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

Retirement Planning Takeaways from 2025 25.12.2025 34:30

Education Center: https://bit.ly/4qccGTM Meet with Us : https://bit.ly/4q8ISri Retirement Checklist: https://bit.ly/4shrp1U Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/C7_GdgN502Q?si=GU3T-nIemsTmh8K1 https://youtu.be/ze1sYnh_VR8?si=nRvqUbJbtNiL6onU https://youtu.be/ze1sYnh_VR8 https://youtu....

The 7 Challenges of Estate Planning: Wills, Trusts, & Probate 18.12.2025 38:03

Education Center: https://bit.ly/4oVmosU Meet with Us : https://bit.ly/44wooAu Estate Planning Guide: https://bit.ly/3KSSQxW Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Do You Have the Right Insurance Coverage? https://youtu.be/WNsMrhaXPRQ?si=V0lzRcWuJHh_QDHI Risk Management: Covering Your Assets, Before It's To...

Tax Tips in 10: Things to Know About Trump Accounts 15.12.2025 10:57

Tax Tips in 10 Ep 48. Education Center: https://bit.ly/48V35db Meet with Us : https://bit.ly/48OQZCd Tax Reduction Strategies: https://bit.ly/4q3X9p9 Retirement Checklist: https://bit.ly/4pD7Qzk Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 The Impact of the One Big Beautiful Bill on Your Retirement https://yout...

Long-Term Care Planning: Should You Insure or Self-Fund? 11.12.2025 34:47

Education Center: https://bit.ly/495Nxoa Meet with Us : https://bit.ly/4oOUoa4 Tax Reduction Strategies: https://bit.ly/4q4ZVdK Retirement Checklist: https://bit.ly/4pzOcnH Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Do You Have the Right Insurance Coverage? https://youtu.be/WNsMrhaXPRQ?si=V0lzRcWuJHh_QDHI Ri...

Tax Tips in 10: New Roth Catch-Up Rules for 2026 08.12.2025 11:09

Tax Tips in 10 or Less Ep. 47 Education Center: https://bit.ly/4oxyjwO Meet with Us : https://bit.ly/3XAegCT Tax Reduction Strategies: https://bit.ly/4peI3gq Retirement Checklist: https://bit.ly/4posuDi Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 2025 Tax Brackets & Contribution Limits https://youtu.be/KifcDu...

2026 Tax Planning in Retirement Guide 04.12.2025 39:04

Education Center: https://bit.ly/4427vNR Meet with Us: https://bit.ly/3KtKpsT Tax Reduction Strategies: https://bit.ly/4rzc24n Retirement Checklist: https://bit.ly/4pEoKx4 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 7 Reasons NOT to Convert to a ROTH IRA https://youtu.be/ajbi8hkakn4?si=h6De9pZ1JG9KI-aj The Impact of the On...

Tax Tips in 10: Year-End Tax Planning 3 Strategies to Consider 01.12.2025 11:22

Tax Tips in 10 or Less Ep. 46 Education Center: https://bit.ly/ 48l VsfJ Meet with Us : https://bit.ly/484nuNL Retirement Checklist: https://bit.ly/4p048iJ Tax Reduction Strategies: https://bit.ly/4okyifA Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What is a QCD? Qualified Charitable Distributions https://yout...

A Retiree's Guide to Charitable Giving & Taxes in 2025 27.11.2025 32:59

Education Center: https://bit.ly/49DibGj Meet with Us : https://bit.ly/3Kr8joL Retirement Checklist: https://bit.ly/49GY8XB Tax Reduction Strategies: https://bit.ly/3LVs9Jr Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What Is a QCD? Qualified Charitable Distributions - America's Wealth Management Show https://yo...

7 Reasons NOT to Convert to a ROTH IRA 20.11.2025 25:34

Education Center: https://bit.ly/4phV5JE Meet with Us : https://bit.ly/3LNEDTm Retirement Checklist: https://bit.ly/4r8IqKR Tax Reduction Strategies: https://bit.ly/4o5fKQj Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Decisions for 2025 https://youtu.be/E6hqI7fxjE4?si=NZvJl-JXB9Lu3ifV Ed Slott's...

Tax Tips in 10: Taxes on Investment Income 17.11.2025 10:52

Tax Tips in 10 or Less Ep. 44 Education Center: https://bit.ly/4hZj0eP Meet with Us : https://bit.ly/47O05ic Retirement Checklist: https://bit.ly/4nW5euK Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What is Modified Adjusted Gross Income? (MAGI) https://youtu.be/PmfNAwK6B9s?si=wgLYfufJl2Bdx3zu Capital Gains Rates...

What Are Alternative Investments? Tony Davidow's Guide to Private Markets 13.11.2025 36:07

Education Center: https://bit.ly/49MKHVN Meet with Us : https://bit.ly/47Svi3Y Retirement Checklist: https://bit.ly/3JHiKnZ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What Happened During The Great Recession of 2008 https://youtu.be/JWvbKmfBOTo?si=eDGUFzfX8sBwDoEW What's up with Gold? Why Gold Prices Are Soaring?...

Tax Tips in 10: 3 Things to Know About Inheritance and Taxes 10.11.2025 11:51

Tax Tips in 10 or Less Ep. 43 Get your journey off to a great start with our financial resources: https://bit.ly/4n4vHpq Meet with Us: https://bit.ly/4hbZmeQ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What is a Step-Up and Step-Down in Basis? https://youtu.be/AeXwwss0pGc?si=MTGJIjb2m_EcEl9o Wills vs. Trusts: What's...

The $124 Trillion Transfer: Why 70% of Women Aren't Prepared 06.11.2025 41:37

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How a U.S. "Weaponized Dollar" Sent Gold Soaring 03.11.2025 41:34

Retirement Checklist: https://bit.ly/434WWct Meet with us: https://bit.ly/47Ld45o Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/JWvbKmfBOTo?si=F1Z6zyPM2bLwBnvJ Sources: What Happened During the Great Recession? https://www.modwm.com/what-happened-during-the-great-recession/ What Was the Highest Price for G...

Financial Advisors React to Financial Horror Stories: Scams, Sequence of Returns Risk, & More 30.10.2025 34:33

Education Center: https://bit.ly/47dVruP Meet with Us : https://bit.ly/3Ww8Isy Tax Reduction Strategies: https://bit.ly/3JvlNiN Retirement Checklist: https://bit.ly/47eYovk Cyber Security Risk Management: https://bit.ly/4nxYnYf Sequence of Returns Risk: https://bit.ly/4hBFAKa Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_con...

Tax Tips in 10: 5 Stealth Taxes To Watch Out For 27.10.2025 11:24

Tax Tips in 10 or Less 5 Stealth Taxes To Watch Out For Get your journey off to a great start with our financial resources: https://bit.ly/47pjiGU Meet with Us: https://bit.ly/4hnuoAP Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Reduction Strategies: https://bit.ly/4hpYBPx Retirement Checklist: https://bit.ly/3WQOk5...

5 Key Estate Planning Items to Address 23.10.2025 34:03

Start your journey with our financial resources: https://bit.ly/48HXSqM Meet with Us: https://bit.ly/3Jn0uQm Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=towLdrML9K2tQNWa Generational Wealth Management https://youtu.be/nGDtTd34bRE?si=AUAeNWzrXV4OZ121...

Tax Tips in 10: Tax Planning for the Next Generation 20.10.2025 11:14

Tax Tips in 10 or Less Ep. 41 Tax Planning for the Next Generation Education Center: https://bit.ly/3LbWYsB Meet with Us : https://bit.ly/3W3sawC Tax Reduction Strategies: https://bit.ly/42HZUmT Retirement Checklist: https://bit.ly/4ooQwwR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What is a Step-Up and Step-D...

Healthcare Costs for 2026 16.10.2025 35:55

Start your journey with our financial resources: https://bit.ly/4qd2awA Meet with Us: https://bit.ly/3Wae8cy Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 The Early Retiree's Guide to ACA Subsidies https://youtu.be/7kABojJY5fg?si=cgy6uGw88sQwjjgQ What's an HSA and How Should You Fund It? https://youtu.be/KN5tIHSo3sY?si=NU...

Tax Tips in 10: Qualifying for ACA Subsidies 13.10.2025 8:10

Tax Tips in 10 or Less Ep. 40 Qualifying for ACA Subsidies Get your journey off to a great start with our financial resources: https://bit.ly/472pNAe Meet with Us: https://bit.ly/4nupP9X Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Reduction Strategies: https://bit.ly/46vyEKD Retirement Checklist: https://bit.ly/4q3...

Final Quarter Tasks to Address before 2026 09.10.2025 38:00

Education Center: https://bit.ly/4nAYbZ8 Meet with Us : https://bit.ly/42mJGPT Tax Reduction Strategies: https://bit.ly/46ZgukF Retirement Checklist: https://bit.ly/3KmBEAz Sequence of Returns Risk and Why Timing Matters: https://bit.ly/3IyOQ4J Missouri Bill Aims to Eliminate Capital Gains Tax: https://bit.ly/479Mjq3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@Amer...

Tax Tips in 10: What to Expect From a Tax Advisor 06.10.2025 10:31

Tax Tips in 10 or Less Ep. 39 What to Expect From a Tax Advisor Education Center: https://bit.ly/3KPjvLC Meet with Us : https://bit.ly/48GIQRS Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Reduction Strategies: https://bit.ly/42ZwD7d Retirement Checklist: https://bit.ly/4gXPvcM _______________________________________...

5 Strategies to Protect Your Wealth 02.10.2025 39:25

Start your journey with our financial resources: https://bit.ly/46MY6Ks Meet with Us: https://bit.ly/4ntBoy3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Charitable Giving in Retirement https://youtu.be/VhtfUCjTesw?si=-JRM5WnlwekurLY_ 2025 Withdrawal Strategy for Retirement https://youtu.be/8P8E95_287s?si=fJSXgl4me66qRGri...

Tax Tips in 10: Your IRA's 2026 Deadline - 3 Actions to Take Now 29.09.2025 9:51

Tax Tips in 10 or Less Ep. 38 3 Things to Do With Your IRA Before 2026 Get your journey off to a great start with our financial resources: https://bit.ly/42aMFej Meet with Us: https://bit.ly/4nneXuH Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 How Does Volatility Impact RMDs? https://youtu.be/gp0-b-Hj5g8?si=GKexISxf_r_lJm7K ...

What Should You Do 2 Years Away From Retirement? 18.09.2025 35:12

Start your journey with our financial resources: https://bit.ly/46qJTTg Meet with Us: https://bit.ly/3Voi7BV Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Reasons TO Convert to a Roth IRA https://youtu.be/MEs5rh62m28?si=CZ9VJNcoEwqBdAMV How Do In-Plan Roth Conversions Work? https://youtu.be/AxkfOUXYq-0?si=mAMXXjlRwAz27l...