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 4 Phases of Retirement 19.06.2025 38:44

Meet with Us: https://bit.ly/44cHLO9 Education Center: https://bit.ly/3ZZVHK7 Articles: Tax Reduction Strategies: https://bit.ly/3HLoZFW Retirement Plan Checklist: https://bit.ly/3TsE0Ps Videos: Income Planning for Retirement - https://youtu.be/Cd3As3HjCMg Withdrawal Strategy For Retirement - https://youtu.be/8P8E95_287s The Great Wealth Transfer is Upon Us - https://youtu.be/gJaz5xMAU0k W...

Tax Tips in 10: Tax-Loss Harvesting vs Tax-Gain Harvesting 16.06.2025 8:57

Tax Tips in 10 or Less Ep. 023 Tax Tips in 10: Tax-Loss Harvesting vs Tax-Gain Harvesting Get your journey off to a great start with our financial resources: https://bit.ly/4kxYF0l Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/43B4bJM Income Planning for Retirement - https://youtu.be/Cd3As3HjCM...

7 Tips for High-Net-Worth Individuals 12.06.2025 36:34

7 Tips for High-Net-Worth Individuals Start your journey with our financial resources: https://bit.ly/4mY5Xw8 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Income Planning for Retirement - https://youtu.be/Cd3As3HjCMg?si=lpHN_rNWgY9aOnbr 7 To-Dos After Selling Your Business With Jason Gordo - https://youtu.be/8HSzNuAQMFw?si=...

Tax Tips in 10: The Future of the SALT Deduction Cap 09.06.2025 10:06

Tax Tips in 10 or Less Ep. 022 The Future of the SALT Deduction Cap Get your journey off to a great start with our financial resources: https://bit.ly/4dQAKXt Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/43v391O What You Need to Know About Tax Deductions - https://youtu.be/-jmof73v1Ng What i...

Wills vs. Trusts What's the Difference? 05.06.2025 34:13

Wills vs. Trusts What's the Difference? Start your journey with our financial resources: https://bit.ly/45EDODY Meet with Us: https://bit.ly/4ktCJUj Retirement Plan Checklist: https://bit.ly/4dMIgmn Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 The Great Wealth Transfer is Upon Us: https://youtu.be/gJaz5xMAU0k Family Matters: A...

Tax Tips in 10: Roth Conversions After Retirement 02.06.2025 7:28

Tax Tips in 10 or Less Ep. 021 Roth Conversions After Retirement Get your journey off to a great start with our financial resources: https://bit.ly/44S335w Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/3ZEayJE Tax Reduction Strategies: https://bit.ly/3SpOz5l Meet with Us: https...

What if the Tax Cuts and Jobs Act Isn't Extended? 29.05.2025 32:45

What if the Tax Cuts and Jobs Act Isn't Extended? Start your journey with our financial resources: https://bit.ly/3ZCasSQ Meet with Us: https://bit.ly/4jl9amj Roth Conversion Case Studies: https://bit.ly/3Z40SIu Tax Reduction Strategies: https://bit.ly/3ZBpF6I Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Covisum: https:/...

Tax Tips in 10: Roth Conversions Before Retirement 26.05.2025 8:48

Tax Tips in 10 or Less Ep. 020 Roth Conversions Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/43lixfW Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4k3lqsJ Tax Reduction Strategies: https://bit.ly/4k85xBy Meet with Us: https:/...

Don't Retire Without Doing These 8 Things First 22.05.2025 33:49

Don't Retire Without Doing These 8 Things First Get your journey off to a great start with our financial resources: https://bit.ly/4k0vAul Meet with Us: https://bit.ly/3YTC0mx Retirement Plan Checklist: https://bit.ly/3ZqQxGu Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Social Security sources: https://www.ssa.gov/faqs/en/...

Tax Tips in 10: What Is Provisional Income? 19.05.2025 7:27

Tax Tips in 10 or Less Ep. 019 What Is Provisional Income? Get your journey off to a great start with our financial resources: https://bit.ly/3H0SO4R Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Reduction Strategies: https://bit.ly/4jaCUlQ Roth Conversion Case Studies: https://bit.ly/4miOcY0 Meet with Us: https://bit.l...

What If I Retire During a Recession? 15.05.2025 37:11

What If I Retire During a Recession? Get your journey off to a great start with our financial resources: Education Center: https://bit.ly/4dfc0b6 Meet with Us: https://bit.ly/4knp7JS Retirement Plan Checklist: https://bit.ly/43vZr83 Tax Reduction Strategies: https://bit.ly/4djETDc Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 JP...

Tax Tips in 10: Tax Tips for 2025 12.05.2025 9:27

Tax Tips in 10 or Less Ep. 018 Tax Tips for 2025 Get your journey off to a great start with our financial resources: https://bit.ly/4iRUlHA Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/3YBmFqC Tax Reduction Strategies: https://bit.ly/4iTqq1V Meet with Us: https://bit.ly/4d6jehD...

7 Money Management Tips for Women 08.05.2025 40:12

7 Money Management Tips for Women Get your journey off to a great start with our financial resources: https://bit.ly/3Z5wI7m Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/4d3PKRq Retirement Plan Checklist: https://bit.ly/3F6FhYR Vanguard Study: https://corporate.vanguard.com/content/dam/corp/arti...

Tax Tips in 10: 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) 28.04.2025 10:45

Tax Tips in 10 or Less Ep. 017 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) Get your journey off to a great start with our financial resources: https://bit.ly/4jngM8G Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4lI1D3h Tax Reduction Strategies: https://bit.ly/42s...

5 Retirement Mistakes to Avoid 23.04.2025 38:35

5 Retirement Mistakes to Avoid Get your journey off to a great start with our financial resources: https://bit.ly/42DYTvb Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/44BUIma Retirement Plan Checklist: https://bit.ly/42YiKqm 5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk Where Should...

Tax Tips in 10: How Long Should I Keep My Tax Forms? 21.04.2025 9:21

Tax Tips in 10 or Less Ep. 016 How Long Should I Keep My Tax Forms? Get your journey off to a great start with our financial resources: https://bit.ly/42hqsf5 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4jxF939 Tax Reduction Strategies: https://bit.ly/3Et6chh Meet with Us: h...

Consumer Confidence Down with Economic Uncertainty 17.04.2025 33:12

Consumer Confidence Down with Economic Uncertainty Get your journey off to a great start with our financial resources: https://bit.ly/4inn0V1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/3YCwggL Retirement Plan Checklist: https://bit.ly/4ifa0Ax Previous Episodes with David Mitchell: https://you...

Tax Tips in 10: Estate Tax vs. Inheritance Tax 14.04.2025 10:08

Tax Tips in 10 or Less Ep. 015 Estate Tax vs. Inheritance Tax Get your journey off to a great start with our financial resources: https://bit.ly/4jtcfBw Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/43LPcgC Tax Reduction Strategies: https://bit.ly/3R65idr Meet with Us: https:/...

Tariff Talk: What to Watch 10.04.2025 36:50

Tariff Talk: What to Watch Get your journey off to a great start with our financial resources: https://bit.ly/4cnTKfj Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/4cswxZt Retirement Plan Checklist: https://bit.ly/44fhSi2 Federal Worker Layoffs: https://bit.ly/3GfXROn Previous Neal Falkenberry...

Tax Tips in 10: What Is Tax Arbitrage? 07.04.2025 10:05

Tax Tips in 10 or Less Ep. 014 What Is Tax Arbitrage? Get your journey off to a great start with our financial resources: https://bit.ly/4j8rS0W Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4jiDbnm Tax Reduction Strategies: https://bit.ly/3XGaPLn Meet with Us: https://bit.ly...

Avoiding Excess IRA Contributions with Ed Slott 03.04.2025 34:24

Avoiding Excess IRA Contributions with Ed Slott Get your journey off to a great start with our financial resources: https://bit.ly/42eHYiO Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Ed Slott Bio: https://irahelp.com/aboutEdSlott.php/ Ed Slott on WSJ Podcast: https://www.wsj.com/podcasts/your-money-matters/little-known-tact...

3 Reasons Roth Conversions Could Work for You 31.03.2025 10:35

Tax Tips in 10 or Less Ep. 013 3 Reasons Roth Conversions Could Work for You Get your journey off to a great start with our financial resources: https://bit.ly/4iHUyOD Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/3DUiO0z Tax Reduction Strategies: https://bit.ly/3QOGlTz Meet...

Ed Slott's 5 BIG Things to Plan for in 2025 27.03.2025 37:17

Ed Slott's 5 BIG Things to Plan for in 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3FIKNkq Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3QPV8gY Meet with Us: https://bit.ly/4hObhym Ed Slott Bio: https://irahelp.com/aboutEdSlott.php/ Ed Slott o...

Tax Tips in 10: What's Your Required Beginning Date? 24.03.2025 10:27

Tax Tips in 10 or Less Ep. 012 What's Your Required Beginning Date? Get your journey off to a great start with our financial resources: https://bit.ly/4iVLdCk Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/42g0et9 Tax Reduction Strategies: https://bit.ly/4itDawq Meet with Us:...

7 Tips on Saving for Retirement 20.03.2025 35:19

7 Tips on Saving for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3XVGoAL Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3DTuBwe Meet with Us: https://bit.ly/3DTuosW SSA Quizzes: https://www.ssa.gov/history/puzzles/quiz1.html https://w...