Shows
The Guided Retirement Show087: Proper Portfolio Construction with Stephen TuckwoodTwo weeks ago on America’s Wealth Management Show, Modern Wealth Management Co-Founder and President Jason Gordo and Managing Directors Dean Barber and Bud Kasper told everyone to stay tuned for more exciting news. We’re thrilled that we can share that news with you today on The Guided Retirement Show. As we build our investment management team at Modern Wealth Management, we’ll be doing so with our newest team member, Director of Investments Stephen Tuckwood, at the helm. Stephen, AKA “Tuck,” joined Dean on The Guided Retirement Show to share a little bit about his background...
2023-05-0927 min
America’s Wealth Management Show with Dean BarberMeet Modern Wealth ManagementIn case you missed it earlier this week, we had some very exciting news to share! Barber Financial Group and Osiwala Financial Group are now Modern Wealth Management. This is a big announcement that the Modern Wealth Management team is excited about, but we also know that there might be some questions that you have about it. Modern Wealth Management President and Co-Founder Jason Gordo joined Modern Wealth Management Managing Directors Dean Barber and Bud Kasper on America’s Wealth Management Show to help answer those questions. They’ll explain what Modern Wealth Management is, our firm’s vision, what you ca...
2023-04-2723 min
America’s Wealth Management Show with Dean BarberMeet Modern Wealth ManagementIn case you missed it earlier this week, we had some very exciting news to share! Barber Financial Group and Osiwala Financial Group are now Modern Wealth Management. This is a big announcement that the Modern Wealth Management team is excited about, but we also know that there might be some questions that you have about it. Modern Wealth Management President and Co-Founder Jason Gordo joined Modern Wealth Management Managing Directors Dean Barber and Bud Kasper on America’s Wealth Management Show to help answer those questions. They’ll explain what Modern Wealth Management is, our firm’s vision, what you ca...
2023-04-2723 min
America's Wealth Management ShowMeet Modern Wealth ManagementIn case you missed it earlier this week, we had some very exciting news to share! Barber Financial Group and Osiwala Financial Group are now Modern Wealth Management. This is a big announcement that the Modern Wealth Management team is excited about, but we also know that there might be some questions that you have about it. Modern Wealth Management President and Co-Founder Jason Gordo joined Modern Wealth Management Managing Directors Dean Barber and Bud Kasper on America's Wealth Management Show to help answer those questions. They'll explain what Modern Wealth Management is, our firm's vision, what you can expect...
2023-04-2723 min
The Guided Retirement ShowHow to Construct a Portfolio Containing Mutual Funds and ETFs - Part 2In our previous podcast episode, CERTIFIED FINANCIAL PLANNER® Bud Kasper, Jason Newcomer and I discussed the differences between ETFs and mutual funds to help you truly understand which product is best for your portfolio. If you haven’t listened to Part 1 yet, please check out episode 12 before you listen to this one. Today, we continue our deep dive into this topic. You’ll learn how to decipher the differences between the many different options, the tax efficiency of both mutual funds and ETFs, and why a comprehensive financial plan is so critical to choosing the right product to me...
2019-07-2439 min
The Guided Retirement ShowHow to Choose Between Mutual Funds and ETFs - Part 1Many investors have had questions lately about the difference between mutual funds and ETFs: why choose one over the other? Are they the same? What differentiates these two products, why are there so many offerings that appear to be so similar, and which is the best choice for my portfolio, especially as I approach retirement? To help answer this question, I’m joined today by Bud Kasper and Jason Newcomer. Bud is one of the first CERTIFIED FINANCIAL PLANNERS® in Kansas City, and in his over 40 years in the industry he has seen firsthand how this business has...
2019-07-2338 min