Estate Planning Article

Inherited IRA Rules and the SECURE Act

The rules of inherited IRAs are extremely difficult to understand due to the SECURE Act, yet they must be understood. Dean Barber and Bud Kasper review the inherited IRA rules and explain how they can affect different beneficiaries.


Insurance Article

5 Long-Term Care Questions to Ask

As you age, calculating the chances that you’ll need long-term care—and the associated costs—is incredibly important.

Insurance Article

What Is Medicare Open Enrollment?

The Medicare Open Enrollment Period runs from October 15 to December 7. Here's a quick overview of what to consider during this timeframe.

Insurance Article

Life Insurance in Retirement: Do I Still Need It?

Life insurance can be a key component in your financial plan, but it depends on your financial goals, lifestyle, and other circumstances. There are various reasons for why someone should purchase life insurance while they’re working, namely to provide for your loved ones if you pass away. But do you need life insurance in retirement? Well, it depends. We’re going to review a few reasons for why someone might want to carry life insurance into retirement. 

The Guided Retirement Show

Insurance Podcast

Medicare Changes in 2023 with Taylor Garner

Episode 79 | Taylor Garner | Owner | Garner Insurance Agency, LLC
Garner Insurance Agency, LLC Owner Taylor Garner joins Dean Barber again on The Guided Retirement Show to discuss Medicare changes in 2023.

Insurance Podcast

Navigating Health Care Costs in Retirement with Taylor Garner

Episode 62 | Taylor Garner - Agency Manager & Insurance Consultant - American Republic Insurance Services®

In today’s episode, Taylor and I talk about the traps and challenges of the healthcare industry that affect countless retirees, why the right plan can bring down your healthcare costs substantially, and how to put the many different forms of supplemental coverage to work for you.



Rising Long-Term Care Costs

Matt Kasper and Logan DeGraeve tackle the crucial topic of rising long-term care costs on the Modern Wealth Management Educational Series.


ABCs of Medicare

Tom Allen, Insurance Consultant & Medicare Expert, breaks down the many letters of Medicare in this webinar. The intention of the ABCs of Medicare is to help people understand what Medicare Parts A & B cover, and more importantly, what they don't cover and what you need to do about it. You'll learn how the Medicare Open Enrollment Period actually works, how to find out what prescription drugs are covered under certain plans, what Parts C & D cover, and more.


Are You Fully Covered?

In this webinar, Darren Newell, Insurance Advisor, breaks down the intricacies of property and casualty insurance to address the question, "Are you fully covered?" The intention of the Are You Fully Covered? is to help people understand property and casualty insurance. What you need, and, just as important, what you don't need in coverage.