This Week’s Episode
Checkin’ Your List and Checkin’ it Twice!
Santa has made his list and he’s checkin’ it twice. You’ve surely made your Christmas list as well, but there’s one list that you probably don’t have. A Retirement Plan Checklist. Join Dean Barber and Bud Kasper as they discuss the things you need to stay on top of on your way to and through your retirement.
Retirement Plan Checklist
The Retirement Plan Checklist is designed to allow you to see all the things you need to be thinking of, and doing, as you lead up to and through retirement. It’s a checklist for your retirement journey. This is by no means a replacement for a well thought out and executed financial plan. However, it will get you heading in the right direction.
Get a Free Second Opinion
Our financial planners will sit with you and discuss your goals for retirement. Then they will review your plan and analyze your portfolio to help you determine your chances of success in achieving those goals. If that sounds like something you’re interested in, click below to request your meeting today.
How Charitable Giving Influences Your Retirement
Thanksgiving is the season to give back. Join Dean Barber and Bud Kasper as they discuss how you can give to charities and get deductions even with the higher standard deduction. They’ll cover the impact on your taxes, your family, and more to make your giving season even more special on this episode of America’s Wealth Management Show.
Surviving & Thriving in Retirement
A lot of people think they will have difficulties surviving a comfortable retirement. We don’t want you to just survive retirement, we want you to thrive in retirement. Join Dean Barber and Bud Kasper as they talk about the rules of retirement and how what you don’t know can cause you to have problems. If you get the education, you’ll not only survive in retirement, you’ll thrive.
Missed an episode of America’s Wealth Management Show?
Listen to Recent Episodes Here or never miss an episode by catching us on iTunes or Stitcher.
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!
Don’t Miss Season One of
The Guided Retirement Show
The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way. Retirement is not just about money, it’s about your life and your goals! You can find it on your favorite podcast app or by clicking below!