Insights

Below you’ll find articles, downloadable guides, videos, and more all created to help you get to and through retirement.

 

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Estate Planning Article

The Son of SECURE: Here We Go Again

On May 5th of 2021, the House Ways and Means Committee passed the 2.0 of the SECURE Act, nicknamed the Son of the Secure, officially known as the Securing a Strong Retirement Act of 2021.

Retirement Article

5 Potential Problems with Retiring Early

You may have seen the acronym FIRE (Financially Independent Retiring Early) thrown around in the past few years. On paper, the FIRE lifestyle may seem incredibly attractive to many. Work hard in your 20s, 30s, and even 40s to make as much money as possible in as short a period as possible.

Retirement Article

Pandemic Market Valuations

Stock market valuations hit an all-time high in January of 2000. That is until now. Today’s valuations exceed where they were before the Dot Com Bubble. Join Dean Barber and Bud Kasper as they discuss the overvalued markets, whether or not they are sustainable, and pre and post-pandemic market valuations.

The Guided Retirement Show

Retirement Podcast

The Power of Positive Aging with David Lereah

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.

Investments Podcast

Understanding Supercycles and Overvalued Markets

Episode 43 - David Mitchell | AllianceBernstein

Today, David returns to the podcast to talk about where we are right now, why the markets are doing what they’re doing, and the parabolic move in the price-to-earnings ratios of the stock market.

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Video

Health Care Costs in Retirement

In this webinar, Jason Newcomer, CFP®, EA, discusses planning for health care costs in retirement. During this on-demand webinar, Jason covers Medicare, coverage between retirement and Medicare age, planning for increasing costs, and more. This webinar is designed to give you a better understanding of how health care costs can impact your retirement plan.

Video

Claiming Your Social Security

In this webinar, Will Doty, CFP®, discusses the importance of properly claiming your Social Security. During this on-demand webinar, Will covers the differences in claiming strategies, spousal situations, the impact of Social Security on taxes, and more. This webinar is designed to give you a better understanding of how Social Security fits into your overall financial plan.

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.