America's Wealth Management Show

Inherited IRA Rules and the SECURE Act 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: https://bit.ly/3B2b9vh Meet with Us: https://bit.ly/4cXFOaq Reviewing RMD Rules as IRS Issues Final SECURE Act Regulations: https://bit.ly/47ckn48 Th...

Making the Most of Catch-Up Contributions Get your journey off to a great start with our financial resources: https://bit.ly/47iPyeb Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Charles Schwab – What to Know About Catch-Up Contributions: https://www.schwab.com/learn/story/what-to-know-about-catch-up-contributions Ramsey Soluti...

Life Experiences Beyond Work Get your journey off to a great start with our financial resources: https://bit.ly/472N03V Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/4fZoaWx Meet with Us: https://bit.ly/3Z2RfKT Considering What to Do in Retirement: https://bit.ly/3Mpjc87 SCORE Website:...

The Great Wealth Transfer Get your journey off to a great start with our financial resources: https://bit.ly/3XlENV2 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4cMuVYS Meet with Us: https://bit.ly/4g6NfyP Fed Data: https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/chart...

Taxes on Gambling Winnings Get your journey off to a great start with our financial resources:  https://bit.ly/3AKczKI Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/3T1e6CK Meet with Us: https://bit.ly/3SYMgXs RotoWire Article: https://www.rotowire.com/article/us-sports-betting-news-wh...

7 Money Lessons I Wish I Learned Sooner Get your journey off to a great start with our financial resources:  https://bit.ly/3XasQl9 Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/3SXgwSK Meet with Us: https://bit.ly/4fRzVyh 7 Money Milestones to Celebrate:  https://youtu.be/KiumNhQndtk...

7 Money Milestones to CelebrateGet 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:  Credit card debt hits record $1.14 trillion, New York Fed research shows: https://www.cnbc.com/2024/08/06/new-york-fed-credit-card-debt-hits-r...

Market Corrections Are Healthy! Get your journey off to a great start with our financial resources: https://bit.ly/3WMKqtT Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist:  https://bit.ly/3M8lGrj Meet with Us: https://bit.ly/3WIkTlL How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s Sett...

Retire Early: What's it Take? Get your journey off to a great start with our financial resources: https://bit.ly/3YBmhsR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4dcOYRf Meet with Us: https://bit.ly/4dfmYfR How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s 7 Money...

401(k) Savings Are on the Rise Get your journey off to a great start with our financial resources: https://bit.ly/3YEXUdR Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist:  https://bit.ly/4dDdTxv Meet with Us: https://bit.ly/3WAhxkB 7 Money Management Tips:  https://youtu.be/qa99w74IBtQ How Real People Bec...

Understanding Reverse Mortgages with Don Graves Get your journey off to a great start with our financial resources: https://bit.ly/4dkDz1y Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/3yaSFYK Meet with Us: https://bit.ly/3y7Oi0A More from Don Graves: 16 Considerations Before Choosing a...

How Americans Feel About Money Get your journey off to a great start with our financial resources: https://bit.ly/3LCgoE5  Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3YemGBh Meet with Us: https://bit.ly/4fkid6c Wells Fargo Money Study: https://newsroom.wf.com/English/news-releases/news...

How Much Cash Reserves Should You Have? Get your journey off to a great start with our financial resources: https://bit.ly/4deyNCN Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3LDJjaX Meet with Us: https://bit.ly/4cSl70B 5 Signs You're Saving Too Much for Retirement: https://youtu.be/--7...

How Much Cash Reserves Should You Have? Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3SegEwN Meet with Us: https://bit.ly/3Lv62pI Americans Need a Budget: https://youtu.be/4SQjU8Wi...

Americans Need a Budget Get your journey off to a great start with our financial resources:  https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/3S7YhJZ Meet with Us: https://bit.ly/4cKn7b8 Setting Up a Spending Plan for Retirement:  https://youtu.be/5...

5 Signs You're Saving Too Much for Retirement Get your journey off to a great start with our financial resources:  https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1    Retirement Plan Checklist: https://bit.ly/4cMG0de Meet with Us: https://bit.ly/4cTZTPw 5 Factors More Important Than Rate of R...

7 Money Management Tips  Get your journey off to a great start with our financial resources:  https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1    Retirement Plan Checklist:  https://bit.ly/4f014P2 Meet with Us: https://bit.ly/4cRLeEk Must-Knows for Couples Retirement Planning: https://youtu.be...

Get your journey off to a great start with our complimentary financial resources:  https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos:  https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/3W1x1PL Meet with Us: https://bit.ly/3VZfp76 Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY...

5 Wealth-Building Challenges Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1   Retirement Plan Checklist: https://bit.ly/4eQcKnE Meet with Us: https://bit.ly/3XGzAb4 Retirement Planning in Your 30s: https://yout...

Neal Falkenberry, CFA, joins Dean Barber and Bud Kasper, CFP®, AIF®, to talk about different examples of market risk. Market risk alludes to the uncertainty and possibility of losses that comes with an investor's decisions that are related to factors that impact overall market performance. While market risk can't be terminated by having proper diversification, Neal, Dean, and Bud shared that there...

After Wednesday brought encouraging news with inflation cooling in May, Neal Falkenberry, CFA, joined Dean Barber and Bud Kasper, CFP®, AIF®, to discuss where the Federal Reserve's fight against inflation stands. And speaking of the Fed and fighting, they explained why it's important not to fight the Fed, but rather to understand the Fed when it comes to understanding their actions and how they im...

Returning for another episode, we have a very special guest, America's IRA Expert - Ed Slott! Ed has five new important things to plan for as you avoid unnecessary tax landmines. From RMD age changes to beneficiary rules modifications for spouses. Ed's New Book: https://www.amazon.com/Retirement-Savings-Time-Ticks-Louder/ Roth Conversion Case Studies: https://bit.ly/45arqJO Tax Reduction Strategie...

On this episode, Dean and Bud talk to Ed Slott about his latest book – The Retirement Savings Time Bomb Ticks Louder. Dean and Bud, along with some of our advisors at Modern Wealth Management have been working with Ed Slott for many years as a part of his Elite Advisor Group. Through that group, Ed has educated many advisors about key tax planning opportunities surround your retirement savings.  R...

Having a forward-looking tax plan is a critical consideration when it comes to wealth management. If you're not careful, taxes can quickly destroy the financial wealth you've worked so hard for. It's important to understand how your income sources are taxed, so today we're going to review taxes on Roth IRAs. Tax Reduction Strategies: https://bit.ly/4aHRoFu Financial Planning Tool: https://bit.ly/3...

Everyone knows that you need to learn to crawl before you can walk and walk before you can run. With so many things in life, it's critical to set short-term, mid-term and long-term goals. That's certainly the case with your finances and trying to accomplish short-term, mid-term and long-term financial goals. Retirement Plan Checklist: https://bit.ly/4e1JYzR Tax Rates Sunset in 2026: https://bit.ly...