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

Top 5 Money Mistakes to Avoid in Retirement

There are some things that can be downright frightening for those of you planning for retirement. Let's take a look at some of the money mistakes to avoid that go bump in the night for retirees.

Estate Planning Article

5 Reasons to Update Your Estate Plan Today

It's National Estate Planning Awareness Week, and with what everyone has experienced in 2020, we thought it was prudent to go over some reasons to update your estate plan today. 

Social Security Article

The Future of Social Security

The future of Social Security has been a topic of discussion and a playground of endless speculation for as long as most of us can remember. It's difficult to think of another financial/political issue that has been the center of as much attention as this one. And for good reason.

The Guided Retirement Show

Social Security Podcast

How to Maximize Your Social Security Benefits with Marc Kiner & Jim Blair

Episode 34 - Marc Kiner | CPA at Premier Social Security Consulting LLC & Jim Blair | Lead Consultant at Premier Social Security Consulting LLC

Today, Marc and Jim join the podcast to talk about the major mistakes that people make as they claim Social Security, how to craft a strategy designed to avoid these pitfalls once and for all, and how to find an advisor who can help you navigate this astoundingly complex system.

Retirement Podcast

Owning a Small Business from a Family Perspective with Jan & Adam Fichman

Episode 33 - Jan Fichman | Founder & Owner of 7th Heaven and Adam Fichman | Founder & President of Lifted Logic

Today, Jan and Adam join the podcast to share the story of their family history in owning a small business. You’ll hear about the companies they built alone, lessons passed across generations, and how Adam’s small business has served Jan’s in the wake of the COVID-19 pandemic.

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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

Is a Will Enough?

In this webinar, Estate Planning Attorney Garrett Griffin, illustrates the differences in wills and trusts, what you can do to protect your legacy, and why it's important to develop your estate plan with your family in mind. You don't put together an estate plan for yourself, you do it for your loved ones.

Video

Steps to Reduce Your Cyber Security Risks

Wayne Robinson, Financial Planner at Barber Financial Group, discusses the complex world of cybersecurity. He'll cover some ways that you can eliminate up to 85% of your cybersecurity risks. The purpose of this webinar is to show you steps to reduce your cyber security risks and prevent yourself from being low-hanging fruit for nefarious online predators.