Taxes

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Retirement Article

5 Ways to Avoid College Debt

Are you or your children looking for a head start in the Game of Life? Matt Kasper can help by offering five ways to avoid college debt.

Taxes Article

What If We Go Back to Old Tax Rates?

Jason Newcomer looks at the recent history of tax rates and previews how they could change with the end of the Tax Cuts and Jobs Act in 2026.

Retirement Article

Dean and Bud’s Beginnings: Forming Fiduciary-First Relationships

The most rewarding experience for Dean Barber and Bud Kasper is getting to educate people on financial planning. Get to know Dean and Bud on a more personal level, as they share about their start in the industry and how they approach the industry today.

The Guided Retirement Show

Taxes Podcast

Creating a Tax-Free Retirement with Ed Slott

Episode 45 - Ed Slott, CPA | America's IRA Expert at Ed Slott and Company, LLC. & Author of The New Retirement Savings Time Bomb
In this episode, Ed and I talk about why your IRA or 401(k) might be turning into a ticking time bomb of unpaid debt, how to stop your Social Security check from going entirely toward paying tax in retirement, how we may see the tax code change during President Biden’s time in office, and how to rethink your assets so you can safely take money out of your accounts and grow tax-free.

Estate Planning Podcast

Understanding Donor-Advised Funds and Charitable Giving

Episode 38 | Christopher Rigsby, CAP® - Relationship Manager at Greater Kansas City Community Foundation & Greater Horizons
Joining me to talk about what happened and what to do about it is Chris Rigsby. Chris is from the Greater Kansas City Community Foundation, where he’s helping people find new ways to continue their charitable giving with strategies such as donor-advised funds, and take advantage of the updated tax code.

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Video

Roth Conversions Before & After Retirement

In this webinar, Dean and JoAnn discuss the best part of the tax code that was ever created, the Roth IRA. Specifically diving into Roth conversions both before and after retirement.

Video

Tax Reduction Strategies

In this webinar, Dean Barber and JoAnn Huber, CPA, CFP®, and Partner at Barber Financial Group, discuss tax reduction strategies and forward-looking tax planning. During this on-demand webinar, Dean and JoAnn cover the differences in Traditional and Roth accounts, charitable donations, the SECURE Act, Roth Conversions, and more tax reduction strategies. This webinar is designed to give you a better understanding of how taxes are different in retirement and how you might avoid some common pitfalls.

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.