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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!

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

079: Medicare Changes in 2023 with Taylor Garner

1/17/2023
We’re thrilled to get the ball rolling with Season Eight of The Guided Retirement Show. Season Eight begins with a familiar guest, as Garner Insurance Agency, LLC Owner Taylor Garner returns to The Guided Retirement Show. Taylor last appeared on the podcast in March to discuss health care costs in retirement. For this episode, he and Dean Barber will talk about Medicare changes in 2023. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation,...

Duration:00:19:55

078: 20 Retirement Questions You Should Be Asking with Chris Rett

12/6/2022
For 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...

Duration:00:36:44

077: Giving Thanks for Tax Planning with Dean Barber

11/22/2022
In a change of pace for the holiday week, Dean speaks to our listeners about tax planning opportunities and what he is thankful for looking toward 2023. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/77 Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by...

Duration:00:06:26

076: Mortgage Tips for Different Phases in Life with Tim Kay

11/8/2022
With Thanksgiving right around the corner, I’ve started to think a lot about the things I’m think for. Of course, there’s my family, great friends, and everyone that trusts me to help them with various aspects of financial planning. But another thing I’m obviously thankful for is my home. So, I figured this would be a great opportunity to discuss some key mortgage tips to think about when financial planning for people of different ages. I’m excited to have Tim Kay, who is a branch manager...

Duration:00:50:02

075: Financial Planning for Veterans with Chad Webb

10/25/2022
Financial planning and serving others are big passions of ours at Barber Financial Group. Our Chief of Staff, Chad Webb, committed himself to serving others long before he arrived at Barber Financial Group in May 2021. Chad served our country for 21 years in the United States Marine Corps, attaining the rank of First Sergeant. Chad still maintains regular contact with his Marine brothers, but wanted to do something special for all veterans with Veterans Day coming up. It’s important to Chad...

Duration:00:41:17

074: Planning for RMDs with Will Doty

10/11/2022
Acronyms can sometimes make things easier to understand or remember, but there are a few of them that relate to your retirement that are very complex. Two of them are RMDs (Required Minimum Distributions) and the SECURE Act (Setting Every Community Up for Retirement Enhancement). The rules for RMDs have changed due to the SECURE Act, and it's vitally important that you understand them In this episode of The Guided Retirement Show, Will Doty joins me to explain RMDs, tax planning...

Duration:00:35:26

073: Taxes in Retirement with Steven Jarvis

9/27/2022
As many Barber Financial Group clients have come to realize, it’s critical to have a CFP® Professional and CPA working together on your financial plan. That collaboration is key so that nothing gets overlooked within your plan from a tax planning perspective. Our tax team has long been committed to forward-looking tax planning, not only during tax season, but year-round. They’re looking forward to building upon that commitment and analyzing the impact of taxes in retirement now that we’ve...

Duration:00:33:48

072: Private Equity Explained with Michael Faciana

9/13/2022
There are a lot of things that are misunderstood about private equity markets. And somewhat understandably so. The landscape of private equity markets has changed considerably over the past few years to the point where individual investors can now participate. Michael Faciana joins Dean Barber on The Guided Retirement Show to help explain the many nuances of private equity. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation,...

Duration:00:36:01

071: Don't Wait, Act – Overcoming Uncertainty with Logan DeGraeve

8/30/2022
Whether it’s the markets, interest rates, inflation, political and geopolitical environments, or the complicated and ever-changing tax code, uncertainty seems to be everywhere we look in 2022. While uncertainty can be overwhelming, there are many ways to mitigate it. The first step is to overcoming uncertainty is to start a comprehensive, forward-looking financial plan. Logan DeGraeve and I look forward to highlighting how the different components of a financial plan can help you overcome...

Duration:00:32:22

070: Tax Planning Strategies with Marty James

8/16/2022
We talk about tax planning strategies a lot at Barber Financial Group, and with good reason. There's a misconception that tax planning strategies are only applicable for the ultra-wealthy, but that's far from being true. To help me convey that important message, one of my good CPA friends, Marty James, is joining me on Guided Retirement Show. In this podcast interview, you’ll learn: START PLANNING To get a full recap of today's conversation, including the biggest takeaways,...

Duration:00:36:29

069: The Fed and the Markets Face Many Headwinds with Brad Kasper

8/2/2022
Welcome to Season 7 of The Guided Retirement Show! In our season premiere, I welcome back a return guest to the podcast in LSA Portfolios Analytics President Brad Kasper to discuss the many headwinds that the Fed and the markets are currently facing. And, boy, there are some significant ones. They include, but aren’t limited to: In today's episode, Brad and I will go in depth on each of those headwinds that the Fed and markets are facing and how it impacts you. The bottom line is that...

Duration:00:50:42

068: Mail Bag: Answering More Questions from Our Listeners with Chris Rett

6/21/2022
Every 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...

Duration:00:41:39

067: Ed Slott In-Studio!

6/7/2022
If you don’t understand the rules of IRAs, bad things happen. With the wrong portfolio, you may find yourself hearing people tell you what you could’ve, should’ve, and would’ve done–and those little decisions can add up to make some big differences. If you don’t want to wake up to an unpleasant tax surprise in retirement, today’s episode is for you. Once again, I’m speaking to Ed Slott, America’s IRA Expert. He’s been teaching financial advisors about the ins and outs of IRAs for decades,...

Duration:00:31:22

066: Alternatives to Stocks and Bonds with John Hampton

5/24/2022
Almost everyone knows at least a little about investing stocks and bonds. However, far fewer individual investors are familiar with how to invest in currencies and commodities–and of that select group, even fewer know how to generate returns, regardless of the directions these four asset classes are moving. Today’s guest, John Hampton, serves as Executive Director at An Alternative Investment Manager. Over the last 50 years, he’s used systematic models to trade in these alternative asset...

Duration:00:30:11

065: Optimizing Your 401(k) for Retirement with Drew Jones

5/10/2022
For many people, the 401(k) is their largest asset. From the moment you take your first job, your employer may automatically enroll you into a 401(k), but the plan administrator rarely has your best interests in mind–and barely knows your name. So, how do you personalize the 401(k) to your unique needs and ensure that it will help take you through retirement and beyond? To answer that question, I’m excited to talk to Drew Jones. He’s a CERTIFIED FINANCIAL PLANNER™ who specializes in working...

Duration:00:30:31

064: Accessing Liquidity in REITs and Private Real Estate Markets with Brian King

4/26/2022
We’ve seen incredible growth in the alternatives market over the last several years, and plenty of secondary markets have emerged for corporate investments. But what do you do if you want to invest in assets like real estate investment trusts (REITs)? These investment vehicles come in all shapes and sizes. Some have been wildly successful, and others have been complete and total flops. To help us improve our understanding of these investments, I’m thrilled to welcome Brian King. Brian is...

Duration:00:27:08

063: Avoiding Costly Mistakes When Claiming Social Security with Ken Sokol

4/12/2022
Many people think that claiming Social Security is a simple process–that is, until they do it. Ken Sokol is living proof of this. He retired from his engineering career at Hallmark in the early 2000s at the age of 54. Soon, he found himself digging deep into how Social Security claims actually worked, became a traveling lecturer on the topic, and joined the National Academy of Social Insurance–a think tank based in Washington, D.C. working to help retirees understand the choices they make...

Duration:00:36:31

062: Navigating Health Care Costs in Retirement with Taylor Garner

3/29/2022
Health insurance costs in retirement are a big deal to just about everyone. So many people transitioning into retirement find themselves frustrated by their Medicare coverage, enrolled in the wrong coverage, and stuck with unnecessary expenses that fail to cover their medical needs. After Taylor Garner’s father went through this experience, he focused his career on making sure it wouldn’t happen to other people. As an agent at American Republic Insurance Services, he works tirelessly to help...

Duration:00:35:46

061: Creating a Financial First Aid Kit with Will Doty

3/15/2022
Everybody knows that life can be unpredictable, and anything can happen at any time. Out of nowhere, we may lose a loved one, fall ill ourselves, or end up living through a natural disaster–and the last thing you want in these trying moments is to be in financial distress. This is why disaster planning is a critical part of retirement planning. Many people fail to make several necessary arrangements for end-of-life planning before disaster strikes, and it can lead to massive expenses, a...

Duration:00:26:33

060: The Ins and Outs of Property and Casualty Insurance with Sarah Askren

3/1/2022
Whether you’re just getting started or well into your retirement, having an adequate amount of insurance is critical. It’s an essential tool for risk management and a major piece of a well-crafted financial plan. It’s also extremely complex. People of all ages find themselves underinsured or have purchased the wrong products, and these can lead to significant financial setbacks at any stage of life. Joining me to talk about this is Sarah Askren. Sarah is a property and casualty insurance...

Duration:00:28:18