This Week’s Episode
Where Should I Invest for Retirement?
The question that’s on everyone’s mind: Where should I invest my money now? The answer may not be exactly what you think. Is it stocks? Is it bonds? Is it mutual funds or ETFs? Find out where you should be investing your money. This weekend on America’s Wealth Management Show.
This Week’s Giveaways
Understanding Required Minimum Distributions
When you reach age 70 ½, you must begin to draw funds from your traditional (i.e., non-Roth) Individual Retirement Accounts (IRAs). In general, these required minimum distributions (RMDs) must begin by April 1, of the year following the year you reached age 70 ½.
Retirement Plan Checklist
This checklist was created to give you a timeline of items that should be done prior to and during retirement. Whether you’re looking for an age-based timeline or a timeline based on how many years away from retirement you currently are, this has you covered. Finish this workbook by completing our 30 question Retirement Plan Checklist which is designed to give you a full picture of where you are today and what your next steps should be.
Tax Reduction Strategies
Tax Reduction Strategies is a compilation of strategies to consider that could improve your overall tax structure during your retirement years and for the beneficiaries who inherit your estate. This is a great starting point for developing your forward-looking tax plan.
The Biggest Retirement Mistakes & How to Avoid Them
When it comes to your retirement, what you don’t know can destroy it. Join Dean Barber and JoAnn Huber, along with special guest Brie Williams, VP of State Street Global Advisors, as they talk about the biggest retirement mistakes they see and how to avoid them. You’re going to learn a lot this weekend on America’s Wealth Management Show.
Frequently Asked Questions About Retirement
What are the biggest financial risks in retirement? What options are right for you, when you leave a job or retire, for the money that’s in your 401(k)? Join Dean, Bud, and JoAnn Huber, CPA, and CFP™, this weekend as they examine the most frequently asked questions about retirement and the answers to those questions.
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About the show
Since 2003, our nationally syndicated radio program America’s Wealth Management Show has been informing and educating retirees and those nearing retirement on what life is like after your working career ends.
Dean Barber, CEO of Barber Financial Group and Bud Kasper, President of Barber Financial Group–Lee’s Summit focuses on the second half of your investment lifetime by discussing the topics of asset management, tax reduction strategies, estate planning and investing which, in the past, was reserved for only the very wealthy.
Have a question for Dean and Bud about retirement?
If you have questions for Dean and Bud, fill out the form here.
Proper planning for retirement isn’t just about saving and investing money. That’s only a small part. There’s Social Security claiming strategies, tax planning to reduce your tax liability in the future, leaving your legacy with estate planning, and proper insurance coverage, to name a few. Use this form to send us your question, and you will receive a reply. We may even use it on a future show!