106: Planning to Retire on $10,000 a Month
The Guided Retirement Show
by Dean Barber
1w ago
Planning 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 in retirement. For some people, that will be way more than the ..read more
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105: Retirement Planning for Small Business Owners with Drew Jones
The Guided Retirement Show
by Dean Barber
3w ago
Drew Jones, CFP®, AIF® has a passion in working with small business owners, helping them get their business to be as valuable as it can possibly be before facilitating an exit strategy. As Drew makes his third appearance on The Guided Retirement Show, he and Dean Barber will discuss what small business owners need to do when it comes to retirement planning.  In this podcast interview, you’ll learn: The Challenges and Opportunities of Retirement Planning for Small Business Owners  Retirement Planning for Small Business Owners Is a Long Process  Key Retirement Planning Considerat ..read more
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104: ACA Subsidies: How Do You Qualify for Them? with Marty James
The Guided Retirement Show
by Dean Barber
1M ago
Making his third appearance on The Guided Retirement Show, Marty James, CPA, PFS joins Dean Barber to discuss how to qualify for Affordable Care Act subsidies. Qualifying for the Affordable Care Act subsidies can greatly reduce the cost of health insurance prior to becoming eligible for Medicare. Who doesn’t want that?! Marty and Dean are both excited to touch on this topic, so let’s see what they have to share. In this podcast interview, you’ll learn: Aspects of the Affordable Care Act That Can Help People Who Need Financial Assistance with Health Care How Someone Who Has Accumulated A Lot o ..read more
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Growth vs Value Investing in 2024 with Brad Kasper
The Guided Retirement Show
by Dean Barber
2M ago
Back for his eighth appearance on The Guided Retirement Show, LSA Portfolio Analytics President and Founder Brad Kasper joins Dean Barber to discuss growth vs value investing in 2024. Brad shares that value could potentially outperform growth as we look at investing for the rest of the year. Why might he think that? Brad has plenty of data to share with Dean to back up his reasoning. In this podcast interview, you’ll learn: Dean and Brad’s Assessment of the Markets for 2023 and Predictions for 2024 Attractive Opportunities in the Bond Market The S&P 500 Equal-Weight Outperformed the S& ..read more
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102: Strategic Investing Through Retirement with Stephen Tuckwood, CFA
The Guided Retirement Show
by Dean Barber
2M ago
Our Director of Investments, Stephen Tuckwood, CFA, has quickly become one of the most frequently featured guests on The Guided Retirement Show. For the Season 10 premiere, Tuck and Dean Barber will discuss the critical topic of constructing the right portfolio via strategic investing as you transition into and go through retirement. They’ll discuss the nuances of proper portfolio construction and the changing dynamics of investment rules during the retirement phase. In this podcast interview, you’ll learn: There's a Change in Mindset with Investing While in the Retirement Redzone Asset Alloc ..read more
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101: Retirement Planning 101 - Back to the Basics with Chris Rett
The Guided Retirement Show
by Modern Wealth Management
3M ago
s 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 offerin ..read more
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100: Living Live After Leaving Your Career with Bruce Godke
The Guided Retirement Show
by Modern Wealth Management
3M ago
We have a very special guest for a very special episode of The Guided Retirement Show. We’re thrilled to have soon-to-be retired Modern Wealth Executive Advisor Bruce Godke join Dean Barber for our 100th episode! Bruce joined Dean in the financial industry 18 years ago and is getting ready to embark upon an amazing journey. And as part of this amazing journey, Bruce is launching a nonfinancial life planning program, Your Encore, at Modern Wealth. Today, Bruce and Dean are going to talk about some important aspects nonfinancial life planning to help people prepare for retirement. In this podcas ..read more
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099: 2023 Market in Review with Garrett Waters
The Guided Retirement Show
by Dean Barber
4M ago
For the second time in 2023, Anchor Capital CEO and Portfolio Manager Garrett Waters is joining Dean Barber on The Guided Retirement Show. Earlier this year, Garrett and Dean discussed investment risk for 2023. Now that 2023 is coming to a close, Garrett is returning to do a 2023 market year in review and 2024 market outlook. He and Dean will talk about the stock market, bond market, and economy. In this podcast interview, you’ll learn: The Ups and Downs of Liquidity in 2023 The S&P 500 and NASDAQ Entered Correction Territory in Q3, but Have Since Bounced Bac ..read more
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098: HSA Tax Advantages with Marty James, CPA
The Guided Retirement Show
by Dean Barber
4M ago
We’re thrilled to have one of Modern Wealth Management’s newest team members, Marty James, CPA, join Dean Barber on The Guided Retirement Show. This will actually be Marty’s second appearance on the podcast, though. He previously joined Dean to discuss tax planning strategies in August 2022. On this episode, Marty and Dean will talk about some very specific tax strategies when it comes to HSAs. Marty believes that HSAs are one of the most underutilized and misused part of the tax code. He’s going to explain why that is and how to use your HSA effectively. In this podcast interview, you’ll lear ..read more
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097: Market Outlook and the Last Six Months with David Mitchell
The Guided Retirement Show
by Modern Wealth Management
5M ago
David Mitchell makes his fourth appearance on The Guided Retirement Show to share his outlook for the markets and economy. He’s in his 19th year with AllianceBernstein and serves as the managing director for AllianceBernstein’s RIA and private banks in its Upper Midwest and Central division. He’s basically one of four specialists at AllianceBernstein in North America. AllianceBernstein, which aggregate manages around $700 billion globally for every type of client you can imagine. That includes large institutions, pension funds, sovereign wealth funds, and then private clients here in the Unite ..read more
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