Season One Now Available!
The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. Dean Barber, has been focusing on financial planning for people that are getting near retirement or are already retired for over 30 years. Retirement is not just about money, it’s about your life and your goals! You can find all of the first season episodes below, or find us on your favorite podcast apps like…
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.
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.
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
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.
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.
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...
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.
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...
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...
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.
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.
Episode 13 - 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?
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.