Education

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

Is Inflation Still Cooling?

Inflation cooled considerably in 2023, but it remains well above the Fed's 2% target rate. Let's look at the latest inflationary trends.

Retirement Article

What’s the Meaning of Wealth Management?

What's the meaning of wealth management? It's important to realize that there's much more to wealth management than managing your money.

Estate Planning Article

What Is a Living Trust and Do I Need One?

How could a living trust be utilized as a key part of your personal estate planning strategy? That’s something that’s important to think about as you’re figuring out how to manage your assets—both while you’re living and after you die. We’re going to review the components of a living trust to help determine if you need one as a part of your estate plan. 

The Guided Retirement Show

Retirement Podcast

Wealth Planning: Securing Your Financial Future with Jeremiah Johnson, AIF®

Episode 107 | Jeremiah Johnson, AIF® | Modern Wealth Management Managing Director
A lot of people think that wealth planning is just about the management of money. That is part of wealth planning, but it’s far from being the only part. Modern Wealth Management Managing Director Jeremiah Johnson, AIF® is going to elaborate on that with Dean Barber on The Guided Retirement Show. Having a good understanding of what wealth planning is all about is pivotal to securing your financial future.

Retirement Podcast

Planning to Retire on $10,000 a Month

Episode 106 | Chris Rett, CFP®, AIF® and Logan DeGraeve, CFP®, AIF® | Modern Wealth Management Advisors
How much do you think you need each month to spend in retirement? There are many factors that will go into determining that number. On this episode of The Guided Retirement Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to walk you through a case study that looks into how much money you would need to spend $10,000 net a month in retirement.

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Video

Year-End Tax Planning for 2023

Managing Directors Dean Barber and Marty James, CPA discuss some key things to keep in mind while doing year-end tax planning for 2023.

Video

Pursuing Passions in Your Financial Plan

Commemorative Air Force Heart of America Wing Leader Steve Zimmerman shares how his financial plan has given him the confidence to further pursue his passion for flying and much more on the Modern Wealth Management Educational Series with Wayne Robinson, CRPC®, AIF®.

Video

Q3 2023 Quarterly Market Update

Dean Barber, Ken Osiwala, and Bud Kasper give their main takeaways from Q3 2023 and their expectations for Q4 in our Quarterly Market Update.