Insights

Below you’ll find articles, downloadable guides, videos, and more all created to help you get to and through retirement.

 

Schedule a Complimentary Consultation

Read

Investments Article

What Should I Invest My Money In?

What should I invest my money in? It's a natural question to ask. Some would say it's a reasonable question to ask. For decades hucksters and prognosticators alike have convinced us that it's a question that can be answered easily.

Investments Article

Financial Planning: Why it’s NOT All About Investments

What's ahead for the stock market in 2021? In order to answer that question, we have to look back at 2020. Join Dean Barber and Bud Kasper as they discuss their 2021 market predictions and look back at 2021.

Investments Article

Rebalancing Your 401(k)

Rebalancing your 401(k), or your portfolio at-large, is the process of resetting the weightings of the investments inside your portfolio to their original weights. For example, let's say your initial investment allocation in your 401(k) was 60% stocks and 40% bonds. 

The Guided Retirement Show

Retirement Podcast

The Future of Work, Connectivity, and Technology with Jeff Alholm

Today, Jeff and I are talking about the technological revolution we’re living through right now, some of the incredible innovation he’s witnessed over the course of his career, and the devices that are already transforming life as we know it.

Taxes Podcast

The Power of Creating a Long-Term Tax Plan with JoAnn Huber

Today, JoAnn returns to the podcast for the fourth time to talk about the ways 2020 has changed how people of all ages need to look at retirement, the importance of having a solid plan in place long before you take your first RMD, and how to protect yourself, no matter how much the tax code changes.

Download

Watch

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.