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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Investments Article

Navigating the Latest Market Fluctuations

The Federal Reserve is walking an absolute tight rope. Markets are going crazy. We’ve seen one of the most volatile months since the beginning of the COVID-19 pandemic. Bud Kasper, Matt Kasper, and Jason Newcomer join Dean Barber discuss the latest on the wild market fluctuations and what you need to know moving forward.

Investments Article

Market Volatility: Short-Term or Here to Stay?

Market volatility is making its presence known as we begin 2022. Dean Barber and Bud Kasper break down whether we can expect it to be short-term or if we need to buckle up for the long haul.

Estate Planning Article

How Much Should You Have in Retirement Savings by Age?

Wanting to know how much you should have in retirement savings by age is a simple question to ask, but there are several questions that need to be asked before that to help get your unique answer. We'll take you through some of those questions and provide a hypothetical scenario of what retirement savings by age journey can look like.

The Guided Retirement Show

Investments Podcast

Investing in Private Equity with Michael Bell

Episode 58 - Michael Bell | Founder & Managing Director at Primark Capital

Today, Michael joins the podcast to discuss what private equity is, why it matters, and how you, the individual investor, can participate in private equity just like large foundations have done in the past.

Retirement Podcast

Understanding Sequence of Returns Risk with Bud Kasper

Episode 57 - Bud Kasper | CFP®, AIF® | President of Barber Financial Group Lee's Summit

To make sense of how sequence of returns risk plays out over the course of retirement, I’m talking to Bud Kasper. In this conversation, we discuss his writing on this topic, what the sequence of returns risk is, and how it can affect not just your ability to retire, but your ability to get through retirement.

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Video

401(k) Planning for 2022

If your 401(k) isn’t already your largest asset, there’s a good chance that it could be very soon. It’s time to do some 401(k) planning for 2022, and Drew Jones and Dean Barber are here to help. They cover everything from a new employee choosing between a Roth and traditional 401(k) to decisions to make for people who are in their mid-working years, those approaching retirement, and retirees.

Video

Is Bitcoin Digital Gold?

With the popularity of cryptocurrency on the rise, Dean Barber sits down with Wayne Robinson to answer a question that has been on many peoples’ minds. Is Bitcoin digital gold?

Video

Preparing Financially for 2022

As 2021 comes to a close, Dean Barber and Bud Kasper highlight a few things to consider when preparing financially for 2022.