The Guided Retirement Show

It's our Season 10 finale of The Guided Retirement Show , which means it's time for Chris Rett, CFP®, AIF® to join Dean Barber as the featured guest. Chris and Dean are going to review 10 questions that everyone should ask themselves before retirement. If you're planning to retire around three to five years from now, make sure to take some notes and to ask yourself these questions before retiremen...

Dean Barber could talk for hours about estate planning mistakes to avoid. On Episode 113 of The Guided Retirement Show , Dean decided to cover some of the most common estate planning mistakes that he and Tim Denker of Denker Law Firm, LLC have witnessed. Tim founded Denker Law Firm, LLC in 2006 and has practiced estate planning and business law since 2003 . 1 Dean and Tim want you to be informed w...

How can you pay less taxes over your lifetime? That's a question everyone wants to know the answer to, but there isn't a one-size-fits-all answer. Everyone's financial situation is different. Along with explaining the importance of having a forward-looking tax plan as a part of your personalized financial plan , Corey Hulstein, CPA and Marty James, CPS, PFS joined Dean Barber on The Guided Retirem...

At Modern Wealth Management, we enjoy guiding couples and individuals from various walks of life through the retirement planning process . Hence why we came up with the name of our podcast, The Guided Retirement Show . Many of the case studies we've reviewed in our podcasts, articles, and other content have focused on couples retirement planning . Today, Will Doty, CFP®, AIF® and Dean Barber are g...

As Modern Wealth Management continues to grow, one of the additions we're very excited about is our office in Rochester, New York. Our Rochester-based team members specialize in 401(k) plans, which are typically people's largest asset as they head into retirement . So, we figured it would be good idea to have Michelle Cannan, CPFA™, QKA®, QKC , our head of company retirement plan services and mana...

As we attempt to help educate people about market sentiment, we've continued to welcome back AllianceBernstein's David Mitchell as a guest on The Guided Retirement Show . David last appeared on The Guided Retirement Show with Dean Barber in October 2023 to give his market outlook and review market trends from the previous six months . Dean and David will review some of the things they discussed du...

Estate planning can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As Matt Kasper, CFP®, AIF® makes his third appearance on The Guided Retirement Show , he and Dean Barber will go over some key items for successor trustees while discussing the importance of having a solid estate plan and being transparent about your wishes with the next genera...

Wealth Planning: Securing Your Financial Future with Jeremiah Johnson, AIF® Show Notes A lot of people think that wealth planning is just about the management of money. That is part of wealth planning, but it's far from being the only part . Modern Wealth Management Managing Director Jeremiah Johnson, AIF® is going to elaborate on that with Dean Barber on The Guided Retirement Show . Having a good...

Planning to Retire on $10,000 a Month Show Notes How much do you think you need each month to spend in retirement ? There are many factors that will go into determining that number. On this episode of The Guided Retirement Show , Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to walk you through a case study that looks into how much money you would need to spend $10,000 net a mont...

Drew Jones, CFP®, AIF® has a passion in working with small business owners , helping them get their business to be as valuable as it can possibly be before facilitat ing an exit strategy . As Drew makes his third appearance on The Guided Retirement Show , he and Dean Barber will discuss what small business owner s need to do when it comes to retirement planning.   In this podcast interview, you'll...

Making his third appearance on The Guided Retirement Show , Marty James, CPA, PFS joins Dean Barber to discuss how to qualify for Affordable Care Act subsidies. Qualifying for the Affordable Care Act subsidies can greatly reduce the cost of health insurance prior to becoming eligible for Medicare . Who doesn't want that?! Marty and Dean are both excited to touch on this topic, so let's see what th...

Back for his eighth appearance on The Guided Retirement Show , LSA Portfolio Analytics President and Founder Brad Kaspe r joins Dean Barber to discuss growth vs value investing in 2024. Brad shares that value could potentially outperform growth as we look at investing for the rest of the year. Why might he think that? Brad has plenty of data to share with Dean to back up his reasoning. In this pod...

Our Director of Investments, Stephen Tuckwood, CFA , has quickly become one of the most frequently featured guests on The Guided Retirement Show . For the Season 10 premiere, Tuck and Dean Barber will discuss the critical topic of constructing the right portfolio via strategic investing as you transition into and go through retirement. They'll discuss the nuances of proper portfolio construction a...

As we brainstormed for what to cover in Episode 101 of  The Guided Retirement Show , we thought it would be fitting to go back to the basics with some Retirement Planning 101. Just as he's done for the past several season finales, Chris Rett, CFP®, AIF® will join Dean Barber again to explore the fundamentals of retirement planning. Chris and Dean will bring you a comprehensive breakdown of the BRI...

We have a very special guest for a very special episode of The Guided Retirement Show . We're thrilled to have soon-to-be retired Modern Wealth Executive Advisor Bruce Godke join Dean Barber for our 100th episode! Bruce joined Dean in the financial industry 18 years ago and is getting ready to embark upon an amazing journey. And as part of this amazing journey, Bruce is launching a nonfinancial li...

For the second time in 2023, Anchor Capital CEO and Portfolio Manager  Garrett Waters  is joining  Dean Barber  on  The Guided Retirement Show . Earlier this year, Garrett and Dean discussed  investment risk for 2023 . Now that 2023 is coming to a close, Garrett is returning to do a 2023 market year in review and 2024 market outlook. He and Dean will talk about the stock market, bond market, and e...

We're thrilled to have one of Modern Wealth Management's newest team members, Marty James, CPA , join Dean Barber on The Guided Retirement Show . This will actually be Marty's second appearance on the podcast, though. He previously joined Dean to discuss tax planning strategies in August 2022. On this episode, Marty and Dean will talk about some very specific tax strategies when it comes to HSAs....

David Mitchell makes his fourth appearance on The Guided Retirement Show to share his outlook for the markets and economy. He's in his 19th year with AllianceBernstein and serves as the managing director for AllianceBernstein's RIA and private banks in its Upper Midwest and Central division. He's basically one of four specialists at AllianceBernstein in North America. AllianceBernstein, which aggr...

On Episode 95 of The Guided Retirement Show , Dean Barber and Jason Gordo discussed why it's critical to work with a team of financial professionals rather than just one financial advisor. They specifically talked about having the "three C's" working for you—a CFP® Professional, CPA, and CFA. That episode served as a perfect segue for today's episode, as Logan DeGraeve, CFP® and Corey Hulstein, CP...

Have you ever been a CEO? Whether you have been or not, you're going to have the opportunity to be one during one of the best times of your life. That's because if you have the right mindset about it and have the right team around you, you'll be the CEO of your retirement . However, a CEO is only as effective as the other team members of the company. The same goes with being the CEO of your retire...

It's hard to believe that we're approaching the 100th episode of The Guided Retirement Show . But before we release that special episode later this season, we want to reflect on The Guided Retirement Show 's first two episodes. They were released back in 2019 and focused on Roth vs. traditional IRAs. Along with looking back at what all has changed in the tax code that impacts the Roth vs. traditio...

Our featured guest on this episode of The Guided Retirement Show is a very familiar one. LSA Portfolio Analytics President and Founder Brad Kasper made his seventh appearance on the podcast, as he joined Dean Barber to discuss some of the latest news with the economy, markets, interest rates, and the Fed's monetary policy tools. The last time Brad appeared on The Guided Retirement Show was a littl...

After making his Guided Retirement Show debut in May, Modern Wealth Management Director of Investments Stephen Tuckwood joins Dean Barber again to talk about direct indexing and custom indexing. Tuck is a Chartered Financial Analyst and wants you to have a good understanding of tax-efficient investing. It's a big deal. When we think about people who have invested money outside of retirement accoun...

Defining True Wealth with Ken Osiwala Show Notes For our Season 9 premiere of  The Guided Retirement Show , Ken Osiwala joins Dean Barber to define true wealth. To truly understand what wealth means to you, you first need to define what's important to you. Ken and Dean explain why there's so much more to defining true wealth than how much money you have. In this podcast interview, you'll learn: Th...

8 Questions Retirees Are Asking with Chris Rett Show Notes We've reached the end of Season 8 of The Guided Retirement Show , which means Modern Wealth Management Lead Advisor Chris Rett is joining Dean Barber again for another season finale. This is the fourth time that Chris has joined Dean to address various questions about retirement. If you missed those episodes or want to tune into them again...