Tax Planning: The Most Critical Part of a Long-Term Financial Plan

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America’s Wealth Management Show

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This Week’s Episode

Tax Planning:

The Most Critical Part of a Long-Term Financial Plan

Dean and special guest JoAnn Huber, CPA, CFP®, examine the most critical part of a long-term financial plan: Tax Planning. On a scale of 1 to 10, how much is filing your tax return correctly and on time going to impact your financial life? According to JoAnn, a 0 or a 1. On that same scale, how much impact on your financial life will creating a forward-looking tax strategy so that you pay as little taxes as possible? JoAnn’s response, “A 10.” Learn more about forward-looking tax planning on this episode of America’s Wealth Management Show.

This Week’s Giveaways

Tax Reduction Strategies

Tax Reduction Strategies is a list of tax strategies to consider that could improve your overall tax structure during your retirement years and for the beneficiaries who inherit your estate. 

Get Tax Reduction Strategies

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10 Year Anniversary of the End of the Great Recession

Happy Anniversary! March 9, 2019, is the 10-year anniversary of the official end of the Great Recession. The stock market hit its all-time-low on that day after falling 56% from its peak in October 2007. On average, bear markets happen every three and a half years. We’ve not had a bear market in 10 years now. Dean and Bud discuss the last 10 years in the market and their thoughts on what to look out for on this weekend’s episode of America’s Wealth Management Show.

Recent Episode

Asset Location & Your Taxes

Understanding what options are available to you to make sure you’re paying the least amount of taxes possible is extremely important, but also extremely complicated. This week, Dean and Bud discuss somethings you can absolutely control when it comes to your taxes; asset location and withdrawal sourcing.

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About the show

Since 2003, our nationally syndicated radio program America’s Wealth Management Show has been informing and educating retiree’s 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!