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.
Can today's retirees survive our next bear market? On June 1, 2020, I wrote an article titled The Serious Consequences of The Sequence of Returns in Retirement. In this article, we are examining how long a retiree's money may last in retirement when factoring in both distributions and stock market volatility.
A story has been making the rounds over the past few weeks profiling entrepreneur Peter Thiel. You may have seen he is the owner of a Roth IRA worth approximately $5 Billion. Yes, that's Billion, with a capital "B."
If recent events are any indication, and I believe they are, we may already be seeing the end of this inflationary trend and the beginning of a return to more normal prices. I'm going to focus a lot on lumber in this article. However, I am also discussing the big three agricultural commodities we farm in the Midwest: corn, wheat, and soybeans.
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.
In this webinar, Dean Barber and Will Doty, CFP®, AIF®, discuss how many people's number one desire in retirement is to spend time with their loved ones. So, why not plan a large family vacation into your retirement plan? Join Dean and Will as they break down how they were able to do just that for their clients.
In this webinar, Will Doty, CFP®, discusses reviews 10 Financial Planning Steps that are a basic overview of financial planning. These action items will benefit those early on in their career, approaching retirement, and anyone in between. Join us to ensure your taking the right steps in your financial journey.
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.