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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.
 
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 ...
 
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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 ...
 
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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show series
 
Can you really know what’s best for your financial health when the media skews the truth to improve ratings and generate more clicks? On this Dentist Money™ Show, Ryan, Matt, and Jake introduce a new segment where they look into current financial news and uncover trends that can make a difference as you navigate financial decisions. Need answers to…
 
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…
 
A stunner of a job number ended the week---Dave and Derek will review that along with everything else that transpired. When times are tough, what is the value of an advisor? We’ll discuss that in two parts. Robert Chastain, branch director, checks in to discuss planning for blended families. Deanne Phillips covers how Annex Wealth Management cares …
 
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…
 
For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists, are diagnosing a client’s financial health before offering a full treatment plan. On this Dentist Money™ Show, Ryan, Matt, and Taylor Sutterfield, CFP®, discuss why more advisors are now building client relationships…
 
What a week. A Fed move. Some GDP reality. A ton of earnings. And the surprising market reaction. Dave and Derek cover it all on this week’s show. Learn more about Annex University, the exclusive educational series from Annex. Our next semester starts soon. We check in with Robert Chastain, branch director in Southwest Florida, too.…
 
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…
 
The President has what has been called the toughest job in the world. But how much do his decisions affect the stock market? The economy? Commodity prices? On this Dentist Money™ Show, Ryan and Matt quiz Rabih Dimachki, Dentist Advisors’ Investment Operations Manager, on the power of the President. When it comes to fiscal and monetary policies, whe…
 
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…
 
Dentists generally can invest in these asset classes: their practice (private business), real estate, and public markets. You’re already invested in your practice and location, to balance your assets, here’s why you need stocks. On this Dentist Money™ Show, Ryan and Matt welcome Jake Elm, CFP® to talk about why stocks should be a part of your inves…
 
Double whammy this week with hot CPI and PPI readings. What’s the impact? We’ll discuss. Robert Chastain, branch director in Naples, checks in for quick chat about Generation X and their planning concerns. We’ll also cover 401ks—and how Annex assists both companies AND employees. What’s the psychology around spending in retirement? We’ll cover that…
 
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…
 
You like being your own boss, but is there a way to still feel independent and leverage the economies of scale available through large dental groups? On this Dentist Money™ Show, Ryan interviews Dr. V—Chris Villanueva—founder of MB2 Dental. Chris explains how to get operations help when needed, compete with the big boys on pricing, and still mainta…
 
With all eyes on Friday’s jobs number from the Labor Department, Mark Beck and Derek Felske digest that news and everything else that happened last week. Turbulent times require the right perspective—we’ve got a great segment that might help on this week’s show. Robert Chastain, branch director at Annex Naples works through a list of things NOT to …
 
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…
 
When the stock market looks to be spiraling down, should you stop investing then watch from the sidelines and start investing again when things recover? With today’s unsettled economy, it’s a question many people are asking. On this Dentist Money™ Show, Ryan and Matt welcome Will Gochnour, CFP® to talk about investor behavior and strategies for inv…
 
Dave and Derek review the 2nd quarter while digesting the latest market data. Great team segments on this week include a closer look at Generation X, the need to clarify your wishes to estate plan trustees, and what you need to know about spousal social security. We also check in with Robert Chastain, branch director and wealth manager at the Naple…
 
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 …
 
On this Dentist Money™ Show, which was recorded live, Ryan, Matt, and Rabih answer questions about what’s happening in today’s financial world. Inflation, stagflation, real estate trends, and what historically happens to stock prices during a recession are all discussed. Plus, learn about the new Dentist Money Membership—an announcement you don’t w…
 
More green than red this week but still a few bricks in the Wall of Worry. Fed chairman Powell spent time in front of lawmakers—did we learn anything? Dave and Derek review the week and look ahead. Along with our Ask Annex segment, we check in with Robert Chastain, branch director. Plus, hear more about the status of 401k plan participation and rem…
 
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 decisions you make prior to purchasing a practice have long-term implications. That’s why knowing which practice model fits your vision is so crucial. On this episode of the Dentist Money™ Show, Ryan talks with Dr. Richard Low and dental student Andrew Clingan of Shared Practices about pre-ownership angst in today’s economy and how to speed up …
 
It was a volatile week—that only got more interesting after Wednesday’s Fed rate hike. Dave and Derek review the markets, the trends, and the latest insight from our investment committee. Great team segments covering the important roles in Estate Planning and planning for spending in retirement. We also check in with branch director Robert Chastain…
 
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-…
 
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