The Guided
Retirement Show

A Podcast About All Things Retirement

Season 5 Premiering July 6,  2021

      ▼      Watch the Season Five Trailer!

Season 5 Premiering July 6th

New Episodes Every Other Tuesday Starting July 6th

Season 5 is here! Dean is joined by Ed Slott, Don Wenner, Dr. Alan Molk, Darren Newell, JoAnn Huber, Brad Kasper, Marc Kiner, Jim Blair, and more! This season will go even deeper on taxes, the economy, health care, insurance, investments, Social Security, and other retirement topics. You won’t want to miss a single episode.

Watch the Season 5 Trailer!

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.

Insurance Podcast

Health Insurance in Retirement with Taylor Garner & Jason Newcomer

Episode 53 | Taylor Garner - Agency Manager & Insurance Consultant - American Republic Insurance Services
In today’s conversation, we explore how the insurance industry has been transformed over the last decade, how to find plans that meet your unique needs, and what to do to make your insurance coverage a balanced part of a comprehensive financial plan.

Taxes Podcast

Prepare for Tax Law Changes by Having a Tax Plan with JoAnn Huber

Episode 52 | JoAnn Huber - CPA, CFP®, PFS - Managing Partner & Tax Specialist at Barber Financial Group
We dig into the breakneck pace at which Congress is introducing new tax legislation, and how you can prepare for potential tax law changes

Retirement Podcast

What is a Registered Agent? with Kent Rockwell and Patrick Eyberg

Episode 51 | Kent Rockwell | Founder & Patrick Eyberg | Director of Partner Development atf Universal Registered Agents
In this episode, we discuss what exactly a registered agent is, why they’re so relevant to business owners, when you might need one, and how to find a great one to help keep your wheels turning.

Retirement Podcast

Addressing YOU: Answering Questions from Our Listeners

Episode 50 | Dean Barber & Chris Rett, CFP®
Here at the Guided Retirement Show™, we receive questions from YouTube viewers and podcast listeners from all over the world. We have a variety of specific questions, and we’re excited to answer as many of them as we can.

Social Security Podcast

How to Claim the Most from Your Social Security with Marc Kiner & Jim Blair

Episode 49 | Marc Kiner & Jim Blair - Social Security Experts
In this episode, we explore the many different options retirees have when it comes to claiming Social Security. We get into how Social Security is taxed, why different types of retirement income don’t play nice together, and how to put a stop to preventable losses and make the most of this extraordinarily complex program.

Estate Planning Podcast

Saving Lives and Saving Dignity with Dr. Alan Molk

Episode 48 | Alan Molk - Physicial & Author of Saving Lives. Saving Dignity: A Unique End-of-Life Perspective From Two Emergency Physicians
In today’s conversation, Dr. Molk and I talk about the unintended consequences of the incredible medical innovations developed over the last several decades. We discuss the growing need for palliative care (and what makes it different from hospice care), and why planning for healthcare emergencies of all kinds is a vital part of any retirement plan.

Insurance Podcast

Proper Risk Management with Darren Newell & Jason Newcomer

Episode 47 - Darren Newell | Insurance Agent at Midwest Professional Insurance & Jason Newcomer | Dir. of Centralized Financial Planning at Barber Financial Group
Joining me to talk about this are Jason Newcomer and Darren Newell. Jason is a CERTIFIED FINANCIAL PLANNER™ and the Director of Centralized Finance Planning at Barber Financial Group, and Darren is an insurance agent at Midwest Professional Insurance. In today’s conversation, we talk about how to view risk management across different age ranges, how financial advisors and insurance agents often fail to help their clients mitigate risk, and how to take a holistic look at your risk exposure and best protect yourself right now.

Investments Podcast

Identifying Real Estate Opportunities with Don Wenner

Episode 46 - Don Wenner | Founder & CEO of DLP Real Estate Capital
In this conversation, Don and I talk about the pivotal moments that made him into the businessman he is today, the powerful tools he’s created to make expansion consistent and reliable for over a decade, and how to use them to scale any great business smartly and sustainably for years to come.

Taxes Podcast

Creating a Tax-Free Retirement with Ed Slott

Episode 45 - Ed Slott, CPA | America's IRA Expert at Ed Slott and Company, LLC. & Author of The New Retirement Savings Time Bomb
In this episode, Ed and I talk about why your IRA or 401(k) might be turning into a ticking time bomb of unpaid debt, how to stop your Social Security check from going entirely toward paying tax in retirement, how we may see the tax code change during President Biden’s time in office, and how to rethink your assets so you can safely take money out of your accounts and grow tax-free.

Retirement Podcast

The Power of Positive Aging with David Lereah

Episode 44 - David Lereah, PhD. | Economist & Author of The Power of Positive Aging

We can have all the money in the world, but if we don’t have our physical and mental health, that money means nothing. Few people understand this better than Dr. David Lereah, PhD. He’s the founder of United We Age, an organization working to inspire a movement where all generations of people are more aware and supportive of people aging. He's also the author of the recently released book The Power of Positive Aging.

Investments Podcast

Understanding Supercycles and Overvalued Markets

Episode 43 - David Mitchell | AllianceBernstein

Today, David returns to the podcast to talk about where we are right now, why the markets are doing what they’re doing, and the parabolic move in the price-to-earnings ratios of the stock market.

Investments Podcast

The Advantages of Planning for Retirement at an Early Age

Episode 42 | Jason Newcomer - CFP®, AIF®, EA | Financial Planner at Barber Financial Group
Joining me today is Jason Newcomer, CERTIFIED FINANCIAL PLANNER™ and advisor here at Barber Financial Group. In this episode, we’ll share a list of great books geared towards young adults to learn more about the importance of retirement planning early on, we outline the fundamentals that they should be thinking about now, and we’ll share valuable information about the platform we’ve built at Barber Financial to help them get a head start on their retirement planning.

Investments Podcast

How to Build Better, More Predictable Portfolios

Episode 41 | Brad Kasper - President & CFO of LSA Portfolio Analytics
Today’s guest is Brad Kasper. He’s the president of LSA Portfolio Analytics, where he provides investment advisors with the tools and infrastructure they need to deliver incredible client services. In our conversation, Brad and I are talking about intelligent risk and fat tail analysis, how to use these tools to construct better portfolios, and what makes this approach different from modern portfolio theory.

Retirement Podcast

The Power of Building Great Relationships with Dr. Charlie Cartwright

Episode 40 | Dr. Charlie Cartwright - CEO of People Success Labs & Keynote Speaker
In this conversation, Dr. Charlie and I talk about the scientific method he uses to help people grow, the importance of community and meaningful relationships in everything we do, and the lessons he learned from 30 years working for major companies, including FedEx and UPS.

Investments Podcast

The History of Index Investing and the U.S. Stock Markets

Episode 39 | Bud Kasper, CFP®, AIF® - President of Barber Financial Group Lee's Summit Office
What exactly is index investing? Why do specific companies make up the Dow Jones Industrial Average, the S&P 500, and the NASDAQ? Should we be investing in index funds, or is there a better way? Here to help me answer all of these questions is the co-host of America’s Wealth Management Show, Bud Kasper. He has 38 years of experience in financial services, and we’ve done hundreds of radio shows and videos together.

Estate Planning Podcast

Understanding Donor-Advised Funds and Charitable Giving

Episode 38 | Christopher Rigsby, CAP® - Relationship Manager at Greater Kansas City Community Foundation & Greater Horizons
Joining me to talk about what happened and what to do about it is Chris Rigsby. Chris is from the Greater Kansas City Community Foundation, where he’s helping people find new ways to continue their charitable giving with strategies such as donor-advised funds, and take advantage of the updated tax code.

Retirement Podcast

What Retirement Looks Like After a Career in Professional Sports

Episode 37 | Mark Collins Sr. CEO at 2FiveSports LLC., Former NLF Player & 2x Super Bowl Champ
Today, Mark joins the podcast to tell the story of the many roles he’s taken on since leaving the NFL, building a legacy, and giving back by creating opportunities for other kids just like him.

Retirement Podcast

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

Episode 36 | Jeff Alholm CEO and Co Founder at Digital Aerolus

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

Episode 35 | JoAnn Huber, CPA, CFP®, & Partner at Barber Financial Group
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.

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.

Estate Planning Podcast

How to Leave a Legacy that’s More Than Just Money with Ben Weisshaut

Episode 32 - Ben Weisshaut | Founder & CEO of Wishlife

Today, Ben joins the podcast to talk about how families can go deeper than money and create an emotional legacy to leave to your family. You’ll find out what he learned from interviewing countless families about what matters the most to them, what it means to build a responsible legacy, and how retirees are changing their plans in a world where it’s unsafe to travel to stay closer to family in difficult times.

Investments Podcast

How to Avoid the Biggest Tax Traps with Ed Slott

Episode 31 - Ed Slott | America's IRA Expert, Ed Slott & Company, LLC

In this episode, you’ll learn how to navigate the rapidly changing tax landscape we’re all living in. You’ll discover why it’s all but impossible to memorize the tax code and be 100% right in every situation - but how you can get the advice you need to make strategic decisions and plan for the best possible outcome.

Investments Podcast

Investing in Emergent Technology Like AI with Chris Buck

Episode 30 - Chris Buck | Head of Capital Markets & Sales at ROBO Global®

Today, Chris and I discuss his company and the financial products they’re making available to investors, how new technology transforms every industry it touches, and how you can potentially make some of his favorite innovative companies part of your retirement portfolio.

Retirement Podcast

How Preventative Care Can Keep You Healthy in Retirement with Dr. Laura Lile

Episode 29 - Dr. Laura Lile | M.D., R.PH. at Lile Wellness Partners

Though we normally focus on the financial aspect of retirement, this week’s episode is all about healthcare - and specifically how to live healthy at every stage of life. You’ll learn how to work with your body to address the declines we go through as we age, how to take preventative steps now to avoid worse outcomes later, and why it’s never too late to start taking steps to change your health.

Retirement Podcast

How to Give to Charity and Tax Benefits of Charitable Giving with Gary Pratt

Episode 28 - Gary Pratt | Senior Director of Development at Catholic Charities of Northeast Kansas

Here to help navigate the world of charitable giving is Gary Pratt, the Senior Director of Development for Catholic Charities of Northeast Kansas. In 2019, Catholic Charities served about half a million people in need through over 20 programs across 21 counties, helping empower them to get jobs, learn new skills, receive food and housing, and even hospice care.

Retirement Podcast

Finding Purpose in Retirement with Joe Duran

Episode 27 - Joe Duran | Managing Director of Goldman Sachs, Head of Goldman Sachs Personal Wealth Management

Today, Joe joins the podcast to share stories from his own life, as well as his experience in financial services, about why it’s so important to live life in alignment with your priorities. If you’re trying to shape a financial plan - and a retirement - that gives you purpose and satisfaction, as opposed to merely helping you survive, this episode is a must-listen.

Investments Podcast

What Retirees Need to Know About Options with Lance Gaitan

Episode 26 - Lance Gaitan | Options Strategist & Portfolio Manager at Gaitan Strategic Ventures

Today, Lance joins the podcast to talk about how to craft an options strategy, whether they belong in your portfolio, and if this is something you can do on your own - or if you’re going to need the help of a professional. Stock options aren’t for everybody. A lot of amateur investors get burned trying to play the options game, and there’s a very good reason for this: they require a deep knowledge of strategy, of the win-loss ratio, and a strong understanding of what’s out there.

Retirement Podcast

Hard Work, Habits, and Baseball with Joel Goldberg

Episode 25 - Joel Goldberg | Kansas City Royals Broadcaster, Keynote Speaker, Host of Rounding the Bases with Joel Goldberg

Joel is the host of Rounding the Bases, a podcast where he interviews entrepreneurs and leaders in sports and business. He’s also the announcer for the Kansas City Royals and an experienced TV sportscaster. In our conversation, Joel doesn’t just share stories from his astounding career, but digs deep into the lessons he’s learned from the extraordinary people he’s met along the way.

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.

Insurance Podcast

Medicare Supplement Plans, A Closer Look

Episode 22 - Tom Allen | Medicare Expert, CMS, Insurance Consultant

Today, Tom and I dive deep into the differences between Medicare supplement coverage options, how to avoid potentially devastating expenses when dealing with prescription drug costs, and how to find a plan that will cover any conditions you may have and keep you healthy for decades to come.

Retirement Podcast

How to Be the CEO of Your Retirement

Episode 21 - Tony Lewis | Former CEO of ConAgra & Chair at Vistage International

Today, Tony joins the podcast to discuss the business leadership lessons that cross over into retirement and family planning, how to avoid missing out on major opportunities (financial and otherwise), and the power of communicating your intentions.

Retirement Podcast

Why Self-Awareness is Crucial to Retirement Planning

Episode 20 - Joe Lieberman | Author & Entrepreneur

Today, Joe joins the podcast to share the hard lessons he learned about life, business and self-awareness. How the mindset of blaming others and not recognizing your own impact affects you in retirement, and why no one should attempt to prepare for retirement alone – especially if they think they’re the smartest person in the room

Investments Podcast

How to Add Private Equity to Your Portfolio

Episode 19 - Greg Anderson | Private Equity & Fixed Income Specialist

In today’s episode, Greg and I discuss what makes private equity so special, how to break into this world at a low cost, and how to find private equity funds that might make sense as a part of your portfolio. With millions of privately traded companies in the world, private equity can help you become a part of the story of great businesses while seeing great, tax-friendly returns.

Investments Podcast

What Retirees Need to Know about Roth Conversions

Episode 18 - JoAnn Huber | Barber Financial Group & BFG Tax Service

Today, JoAnn and I are digging deep into Roth conversions: why you might want to do it when they make sense and the surprising reasons you may not want to do a Roth conversion. You’ll learn how to stop missing opportunities, take advantage of the unique benefits of the Roth while potentially avoiding hidden costs, and discover how some retirees have saved hundreds of thousands of dollars by doing a Roth conversion the right way.

Investments Podcast

Economic Cycles & Avoiding Emotional Investing

Episode 17 - David Mitchell | AllianceBernstein

There’s nothing easy about building a portfolio designed to get you through retirement, and this is especially true in the event of an economic downturn. Emotional investing and aggressive reactions to bad news can make matters even worse, and these factors all have the power to turn your retirement from the greatest vacation of your life into something less fulfilling.

Retirement Podcast

What Retirees Need to Know About Cybersecurity

Episode 16 - Wayne Robinson | Financial Planner Barber Financial Group

Today, Wayne joins the podcast to talk about the many different ways retirees can fall victim to cyberattacks, why the criminals responsible for them are all but impossible to catch, and the simple steps you can take right now to reduce your risk factors by as much as 85%.

Investments Podcast

How to Assess Risk in Your Portfolio

Episode 15 - Brad Kasper | President & CFO LSA Portfolio Analytics

Today, Brad is here to dive deep into the nature of risk and what it really means. You’ll learn how to quantify risk, how to measure it, and what it really means as you build a portfolio that will help you live the retirement you’ve always wanted.

Retirement Podcast

Travel in Retirement to Create Memories

Episode 14 - Mark Comfort | Owner of Cruise Holidays KC

Retirement is all about checking things off the bucket list. It’s a time to turn hard work into incredible experiences, truly connect with loved ones, and create memories that will last a lifetime - and for many retirees, that means plans to travel in retirement.

Investments Podcast

Mutual Funds vs. ETFs Pt. 2

Episode 13 - Bud Kasper | CFP® & President Barber Financial Group Lee's Summit & Jason Newcomer | CFP® & Financial Planner
We're going to go into some more of the differences between ETFs and mutual funds, some advantages of ones over the other in certain circumstances, all designed to get you to understand what it takes in order for you to build the right portfolio for your own personal situation. Enjoy the conversation.

Investments Podcast

Mutual Funds vs. ETFs

Episode 12 - Bud Kasper | CFP® & President Barber Financial Group Lee's Summit & Jason Newcomer | CFP® & Financial Planner
Many investors have had questions lately about the difference between mutual funds and ETFs: why choose one over the other? Are they the same? What differentiates these two products, why are there so many offerings that appear to be so similar, and which is the best choice for my portfolio, especially as I approach retirement?

Investments Podcast

Things to Know Before Building Your Portfolio

Episode 11 - Brad Kasper | President & CFO LSA Portfolio Analytics
There’s a lot that you need to understand before you set out building your portfolio for retirement. In the first part of my conversation with Brad Kasper, we had a big-picture discussion of what makes a portfolio successful, the dangers of emotional investing, and why math and data will always beat attempting to time the markets.

Investments Podcast

How the Economy Affects the Marketplace

Episode 10 - Brad Kasper | President & CFO LSA Portfolio Analytics
When it comes to retiring, nothing matters more than building a portfolio that allows you to achieve your goals, and no one knows this better than Brad Kasper. He believes in using math to create solid strategies to meet goals, and as simple as that may sound, it’s less common in the financial services industry than it should be.

Estate Planning Podcast

Estate Planning Pitfalls of Going Online

Episode 9 - Jason Salinardi | Attorney, J.D., LL.M Taxation & Garrett Griffin | Attorney, J.D., LL.M Taxation
Today, we continue our discussion by diving a little bit deeper. We focus predominantly on how DIY planning often leads to massive complications for survivors, how events like divorce can lead to serious estate issues after one family member dies, and why you need to work with a counselor or advisor who truly understands the nuances of estate...

Estate Planning Podcast

Estate Planning Wills and Probate

Episode 8 - Jason Salinardi | Attorney, J.D., LL.M Taxation & Garrett Griffin | Attorney, J.D., LL.M Taxation
One thing is certain: at some point in time, all of us won't be alive on this Earth. This means that we all need proper estate plans. Many people, however, fail to set their estate plans up correctly...

Insurance Podcast

Understanding Medicare Options, Costs, and Coverage Pt. 2

Episode 7 - Tom Allen | Medicare & Supplemental Insurance Expert
In our previous episode, certified Medicare specialist Tom Allen and I discussed what Medicare actually is and what it’s designed to do. If you haven’t listened to Part 1, I strongly recommend you do so now. There are so many nuances to health insurance, and it’s very easy to get caught in financially devastating traps if you aren’t careful.

Insurance Podcast

Understanding Medicare Options, Costs, and Coverage

Episode 6 - Tom Allen | Medicare & Supplemental Insurance Expert
For many retiring seniors, Medicare is super confusing. There are lots of misconceptions about how it works, how supplements work, and what you should be doing in your retirement years to ensure that you’re covered. Tom Allen is a Medicare and supplemental insurance expert. Every year, he stays on top of the latest and greatest in this extraordinary...

Retirement Podcast

Top 10 Financial Scams Targeting Seniors

Episode 5 - Brie Williams | VP State Street Global Advisors
You don’t have to read stories about people like Alan Stanford and Bernie Madoff or The Wolf of Wall Street to learn about scams and abuses in the financial services industry. In fact, fraud and abuse often hits much closer to home, and the growing senior population all over the world gets more likely to be taken advantage of with every passing year.

Estate Planning Podcast

Your Realistic Retirement Plan with Brie Williams

Episode 4 - Brie Williams | VP State Street Global Advisors
When many people build their financial plans, they only envision an ideal retirement where nothing goes wrong. They assume they’re going to live long, happy, healthy lives, that nothing’s ever going to get in their way, and that the future is going to go exactly to plan.

Retirement Podcast

Creating Better Financial Outcomes

Episode 3 - Brie Williams | VP State Street Global Advisors
Why do we do what we do? What motivates us? These are big questions - and they apply just as much to financial services as they do everything else in our lives. Brie Williams, the Vice President of State Street Global Advisors, has dedicated her career to helping financial advisory firms facilitate efficiency and growth

Retirement Podcast

IRA vs. Roth IRA Pt. 2 with JoAnn Huber

Episode 2 - JoAnn Huber, CPA, CFP®
In the last episode, CERTIFIED FINANCIAL PLANNER® and CPA JoAnn Huber and I kicked off the podcast with a discussion about the differences between the IRA and the Roth IRA.However, we barely scratched the surface, and if you’re feeling confused after listening to Part 1 of our conversation, that’s okay.

Retirement Podcast

IRA vs. Roth IRA – How to Make Both Work for You

Episode 1 - JoAnn Huber, CPA, CFP®
For many people, the 401(k) is their largest asset. However, there are several different types of 401(k) plans, each of which follows a different series of rules and regulations. Choosing the wrong type of 401(k) can have significant consequences in retirement - and can drastically affect your quality of life for years to come.