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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Investments Article

Examples of Market Risk Abound in September

There is so much economic uncertainty, from interest rates to inflation to what's going on geopolitically. All of those are significant examples of market risk. Dean Barber talks about those examples of market risk and much more in September’s Monthly Economic Update.

Estate Planning Article

7 Reasons Why Tax Planning Is So Important

When it comes to advanced tax planning, unfortunately many people either just don’t do it or they wait until the last minute only to find out that there aren’t any options to take advantage of at the point of filing their tax return.

Retirement Article

Yet Another Interest Rate Hike — What Does It Mean for You?

FOMC Chairman Jerome Powell announced a third straight interest rate hike of 75 basis points Wednesday in effort to slow rampant inflation. As we look ahead to see where interest rates could go from here, our very own Bud Kasper was interviewed by KMBC 9 News to discuss what it all means.

The Guided Retirement Show

Retirement Podcast

Taxes in Retirement with Steven Jarvis

Episode 73 | Steven Jarvis, CPA | CEO & Head CPA at Retirement Tax Services
Retirement Tax Services Founder Steven Jarvis joins Dean Barber on The Guided Retirement Show to discuss taxes in retirement and why the collaboration between a CFP® Professional and CPA is a critical part of the financial planning process.

Retirement Podcast

Private Equity Explained with Michael Faciana

Episode 72 | Michael Faciana | Executive Director
There are a lot of things that are misunderstood about private equity markets. And somewhat understandably so. The landscape of private equity markets has changed considerably over the past few years to the point where individual investors can now participate. Michael Faciana joins Dean Barber on The Guided Retirement Show to help explain the many nuances of private equity.

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Video

What Is Tax Diversification?

Tax Diversification may not sound like a very exciting topic, but if done correctly over your lifetime, you can pay substantially less in taxes. Our Director of Tax, Corey Hulstein, joins Dean Barber on the Barber Educational Series to explain what tax diversification is and why it’s so important to achieve a successful retirement.

Video

Creating a Game Plan for Retirement

A lot of us at Barber Financial Group are excited about football season finally being underway. Football and sports can be used as parallels to teach many life lessons. One of those parallels that football can be used for is with retirement planning. As football season kicks off, Logan DeGraeve joins Dean Barber to discuss creating a retirement game plan.

Video

Retiring During a Recession

Uncertainty has been the theme of 2022. We’ve experienced some jaw-dropping market volatility and inflation, and after back-to-back quarters of negative GDP growth, we’re technically in a recession. All this uncertainty has only enhanced our firm’s commitment to help people continuing living their one best financial life. In this Barber Financial Group Educational Series event, Drew Jones joins Dean Barber to discuss what it’s like to retire during a recession.