America’s Wealth Management Show

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Episode Preview: The Best Part of the Tax Code: The Roth IRA

This Week’s Episode

The Best Part of the Tax Code: The Roth IRA

What is the best part of the tax code? I say it’s the Roth IRA. And guess what Peter Thiel would agree, he has a $5 billion Roth IRA. Join Dean Barber and Bud Kasper as they break down the Roth IRA and the importance of tax diversification, asset location, and how you can get as much money as possible into a tax-free environment.

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Recent Episode

Breaking Down Inflation

Wouldn’t it be awesome if your tax rate in retirement was zero? You may think that sounds like a fantasy, but you have more control over your taxes in retirement than at any other time in your life. Join Dean Barber and Bud Kasper as they discuss taxes on retirement income.

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Recent Episode

Taxes on Retirement Income

Wouldn’t it be awesome if your tax rate in retirement was zero? You may think that sounds like a fantasy, but you have more control over your taxes in retirement than at any other time in your life. Join Dean Barber and Bud Kasper as they discuss taxes on retirement income.

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Recent Episode

Why Bear Markets Matter

You know a lot of people say that asset allocation will take you through any bear market. Not so fast. Join Dean Barber and Bud Kasper as they discuss why bear markets matter more than you think. Especially those of you that are nearing retirement or in retirement.

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Recent Episode

Securing Your Estate Plan

Did you know that the most expensive estate plan is actually the lack of an estate plan? Join Dean Barber and Bud Kasper as they discuss securing your estate planning and mistakes to avoid. They have some interesting stories to tell and some tricks and tips to make sure that your estate plan is right for you.

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Recent Episode

Retirement Regrets & How to Avoid Them

The last thing you want after you retire is to have regrets. Join Dean Barber and Bud Kasper as they discuss retirees sharing their biggest retirement regrets. They’ll help you make sure that you don’t have those same regrets in retirement.

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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!

Season Four Out Now!

The Guided Retirement Show

In season three we have some very special guests like America’s IRA expert Ed Slott, Kansas City Royals broadcaster and keynote speaker, Joel Goldberg, Goldman Sachs Managing Director and Head of Personal Financial Management, Joe Duran, and more! Dean talks with his guests about what it means to be successful, running a small business, the importance of local charities, options strategies, and all sorts of impactful discussions that will get you contemplating your plans for retirement. You’ll learn some things about lifestyle, perspective, finances, and most importantly, how to achieve your goals for retirement.

Catch up on every season below.

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