Education

Below you’ll find articles, downloadable guides, videos, and more all created to help you get to and through retirement.




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Retirement Article

Investing for Retirement

History has shown that mixing those three types of investments in your portfolio can increase your risk-adjusted returns.

Investments Article

US Stocks: Investing for Retirement

Today we’ll be looking at what is arguably the most discussed part of your investment portfolio, US stocks. If you missed the last two installments of our Investing for Retirement series be sure to check them out. They were on bonds and international stocks. Turn on CNBC (no financial planner has never said this phrase before, probably), and you’ll be updated every minute of the day as to how this asset class is performing in bright, bold numbers. If you get online, watch TV, or listen to the radio throughout the day...

Retirement Article

Bonds: Investing for Retirement

Often, when discussing portfolio allocations with clients, we will get asked a question or two that goes something like this, "The Federal Reserve is raising interest rates. Why would I want to own bonds?" or "Yields on bonds are pretty low, shouldn't I just own dividend-paying stocks instead?" or "Bonds aren't making any money, look how much they lagged behind stocks. Tell me again; why do I want to own those?"

The Guided Retirement Show

Taxes Podcast

Don’t Overpay Your Taxes: Giving Thanks for Tax Planning with Dean Barber

Episode 77 | Dean Barber | Founder & CEO of Barber Financial Group
With Thanksgiving upon us, Dean Barber is thankful for tax planning strategies that can help people to not overpay their taxes.

Retirement Podcast

Mortgage Tips for Different Phases in Life with Tim Kay

Episode 76 | Tim Kay | Branch Manager at Guild Mortgage
Tim Kay and Dean Barber discuss some key mortgage tips to think about when financial planning for people of different ages.