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

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

026: What Retirees Need to Know About Options with Lance Gaitan

8/25/2020
Stock options aren’t for everybody. A lot of amateur investors get burned trying to play the options game, and there’s a very good reason for this: they require a deep knowledge of strategy, of the win-loss ratio, and a strong understanding of what’s out there. My guest, Lance Gaitan, works for a financial publisher in Baltimore, where he authors two successful options strategies. His work helps individual and institutional investors capture gains by identifying overreactions in the market...

Duration:00:38:22

025: Hard Work, Habits, and Baseball with Joel Goldberg

8/18/2020
The good habits that help people achieve successful retirements don’t only pertain to finance. Decades of research, interviews, and studies show that these same strengths help people become extraordinary businessmen, leaders, and athletes, among many other things. As this year has taught us all, life almost never goes the way we plan for it. However, discipline, consistency, and the ability to show up, day after day, can take us far. A financial plan built with these principles in mind,...

Duration:00:53:19

024: Managing Your Portfolio in Times of Crisis with Bud Kasper

3/24/2020
When the markets react hard to a global crisis, it’s not always easy to know what to do. You’ve probably heard not to sell, but to watch your portfolio take a beating day after day can be exhausting. Returning to the podcast today for this special episode is Bud Kasper, President of Barber Financial Group Lee’s Summit office. Bud has over 37 years in this industry, has seen all kinds of bear markets, and all kinds of recessions - and has helped countless clients make the most of what can be...

Duration:00:31:35

023: How to Invest in Real Estate for Retirement

3/10/2020
Did you ever think about purchasing real estate as an investment, but decided that the hassle of being a landlord or dealing with a property management company wasn’t for you, especially after you retire? If so, you may be surprised to learn that it’s much easier to invest in great real estate without owning an apartment building, a house, a condo, or an office building than ever before. Recently, the financial industry has created great real estate products available to investors looking...

Duration:00:46:14

022: Medicare Supplement Plans, A Closer Look with Tom Allen

3/3/2020
If you’re approaching or just reached retirement age, you probably have questions about supplemental Medicare coverage and Advantage plans. What you do at this critical point can be the difference between saving tens - or hundreds - of thousands of dollars on medical coverage, so it’s worth getting expert help as you make these decisions. Returning to the podcast to discuss this complex issue is Tom Allen. We recorded two previous episodes about Medicare in Season One of The Guided...

Duration:00:48:43

021: How to Be the CEO of Your Retirement with Tony Lewis

2/25/2020
When you retire, you don’t stop having to make decisions, set intentions for your life, making plans, or working with people to achieve your goals. No matter what your career looked like, you’re now the CEO of your household - and your life - and the rules of success in business aren’t that different from the ones that help you succeed in retirement. Tony Lewis’ Extensive experience is proof of this. He’s had a 30-year career in the military, served as the CEO of ConAgra, and now works with...

Duration:00:48:03

020: Why Self-Awareness is Crucial to Retirement Planning with Joe Lieberman

2/18/2020
When things go wrong, there’s nothing more humbling than taking a long, hard look in the mirror. We all know how hard it is to do this, and how much easier it is to blame everyone around us and the external forces impacting our lives for our misfortunes, whether they’re personal or professional. This is just as true in retirement, where I’ve seen so many people blame the markets, interest rates, and other factors instead of taking their own plans and issues into account. Joe Lieberman...

Duration:00:44:51

019: How To Add Private Equity To Your Portfolio with Greg Anderson

2/11/2020
Have you ever wanted to buy a company that’s doing well or get involved with turning a struggling company around? It’s what private equity investors do every single day. They partner with businesses, build teams, and create plans with an aim to transform the company and generate serious returns. However, few individuals outside the world of finance know that it’s possible to invest side by side with private equity firms to make their work a real part of your portfolio. Greg Anderson, the...

Duration:00:45:42

018: What Retirees Need To Know about Roth Conversions with JoAnn Huber

2/4/2020
No one wants to work hard and spend frugally for decades only to find themselves paying more than their entire annual budget in taxes after retirement, but it happens far more often than you might think. I’ve seen it happen, and so has JoAnn Huber. JoAnn is a CPA, Certified Financial Planner, and Partner at Barber Financial Group. Last season, she joined the podcast to discuss the difference between Roth and traditional IRAs and 401(k)s, and I highly recommend going back to listen to those...

Duration:00:50:52

017: Economic Cycles and Avoiding Emotional Investing with David Mitchell

1/28/2020
There’s nothing easy about building a portfolio designed to get you through retirement, and this is especially true in the event of an economic downturn. Emotional investing and aggressive reactions to bad news can make matters even worse, and these factors all have the power to turn your retirement from the greatest vacation of your life into something less fulfilling. To build a truly effective retirement plan, you need to be able to truly look at the economy and deeply understand how to...

Duration:00:47:06

016: What Retirees Need To Know About Cybersecurity with Wayne Robinson

1/21/2020
Retirees are now living their lives and doing business online, relying on all sorts of products and tools to manage their finances, keep in touch with loved ones, and keep their homes warm and secure. However, this also means that there are now more opportunities than ever before for cybercriminals to take advantage of you, steal your identity, and take your money. Many businesses have teams to help protect their employees, but few have anything similar at home, where the effects of a...

Duration:00:59:42

015: How to Assess Risk In Your Portfolio with Brad Kasper

1/14/2020
In my 32 years in the financial industry, I’ve learned one thing: unless you’re working with a great financial planner, you likely don’t know exactly how much risk you’re taking on. There are countless investment products out there with different risk and return profiles, a number of ways to meaningfully assess risk, and more opportunities than ever before for retirees to be either overconservative or overextended. Today, I have Brad Kasper, the president and founder of LSA Portfolio...

Duration:00:48:32