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2020 Year-End Tax Planning

This Week’s Episode

2020 Year-End Tax Planning

s anyone else ready to put 2020 in the rear-view mirror? Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss some essential year-end tax planning strategies that you need to know about. They cover RMDs, QCDs, Capital Gains, and other critical tax planning components.

Watch the Year-End Tax Planning Video & Read the Transcript

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Recent Episode

Excerpts from The Guided Retirement Show

Dean brings you a special episode this week sharing with you some of the great conversations he has had on our podcast, The Guided Retirement Show. He has conversations with all kinds of experts and fun interviews on the podcast. Enjoy these excerpts from The Guided Retirement Show.

Ben Weisshaut Interview Tony Lewis Interview Gary Pratt Interview Ed Slott Interview

Recent Episode

The Power of the Consumer

The election is over, what’s next? Where is the economy going? Join Dean Barber and Bud Kasper as they talk about you, the consumer, and the power of the American consumer. We are the 800-pound gorilla in the corner. We drive this economy. Dean and Bud will discuss the power of the consumer and where the opportunities are in the months and years ahead.

Read the Transcript and Find the Articles Mentioned

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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 Three 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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