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

The Great Recession’s History Remains Relevant

After reviewing how the Dot-Com Bubble's history remains relevant earlier this year, Shane Barber looks at how the Great Recession's history also remains relevant.

Retirement Article

Special Guest: Steven Jarvis, CPA

Barber Financial Group is excited about our new strategic partnership with Retirement Tax Services. RTS’s Steven Jarvis, CPA joins Dean Barber and Bud Kasper on America's Wealth Management Show to discuss that partnership and the importance of CPAs and financial advisors collaborating in the best interests of the client.

Retirement Article

How Much Do I Need to Retire?

Have you been asking yourself, "How much do I need to retire?" a lot lately? A financial plan is critical to getting an honest answer to that.

The Guided Retirement Show

Retirement Podcast

Tax Planning Strategies with Marty James

Episode 70 | Marty James | President & Managing Member at Martin James Investment & Tax Management
Many people believe that tax planning strategies are only for the ultra-wealthy. Marty James helps Dean Barber explain why that's simply not true on the latest episode of The Guided Retirement Show.

Investments Podcast

The Fed and the Markets Face Multiple Headwinds with Brad Kasper

Episode 69 | Brad Kasper | President & CFO at LSA Portfolio Analytics
In today's episode, Brad and I will go in depth on these headwinds that the Fed and markets are facing and how it impacts you. The bottom line is that having a financial plan is crucial right now. 

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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.

Video

Maximizing Social Security Benefits

Will Doty joins Dean Barber to talk about Social Security claiming strategies and why maximizing your Social Security benefit is a critical part of your overall financial plan.

Video

Setting Up a Spending Plan for Retirement

Setting up a spending plan for retirement is one of the most critical components of a financial plan. Will Doty joins Dean Barber to help explain a few reasons why that’s the case on the Barber Financial Group Educational Series.