America's Wealth Management Show

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.

Author

America's Wealth Management Show

Category

Business

Podcast website

sites.libsyn.com

Latest episode

Jul 9, 2026

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Episodes

What You Need to Know About Tax Deductions 19.12.2024

What You Need to Know About Tax Deductions Get your journey off to a great start with our financial resources: https://bit.ly/3ZGpExO Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Checklist: https://bit.ly/3DwdDmU Meet with Us: https://bit.ly/3P4bKRc Tax Reduction Strategies: https://bit.ly/3ZXjB9l 2024 Form 1040: h...

5 Planning Opportunities for 2025 16.12.2024

5 Planning Opportunities for 2025 Get your journey off to a great start with our financial resources: https://bit.ly/41A53xL Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4fcFGoL Meet with Us: https://bit.ly/4gfBZjp   WellsFargo Study: https://newsroom.wf.com/English/news-releases/news-re...

Navigating Tough Money Conversations with Your Partner 12.12.2024

Navigating Tough Money Conversations with Your Partner Get your journey off to a great start with our financial resources: https://bit.ly/41sSiEY Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3DaDWix Tax Reduction Strategies: https://bit.ly/3OO5Vap Meet with Us: https://bit.ly/3BAYoZj Bankrat...

What's Going on in the Bond Market? 09.12.2024

What's Going on in the Bond Market? Get your journey off to a great start with our financial resources: https://bit.ly/4ge1pOB  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/3B0KKi8 Meet with Us: https://bit.ly/4int6Wk Don't Fight the Fed! Understand the Fed: https://youtu.be/-2YoayzAOd...

Understanding Target Date Funds 05.12.2024

Understanding Target Date Funds Get your journey off to a great start with our financial resources: https://bit.ly/3OEdY9y Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3Bqh8uq Meet with Us: https://bit.ly/41iNLox   Where Should I Be Saving My Money?:  https://youtu.be/q6iaWjj7ZDQ 401(k) Savin...

How to Budget at Different Stages of Life 02.12.2024

How to Budget at Different Life Stages Get your journey off to a great start with our financial resources: https://bit.ly/3CHfqVU Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/3V6algl Meet with Us: https://bit.ly/3Zj4hn1 5 Habits Keeping You from Reaching Financial Goals: https://youtu....

Charitable Giving in Retirement 28.11.2024

Charitable Giving in Retirement Get your journey off to a great start with our financial resources: https://bit.ly/40UEMd2  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Education Center: Tax Reduction Strategies: https://bit.ly/4158rAt Meet with Us: https://bit.ly/3V6w3Rb Charitable Giving in Retirement Article: https://bit.ly/4...

10 Years Before Retirement - 4 Tasks to Address 25.11.2024

10 Years Before Retirement - 4 Tasks to Address Get your journey off to a great start with our financial resources: https://bit.ly/4hUOEJV  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3ZexdfP Meet with Us: https://bit.ly/4924bDq 5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk  ...

Tax Tips to Wrap 2024 21.11.2024

Tax Tips to Wrap 2024 Get your journey off to a great start with our financial resources: https://bit.ly/4eGCGRp  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Tax Reduction Strategies: https://bit.ly/4fVAlmC Meet with Us: https://bit.ly/4ez8qaU How Filing for a Tax Extension Works: https://bit.ly/3OfNaML Modern Wealth Manageme...

2025 Tax Brackets & Contribution LImits 11.11.2024

2025 Tax Brackets & Contribution Limits Get your journey off to a great start with our financial resources: https://bit.ly/4fEkqch Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3UF6dn6 Meet with Us: https://bit.ly/3AHyVwO Tax Rates Sunset in 2026 & Why That Matters: https://bit.ly/40CyEWG...

Reviewing 2024 Markets & Looking Toward 2025 07.11.2024

Reviewing 2024 Markets & Looking Toward 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3ChZKIv Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/40BZyy6 Meet with Us: https://bit.ly/40xpc73 Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxN...

Savings Goals for Retirement 04.11.2024

Savings Goals for Retirement Get your journey off to a great start with our financial resources:  https://bit.ly/3YpIRTO Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist:  https://bit.ly/3Yt4YIR Meet with Us: https://bit.ly/3C64Png Fidelity on Savings By Age:  https://www.fidelity.com/viewpoints/retirement/...

Financial Advisors React to Money Horror Stories 31.10.2024

Financial Advisors React to Money Horror Stories Get your journey off to a great start with our financial resources: https://bit.ly/3Awohca  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3YHEi8E Meet with Us: https://bit.ly/4fpc7kb Caleb Hammer:  https://youtu.be/_tyZGTMuJ6M?si   https://...

Forced into Retirement? Consider These 7 Strategies 28.10.2024

Forced into Retirement? Consider These 7 Strategies Get your journey off to a great start with our financial resources:   Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ The Sandwich Generation: https://youtu.be/zHSrFl9oL1w 401(k) Savings Are on the Rise: http...

8 Things NOT to Do Before Making Big Purchases 24.10.2024

8 Things NOT to Do Before Making Big Purchases Get your journey off to a great start with our financial resources: https://bit.ly/3A8kj9G Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 \ Retirement Plan Checklist: https://bit.ly/3Yhk04n Meet with Us: https://bit.ly/3C05RRO 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/...

Building a Disaster Preparedness Plan 21.10.2024

Building a Disaster Preparedness Plan Get your journey off to a great start with our financial resources: https://bit.ly/4eJHbex  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3BKb0xd Meet with Us: https://bit.ly/4dXC8WY Donate to the American Red Cross Relief Efforts: https://www.redcros...

8 Money Problems and How to Address Them 17.10.2024

8 Money Problems and How to Address Them Get your journey off to a great start with our financial resources: https://bit.ly/4f4gwJg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3BO3dyg Meet with Us: https://bit.ly/4h6e5HX Gallup Poll:  https://news.gallup.com/poll/644690/americans-contin...

Tips to Reach Your First Million 14.10.2024

Tips to Reach Your First Million Get your journey off to a great start with our financial resources: https://bit.ly/4eAPysJ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Fidelity Source: https://www.fidelity.com/learning-center/personal-finance/making-1-million-dollars 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w...

The Sandwich Generation 10.10.2024

The Sandwich Generation Get your journey off to a great start with our financial resources: https://bit.ly/3NgTWkV Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3XS7sQA Meet with Us: https://bit.ly/3BPEObq The Great Wealth Transfer Is Upon Us: https://youtu.be/gJaz5xMAU0k 7 Money Lessons...

Mega Backdoor Roth Strategy 30.09.2024

Mega Backdoor Roth Strategy Get your journey off to a great start with our financial resources: https://bit.ly/3XH1BNV  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3XXB7ta Meet with Us: https://bit.ly/4gFONjO Mega Backdoor Roth IRAs Before Retirement: https://bit.ly/3XVtXWg Roth vs. Tra...

Defeating Financial Infidelity 26.09.2024

Defeating Financial Infidelity Get your journey off to a great start with our financial resources: https://bit.ly/3TKjQAZ Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4etYKz2 Meet with Us: https://bit.ly/3BjiVkO   https://youtu.be/4SQjU8Wio6M https://youtu.be/w_klRXWx9os https://youtu.b...

Taxes on My Investments 23.09.2024

Taxes on My Investments Get your journey off to a great start with our financial resources:  Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1     How Do I Pay Less Taxes?:   https://youtu.be/rlch89V3rPI 7 Money Lessons I Wish I Learned Sooner:  https://youtu.be/w_klRXWx9os Taxes on Retirement Income:   https://youtu.be/I9UUlenPT8Y...

What Should I Do with My 401(k) If I...? 19.09.2024

What Should I Do with My 401(k) If I...? Get your journey off to a great start with our financial resources:  https://bit.ly/4dasyQ6   Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3MQHacs Meet with Us: https://bit.ly/4e4zBLe Capitalize - https://www.hicapitalize.com/resources/the-true-c...

5 Habits Keeping You from Reaching Financial Goals 16.09.2024

5 Habits Keeping You from Reaching Financial Goals Get your journey off to a great start with our financial resources:  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist:  Meet with Us:  CNBC - https://www.cnbc.com/2024/08/06/new-york-fed-credit-card-debt-hits-record-1point14-trillion.html Investopedia: http...

5 Years Before Retirement 12.09.2024

5 Years Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3ZmK3tg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/4gp5obA Meet with Us: https://bit.ly/4dVTXqb Setting Up a Spending Plan for Retirement:  https://youtu.be/5CHb7BAAI2Q?si=67x...

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