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

Benefits of Charitable Giving During the Holidays

Do you enjoy spreading holiday cheer by reaping the benefits of charitable giving? Here are a few things to keep in mind on Giving Tuesday.

Retirement Article

Counting Our Financial Business Blessings

As we celebrate Thanksgiving with our loved ones this week, Dean and Bud give thanks for their families, clients, financial business blessings, and much more.

Retirement Article

Making the Most of Market Opportunities

A financial plan can make a world of difference, especially when you're making the most of market opportunities. Dean Barber and Bud Kasper look at some of those opportunities, as well as ones outside of the market, to help you live your one best financial life.

The Guided Retirement Show

Investments Podcast

How Interest Rates and Inflation Impact Business with Don Wenner

Episode 55 - Don Wenner | Founder & CEO of DLP Capital

In this conversation, we dig into the challenges facing business owners in this time, the moves he made in the last 18 months to grow his business in spite of the COVID crisis, the impact that interest rates and skyrocketing values is having on the housing market, and the importance of having real strategies to operate in a recessionary environment.

Investments Podcast

Assessing Risk During All-Time High Markets with Brad Kasper

Episode 54 | Brad Kasper - President & CFO of LSA Portfolio Analytics

Our markets are at or near all-time highs. There are threats of inflation. People seem convinced that risk isn’t really present, even though it certainly is. What’s going on here, exactly? To help make sense of market risks and how they apply to you, I’m thrilled to be talking with Brad Kasper, President of LSA Portfolio Analytics.

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Video

Year-End Tax Planning for 2021

With 2022 right around the corner, now is the time to review year-end tax planning strategies for 2021. Dean Barber and JoAnn Huber share strategies to strongly consider for people who are still working, those who are four to five years from retirement, retirees, and for widows who lost their spouse within the past year.

Video

Financial Planning for the Holidays

Are you budgeting for a special gift this holiday season? Dean Barber and Drew Jones provide some tips on financial planning for the holidays.

Video

Financial Horror Stories

As the spookiness builds with Halloween on the horizon, Wayne Robinson & Dean Barber give their thoughts on some financial horror stories.