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Investments Article

Stock Market and Super Bowl Odds Similarities?

What can the Super Bowl oddsmakers in Las Vegas teach us about the stock market? I'm going to show you some strange similarities to what the oddsmakers in Vegas were thinking versus what the stock market was doing in January 2020.n Alright, let's have a little bit of fun here for all you Chiefs fans. I'm a Chiefs fan, what a Super Bowl! The first chart I want to show you is from the oddsmakers in Las Vegas talking about the probability of San Francisco winning the Super Bowl.

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Estate Planning Article

Is the Stretch IRA Dead?

In December 2019, Congress passed the Setting Every Community Up for Retirement (SECURE) Act. One of the most significant changes is the elimination of the stretch provision for most beneficiaries of inherited retirement plans like IRAs and 401(k)s. What does this change mean for you? What opportunities does it present?

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Investments Article

2019 Financial Year in Review

Stick with me as I look at the 2019 financial year in review and what we see coming for 2020. A near-record year for the stock market! Housing starts are way up and consumer confidence way up. There are a lot of great things that happened in the last quarter of 2019. I have to say; we're going to be sad to see it go.

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The Guided Retirement Show

Investments Podcast

How to Add Private Equity to Your Portfolio

Episode 19 - Greg Anderson | Private Equity & Fixed Income Specialist

In today’s episode, Greg and I discuss what makes private equity so special, how to break into this world at a low cost, and how to find private equity funds that might make sense as a part of your portfolio. With millions of privately traded companies in the world, private equity can help you become a part of the story of great businesses while seeing great, tax-friendly returns.

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Investments Podcast

What Retirees Need to Know about Roth Conversions

Episode 18 - JoAnn Huber | Barber Financial Group & BFG Tax Service

Today, JoAnn and I are digging deep into Roth conversions: why you might want to do it when they make sense and the surprising reasons you may not want to do a Roth conversion. You’ll learn how to stop missing opportunities, take advantage of the unique benefits of the Roth while potentially avoiding hidden costs, and discover how some retirees have saved hundreds of thousands of dollars by doing a Roth conversion the right way.

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Understanding Required Minimum Distributions (RMDs)

When you reach age 70 ½, you must begin to draw funds from your traditional (i.e., non-Roth) Individual Retirement Accounts (IRAs).

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401(k) Action Steps

Every time you change jobs, you need to make some choices about what to do with your old 401(k) so that it keeps up with your financial needs.

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Naming a Trust as the IRA Beneficiary

When it comes to individual retirement accounts and trusts, they can be extremely complicated and when they consolidate, things can go very wrong and may be very expensive to fix.

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Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.

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Savvy IRA Planning for Boomers

Dean Barber goes in-depth reviewing IRA Planning.

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