Retirement Lifecycles: When and How to Save

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America’s Wealth Management Show

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This Week’s Episode

Retirement Lifecycles: When and How to Save

You’ve heard, “Life is a journey.” There is no doubt about it, and along that journey there are different things you need to be thinking of from a financial perspective whether you’re coming out of college, having your first child, buying your first home, or heading into retirement. Join Dean Barber and Bud Kasper as they discuss life’s journey and the financial planning techniques you need to apply along the way.

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.

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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.

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This report includes strategies to help you reduce the amount you pay in taxes each year. It’s a great place to start if you’re just starting the process of planning your multi-year tax plan.

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Regardless if Social Security will or will not be your primary source of income in retirement, if you take your Social Security benefits at face value you could be leaving money on the table. But if you knew a few little-known strategies, you could generate additional Social Security income.

Get the Social Security Decisions Guide

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You’ve worked for what seems like your entire life. For years, the alarm buzzed before even the sun began to shine and at times, you didn’t arrive back home until the stars were out. Despite paying all the bills for you and your family’s expenses, you’ve still managed to save and put money away in your employer’s 401(k) plan. For many people, they believe that the hardest stage to accomplish is the “saving” phase but the truth is, that’s just half the battle.

Once you retire, a plan for withdrawing those funds that provides a constant source of income that isn’t eaten up by taxes and other costly traps must be constructed. The biggest challenge? Trying to figure out which plan is the best one for your specific situation as all of the available options have their pros and cons. Download the 401(k) Survival Guide and start figuring your plan out today. 

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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!

Two Seasons of Episodes Available Now

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!

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Don’t miss The Guided Retirement Show Special Episode

Managing Your Portfolio in Times of Crisis

Dean and Bud discuss the things you should do to manage your portfolio in uncertain times like we’re currently experiencing in a special episode of our podcast.

Listen to the Special Episode!