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Life Insurance vs. Roth IRAs

Life insurance and Roth IRAs, despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one doesn’t always apply to the other.

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Insurance Article

Top 10 Risks in Retirement

When you ask the question, "What's your biggest fear in retirement?" Most people will say it's the fear of running out of money. Join Dean Barber and Bud Kasper, as they talk about the top 10 risks in retirement and what you can do to mitigate those risks.

Insurance Article

Reviewing Your Property and Casualty Insurance

If you are anything like me, the idea of reviewing your property and casualty insurance ranks right up there with things like a visit to the dentist or prepping for a colonoscopy. It just isn't something we tend to look forward to, so we put it off, even though we know we should do it. 

Estate Planning Article

Top 10 Financial Planning Considerations

It's National Financial Planning Month! Join Dean Barber and Bud Kasper as they outline the top ten financial planning considerations. This is by no means a complete list of everything you need to do, but if you get these top ten in your financial plan, it can help you get clarity, confidence, and control for your retirement.

The Guided Retirement Show

Insurance Podcast

Medicare Supplement Plans, A Closer Look

Episode 22 - Tom Allen | Medicare Expert, CMS, Insurance Consultant

Today, Tom and I dive deep into the differences between Medicare supplement coverage options, how to avoid potentially devastating expenses when dealing with prescription drug costs, and how to find a plan that will cover any conditions you may have and keep you healthy for decades to come.

Insurance Podcast

Understanding Medicare Options, Costs, and Coverage Pt. 2

Episode 7 - Tom Allen | Medicare & Supplemental Insurance Expert
In our previous episode, certified Medicare specialist Tom Allen and I discussed what Medicare actually is and what it’s designed to do. If you haven’t listened to Part 1, I strongly recommend you do so now. There are so many nuances to health insurance, and it’s very easy to get caught in financially devastating traps if you aren’t careful.

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Health Care Costs in Retirement

In this webinar, Jason Newcomer, CFP®, EA, discusses planning for health care costs in retirement. During this on-demand webinar, Jason covers Medicare, coverage between retirement and Medicare age, planning for increasing costs, and more. This webinar is designed to give you a better understanding of how health care costs can impact your retirement plan.

Video

Are You Fully Covered?

In this webinar, Darren Newell, Insurance Advisor, breaks down the intricacies of property and casualty insurance to address the question, "Are you fully covered?" The intention of the Are You Fully Covered? is to help people understand property and casualty insurance. What you need, and, just as important, what you don't need in coverage.

Video

ABCs of Medicare

Tom Allen, Insurance Consultant & Medicare Expert, breaks down the many letters of Medicare in this webinar. The intention of the ABCs of Medicare is to help people understand what Medicare Parts A & B cover, and more importantly, what they don't cover and what you need to do about it. You'll learn how the Medicare Open Enrollment Period actually works, how to find out what prescription drugs are covered under certain plans, what Parts C & D cover, and more.