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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Retirement Article

5 Things to Do Before and After Retiring

If you were to list the five most important things to do before and after retirement, what would they be? Join Dean Barber and Bud Kasper as they discuss the five things do to before and after retiring.

Retirement Article

Taxes on Retirement Income

When you leave your job and enter retirement, your tax situation can drastically change. We're often asked by clients, "How will my retirement income be taxed?" The short answer: it depends. Let's take a closer look at some of the typical income sources in retirement and learn more about how that income could be taxed.

Investments Article

Money Velocity and March Markets

So everything started pretty decently in March, and then we had a little bit of a pullback. We will discuss why that pullback occurred, the 10-year Treasury, bonds, and money velocity. 

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.