401(k), …
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What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat.Kirjoittanut Annex Wealth Management
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After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. On episode #222, Reese introduces Matt Mulcock. If you’ve ever wondered how your money might be handled by a large asset management firm, Matt compares Dentist Advisors’ holistic plann…
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Do you think you know everything there is to know about the tax code? The truth is that you likely won’t even find a financial advisor that know everything about the tax code. Our advisors are even willing to acknowledge that. That’s exactly why we have CPAs on staff. Our CFP® Professionals work alongside our CPAs to make sure that people aware of …
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Despite the largest company in the S&P 500 trading lower, the employment situation report underscored that the Fed is done. The Powell Pause has fanned the flames of the fire under stocks and bonds. Join us for the Week-in-Review, a closer look at the Annex Tax-Smart Planning Strategy Review, why homes might not be a great choice for wealth transfe…
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Nearly 80% of companies beat earnings expectations. The real news was in the conference calls where they offered a sobering outlook. Dave Spano and Brian Jacobsen recap the week. Learn more about the Annex Tax-Smart Planning Strategy Review and why houses might not make great wealth transfer vehicles.…
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Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih talk about the revenue trends we’re seeing during the Q3 “earnings season”; why interest rates and home prices are both rising; and look into why the wealthy can't seem to buy happiness. Need answers to your financial ques…
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As we near the end of the year, what is it that you should be doing to minimize taxes and make sure that you've got your financial world organized? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share 6 tax and wealth planning strategies you should consider before the year wraps up.…
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Six months ago, Logan DeGraeve, CFP®, AIF® and Matt Kasper, CFP®, AIF® discussed rising long-term care costs on the Modern Wealth Management Education Series. To the surprise of no one, it appears to be a trend with no end in sight. There’s no question about that, but that doesn’t mean that we’re not receiving plenty of questions about long-term ca…
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Regardless of the business, customers expect a prompt response. This is even more crucial for a dental office where the majority of new patients sent to voicemail, put on hold, or not greeted appropriately, never call back! On this episode of the Dentist Money™ Show, Ryan welcomes Gary Bird, of SMC National, to talk about the unanswered calls probl…
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Announcing the first Dentist Money Summit for the summer of 2024 in Park City, Utah. Our lineup of special speakers will help you "learn how to live your rich life". Are you aligning your money with your values? Discover how to live with greater serenity in the present by integrating your money decisions with what it means to make you happy. Dentis…
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Artificial intelligence is here and a definite strength Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions.Kirjoittanut Annex Wealth Management
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“How much do I need to retire?” is probably the most frequent questions that our CFP® Professionals are asked. However, “When can I retire?” or “When is it time to retire?” aren’t too far behind. If you work with an advisor who gives you an immediate answer to any of those questions, they’re really a financial advisor in name only. They’re probably…
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How 'bout that GDP? But is consumer spending about to diminish? We'll cover it in the Week-in-Review. Learn more about the role of a Certified Divorce Financial Analyst during a divorce. Well also cover 'lifestyle creep', Millionaire Myths, Millennials bailing on retirement planning, and the how private equity works with Annex Private Client.…
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