The Guided Retirement Show-logo

The Guided Retirement Show

Business & Economics Podcasts

The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way. Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, it’s about your life and your goals!

The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way. Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, it’s about your life and your goals!

Location:

United States

Description:

The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way. Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, it’s about your life and your goals!

Language:

English


Episodes

046: Identifying Real Estate Opportunities with Don Wenner

7/20/2021
Building great companies isn’t simple. There are so many moving parts, unforeseen challenges, and unique issues (and opportunities) you will only face as an entrepreneur. Today’s guest is Don Wenner. When he was 21 years old, he founded DLP Real Estate Capital. Now, at the age of 36, he has experienced growth of over 60% annually every year he’s been in business. He oversees 12 companies, over 430 team members, and $1.5 billion in assets. In this conversation, Don and I talk about the...

Duration:00:54:37

045: Creating a Tax-Free Retirement with Ed Slott

7/6/2021
The tax laws surrounding retirement accounts are extraordinarily complex and astoundingly confusing. The average taxpayer doesn’t just know what they’re up against; many financial advisors barely understand them either. For so many Americans, this leads to tax penalties, complications, and a whole lot of frustration, both now and decades down the line. Joining us to talk about why this happens–and what to do about it–is my good friend, teacher, and mentor Ed Slott. If you haven’t listened...

Duration:00:46:14

044: The Power of Positive Aging with David Lereah

3/23/2021
We can have all the money in the world, but if we don’t have our physical and mental health, that money means nothing. Few people understand this better than Dr. David Lereah, PhD. He’s the founder of United We Age, an organization working to inspire a movement where all generations of people are more aware and supportive of people aging. He’s also the author of The Power of Positive Aging, where he encourages readers to not be afraid of aging but to celebrate it. A stage three cancer...

Duration:00:50:43

043: Understanding Supercycles and Overvalued Markets with David Mitchell

3/16/2021
Back in August 2019, I had an amazing conversation with David Mitchell of AllianceBernstein in which we talked about economic cycles and where we were. A year and a half later, his company has had some incredible returns - and many of the things that David shared with us really came to fruition. Despite the uncertainty that the investment markets faced in 2020, AllianceBernstein’s assets grew by 70 billion since we last spoke. With their unique view on the larger global economy and their...

Duration:00:39:18

042: The Advantages of Planning for Retirement at an Early Age with Jason Newcomer

3/9/2021
Retirement planning isn’t just for people who are near retirement or in retirement already. If you’re in your 20s or 30s, you’re in a prime position to build a great foundation to experience financial independence and retire younger. Joining me today is Jason Newcomer, certified financial planner and advisor here at Barber Financial Group. In this episode, we’ll share a list of great books geared towards young adults to learn more about the importance of retirement planning early on, we...

Duration:00:44:33

041: How to Build Better, More Predictable Portfolios with Brad Kasper

3/2/2021
In these first few months of 2021, we’re seeing extreme market valuations at levels we’ve never seen before. This means that it’s more important than ever that you know how to assess risk in your portfolio. Today’s guest is Brad Kasper. He’s the president of LSA Portfolio Analytics, where he provides investment advisors with the tools and infrastructure they need to deliver incredible client services. He’s also been on the podcast several times before to talk about the economy and how it...

Duration:00:44:50

040: The Power of Building Great Relationships with Dr. Charlie Cartwright

2/23/2021
Some people just seem to be far more successful than others - especially when it comes to business relationships. You probably know at least one person who seems to always be surrounded by the right people in the right moment, and who can get the help they need to clarify their visions and reach their objectives. If you’ve ever wondered what makes these people so special, today’s episode is for you. I’m speaking with Dr. Charlie Cartwright, the CEO of People Success Labs. He helps business...

Duration:00:48:38

039: The History of Index Investing and the U.S. Stock Markets with Bud Kasper

2/16/2021
What exactly is index investing? Why do specific companies make up the Dow Jones Industrial Average, the S&P 500, and the NASDAQ? Should we be investing in index funds, or is there a better way? Here to help me answer all of these questions is the co-host of America’s Wealth Management Show, Bud Kasper. He has 38 years of experience in financial services, and we’ve done hundreds of radio shows and videos together. deep dive into index investing, peel back the layers, and simplify the...

Duration:00:41:46

038: Understanding Donor-Advised Funds and Charitable Giving with Christopher Rigsby

2/9/2021
The Tax Cuts and Jobs Act changed many aspects of our lives. For those who give to charity, it also had a massive impact on how we give. Many of the tax benefits associated with charitable giving have disappeared because of the increased standard deduction, and many organizations have been impacted by this change. Joining me to talk about what happened and what to do about it is Chris Rigsby. Chris is from the Greater Kansas City Community Foundation, where he’s helping people find new ways...

Duration:00:36:32

037: What Retirement Looks Like After a Career in Professional Sports with Former NFL Player Mark Collins

2/2/2021
There’s no such thing as a one-size-fits-all retirement plan, and retirement often isn’t moving to Florida and never working again in your life. Professional athletes, and especially football players, for example, are often done playing by their thirties or forties. With so much life left to live and so many opportunities out there, there are countless paths to take - and today’s guest, Mark Collins, is living proof. Mark is a two-time Super Bowl champion who played for the Kansas City...

Duration:00:48:32

036: The Future of Work, Connectivity, and Technology with Jeff Alholm

1/26/2021
On the Guided Retirement Show, we usually talk about retirement and the future of your money. Today, we’re doing something a little bit different. In fact, we’re talking about life, the future of work, and the power of technology to transform lives. My guest is Jeff Alholm, CEO of Digital Aerolus. He’s invented a wide array of new technologies used daily by millions of people and companies all over the globe, and had his hands in projects including some of the first Wi-Fi implementations...

Duration:00:43:46

035: The Power of Creating a Long-Term Tax Plan with JoAnn Huber

1/19/2021
No matter what time of the year it is or what the tax code says, you’re probably paying taxes on a paycheck, Social Security, dividends, and capital gains - or some combination of the above. It can be easy to feel overwhelmed and just give up trying to hang on to your hard-earned money. JoAnn Huber does not want you to do this. She’s a CPA and CERTIFIED FINANCIAL PLANNER™, and she understands how a long-term tax plan can help you save more, no matter what’s happening in the world. Today,...

Duration:00:35:55

034: How to Maximize Your Social Security Benefits with Marc Kiner & Jim Blair

10/20/2020
Social security is the backbone of so many people’s retirement plans, yet many of us get it wrong. In fact, the average family leaves over $100,000 in benefits on the table. Your retirement strategy must include a solid game plan for claiming social security benefits, but it isn’t always easy to figure out what exactly is available to you - or how to get it. Mark Kiner has been a CPA since 1980 and has focused much of his work since 2008 on understanding social security. When he needed...

Duration:00:53:28

033: Owning a Small Business from a Family Perspective with Jan & Adam Fichman

10/13/2020
Almost every entrepreneur experiences both failure and success - and every serial entrepreneur has stories of both to share when looking back at their careers. Jan and Adam Fichman are a father and son duo of self-made serial entrepreneurs. Jan founded the 7th Heaven record store in Kansas City, while Adam founded the first company that made it possible to send a video from the internet to a cell phone. He now runs Lifted Logic, a web design firm. Today, Jan and Adam join the podcast to...

Duration:01:05:04

032: How to Leave a Legacy that’s More Than Just Money with Ben Weisshaut

10/6/2020
What legacy will your family leave behind? Will it be a sum of money, or will it be heritage, values, and the amazing experiences parents and their children have across generations? Tech entrepreneur Ben Weisshaut lost his father to a late-stage brain tumor shortly before his son was born. This tragic loss inspired him to journal, make videos, and capture as much history as possible to help his son get to know his grandpa. He used the discoveries he made along the way to create Wishlife - a...

Duration:00:52:21

031: How To Avoid The Biggest Tax Traps with Ed Slott

9/29/2020
Many consumers get caught off guard by massive tax bills they not only don’t understand, but thought someone else had planned for. How does it happen? It’s simple: our tax code is a maze. If you have money and want to emerge on the other side of it relatively unscathed, you need an excellent guide. Today, America’s IRA expert, Ed Slott, is here to help you make sense of what you really owe - and how to prevent massive tax penalties in retirement. I’ve been studying with Ed for nearly 16...

Duration:00:52:49

030: Investing in Emergent Technology Like AI with Chris Buck

9/22/2020
Have you ever heard about new developments or an innovation in artificial intelligence, healthcare technology, robotics, or automation, and thought to yourself, “How can I invest in that?” If so, today’s podcast is for you. For this conversation, I’m joined by Chris Buck. Chris is the Head of Capital Markets and Sales at ROBO Global. He’s a wealth of knowledge in these fields, all of which are very early in their life cycle, and all of which are positioned to achieve massive adoption in the...

Duration:00:42:18

029: How Preventative Care Can Keep You Healthy in Retirement with Dr. Laura Lile

9/15/2020
At 47 years old, I wasn’t taking care of myself. When a coworker had to take me to the hospital because I thought I was having a heart attack, I said to myself, “I’ve got to change my life. I’ve got to change stuff.” Eight years later, my life is totally different - and I owe a lot of that to today’s guest, Dr. Laura Lile. Laura is a preventative care physician, a compound pharmacist, and a big believer in the fact that people can create the future of their health based on the decisions...

Duration:00:58:51

028: How to Give to Charity and Tax Benefits of Charitable Giving with Gary Pratt

9/8/2020
Giving is one of the best things that we can do at every stage of life, but in retirement, it takes on a whole new meaning. We can give back to our communities, to our families, and to organizations we care about. However, we have to be strategic about our giving, make sure that our money is going where people say it’s going, and reap the potential benefits along the way. Here to help navigate the world of giving is Gary Pratt, the Senior Director of Development for Catholic Charities of...

Duration:00:48:18

027: Finding Purpose in Retirement with Joe Duran

9/1/2020
When he was 20 years old, Joe Duran came to the United States with $200 to his name. He graduated from college, took a minimum wage job at a financial services firm, grew its value from $30 million to several billion, and sold his first business at the age of 34. He then found himself feeling profoundly lost. In the years that followed, he interviewed entrepreneurs who had sold their businesses and discovered that many people lose their sense of purpose and identity after exiting their...

Duration:00:55:33