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

Tax Tips in 10: 3 STRATEGIES to Reduce Taxable Income 15.09.2025 11:21

Tax Tips in 10 or Less Ep. 36 Reducing Taxable Income with 3 Strategies Education Center: https://bit.ly/4m3oaqh Meet with Us : https://bit.ly/3JXo3zg Tax Reduction Strategies: https://bit.ly/4n0rmo2 Retirement Checklist: https://bit.ly/46v4eYN Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversions Before Retir...

Roth Conversion Strategies Under the Big Beautiful Bill 11.09.2025 37:24

Start your journey with our financial resources: https://bit.ly/41KWz65 Meet with Us: https://bit.ly/4p8hxps 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://youtu.be/ze1sYnh_VR8?si=tcERQokSumNJijaw Roth Conversion Decisions for 2025 https://youtu.be/E6hqI7fxj...

Should You Convert to a Roth IRA After 60? 08.09.2025 10:49

Tax Tips in 10 or Less Ep. 35 Converting to a Roth IRA After Age 60 Get your journey off to a great start with our financial resources: https://bit.ly/45U0Xkg Meet with Us: https://bit.ly/4n4Fehf 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=8cuFauGvQkLr...

Everything You NEED To Know About Your 401(k) on National 401(k) Day! 04.09.2025 36:17

Start your journey with our financial resources: https://bit.ly/4n65eYQ Meet with Us: https://bit.ly/4gaU3Mq Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Mega Backdoor Roth Strategy https://youtu.be/eEKbnn8svQ8?si=yebIFMa7orM8Iyfn Money Walks Episode 2 https://youtube.com/shorts/RzOqnbEIAwI?si=yZcPsrpBg-Veuzrj Tax Reduct...

Tax Tips in 10: 401(k) Withdrawal Rules You Need to Know 01.09.2025 11:07

Tax Tips in 10 or Less Ep. 34 401(k) Withdrawal Rules Get your journey off to a great start with our financial resources: https://bit.ly/45TWtdo Meet with Us : https://bit.ly/47b2K70 Tax Reduction Strategies: https://bit.ly/3JUdKvJ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Sources: 401(k) withdrawal rules: How to a...

How Much Do You Need to Retire? 28.08.2025 36:28

How Much Do You Need to Retire? https://bit.ly/4mCifK8 Start your journey with our financial resources: https://bit.ly/3HuIG5e Meet with Us: https://bit.ly/47cynNx Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) https://youtu.be/bJheB6qKsvg?si=7O9-zA7kvnngMLZr Sou...

Tax Tips in 10: RMDs for Inherited IRAs 25.08.2025 13:18

Education Center: https://bit.ly/4lFi3Zf Meet with Us : https://bit.ly/4oM3ndp Tax Reduction Strategies: https://bit.ly/3UzcsZp Retirement Plan Checklist: https://bit.ly/41icf0u Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What to Do with Inheritance https://youtu.be/B4mTbCUuFGE?feature=shared Wills vs. Trust...

Tax Planning Beyond the Basics 21.08.2025 35:05

Education Center: https://bit.ly/3HjmLOk Meet with Us : https://bit.ly/3HKFeDt Tax Reduction Strategies: https://bit.ly/3UyWqyG Retirement Plan Checklist: https://bit.ly/45tZ3rK What is Tax Diversification? https://bit.ly/41Pcccw Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Charitable Giving in Retirement htt...

Tax Tips in 10: How Does Volatility Impact RMDs 18.08.2025 11:29

Tax Tips in 10 or Less Ep. 32 How Does Volatility Impact RMDs? Education Center: https://bit.ly/45K5RBD Meet with Us: https://bit.ly/4oAmS8O Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 IRA RMD Requirements https://youtu.be/DF13FV4EhCU?si=JbuhO-q9XOrEw30r What's Your Required Beginning Date? https://youtu.be/vPE_PApP5ac...

When Will I Run Out of Money In Retirement? 14.08.2025 37:21

Start your journey with our financial resources: https://bit.ly/4lncHS3 Meet with Us: https://bit.ly/41C9ZkF Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 7 Reasons Why Retirement Planning Is Important https://youtu.be/o-0-gNiI0Pg?si=3B7ykLuD5v0HZ_bF What is a Good Monthly Income in Retirement? https://youtu.be/ZmYxM_xBmmw...

Tax Tips in 10: Tax Changes from the Big Beautiful Bill Pt. 2 11.08.2025 12:08

Education Center: https://bit.ly/3JinjEr Meet with Us: https://bit.ly/46HWN1e Affordable Care Act Subsidies: https://bit.ly/4lUktUJ The OBBBA: What to know: https://bit.ly/4moUa8X The Impact of the Big Beautiful Bill on Your Retirement: https://youtu.be/ze1sYnh_VR8?si=OwJ_VOqhxoC5CDir Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc?si=Nmadzi5uSqbit35d Sources: Soci...

DON'T Do these 5 Things Before Retirement 07.08.2025 36:13

Education Center: https://bit.ly/45tHN5Q Meet with Us : https://bit.ly/3UIurfO Tax Reduction Strategies: https://bit.ly/4fonn1I Retirement Plan Checklist: https://bit.ly/4omYeZi The OBBBA: What to know: https://bit.ly/4lZEN7f Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://www.youtube.com/@UCAM1LgQzNBSNOXylNOgEY...

Tax Tips in 10: Tax Changes from the Big Beautiful Bill 04.08.2025 11:09

Tax Tips in 10 or Less Ep. 30 Tax Changes from the Big Beautiful Bill Pt.1 Get your journey off to a great start with our financial resources: https://bit.ly/4fb0oqu Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 New Tax Rules from the Big Beautiful Bill Explained https://youtu.be/ze1sYnh_VR8?si=R33JTnZQdBY22ExK Meet with...

Retiring Early? How to Plan Your Health Insurance Before 65 31.07.2025 38:43

Education Center: https://bit.ly/4miwNxL Meet with Us : https://bit.ly/3J9h6dW Tax Reduction Strategies: https://bit.ly/458b5pd Retirement Plan Checklist: https://bit.ly/4fnRA0Q Affordable Care Act Subsidies: https://bit.ly/4o4QnPM Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retire Early What Does it Take - https://...

Tax Tips in 10: Funding Your HSA 28.07.2025 10:09

Meet with Us: https://bit.ly/46pexhM Education Center: https://bit.ly/40wT9U1 Tax Reduction Strategies: https://bit.ly/40ZpzGM Retirement Plan Checklist: https://bit.ly/45eZ02J Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Health Care Costs During Retirement - https://youtu.be/7ffrE3wnBuc?si=E50HdAH_Bqt32LCJ

The Impact of the One Big Beautiful Bill on Your Retirement 24.07.2025 37:15

Meet with Us : https://bit.ly/46jONTT Education Center: https://bit.ly/3GYpVqg Tax Reduction Strategies: https://bit.ly/3GZl3RJ Retirement Plan Checklist: https://bit.ly/4f4WUpx 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=WXwWVmseWtcWziYY What is...

Tax Tips in 10: What is a Step-Up and Step-Down in Basis? 21.07.2025 10:45

Meet with Us: https://bit.ly/4lv0dbU Education Center: https://bit.ly/3IPh3DS Tax Reduction Strategies: https://bit.ly/3UfI99L Retirement Plan Checklist: https://bit.ly/46eOMjY 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=SHh6CzvrIgTSaRMD 5 Key Es...

What is a Good Monthly Income in Retirement? 17.07.2025 38:08

Meet with Us : https://bit.ly/40WrGuR Education Center: https://bit.ly/466uVDA Tax Reduction Strategies: https://bit.ly/4kHC2Wy Retirement Plan Checklist: https://bit.ly/44vLWWA Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Key Estate Planning Items to Address https://youtu.be/Q_alVikgn6c?si=SCz-FwTFXI6D8Tb_ Wills vs. T...

Tax Tips in 10: What is Modified Adjusted Gross Income? (MAGI) 14.07.2025 10:35

Tax Tips in 10 or Less Ep. 027 What is Modified Adjusted Gross Income? (MAGI) Get your journey off to a great start with our financial resources: https://bit.ly/44GUJUw Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth vs Traditional - https://youtu.be/bBdbMcmg4L8?si=D4MKVBM3Ofh-7YkI 5 Reasons to Have a Forward-Looking Tax...

Sample Financial Plan: Financial Planners Review 10.07.2025 38:40

Start your journey with our financial resources: https://bit.ly/4lfs6oj Meet with Us: https://bit.ly/44PWEHs Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Types of Financial Plans - https://youtu.be/070KObJIAvI?si=w9ohftRPDbfmgfzv Risk Management: Covering Your Assets Before It's Too Late - https://youtu.be/nrYRM0Do_z...

Tax Tips in 10: How Do In-Plan Roth Conversions Work? 07.07.2025 11:20

Get your journey off to a great start with our financial resources: https://bit.ly/3HVDRBK Meet with Us: https://bit.ly/4lHDjy3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 ▶️ Videos: Roth Conversions After Retirement - https://youtu.be/LetCuugTXic?si=ydLoSWDDpyJOLoRr Roth Conversions Before Retirement - https://youtu.be...

10 Retirement Income Streams 03.07.2025 39:55

Start your journey with our financial resources: https://bit.ly/44sEham Meet with Us: https://bit.ly/3Go3eeW Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 ▶️ Videos: Claiming Social Security at 62, 67, or 70 With Matt Kasper - https://youtu.be/UX-qusd6fZE?si=sE-ps4fhKhJy1Uw3 Income Planning for Retirement - https://youtu.b...

Tax Tips in 10: 5 REASONS to Have a Forward Looking Tax Plan 30.06.2025 10:00

Get your journey off to a great start with our financial resources: https://bit.ly/3HVDRBK Meet with Us: https://bit.ly/4lHDjy3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 ▶️ Videos: IRA RMD Requirements - https://youtu.be/DF13FV4EhCU?si=ANBoWxPNd4PdK3M2 Income Planning for Retirement - https://youtu.be/Cd3As3HjCMg?si=yuZhK...

Risk Management: Covering Your Assets, Before It's Too Late! 26.06.2025 39:44

Education Center: https://bit.ly/4krIf9f Meet with Us: https://bit.ly/4luSwCt Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 ▶️ Videos: Retirement Planning in Your 50s https://youtu.be/4DHAs9DZyFQ?si=Kau_Zg-cemnlBFJm Life Insurance in Retirement: Do I Still Need It? https://youtu.be/cFWcUe2VADo?si=mpDByj2dwKLuQg1K 5 Questions...

Tax Tips in 10: Changes to Your 401(k) Match 23.06.2025 11:14

Tax Tips in 10 Minutes or Less Ep. 024 Changes to Your 401(k) Match Meet with Us: https://bit.ly/43Np8Bg Get your journey off to a great start with our financial resources: https://bit.ly/4kRVDnW Tax Reduction Strategies: https://bit.ly/4k7eNVS Retirement Plan Checklist: https://bit.ly/4610GO8 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?...