Education Center

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

Boeing 737 Max: Why Quality Control Matters

In March of this year, after 2 separate crashes killed a combined 346 people, the Boeing 737 Max was grounded. Details from the 2 incidents showed that they were both caused by the same issue…the MCAS, or maneuvering characteristics augmentation system malfunctioning. The MCAS is designed to keep the aircraft from stalling, by pushing the nose of the plane down.

Retirement Article

US Manufacturing is in Recession

Today I'm going to cover the good and the bad in what's going on with the economy. We're going to cover the US manufacturing industry and how it's heading toward recession, the non-manufacturing industry, and a more normalized yield curve compared to what we've been talking about in previous Monthly Economic Updates. We'll also be covering the stock market and earnings as it pertains to forward-looking earnings in the markets.

Retirement Article

Active Versus Passive Management

The active versus passive management debate has been with us for a long time, going back almost to the issuance of the first ETF in the U.S. in 1993. When they were first issued, ETFs were used almost exclusively by institutional investors to execute sophisticated trading strategies. However, it wasn’t long until financial advisors, and individual investors took to them as well.

The Guided Retirement Show

Retirement Podcast

IRA vs. Roth IRA – How to Make Both Work for You

Episode 1 - JoAnn Huber, CPA, CFP®
For many people, the 401(k) is their largest asset. However, there are several different types of 401(k) plans, each of which follows a different series of rules and regulations. Choosing the wrong type of 401(k) can have significant consequences in retirement - and can drastically affect your quality of life for years to come.

Retirement Podcast

IRA vs. Roth IRA Pt. 2 with JoAnn Huber

Episode 2 - JoAnn Huber, CPA, CFP®
In the last episode, CERTIFIED FINANCIAL PLANNER® and CPA JoAnn Huber and I kicked off the podcast with a discussion about the differences between the IRA and the Roth IRA.However, we barely scratched the surface, and if you’re feeling confused after listening to Part 1 of our conversation, that’s okay.




Does Having a Tax Plan Make a Difference?

Once upon a time, there were two brothers, Stan and Mike. Both were married and because they come from an entrepreneurial family, both owned their own plumbing businesses. As they both approached retirement, Stan and Karen decided to use the plan of “hope”. They hoped they had enough money and hoped their yearly tax bill wouldn’t be too high. You see, Stan and Karen didn’t have a tax plan.


Retirement Plan Checklist

In this video, Dean Barber discusses some of the questions from our Retirement Plan Checklist report. The Retirement Plan Checklist is designed to allow you to see all the things that you need to be thinking of, and doing, as you lead up to and through retirement. It’s a checklist for your retirement journey.


Tax Clarity

Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan.