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.


Investments Article

Lost Decade of the 1970s and Why It Still Matters

Shane Barber looks back at the lost decade of the 1970s to see if we can glean some clues for what the 2020s could hold in store for us, and how we can navigate through what may indeed be difficult years ahead.

Investments Article

401k in Retirement: Managing Your Biggest Asset

According to Fidelity, retirees lost an average of 23% in their 401(k) savings in 2022. What should you do with your 401(k) in retirement? Bud Kasper and Logan DeGraeve discuss how to manage assets like your 401(k), both in retirement and as you're preparing for retirement.

Retirement Article

What Is Tax Planning?

Tax Day is near, but tax compliance isn't our focus when it comes to taxes. It's tax planning. What is tax planning, you ask? Let us explain.

The Guided Retirement Show

Retirement Podcast

Understanding the SECURE Act 2.0 with Ed Slott

Episode 83 | Ed Slott, CPA | America's IRA Expert
Dean Barber and America's IRA Expert Ed Slott, CPA take a deep dive into understanding the SECURE Act 2.0 and outline what has and hasn't changed within the original SECURE Act.

Retirement Podcast

Tax Planning During Tax Preparation Season with Corey Hulstein

Episode 80 | Corey Hulstein | Barber Financial Group Director of Tax
Our Director of Tax, Corey Hulstein, joins Dean Barber on The Guided Retirement Show to discuss tax planning during tax preparation season.




Considering RMDs Before and After Retirement

There have been some major changes regarding Required Minimum Distributions thanks to SECURE 2.0. Dean Barber and Will Doty, CFP® will look at Considering RMDs Before and After Retirement in our latest Barber Financial Group Educational Series webinar.


Financial Planning Tips for 2023

For our second Barber Financial Group Educational Series event of the year, Logan DeGraeve shares some financial planning tips for 2023.


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.