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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

Negative Interest Rates in the United States

Welcome to the Monthly Economic Update, today we're going to discuss negative interest rates in the united states, economic stimulus, and more. It's a doozy—lots of records broken, and things that we've never seen before. Bud Kasper is going to join me today. And while we're doing our social distancing, give you as much information as we can about what we're seeing what we're doing, what we're hearing, and what we think is ahead, enjoy.

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Video

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.

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Investments Article

Negative Interest Rates in the United States

Welcome to the Monthly Economic Update, today we're going to discuss negative interest rates in the united states, economic stimulus, and more. It's a doozy—lots of records broken, and things that we've never seen before. Bud Kasper is going to join me today. And while we're doing our social distancing, give you as much information as we can about what we're seeing what we're doing, what we're hearing, and what we think is ahead, enjoy.

Read More
Investments Article

Bond Market Rally: Low Treasury Yields & Oil Prices

On March 9, 2020, 11 years to the day from the bottom of the Financial Crisis in 2009, yields on treasury bonds went lower than they’ve ever gone in our nation’s history. By the close of business on the 9th, 10-Year treasuries were yielding 0.56%, and 30-Year treasuries were yielding 0.99%. These are unheard-of levels.

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Insurance Article

Health Care Costs in Retirement

For those of you gearing up to retire within the next few years, you may be wondering how your health care costs in retirement might look. There are several factors at play. We’re going to dive those to give you a better understanding of your health care costs in retirement.

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The Guided Retirement Show

Investments Podcast

Managing Your Portfolio in Times of Crisis

Episode 24 - Bud Kasper, CFP®, AIF® | President Barber Financial Group Lee's Summit

Returning to the podcast today for this special episode is Bud Kasper, President of Barber Financial Group Lee’s Summit office. Bud has over 37 years in this industry, has seen all kinds of bear markets, and all kinds of recessions. He has helped countless clients make the most of what can be a painful, difficult time.

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Investments Podcast

How to Invest in Real Estate for Retirement

Episode 23 - Dr. Randy Anderson | President Griffin Capital Asset Management Company, LLC

Joining me today is Dr. Randy Anderson. He holds a Ph.D. in economics and has focused his career on real estate investing. Together, we discuss the nuances and challenges of the real estate industry, the opportunities investors have to purchase high-quality real estate right now, and how to avoid complicating your taxes as you do it.

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PDF Document

Retirement Plan Checklist

This checklist was created to give you a timeline of items that should be done prior to and during retirement.

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PDF Document

Tax Reduction Strategies

Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.

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PDF Document

Coronavirus & Your Retirement

COVID-19 has ravaged the global economies in recent weeks, unfortunately leaving an average indentation on retirement portfolios of Americans of $16,000 as of the close on March 9, 2020. For those who are preparing to retire shortly, you may be rethinking those plans due to concerns about having your retirement savings damaged enough to where maybe working a bit longer seems like a good idea.

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Video

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.

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Video

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.

Watch the Video
Video

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. 

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