Shows
The Guided Retirement Show114: 10 Questions to Ask Before You Retire with Chris RettIt’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 retirement. Let’s review the questions and then we’ll explain why everyone should think about them before retirement. 10 Questions to Ask Yourself Before Retirement 10. When should I/we...2024-06-2527 min
America's Wealth Management ShowRoth Conversion Questions from the InternetDean Barber and Chris Rett take a look at some Roth Conversion questions we scrounged up from the internet. What are people asking? And more importantly, what kind of answers are they getting from their online peers? Roth Conversion Case Studies: https://bit.ly/3IJzOFR Become a Rothaholic: https://bit.ly/3vc7JDZ What is a Backdoor Roth IRA?: https://bit.ly/49SjDBT Financial Planning Tool: https://bit.ly/3TufNrs Meet with Us: https://bit.ly/3VrdrMD IRA Help Website: https://irahelp.com Question Posts:2024-03-2523 min
The Guided Retirement Show106: Planning to Retire on $10,000 a MonthPlanning 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 month in retirement. Before they get started, they want to make something very clear. Everyone isn’t going to want to spend $10,000 net a month...2024-03-0528 minThe Guided Retirement Show101: Retirement Planning 101 - Back to the Basics with Chris RettAs 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 BRITE acronym—Bookkeeping, Risk Management, Investments, Taxes, and Estate Planning. Join us on this Retirement Planning 101 journey to uncover the brilliance behind each element. We’re committed to offering you valua...2023-12-1934 min
America's Wealth Management Show7 Financial Planning Opportunities You Don't Want to MissLast week, Dean Barber and Bud Kasper, CFP®, AIF® took some time to review five important estate planning documents that everyone should have for National Estate Planning Awareness Week. Well, National Estate Planning Awareness Week is actually a part of National Financial Planning Month. While we aim to educate people about financial planning year-round, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are celebrating National Financial Planning Month by sharing seven financial planning opportunities you don’t want to miss. Let’s run through that list of financial planning opportunities you don’t want to miss before going in depth on...2023-10-2624 min
America’s Wealth Management Show with Dean BarberFederal Reserve Pauses Interest Rate Hikes: What's Next?The Federal Reserve finally hit the pause button on raising the Fed funds rate at the FOMC’s June 14 meeting after 10 consecutive hikes. What does that mean for your financial planning strategy? Dean Barber and Bud Kasper are going to make some interest rate forecasts for the rest of 2023 on America’s Wealth Management Show. Let’s see what they have to share about what they think is next from the Fed and what it could mean for you. More on this episode: https://modwm.com/interest-rate-forecast-for-the-rest-of-2023/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=fed-pause See Our Calendar: https://modwm...2023-06-2223 min
America’s Wealth Management Show with Dean BarberFederal Reserve Pauses Interest Rate Hikes: What's Next?The Federal Reserve finally hit the pause button on raising the Fed funds rate at the FOMC’s June 14 meeting after 10 consecutive hikes. What does that mean for your financial planning strategy? Dean Barber and Bud Kasper are going to make some interest rate forecasts for the rest of 2023 on America’s Wealth Management Show. Let’s see what they have to share about what they think is next from the Fed and what it could mean for you. More on this episode: https://modwm.com/interest-rate-forecast-for-the-rest-of-2023/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=fed-pause See Our Calendar: https://modwm...2023-06-2223 min
America's Wealth Management ShowFederal Reserve Pauses Interest Rate Hikes: What's Next?The Federal Reserve finally hit the pause button on raising the Fed funds rate at the FOMC’s June 14 meeting after 10 consecutive hikes. What does that mean for your financial planning strategy? Dean Barber and Bud Kasper are going to make some interest rate forecasts for the rest of 2023 on America’s Wealth Management Show. Let’s see what they have to share about what they think is next from the Fed and what it could mean for you. More on this episode: https://modwm.com/interest-rate-forecast-for-the-rest-of-2023/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=fed-pause See Our Calendar: https://modwm...2023-06-2223 minThe Guided Retirement Show090: 8 Questions Retirees Are Asking with Chris Rett8 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, you can do so via the links below. Episode 51 – Addressing You: Answering Questions from Our Listeners Episode 68 – Mail Bag: Answering More Questions from Our Listeners Episode 78 – 20 Retirement Questions You Should B...2023-06-2036 minThe Guided Retirement Show078: 20 Retirement Questions You Should Be Asking with Chris RettFor the Season 7 finale of The Guided Retirement Show, Chris Rett joined me to answer questions in a mailbag format. We’re sticking with the same idea of answering important retirement questions for our loyal listeners but are switching things up a little bit for the Season 7 finale. This time, Chris and I have compiled a list of 20 retirement questions that people should be asking their financial advisor. Whether you’ve only been thinking about a couple of these retirement questions or all 20, I encourage you to listen closely to my conversation with Chris. Chris and I...2022-12-0639 minThe Guided Retirement ShowMail Bag: Answering More Questions from Our Listeners with Chris RettEvery week, our listeners send us questions on YouTube and through email–and every season, we try to answer as many of them as we can. The first time around, we had the privilege of speaking with Chris Rett, CERTIFIED FINANCIAL PLANNER™, and he kindly made time to join us for this episode as well. While we can’t give perfect guidance for your specific financial situation in an episode of a podcast, we do have a special offer for you as a listener of the Guided Retirement Show. Simply click here to schedule a 20-Minute Ask Anythi...2022-06-2141 min
America's Wealth Management ShowListener Submitted Questions from The Guided Retirement ShowWe're doing things a little different this week. CFP® professional Chris Rett recently joined Dean Barber on The Guided Retirement Show to address questions submitted by our podcast listeners. Those questions concerned a wide range of topics, including taxes, inflations, and required minimum distributions. Join Dean and Chris as they dive into these questions and give you more insight on retirement planning. Ask Dean a Question: https://barberfinancialgroup.com/ask-a-question/?utm_source=newsletter&utm_medium=email&utm_campaign=addressing-you-awms-version Episode 50: Addressing You: Answering Listener Questions: https://barberfinancialgroup.com/podcasts/addressing-you-answering-questions-from-our-listeners/?utm_source=newsletter&utm_medium=email&utm_campaign=addressing-you-awms-version2021-10-1938 minThe Guided Retirement ShowAddressing You: Answering Questions from Our ListenersHere at the Guided Retirement Show, we receive questions from YouTube viewers and podcast listeners from all over the world. We have a variety of specific questions, and we’re excited to answer as many of them as we can. Here to help me do this is Chris Rett, Certified Financial Planner here at Barber Financial Group. In this episode, we discuss required minimum distributions (and if there’s a chance they might be going away), how to allocate funds as you prepare for retirement, why the markets are doing what they’re doing, and much, much more.2021-09-1445 min