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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Retirement Article

2020 Year-End Tax Planning for Retirees

We've said this many times that as long as you live in the United States, as long as you have money or make money, taxes will be a factor in your life. In this year-end tax planning discussion, we're talking about helping people not pay as little 2020 tax as possible but as little tax as possible over their lifetime. 

Investments Article

The Power of the Consumer

Today we're going to spend some time talking about a subject near and dear to my heart, demographics. With demographics, I'll illustrate to you the power of the American consumer. You might be wondering why I like demographics so much, and that would be a reasonable question to ask. My answer is this. Demographics are the closest thing we have to a crystal ball when predicting future trends in the economy.

Investments Article

The Election and Wall Street: Special Election Update

It's Wednesday, November 11th, as we record this, and the election is over, right? Maybe not. It's Dean Barber, founder, and CEO of Barber Financial Group, along with Bud Kasper. We come to you with a special election update, whether or not you believe that the election is over or that it's going to end up in the courts. We're here to talk to you about what has gone on so far. And what it means to you as an individual.

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

Health Care Costs in Retirement

In this webinar, Jason Newcomer, CFP®, EA, discusses planning for health care costs in retirement. During this on-demand webinar, Jason covers Medicare, coverage between retirement and Medicare age, planning for increasing costs, and more. This webinar is designed to give you a better understanding of how health care costs can impact your retirement plan.

Video

Claiming Your Social Security

In this webinar, Will Doty, CFP®, discusses the importance of properly claiming your Social Security. During this on-demand webinar, Will covers the differences in claiming strategies, spousal situations, the impact of Social Security on taxes, and more. This webinar is designed to give you a better understanding of how Social Security fits into your overall financial plan.

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.