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

Are You Overpaying Your Taxes? 17.03.2025 8:50

Tax Tips in 10 or Less Ep. 011 Are You Overpaying Your Taxes? Get your journey off to a great start with our financial resources: https://bit.ly/3FmvwWx Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/41YJW7Q Tax Reduction Strategies: https://bit.ly/3FnR9pg Meet with Us: https://b...

Income Planning for Retirement 13.03.2025 34:13

Income Planning for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3XKacAg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3DnZf0E Meet with Us: https://bit.ly/4bOhlp1 What Is IRMAA? - https://bit.ly/4bLwjMC 2025 Withdrawal Strategy: htt...

Tax Tips in 10: Capital Gains Rates in 2025 10.03.2025 10:29

Tax Tips in 10 or Less Ep. 010 Capital Gains Rates in 2025 Get your journey off to a great start with our financial resources: https://bit.ly/4kstKmz Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4buS8zK Tax Reduction Strategies: https://bit.ly/41FqlJU Meet with Us: https://bit...

2025 Withdrawal Strategy 06.03.2025 33:39

2025 Withdrawal Strategy Get your journey off to a great start with our financial resources: https://bit.ly/4i6Ntqg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/4iletSA Meet with Us: https://bit.ly/4kv5Kzp Monte Carlo Simulation Article: https://bit.ly/4kjBhnE Kiplinger on the 4% Ru...

Tax Tips in 10: Asset Location - The Three Tax Buckets 03.03.2025 9:44

Tax Tips in 10 or Less Ep. 009 Asset Location - The Three Tax Buckets Get your journey off to a great start with our financial resources: https://bit.ly/4icNfh5 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/43b5VcH Tax Reduction Strategies: https://bit.ly/3QBbV76 Super Catch-Up C...

Mary Beth Franklin on the Social Security Fairness Act 27.02.2025 33:21

Mary Beth Franklin on the Social Security Fairness Act Get your journey off to a great start with our financial resources: https://bit.ly/4i14iTB Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/4hUPvKa Meet with Us: https://bit.ly/41g28IG Learn More About Mary Beth Franklin: https://mary...

Tax Tips in 10: Tax Strategies for High Income Earners 24.02.2025 10:10

Tax Tips in 10 or Less Ep. 008 Tax Strategies for High Income Earners Get your journey off to a great start with our financial resources: https://bit.ly/3Qo3j3w Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/41ny1Ag Tax Reduction Strategies: https://bit.ly/3EJISvz Meet with Us: ...

5 Reasons to Retire 20.02.2025 34:22

5 Reasons to Retire Get your journey off to a great start with our financial resources: https://bit.ly/41nKkg3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3CYt5Ze Meet with Us: https://bit.ly/3CTO3bN Trivia Sources: https://www.protectedincome.org/peak65/ https://www.marketwatch.c...

Tax Tips in 10: What Is the Social Security Fairness Act? 17.02.2025 7:01

Tax Tips in 10 or Less Ep. 007 What Is the Social Security Fairness Act? Get your journey off to a great start with our financial resources: https://bit.ly/3QhOlfA Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4hWAHKw Tax Reduction Strategies: https://bit.ly/4hR82Xl Meet with Us: h...

6 Levels of Wealth 13.02.2025 34:36

6 Levels of Wealth Get your journey off to a great start with our financial resources: https://bit.ly/42YtpC1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/42YtllL Meet with Us: https://bit.ly/4gLQkDS Fidelity 2024 State of Wealth Mobility Study: https://preview.thenewsmarket.com/Previ...

Tax Tip in 10: Roth Five Year Rule 10.02.2025 8:39

Tax Tips in 10 or Less Ep. 006 Roth Five Year Rule Get your journey off to a great start with our financial resources: https://bit.ly/42JeZW1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Rates Sunset in 2026: https://bit.ly/4jOacsm Roth Conversion Case Studies: https://bit.ly/4aODfIr Tax Reduction Strategies: https://...

15 Years Before Retirement 06.02.2025 32:20

15 Years Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/40M2tm3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3Q5ODpS Meet with Us: https://bit.ly/4hgDD4R What is a Monte Carlo Sim: https://bit.ly/4aLRnSM Kelce Trailer: https://youtu.be...

Tax Tips in 10: 5 Tax Filing Errors to Avoid 03.02.2025 9:45

Tax Tips in 10 or Less Ep. 005 5 Tax Filing Errors to Avoid Get your journey off to a great start with our financial resources: https://bit.ly/4jyqm9p Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Rates Sunset in 2026: https://bit.ly/3PSJO37 Roth Conversion Case Studies: https://bit.ly/40F8bWK Tax Reduction Strategies: h...

Maintaining Financial Wellness 30.01.2025 34:06

Maintaining Financial Wellness Get your journey off to a great start with our financial resources: https://bit.ly/3Q09MBu Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4aHenlY Meet with Us: https://bit.ly/4ghjCd5 Vanguard's Guide to Financial Wellness: https://corporate.vanguard.c...

Tax Tips in 10: 5 Reasons TO Convert to a Roth IRA 27.01.2025 10:15

Tax Tips in 10 or Less Ep. 004 5 Reasons TO Convert to a Roth IRA Get your journey off to a great start with our financial resources: https://bit.ly/3C9oKlH Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/4gcqHM1 Roth Conversion Case Studies: https://bit.ly/3WuI9El Tax Reduction Strategies: https://bit...

IRA RMD Requirements 23.01.2025 32:40

IRA RMD Requirements Get your journey off to a great start with our financial resources: https://bit.ly/40HCMEl Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/4jvHj4n Retirement Plan Checklist: https://bit.ly/40Gqjkr Reviewing RMD Rules as IRS Issues Final SECURE Act Regulations: https://bit.ly/3Q6R5f...

Tax Tips in 10: Roth vs. Traditional 20.01.2025 9:40

Tax Tips in 10 or Less Ep. 003 Roth vs. TraditionalGet your journey off to a great start with our financial resources: https://bit.ly/3E6w4ik Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Timestamps: 00:00 – What's the difference? Roth and Traditional 00:48 – Understanding Taxes and 401(k)s 01:40 – Deduction Example – Roth vs....

Generational Wealth Management 16.01.2025 36:27

Generational Wealth Management Get your journey off to a great start with our financial resources: https://bit.ly/40xEPeg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Investopedia on Generational Wealth: https://www.investopedia.com/generational-wealth-definition-5189580 Cerulli Study: https://www.cerulli.com/press-releases...

Tax Tips in 10: 2024 Tax Return Tips 13.01.2025 6:30

Tax Tips in 10 or Less Ep. 002 2024 Tax Return Tips Get your journey off to a great start with our financial resources: https://bit.ly/3PrvyOn Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/40c9ht1 Retirement Checklist: https://bit.ly/40q5SrW Tax Reduction Strategies: https://bit.ly/4h8iQ32 Tax Tip...

5 Types of Financial Plans 09.01.2025 39:57

5 Types of Financial Plans Get your journey off to a great start with our financial resources: https://bit.ly/3WajAMW Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 2023 Schwab Modern Wealth Study: https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_survey_2023_findings.pdf CNBC on Goldman Forecast: htt...

Tax Tips in 10: 2025 Taxes - What to Watch 06.01.2025 10:08

Tax Tips in 10 or Less Ep. 001 2025 Taxes - What to Watch Get your journey off to a great start with our financial resources: https://bit.ly/4gQmuP2 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4gGEbRq Tax Reduction Strategies: https://bit.ly/3DAWGYR Meet with Us: https://bit.ly/420dk...

Annual Wealth Checklist and Key Birthdays 02.01.2025 37:53

Annual Wealth Checklist and Key Birthdays Get your journey off to a great start with our financial resources: https://bit.ly/4iWjCSo Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3W2HM3H Tax Reduction Strategies: https://bit.ly/3Pje5rt Roth Conversion Case Studies: https://bit.ly/4a1sdPz ...

7 To-Dos After Selling Your Business 30.12.2024 25:05

7 To-Dos After Selling Your Business Get your journey off to a great start with our financial resources: https://bit.ly/3DmKqei Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/3P1h5Zd Retirement Checklist: https://bit.ly/41HBPNw Tax Reduction Strategies: https://bit.ly/3BKqfq3 Money Problems & How to A...

2024 Financial Year in Review 26.12.2024 22:46

2024 Financial Year in Review Get your journey off to a great start with our financial resources: https://bit.ly/3ZPEEJQ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/41EGRtW Retirement Checklist: https://bit.ly/3VP1srJ Tax Reduction Strategies: https://bit.ly/3VSgblP U.S. Inflation Calculator: https...

Tax Credits You Need to Know About 23.12.2024 23:29

Tax Credits You Need to Know About Get your journey off to a great start with our financial resources: https://bit.ly/4iKi9hK Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3Dy5PRB Meet with Us: https://bit.ly/4ghXFvl Tax Reduction Strategies: https://bit.ly/49Km5Lu 2024 Form 1040: https://w...