America's Wealth Management Show

Business EN ↓ 299 episodes

Modern Wealth Management presents America's Wealth Management Show with Dean Barber. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, America's Wealth Management Show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.

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America's Wealth Management Show

Episodes

The Impact of the One Big Beautiful Bill on Your Retirement: 1 Year Later 09.07.2026 33:00

The One Big Beautiful Bill Act changed our tax brackets. Learn how to navigate the new rules and protect your retirement from hidden tax traps. Get your Modern Confidence Score: https://bit.ly/4wst8Cx Meet with us: https://bit.ly/3RnQSsM Education center: https://bit.ly/3SR4FZg Video Chapters: • 0:00 - What is the difference between tax planning and tax preparation? • 3:45 – How will my taxes c...

5 Signs You're Saving Too Much for Retirement 02.07.2026 39:13

According to Empower, the average 65-74 year old on their dashboard has $1.14M saved, yet fear paralyzes many from enjoying it. Learn the 5 signs you are over-saving at the expense of your life. Meet with us: https://bit.ly/4y76QrV Education center: https://bit.ly/4p74wgs Modern confidence score: https://bit.ly/4vaklEt Video Chapters 0:47 - The five signs of retirement over-saving 4:34 - Sign 1...

How Often Should You Rebalance Your Portfolio? 25.06.2026 41:09

Learn about navigating risk during a volatile market by rebalancing your portfolio. Get your Modern Confidence Score: https://www.modwm.com/modern-confidence-score/?utm_source=audio&utm_medium=modern_confidence_score&utm_campaign=awms_podcast_audio_how_often_should_you_rebalance_your_portfolio%3F&utm_content=06_24_2026 Meet with us: https://bit.ly/3SZa7Js Education center: https://bit.ly/4ajDD2E...

Mega Backdoor Roth Strategy for Retirement 18.06.2026 36:36

Phased out of Roth IRA contributions in 2026? Learn how the Backdoor and Mega Backdoor Roth rules can open up to $72,000 in potential tax savings this year. Get your Modern Confidence Score here: yourconfidencescore.com Meet with us: https://bit.ly/4vaWAge Education center: https://bit.ly/4oAbsSY Retirement Plan Checklist: Retirement Checklist Insights provided by Chris Rett, CFP®, AIF® and Dean...

How Long Will My Retirement Money Last? 11.06.2026 29:33

Get your Modern Confidence Score here: yourconfidencescore.com Meet with us: https://bit.ly/4vG69U7 Education center: https://bit.ly/4ewgoEV Sources: Insights provided by Chris Rett, CFP®, AIF® and Dean Barber Managing Director of Modern Wealth Management, LLC. • https://www.investmentnews.com/retirement-planning/vanguard-fidelity-data-show-new-record-highs-in-401k-savings/265542 • https://www....

Safe Withdrawal Rates for Retirement in 2026 04.06.2026 36:02

Morningstar lowered the safe withdrawal rate to 3.9%. Learn how the utilization of a static rate may not actually be optimal. Get your Modern Confidence Score here: yourconfidencescore.com Meet with us: https://bit.ly/4o42NHY Education center: https://bit.ly/4uy9KmB Retirement Plan Checklist: Retirement Checklist What is a safe withdrawal rate for my retirement portfolio? You should move past stat...

How Much Do I Need to Retire? 28.05.2026 34:18

Recent data from Northwestern Mutual indicates that many Americans believe they need $1.46M to retire comfortably, but actual savings vary widely based on individual circumstances. Get your Modern Confidence Score here: yourconfidencescore.com Meet with us: https://bit.ly/4nWxgYC Education center: https://bit.ly/4wPTvnb Retirement Plan Checklist: Retirement Checklist Video Chapters The Baseline Me...

What Should I Invest My Money In? 21.05.2026 36:06

Get your Modern Confidence Score: https://www.modwm.com/modern-confidence-score/ Visit the Modern Wealth Management Education Center for more informative retirement content. https://bit.ly/4tugotf To explore our financial services, schedule a meeting with the Modern Wealth Management Team: https://bit.ly/4dkxOE9 Where should I invest my cash to beat inflation? You should completely stop a...

5 Retirement Plan Checklist Items 14.05.2026 38:09

The Retirement Plan Checklist can be found here: https://bit.ly/49zBeQR Get your Modern Confidence Score: https://www.modwm.com/modern-confidence-score/ Visit the Modern Wealth Management Education Center for more informative retirement content. https://bit.ly/4tF6ftU To explore our financial services, schedule a meeting with the Modern Wealth Management Team: https://bit.ly/49MkK80 How mu...

5 Tax Planning Strategies You Need to Know for Retirement 07.05.2026 35:17

Visit the Modern Wealth Management Education Center for more informative retirement content. https://bit.ly/42OMnJP To explore our financial services, schedule a meeting with the Modern Wealth Management Team: https://bit.ly/4wd6hLZ Retirement Plan Checklist: https://bit.ly/4tUaq6c Chapters: 0:00 - How is tax planning different from tax preparation? 3:24 - Why does my CPA need to see my full f...

Teaching Your Kids and Grandkids About Investing 30.04.2026 34:57

Visit the Modern Wealth Education Center for more informative retirement content. https://bit.ly/3R6EHjq To explore our financial services, schedule a meeting with the Modern Wealth Management Team: https://bit.ly/4cRqwpA How do I teach my kids and grandkids about financial literacy? You should start by instilling the duty of ownership through diversified market investments, such as an S&P 50...

Retirement Planning Tips for Single Individuals 23.04.2026 22:00

Resources: Meet with us: https://bit.ly/4tfEV6e Education center: https://bit.ly/4vKzaPE Retirement Plan Checklist: https://bit.ly/3QkPmXp Retiring as a single individual in 2026 is mathematically more challenging than for married couples because single filers reach the 22% ordinary income tax bracket at roughly half the income level of those filing married-jointly ($100,000 vs. $200,000) ....

How to Create Generational Wealth: Tips for High Net Worth Individuals 16.04.2026 31:30

In this episode, Logan DeGraeve, CFP®, and Corey Hulstein, CPA, distinguish between reactive tax preparation and proactive forward-looking tax planning . We analyze the IRC §408 implications of the SECURE Act's 10-year rule, which requires non-spouse beneficiaries to liquidate inherited IRAs within a decade, often creating a significant tax burden for heirs in their peak earning years. The discuss...

Iran Conflict: How Market Volatility Affects Your Retirement 09.04.2026 38:06

Educational Tool: Access the Retirement Plan Checklist to benchmark your current 401(k) and Social Security strategy against 2026 inflation. Topical Deep-Dive: Visit the Modern Wealth Education Center for informative content on withdrawal strategies and tax-efficient retirement planning. Fiduciary Consultation: To move from education to a personalized financial plan, you can schedule a meeting wit...

Retirement Income Strategy: How Much Do You Need? 02.04.2026 34:57

Educational Tool: Access the Retirement Plan Checklist to benchmark your current 401(k) and Social Security strategy against 2026 inflation. Topical Deep-Dive: Visit the Modern Wealth Education Center for peer-reviewed instructional content on withdrawal strategies and tax-efficient portfolio design. Fiduciary Consultation: To move from education to a personalized Financial Independence plan, you...

Tax Extensions: Do You Need to File One? 26.03.2026 32:21

Education center: https://bit.ly/4boCDv9 Retirement Plan Checklist: https://bit.ly/47JolTm Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/KN5tIHSo3sY?si=I8fyj_cp_uz8sw_o Sources: https://www.irs.gov/forms-pubs/about-schedule-c-form-1040 https://www.modwm.com/how-filing-for-a-tax-extension-works/ https://...

Will Your Taxes Go Up or Down in 2026? 19.03.2026 32:16

Education center: https://bit.ly/4sVDeu9 Retirement Plan Checklist: https://bit.ly/4rEy3O9 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/ze1sYnh_VR8?si=rss9H5ct9zwmE8Zo https://youtu.be/KN5tIHSo3sY?si=N7w_n2iERZyl-FPy https://youtu.be/sACQi2RIEvQ?si=rL90bf2mKSr4cA00 Sources: https://www.irs.gov/newsroom/che...

How Much Money Should You Save for Retirement by Age? 12.03.2026 24:14

Education Center: https://bit.ly/3N0r4kt Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/pHV0kG9xOdc?si=U-p06vNu8QyS1MO1 https://youtu.be/JVOnl_AKQoQ?si=LP8rD2UezYFbjHim https://youtu.be/N8MiXAKTbmc?si=TQSl1xktZ7aHAvLT https://youtu.be/bubZLJUdIlI?si=DEpuC8Hgv-ilMIJh https://youtu.be/pFH4T8TA8WI?si=rYGAB7...

Opportunities for Women in Finance are Growing 05.03.2026 31:32

Education center: https://bit.ly/3ONy04K Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/SJJGFC-0vkA?si=BYerfilxAOPKkmJc Sources: https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-research/womens-initiative/cfp-board_win_web.pdf https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-...

Must-Knows for Couples Retirement Planning 19.02.2026 34:16

Meet with us: https://bit.ly/4rpVwU1 Education center: https://bit.ly/4aDBfDb Retirement Plan Checklist: https://bit.ly/40jmYGQ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/RkUQah73S_Q?si=-TVrmVdsQyKDTeax https://youtu.be/bubZLJUdIlI?si=iCwt6KFZ9IFLruMa https://youtu.be/Ll3G37cCZMI?si=wwmst7BNE2UGSlyi ...

Caring for Aging Parents as Retirement Approaches 05.02.2026 33:45

Meet with us: https://bit.ly/4tjvl2m Ed center: https://bit.ly/4rxbQlt Retirement checklist: https://bit.ly/46vMaNM Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/3Yn_m-k9Rk0 https://youtu.be/lSy5ggQWmn8 https://youtu.be/2eU3mv_rmr0 https://youtu.be/hN42aRqv-1g Sources: https://www.ada.gov/topics/intro-...

Tax Planning During Prep Season: 3 Last-Minute Moves 29.01.2026 33:56

Education Center: https://bit.ly/4aQZv6x Meet with Us : https://bit.ly/3LDIMtb Retirement Checklist: https://bit.ly/3NadURD Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Stealth Taxes To Watch Out For https://youtu.be/RCr6BLuG3qY What Are The Tax Benefits of Charitable Donations? https://youtu.be/RmiJyyuhmj0 Ro...

Your 2026 Wealth Building Checklist for Retirement 15.01.2026 39:44

Education Center: https://bit.ly/3LccpSl Meet with Us : https://bit.ly/49krWIZ Retirement Checklist: https://bit.ly/4b1DoKR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/5CHb7BAAI2Q?si=iCDymwGcVQAMlwI5 https://youtu.be/N8MiXAKTbmc?si=-e8KTbg4aTDHFPJ7 https://youtu.be/ZmYxM_xBmmw?si=DwdU_5ElW_VCiu...

New Retirement Information for 2026, What's New? 05.01.2026 39:44

Education Center: https://bit.ly/4jyY8M2 Meet with Us : https://bit.ly/3N9FzCd Retirement Checklist: https://bit.ly/49PHqVk Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/PmfNAwK6B9s https://youtu.be/oPanexiISYE https://youtu.be/RCr6BLuG3q Y Sources: https://www.modwm.com/2026-tax-brackets/ . ...

Tax Tips in 10: History of the U.S. Tax Code 29.12.2025 11:02

Tax Tips in 10 Ep 50 Education Center: https://bit.ly/48Outta Meet with Us : https://bit.ly/48S9F5D Retirement Checklist: https://bit.ly/4j1cFzP Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/ze1sYnh_VR8 https://youtu.be/KifcDu_6UAI Sources: https://www.irs.gov/newsroom/historical-highlights-of-th...