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Treść dostarczona przez Modern Wealth Management and Dean Barber. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Modern Wealth Management and Dean Barber lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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We Have The Receipts
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1 Love Is Blind S8: Pods & Sober High Thoughts w/ Courtney Revolution & Meg 1:06:00
1:06:00
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Happy Valentine’s Day! You know what that means: We have a brand new season of Love Is Blind to devour. Courtney Revolution (The Circle) joins host Chris Burns to delight in all of the pod romances and love triangles. Plus, Meg joins the podcast to debrief the Madison-Mason-Meg love triangle. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…
America's Wealth Management Show
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Treść dostarczona przez Modern Wealth Management and Dean Barber. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Modern Wealth Management and Dean Barber lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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 services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.
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300 odcinków
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Manage series 1378231
Treść dostarczona przez Modern Wealth Management and Dean Barber. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Modern Wealth Management and Dean Barber lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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 services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.
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300 odcinków
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America's Wealth Management Show
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5 Reasons to Retire Get your journey off to a great start with our financial resources: https://bit.ly/41nKkg3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3CYt5Ze Meet with Us: https://bit.ly/3CTO3bN Trivia Sources: https://www.protectedincome.org/peak65/ https://www.marketwatch.com/story/men-over-70-are-flooding-back-into-the-workforce-a1254a61 Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 Maintaining Financial Wellness: https://youtu.be/uxVG_ADX1dM Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k 6 Levels of Wealth: https://youtu.be/7iG1NynV3AM 5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg Navigating Tough Money Conversations: https://youtu.be/qKNN8HqIIYs How to Budget at Different Life Stages: https://youtu.be/-HwVnEvquw4 Generational Wealth Management: https://youtu.be/nGDtTd34bRE…
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America's Wealth Management Show
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1 Tax Tips in 10: What Is the Social Security Fairness Act? 7:01
7:01
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Tax Tips in 10 or Less Ep. 007 What Is the Social Security Fairness Act? Get your journey off to a great start with our financial resources: https://bit.ly/3QhOlfA Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4hWAHKw Tax Reduction Strategies: https://bit.ly/4hR82Xl Meet with Us: https://bit.ly/3WUDa00 IRA RMD Requirements: https://youtu.be/DF13FV4EhCU…
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America's Wealth Management Show
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6 Levels of Wealth Get your journey off to a great start with our financial resources: https://bit.ly/42YtpC1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/42YtllL Meet with Us: https://bit.ly/4gLQkDS Fidelity 2024 State of Wealth Mobility Study: https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/682671.pdf US Currency Source: https://www.uscurrency.gov/history/index.html What Is Wealth? 4 Types of Wealth: https://youtu.be/4U8crRkPJBc 5 Types of Financial Plans: https://youtu.be/070KObJIAvI The Junk Drawer Approach to Retirement Planning: https://youtu.be/IEfxMMcmRe4 5 Wealth Building Challenges: https://youtu.be/aKIr8KD_bio 15 Years from Retirement: https://youtu.be/dLPxSfY7P8I Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g 2025 Taxes: What to Watch with Marty James, CPA: https://youtu.be/8fjoACdOrbU What’s Going On in the Bond Market?: https://youtu.be/IYokFNw5g1w Generational Wealth Management: https://youtu.be/nGDtTd34bRE…
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America's Wealth Management Show
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Tax Tips in 10 or Less Ep. 006 Roth Five Year Rule Get your journey off to a great start with our financial resources: https://bit.ly/42JeZW1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Rates Sunset in 2026: https://bit.ly/4jOacsm Roth Conversion Case Studies: https://bit.ly/4aODfIr Tax Reduction Strategies: https://bit.ly/40Ox5U8 Meet with Us: https://bit.ly/411bFo4 Roth 5 Year Rules: What You Need to Know: https://youtu.be/I6vMi1KcKTY 5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28 Maximizing In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI…
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America's Wealth Management Show
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15 Years Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/40M2tm3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3Q5ODpS Meet with Us: https://bit.ly/4hgDD4R What is a Monte Carlo Sim: https://bit.ly/4aLRnSM Kelce Trailer: https://youtu.be/ykBOKopGsow American Bankruptcy Institute: https://www.abi.org/feed-item/how-athletes-go-bankrupt-at-an-alarming-rate Trivia Source for Football Question: https://finance.yahoo.com/news/13-nfl-players-lost-millions-210001547.html 10 Years from Retirement: 4 Tasks to Address: https://youtu.be/izWpsehhodY 5 Types of Financial Plans: https://youtu.be/070KObJIAvI Roth vs. Traditional with Marty James, CPA: https://youtu.be/bBdbMcmg4L8 Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g Generational Wealth Management: https://youtu.be/nGDtTd34bRE…
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America's Wealth Management Show
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1 Tax Tips in 10: 5 Tax Filing Errors to Avoid 9:45
9:45
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Tax Tips in 10 or Less Ep. 005 5 Tax Filing Errors to Avoid Get your journey off to a great start with our financial resources: https://bit.ly/4jyqm9p Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Rates Sunset in 2026: https://bit.ly/3PSJO37 Roth Conversion Case Studies: https://bit.ly/40F8bWK Tax Reduction Strategies: https://bit.ly/4hgspgC Meet with Us: https://bit.ly/40ENTwu 5 Reasons TO Do a Roth Conversion: https://youtu.be/MEs5rh62m28 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw…
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America's Wealth Management Show
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Maintaining Financial Wellness Get your journey off to a great start with our financial resources: https://bit.ly/3Q09MBu Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4aHenlY Meet with Us: https://bit.ly/4ghjCd5 Vanguard’s Guide to Financial Wellness: https://corporate.vanguard.com/content/dam/corp/research/pdf/vanguards_guide_to_financial_wellness.pdf CFPB Making Ends Meet 2024: https://files.consumerfinance.gov/f/documents/cfpb_making-ends-meet_2024-11.pdf Bankrate 2025 Emergency Savings Report: https://www.bankrate.com/banking/savings/emergency-savings-report/ Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM Where Should I Save My Money?: https://youtu.be/q6iaWjj7ZDQ HSA Tax Advantages: https://youtu.be/w7KHmts85oI?si=wsGIUhUDpyotWqxX Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw 10 Years from Retirement: 4 Tasks to Address: https://youtu.be/izWpsehhodY 5 Types of Financial Plans: https://youtu.be/070KObJIAvI…
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America's Wealth Management Show
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1 Tax Tips in 10: 5 Reasons TO Convert to a Roth IRA 10:15
10:15
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Tax Tips in 10 or Less Ep. 004 5 Reasons TO Convert to a Roth IRA Get your journey off to a great start with our financial resources: https://bit.ly/3C9oKlH Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/4gcqHM1 Roth Conversion Case Studies: https://bit.ly/3WuI9El Tax Reduction Strategies: https://bit.ly/3C8ADs9 Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8 Taxes and Penalties on Roth Accounts: https://youtu.be/VQ8UWDm2nUk 5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc MEGA Backdoor Roth IRA: https://youtu.be/eEKbnn8svQ8 The Great Wealth Transfer Is Upon Us: https://youtu.be/gJaz5xMAU0k 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI ACA Subsidies: How Do You Qualify for Them: https://youtu.be/hX7ynKriW9w?si=O4SXrBABRGpN4FD6 Generational Wealth Management: https://youtu.be/nGDtTd34bRE…
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America's Wealth Management Show
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IRA RMD Requirements Get your journey off to a great start with our financial resources: https://bit.ly/40HCMEl Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/4jvHj4n Retirement Plan Checklist: https://bit.ly/40Gqjkr Reviewing RMD Rules as IRS Issues Final SECURE Act Regulations: https://bit.ly/3Q6R5fT EBRI Data: https://www.ebri.org/docs/default-source/ebri-press-release/pr-1277-dataistruth-25jun21.pdf?sfvrsn=7303b2f_4 Inherited IRA Rules & the SECURE Act: https://youtu.be/aR5xJhnrtSU Tax Tips in 10 or Less: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 Generational Wealth Management: https://youtu.be/nGDtTd34bRE What to Do with Inheritance: https://youtu.be/B4mTbCUuFGE 2025 Taxes: What to Watch with Marty James, CPA: https://youtu.be/8fjoACdOrbU MEGA Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8 Retirement Planning in Your 30s: https://youtu.be/ELTo6FydYPk Retirement Planning in Your 40s: https://youtu.be/alkwxRTWvYQ Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y…
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America's Wealth Management Show
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Tax Tips in 10 or Less Ep. 003 Roth vs. TraditionalGet your journey off to a great start with our financial resources: https://bit.ly/3E6w4ik Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Timestamps: 00:00 – What’s the difference? Roth and Traditional 00:48 – Understanding Taxes and 401(k)s 01:40 – Deduction Example – Roth vs. Traditional 02:40 – What’s Better, Roth or Traditional? 05:26 – Withdrawal Rules, SECURE Act, and Heirs Roth Conversion Case Studies: https://bit.ly/4hzHGZZ Education Center: https://bit.ly/4aj06vj Tax Reduction Strategies: https://bit.ly/4g3NcCG 2024 Tax Return Tips: https://youtu.be/hYUgcCCXIVw What You Need to Know About Tax Deductions: https://youtu.be/-jmof73v1Ng The Retirement Savings Time Bomb Ticks Louder: https://youtu.be/gCM5t1e7L78 MEGA Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8 Taxes and Penalties on Roth Accounts: https://youtu.be/VQ8UWDm2nUk 2025 Tax Brackets and Contribution Limits: https://youtu.be/KifcDu_6UAI 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU Check Your Beneficiaries! Don’t Learn the Hard Way: https://youtu.be/wQEqhd8a4XY…
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America's Wealth Management Show
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Generational Wealth Management Get your journey off to a great start with our financial resources: https://bit.ly/40xEPeg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Investopedia on Generational Wealth: https://www.investopedia.com/generational-wealth-definition-5189580 Cerulli Study: https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048 Forbes on Prince’s Estate: https://www.forbes.com/sites/matthewerskine/2024/01/17/the-battle-for-princes-estate-unending-conflict-legal-drama-and-lessons-for-family-business/ ABC News on Leona Helmsley: https://abcnews.go.com/US/leona-helmsleys-dog-trouble-richest-world-dies-12/story?id=13810168 Warren Buffett’s Berkshire Hathaway Letter: https://www.berkshirehathaway.com/news/nov2524.pdf Family Matters: A Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o The Great Wealth Transfer Is Upon Us: https://youtu.be/gJaz5xMAU0k Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw 5 Key Estate Planning Items to Address: https://youtu.be/Q_alVikgn6c Check Your Beneficiaries! Don’t Learn the Hard Way: https://youtu.be/wQEqhd8a4XY 10 Estate Planning Mistakes to Avoid: https://youtu.be/muJRJ657bhM?si=01d1_cnxQ4wN_iPa 7 Wealth Protection Tactics: https://youtu.be/UyV3gNag68c 7 To-Dos After Selling Your Business: https://youtu.be/8HSzNuAQMFw Annual Wealth Building Checklist & Key Birthdays: https://youtu.be/YWzY5WSUrow…
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America's Wealth Management Show
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Tax Tips in 10 or Less Ep. 002 2024 Tax Return Tips Get your journey off to a great start with our financial resources: https://bit.ly/3PrvyOn Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/40c9ht1 Retirement Checklist: https://bit.ly/40q5SrW Tax Reduction Strategies: https://bit.ly/4h8iQ32 Tax Tips to Wrap 2024: https://youtu.be/PKWAw9J36Fg Year-End Tax Planning for 2024 with Marty James: https://youtu.be/ktPN1kJNRYs HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI…
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America's Wealth Management Show
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5 Types of Financial Plans Get your journey off to a great start with our financial resources: https://bit.ly/3WajAMW Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 2023 Schwab Modern Wealth Study: https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_survey_2023_findings.pdf CNBC on Goldman Forecast: https://www.cnbc.com/2024/10/21/goldman-forecasts-just-a-3percent-sp-500-annual-return-the-next-10-years.html Videos Commented on: https://youtube.com/shorts/IkneGsHM998?si=9EPKgmWh027xKnZ1 https://youtube.com/shorts/0x-mSNH0HKY?si=4Qn-Y3DrFxdBLJFe https://youtube.com/shorts/uvLT9zgdlWE?si=W9XDetbFwOvQ3aZx https://youtube.com/shorts/T3TJ2-a3UfQ?si=fuKDL7OV2iGM78xl Assessing Your Financial Literacy: https://youtu.be/IA7bE5Uf99o What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4 Busting Retirement Rules of Thumb: https://youtu.be/pHV0kG9xOdc Busting Retirement Planning Myths: https://youtu.be/lP6o9iYCA3o Junk Drawer Approach to Financial Planning: https://youtu.be/IEfxMMcmRe4 2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU Tax Credits You Need to Know About: https://youtu.be/tUDfdk3dlxo 10 Years Before Retirement: 4 Tasks to Address: https://youtu.be/izWpsehhodY…
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America's Wealth Management Show
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1 Tax Tips in 10: 2025 Taxes - What to Watch 10:08
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Tax Tips in 10 or Less Ep. 001 2025 Taxes - What to Watch Get your journey off to a great start with our financial resources: https://bit.ly/4gQmuP2 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4gGEbRq Tax Reduction Strategies: https://bit.ly/3DAWGYR Meet with Us: https://bit.ly/420dkeA Tax Rates Sunset in 2026: https://bit.ly/41X1LVb Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI…
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America's Wealth Management Show
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1 Annual Wealth Checklist and Key Birthdays 37:53
37:53
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Annual Wealth Checklist and Key Birthdays Get your journey off to a great start with our financial resources: https://bit.ly/4iWjCSo Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3W2HM3H Tax Reduction Strategies: https://bit.ly/3Pje5rt Roth Conversion Case Studies: https://bit.ly/4a1sdPz Meet with Us: https://bit.ly/4jcDgd9 How to Budget at Different Life Stages: https://youtu.be/-HwVnEvquw4 What You Need to Know About Tax Deductions: https://youtu.be/-jmof73v1Ng Tax Credits You Need to Know About: https://youtu.be/tUDfdk3dlxo Check Your Beneficiaries! Don’t Learn the Hard Way: https://youtu.be/wQEqhd8a4XY 5 Key Estate Planning Items to Address: https://youtu.be/Q_alVikgn6c Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw Roth Conversion Decisions for 2024: https://youtu.be/yxOsoXgkRE4?si=jUJjrmiAaYV4PTCt 5 Planning Opportunities for 2025: https://youtu.be/gBtmla6wdcY What’s Going on in the Bond Market?: https://youtu.be/IYokFNw5g1w 401(k) Savings Are on the Rise: https://youtu.be/XAp0NoX6ykY 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI Maximize Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=0BXo4Vdzo4K2GwW8…
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