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

4 Ways Retirees Can Give Back

Happy Thanksgiving, everyone! Dean Barber and Bud Kasper have so many things that they’re thankful for. As they celebrate Thanksgiving, they want to talk about the giving part of Thanksgiving. Dean and Bud will highlight four ways that retirees can give back on this holiday edition of America's Wealth Management Show.

Retirement Article

Housing Market Predictions Heading into 2023

Shane Barber breaks down the latest developments in the housing market and makes some housing market predictions heading into 2023.

Estate Planning Article

Inherited IRA Rules and the SECURE Act

The rules of inherited IRAs are extremely difficult to understand due to the SECURE Act, yet they must be understood. Dean Barber and Bud Kasper review the inherited IRA rules and explain how they can affect different beneficiaries.

The Guided Retirement Show

Retirement Podcast

Mortgage Tips for Different Phases in Life with Tim Kay

Episode 76 | Tim Kay | Branch Manager at Guild Mortgage
Tim Kay and Dean Barber discuss some key mortgage tips to think about when financial planning for people of different ages.

Retirement Podcast

Financial Planning for Veterans

Episode 75 | Chad Webb | US Marine Corps First Sergeant Retired
Barber Financial Group Chief of Staff Chad Webb shares his perspective on financial planning for veterans after serving 21 years in the Marines.

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Video

Year-End Tax Planning for 2022

Our Director of Tax and CPA, Corey Hulstein, joins Dean Barber to talk about year-end tax planning strategies for 2022.

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.

Video

What Is Tax Diversification?

Tax Diversification may not sound like a very exciting topic, but if done correctly over your lifetime, you can pay substantially less in taxes. Our Director of Tax, Corey Hulstein, joins Dean Barber on the Barber Educational Series to explain what tax diversification is and why it’s so important to achieve a successful retirement.