Retirement

Video

Retirement Plan Checklist

Financial Advisor Logan DeGraeve presents the Retirement Plan Checklist webinar. In this webinar, Logan will review some of the questions in the checklist as well as things you need to be thinking about in the years leading up to retirement.

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Retirement Article

Setting Up Your Portfolio for Retirement

It’s one thing to know what age you want to retire, but it’s another to know you can get to and through retirement without too much financial stress. How much do you need to live your desired lifestyle in retirement? That answer is different for everyone. Let’s review a few steps to help you make sure your portfolio for retirement can go the distance.

Retirement Article

Have I Saved Enough to Retire?

Is the question, "Have I saved enough to retire?" constantly on your mind? Here's how to go about figuring that out.

Retirement Article

Skills to Expect of a Financial Advisor

Dean Barber and Chris Rett, CFP®, AIF® review some skills that people value (and don't value, as much) from financial advisors.

The Guided Retirement Show

Retirement Podcast

Wealth Planning: Securing Your Financial Future with Jeremiah Johnson, AIF®

Episode 107 | Jeremiah Johnson, AIF® | Modern Wealth Management Managing Director
A lot of people think that wealth planning is just about the management of money. That is part of wealth planning, but it’s far from being the only part. Modern Wealth Management Managing Director Jeremiah Johnson, AIF® is going to elaborate on that with Dean Barber on The Guided Retirement Show. Having a good understanding of what wealth planning is all about is pivotal to securing your financial future.

Retirement Podcast

Planning to Retire on $10,000 a Month

Episode 106 | Chris Rett, CFP®, AIF® and Logan DeGraeve, CFP®, AIF® | Modern Wealth Management Advisors
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.

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Video

Year-End Tax Planning for 2023

Managing Directors Dean Barber and Marty James, CPA discuss some key things to keep in mind while doing year-end tax planning for 2023.

Video

Pursuing Passions in Your Financial Plan

Commemorative Air Force Heart of America Wing Leader Steve Zimmerman shares how his financial plan has given him the confidence to further pursue his passion for flying and much more on the Modern Wealth Management Educational Series with Wayne Robinson, CRPC®, AIF®.

Video

How to Build Wealth in Your 20s

From saving early to understanding where you're saving to, Logan DeGraeve reviews some quick tips on how to build wealth in your 20s on the Modern Wealth Management Educational Series