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.
If you were to list the five most important things to do before and after retirement, what would they be? Join Dean Barber and Bud Kasper as they discuss the five things do to before and after retiring.
When you leave your job and enter retirement, your tax situation can drastically change. We're often asked by clients, "How will my retirement income be taxed?" The short answer: it depends. Let's take a closer look at some of the typical income sources in retirement and learn more about how that income could be taxed.
When you head into retirement, it's supposed to be the time of your life. The time where you're supposed to sit back and enjoy the fruits of your labor. A time when your money can go to work for you. Unfortunately, there are many disruptors out there in your retirement. Join Dean Barber and Bud Kasper as they talk about real retirement disruptors and how to avoid them.
Episode 44 - David Lereah, PhD. | Economist & Author of The Power of Positive Aging
We can have all the money in the world, but if we don’t have our physical and mental health, that money means nothing. Few people understand this better than Dr. David Lereah, PhD. He’s the founder of United We Age, an organization working to inspire a movement where all generations of people are more aware and supportive of people aging. He's also the author of the recently released book The Power of Positive Aging.
Episode 42 | Jason Newcomer - CFP®, AIF®, EA | Financial Planner at Barber Financial Group
Joining me today is Jason Newcomer, CERTIFIED FINANCIAL PLANNER™ and advisor here at Barber Financial Group. In this episode, we’ll share a list of great books geared towards young adults to learn more about the importance of retirement planning early on, we outline the fundamentals that they should be thinking about now, and we’ll share valuable information about the platform we’ve built at Barber Financial to help them get a head start on their retirement planning.
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
COVID-19 has ravaged the global economies in recent weeks, unfortunately leaving an average indentation on retirement portfolios of Americans of $16,000 as of the close on March 9, 2020. For those who are preparing to retire shortly, you may be rethinking those plans due to concerns about having your retirement savings damaged enough to where maybe working a bit longer seems like a good idea.
Making sense of Medicare can be difficult, especially if you are like many people and your health insurance was provided through an employer that offered just a handful of options.
Wayne Robinson, Financial Planner at Barber Financial Group, discusses the complex world of cybersecurity. He'll cover some ways that you can eliminate up to 85% of your cybersecurity risks. The purpose of this webinar is to show you steps to reduce your cyber security risks and prevent yourself from being low-hanging fruit for nefarious online predators.
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.
Here's the truth: The SECURE Act has changed everything. You basically have three choices on where you can send your money when you pass on. It can be to a charity, the ones you love, or to the government. And the SECURE Act has basically ensured that if you do nothing, the third option will be your choice.