Education Center

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

 

I want to meet with an advisor

Read

Investments Article

Economic Activity and Our Recession Oppression

The National Bureau of Economic Research (NBER) officially announced in June that the U.S. economy is officially in a recession. The NBER committee determined that the peak in monthly economic activity occurred in February 2020. The peak marks the end of an expansion that began in June 2009. The expansion lasted 128 months, now the longest expansion in U.S. business cycles on record dating back to 1854.

Retirement Article

The Importance of Tax Planning

According to a recently released survey by Nationwide Retirement Institute, 39% of retirees surveyed "rarely consider the taxes they are paying or will pay in retirement." However, 90% of respondents report feeling in control of the retirement planning process, and 92% of future retirees feel they are financially ready for retirement. While confidence may be high, that 39% not considering taxes are woefully mistaken.

Investments Article

June Stock Market is Showing Big Divergences

Last month, Jason newcomer, CFP®, and Financial Planner, and I discussed how we thought volatility was bound to creep back into the markets. As I write this article, the markets are now over 2000 points below where they peaked earlier in June. Today we'll discuss that big divergence in June stock market performance.

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.

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.

Download

Watch

Video

ABCs of Medicare

Tom Allen, Insurance Consultant & Medicare Expert, breaks down the many letters of Medicare in this webinar. The intention of the ABCs of Medicare is to help people understand what Medicare Parts A & B cover, and more importantly, what they don't cover and what you need to do about it. You'll learn how the Medicare Open Enrollment Period actually works, how to find out what prescription drugs are covered under certain plans, what Parts C & D cover, and more.

Video

The SECURE Act & Your Retirement: An Expert Roundtable

Here's the truth: The SECURE Act has changed everything. You basically have three choices on where you can send your money when you pass on. It can be to a charity, the ones you love, or to the government. And the SECURE Act has basically ensured that if you do nothing, the third option will be your choice.

Video

The High Costs of Not Planning for Retirement

Around 10,000 people retire every day. That equals approximately 3.6 million retirees per year. The current average retirement age is 63, and the average retirement lasts about 18 years. By the way, future retirees believe the age of 61 is the ideal age to retire.

Listen