Social Security

PDF Document

Social Security Checklist

The Social Security Checklist is a guide to claiming your Social Security benefits and includes a short checklist to help you along the way.


Investments Article

8 Retirement Challenges That You Didn’t Have While Working

Planning for a fulfilling retirement isn’t something that can be done in a blink of an eye. It takes time and a lot of preparation to overcome a lot of retirement challenges that many people don’t even think about. Bud Kasper and Logan DeGraeve review those retirement challenges and encourage you to start building your financial plan sooner rather than later.

Investments Article

Reading Your Balance Sheet and Income Statement

Will Doty reviews how to read your balance sheet and income statement, and how it all comes back to your comprehensive financial plan.

Social Security Article

2023 Social Security Benefits to Increase

Starting in 2023, 70 million Social Security recipients will see an 8.7% bump in their benefits with the new cost-of-living adjustment (COLA). For reference, last year beneficiaries saw a 5.9% increase, and in 2021 there was a 1.3% increase.

The increase comes as most Americans battle increased prices caused by rampant inflation throughout 2022. The goal is to give seniors more peace of mind as costs increase.

The Guided Retirement Show

Estate Planning Podcast

Planning for RMDs with Will Doty

Episode 74 | Will Doty | CFP® Professional
Will Doty and Dean Barber explain RMDs, tax planning opportunities surrounding RMDs, how RMDs factor in when leaving money behind for the next generation, and so much more.

Retirement Podcast

Taxes in Retirement with Steven Jarvis

Episode 73 | Steven Jarvis, CPA | CEO & Head CPA at Retirement Tax Services
Retirement Tax Services Founder Steven Jarvis joins Dean Barber on The Guided Retirement Show to discuss taxes in retirement and why the collaboration between a CFP® Professional and CPA is a critical part of the financial planning process.




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.


Retiring During a Recession

Uncertainty has been the theme of 2022. We’ve experienced some jaw-dropping market volatility and inflation, and after back-to-back quarters of negative GDP growth, we’re technically in a recession. All this uncertainty has only enhanced our firm’s commitment to help people continuing living their one best financial life. In this Barber Financial Group Educational Series event, Drew Jones joins Dean Barber to discuss what it’s like to retire during a recession.


Maximizing Social Security Benefits

Will Doty joins Dean Barber to talk about Social Security claiming strategies and why maximizing your Social Security benefit is a critical part of your overall financial plan.