Retirement

Video

Retirement Plan Checklist

In this video, Dean Barber discusses some of the questions from our Retirement Plan Checklist report. The Retirement Plan Checklist is designed to allow you to see all the things that you need to be thinking of, and doing, as you lead up to and through retirement. It’s a checklist for your retirement journey.

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Investments Article

RMD Strategies for Before & After Retirement

Dean and Bud discuss required minimum distributions this week. You may be asking, “Why are you talking about RMDs so early in the year?” There are major RMD strategies for both before and after retirement. You don’t want to miss a moment of this episode.

Retirement Article

2020 Financial Year in Review

Welcome to 2021! I'm glad all of you are with me today, and I hope you're all staying healthy and safe. Today, I'm going to look at 2020 and what's to come in 2021.

Retirement Article

Stimulus: Second Round for Americans

On Tuesday, December 29th, the House passed a bill to increase the stimulus checks from $600 to $2,000. Now, that bill goes to the Senate. Meanwhile, Treasury Secretary Steven Mnuchin has stated that the $600 stimulus checks will begin to go out as soon as Tuesday night of the 29th.

The Guided Retirement Show

Retirement Podcast

Owning a Small Business from a Family Perspective with Jan & Adam Fichman

Episode 33 - Jan Fichman | Founder & Owner of 7th Heaven and Adam Fichman | Founder & President of Lifted Logic

Today, Jan and Adam join the podcast to share the story of their family history in owning a small business. You’ll hear about the companies they built alone, lessons passed across generations, and how Adam’s small business has served Jan’s in the wake of the COVID-19 pandemic.

Investments Podcast

How to Avoid the Biggest Tax Traps with Ed Slott

Episode 31 - Ed Slott | America's IRA Expert, Ed Slott & Company, LLC

In this episode, you’ll learn how to navigate the rapidly changing tax landscape we’re all living in. You’ll discover why it’s all but impossible to memorize the tax code and be 100% right in every situation - but how you can get the advice you need to make strategic decisions and plan for the best possible outcome.

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Video

Steps to Reduce Your Cyber Security Risks

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. 

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

The SECURE Act & Your Retirement: An Expert Roundtable

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.