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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!
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United States

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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

013: How to Construct a Portfolio Containing Mutual Funds and ETFs - Part 2

7/23/2019
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In 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...

Duration:00:39:41

012: How to Choose Between Mutual Funds and ETFs - Part 1

7/23/2019
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Many 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...

Duration:00:38:10

011: Understand the Economy and the Marketplace - Part 2

7/23/2019
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There’s a lot that you need to understand before you set out to build your own retirement portfolio. In the first part of my conversation with Brad Kasper (episode 10), we had a big-picture discussion of what makes a portfolio successful, the dangers of emotional investing, and why math and data will always beat attempting to time the markets. If you haven’t already, go listen to that episode first. Today, I go deeper into my conversation with Brad. You’ll learn why so many people get...

Duration:00:41:20

010: Understand the Economy and the Marketplace - Part 1

7/23/2019
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When it comes to retiring, nothing matters more than building a portfolio that allows you to achieve your goals, and no one knows this better than Brad Kasper. As the president of LSA Portfolio Analytics, Brad Kasper helps 440 financial advisors manage over $8.5 billion in assets by building better portfolios for his clients, working directly with them instead of tying into client assets. He believes in using math to create solid strategies to meet goals, and as simple as that may sound,...

Duration:00:44:27

009: The Complexities of Estate Planning - Part 2 - Wills and Probate

7/23/2019
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In Part One of my conversation with Barber Financial Group estate planning attorneys Garrett Griffin and Jason Salinardi, we discussed the basics of wills, estate planning, and the tricky legal situations families and beneficiaries can find themselves in after you die or become incapacitated. Check out Part 1 (episode 8) if you haven’t yet - I highly recommend you do before listening to Part 2. Today, we continue our discussion by diving a little bit deeper. We focus predominantly on how...

Duration:00:37:38

008: The Complexities of Estate Planning - Part 1 - Wills and Probate

7/23/2019
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One thing is certain: at some point in time, all of us won't be alive on this Earth. This means that we all need proper estate plans. Many people, however, fail to set their estate plans up correctly, keep them up to date, or even title their assets properly - and as many as 60% of Americans don’t have a plan at all. That’s why today, we’re diving deep into the very basics of estate planning. I’m joined by Garrett Griffin and Jason Salinardi, Barber Financial Group’s estate planning...

Duration:00:35:50

007: Understanding Medicare - Part 2 - Options, Costs, and Coverage

7/23/2019
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In our previous episode, certified Medicare specialist Tom Allen and I discussed what Medicare actually is and what it’s designed to do. If you haven’t listened to Part 1 (episode 6), I strongly recommend you do so now. There are so many nuances to health insurance, and it’s very easy to get caught in financially devastating traps if you aren’t careful. That’s why today, in the second part of our series, we continue our conversation with Tom about Medicare. We discuss why Medicare has...

Duration:00:41:50

006: Understanding Medicare - Part 1 - Options, Costs, and Coverage

7/23/2019
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For many retiring seniors, Medicare is super confusing. There are lots of misconceptions about how it works, how supplements work, and what you should be doing in your retirement years to ensure that you’re covered. Tom Allen is a Medicare and supplemental insurance expert. Every year, he stays on top of the latest and greatest in this extraordinary complex field, and knows how to talk about it in a way that even a second grader could understand. Today, in the first part of a two-part...

Duration:00:36:03

005: Top 10 Financial Scams Targeting Seniors with Brie Williams (Part 3)

7/23/2019
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You don’t have to read stories about people like Alan Stanford and Bernie Madoff or The Wolf of Wall Street to learn about scams and abuses in the financial services industry. In fact, fraud and abuse often hits much closer to home, and the growing senior population all over the world gets more likely to be taken advantage of with every passing year. Over $3 billion is reported as lost to scammers, fraud, and financial abuse each year, but the actual number is likely much, much...

Duration:00:34:23

004: Your Realistic Retirement Plan: The Good, the Bad, and the Ugly with Brie Williams (Part 2)

7/23/2019
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When many people build their financial plans, they only envision an ideal retirement where nothing goes wrong. They assume they’re going to live long, happy, healthy lives, that nothing’s ever going to get in their way, and that the future is going to go exactly to plan. Unfortunately, this rarely proves to be the case - and retirement plans built on this fantasy often don’t address countless “what if” scenarios that could negatively impact retirement. Assisted healthcare and long-term...

Duration:00:24:29

003: Creating Better Financial Outcomes with Brie Williams (Part 1)

7/23/2019
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Why do we do what we do? What motivates us? These are big questions - and they apply just as much to financial services as they do everything else in our lives. Brie Williams, the Vice President of State Street Global Advisors, has dedicated her career to helping financial advisory firms facilitate efficiency and growth beyond asset management. She’s passionate about helping people achieve better outcomes. Today, in the first part of a three-part series, she joins the podcast to talk about...

Duration:00:26:18

002: IRAs vs. Roth IRAs: How to Make Both Work For You - Part 2

7/23/2019
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Last week, CERTIFIED FINANCIAL PLANNER® and CPA JoAnn Huber and I kicked off the podcast with a discussion about the differences between the IRA and the Roth IRA. However, we barely scratched the surface, and if you’re feeling confused after listening to Part 1 of our conversation, that’s okay. This is one of the most important financial decisions you will make on the road to retirement. It’s also a complicated one to answer, and there’s no clear one-size-fits-all plan that works perfectly...

Duration:00:26:49

001: IRAs vs. Roth IRAs: How to Make Both Work For You - Part 1

7/23/2019
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For many people, the 401(k) is their largest asset. However, there are several different types of 401(k) plans, each of which follows a different series of rules and regulations. Choosing the wrong type of 401(k) can have significant consequences in retirement - and can drastically affect your quality of life for years to come. To make matters worse, when a typical financial advisor tells you about the differences between 401(k)s, it’s easy to feel your eyes glossing over as you get...

Duration:00:39:34