Watts on Wealth Radio Show

In this episode of Watts on Wealth, Barry Watts and Jeremy Zickefoose reflect on Fourth of July traditions before turning to the importance of reviewing your retirement plan throughout the year. The conversation covers midyear strategy and tactics visits, portfolio risk, capital gains, Roth conversions, Medicare, long-term care, estate planning, and tax-efficient charitable giving through qualifie...

In this episode of Watts on Wealth, Barry Watts and Jeremy Zickefoose discuss several real-life situations that show why retirement planning involves much more than pensions, Social Security, and investment accounts. The conversation explores capital gains taxes, Qualified Opportunity Zones, donor-advised funds, charitable giving strategies, alternatives to traditional bank CDs, and the importance...

In this episode of Watts on Wealth, Barry Watts and Jeremy Zickefoose discuss how overlooked retirement decisions can affect Social Security income, taxes, and long-term financial planning. Jeremy shares the story of a retired couple who discovered they had been missing out on a larger Social Security spousal benefit. After reviewing their situation, the couple was able to increase the wife’s mont...

In this episode of Watts on Wealth, Barry Watts and Matt Dean discuss retirement lifestyle, travel, and the so-called “magic number” many people believe they need to retire comfortably. Barry shares stories from his recent trip to Portugal, while Matt talks about upcoming travel plans of his own. Their conversation leads into a bigger retirement planning question: how much money will you actually...

In this episode of Watts on Wealth, Amy Sharpe is joined by Barry Watts and Joey Ledford to discuss one of the biggest fears many Americans have about retirement: running out of money. They unpack why longer lifespans, fewer pensions, rising healthcare costs, long-term care expenses, Social Security uncertainty, and taxes can all create pressure on your retirement plan. Barry and Joey also explain...

In this episode of Watts on Wealth, Barry Watts, Amy Sharpe, and Jeremy Zickefoose discuss what retirement really means beyond finances alone. From building confidence in your financial future to understanding the importance of purpose, fulfillment, and preparation, this conversation explores both the emotional and practical sides of retirement planning. The team also dives into retirement income,...

In this episode of Watts on Wealth, Barry Watts and Jeremy Zickefoose break down what’s really happening with big tech, AI, and the noise surrounding “the end” of tech investing. While headlines try to stir fear, the reality is far more nuanced—and far more relevant to your retirement plan. They also dive into why cookie-cutter financial advice fails, how true retirement planning should be customi...

In this episode of Watts on Wealth, Barry Watts and Joey Ledford answer real questions from listeners about retirement planning, business ownership, and financial decision-making. They discuss how to prepare an exit strategy for a business, the difference between owning a business versus owning a job, and what actually makes a company valuable. The conversation also covers common financial concern...

In this episode of Watts on Wealth, Barry is joined by his personal coach, Bill Kentling, to explore the powerful role coaching plays in both business and retirement planning. With decades of experience and insight, Bill shares why having the right guidance can make all the difference when it comes to navigating major financial decisions. From tax strategies and Social Security timing to adjusting...

On this episode of Watts on Wealth, Barry Watts, Jeremy Zickefoose, and Amy Sharpe break down what’s really going on with recession fears, inflation, and the constant stream of economic headlines. They explain why recessions are a normal part of the cycle, what stagflation actually means, and why most people don’t need to panic when the market shifts. The conversation also covers how to think abou...

Bad financial habits are easy to ignore… until they start showing up in your retirement. On this episode of Watts on Wealth, Amy Sharpe sits down with Barry Watts and Jeremy Zickefoose to talk through the habits that can quietly throw a retirement plan off course, from avoiding a budget and letting lifestyle creep take over to overlooking taxes, fees, and the real cost of waiting too long to plan....

This week on Watts on Wealth, Barry Watts, Jeremy Zickefoose, and Amy Sharpe break down the IRS “Dirty Dozen” tax scams, or as Barry prefers to call them, the Dusty Dozen. They cover phishing emails, bad social media tax advice, fake IRS account help, and fraudulent charities, along with practical ways to protect yourself and your money. The conversation also dives into bigger retirement planning...

In this episode of Watts on Wealth, Amy Sharpe and Barry Watts explore why being a “millionaire” isn’t what it used to be, how some savers become accidental millionaires, and the key choices around 401(k)s, IRAs, and retirement income that can make or break your future. Be sure to listen to Watts on Wealth with Barry Watts every Sunday at 8:30am on Springfield’s Talk 104.1 FM - 069. 401k and IRA D...

Taxes have been quietly shaping retirements for decades, and most people don’t realize how much they can impact what you actually keep. In this episode of Watts on Wealth Radio, Barry Watts and Jeremy Zickefoose break down the evolution of taxes and why tax planning has become one of the most critical parts of a successful retirement strategy. They explain how Social Security can become taxable, h...

Before you can trust someone with your retirement, you should know their story. In this episode of Watts on Wealth Radio, Barry Watts shares his unexpected journey from pastor to retirement designer and tax strategist, and how witnessing financial hardship early in his career shaped his mission to help families retire with confidence. Barry walks through the six essential steps to retirement confi...

Retirement isn’t what it used to be. People are living longer, retiring later, and facing decisions that go far beyond their investment accounts. In this episode of Watts on Wealth Radio, Barry Watts and Jeremy Zickefoose explore what it really means to be ready for retirement. They break down why retirement readiness isn’t just about having enough money, but also about your health, your purpose,...

On Watts on Wealth, Ralph Hipp sits down with J. Barry Watts for a practical conversation about estate planning and inheritance. Barry points out that while nearly everyone agrees these conversations matter, most families still avoid them. That silence can lead to unnecessary probate costs and family conflict. The discussion covers simple first steps like having a will, reviewing beneficiary desig...

Barry Watts and Jeremy Zickefoose discussed retirement planning and market forecasts for 2026 on Watts on Wealth Radio. They stressed why prioritizing reliable income over chasing market growth matters, especially as AI continues reshaping industries and investment landscapes. The conversation covered the rapid surge in AI spending and its implications, the effects of Venezuela’s political upheava...

Barry Watts and Ralph Hipp discuss retirement planning strategies for 2026. Barry highlights the importance of early IRA contributions, noting the 2026 limit increased to $7,500 for traditional and Roth IRAs, with an additional $1,000 for those over 50. For 401(k)s, the limit is $24,500, with an extra $11,250 for those aged 60-63, totaling $43,750. Barry emphasizes the significance of tax planning...

Barry Watts and Ralph Hipp discuss retirement planning on their radio show. They highlight the importance of longevity, citing Dr. Peter Diamandis' prediction of doubling human lifespans in the next few years. They emphasize the need for a regret-free retirement, noting that 60% of retirees would change their plans if given the chance. Barry advises against spending more than you earn, having too...

Join host Ralph Hipp and advisor Barry Watts on "What's on Wealth," the Ozarks’ trusted radio program for retirement planning, investing, Medicare, and financial wellbeing. Each episode features expert advice from Barry Watts, founder of WealthCare Corporation, and sometimes welcomes guest advisors Jeremy Zickefoose and Medicare specialist Matt Dean. From strategies for maximizing Social Security...

Join host Ralph Hipp and advisor Barry Watts on "What's on Wealth," the Ozarks’ trusted radio program for retirement planning, investing, Medicare, and financial wellbeing. Each episode features expert advice from Barry Watts, founder of WealthCare Corporation, and sometimes welcomes guest advisors Jeremy Zickefoose and Medicare specialist Matt Dean. From strategies for maximizing Social Security...

Ralph Hipp and Matt Dean from WealthCare Corporation break down everything you need to know before Medicare open enrollment ends on December 7. They unpack the differences in Medicare Advantage plans—now covering over half of Americans—and explain why reviewing your prescription drug coverage each year is so important. Matt also sheds light on common pitfalls, including costly late enrollment pena...

Barry Watts and Ralph Hipp discuss the impact of the government shutdown on retirement planning. Barry argues that the shutdown is beneficial, as it highlights non-essential government roles. He emphasizes the importance of tax strategies, stress-testing portfolios, and having a retirement income plan. Jeremy Zickefoose explains the concept of a "sitting on the porch" number to determine retiremen...

Barry Watts, Jeremy Zickefoose and Ralph Hipp discuss retirement planning on "Watts on Wealth Radio." They highlight the importance of diversifying income sources beyond interest rates, which are currently low due to a 25 basis point Federal Reserve rate cut. They emphasize the need for a comprehensive retirement income plan that includes dividends, capital gains, and tax strategies. Barry shares...