What Is Wealth? 4 Types of Wealth
Dean Barber and Bud Kasper are going to define the four types of wealth to thoroughly answer the question, “What is wealth?” on America’s Wealth Management Show.
Dean Barber and Bud Kasper are going to define the four types of wealth to thoroughly answer the question, “What is wealth?” on America’s Wealth Management Show.
Whether it was major bank failures, another 0.25% increase of the Fed funds rate, or 10-year treasury yields falling, March didn’t lack any madness this year. We’ll look at all that and more during our March Monthly Economic Update.
In case you missed it, Federal Reserve Chairman Jerome Powell announced another 0.25% Fed funds rate hike on March 22. The Fed funds rate is now in the 4.75-5% range. So, where will interest rates go from here and what does that mean for you and your retirement plans? Dean Barber and Bud Kasper will discuss the effect of rising interest rates on the economy and much more on America’s Wealth Management Show.
Episode 87 | Stephen Tuckwood | Director of Investments
Modern Wealth Management's newest team member, Director of Investments Stephen "Tuck" Tuckwood, joins Dean Barber on The Guided Retirement Show to share a little bit about his background, proper portfolio construction, investment risk, and how a good CFP® Professional that has access to a Chartered Financial Analyst can make a major difference in your portfolio.
Episode 85 | David Mitchell | Director at AllianceBernstein
AllianceBernstein Regional Director David Mitchell recently joined Dean Barber on the Barber Financial Group Educational Series to discuss inflation expectations for 2023, but a lot has happened since he last appeared on The Guided Retirement Show two years ago to talk about the markets. David gave a long-term market outlook with Dean in March 2021. We’re going to review David’s predictions from two years ago and get his updated long-term market outlook.
When you reach age 73 you must begin to draw funds from your traditional (i.e., non-Roth) Individual Retirement Accounts (IRAs).
Not sure what to do with your 401(k) when you retire or are nearing retirement? Once you retire, a plan for withdrawing those funds that provides a constant source of income that isn’t eaten up by taxes and other costly traps must be constructed
We’re constantly thinking about how to keep people updated about things that can impact their retirement. It’s important to us that you’re making informed financial decisions so that you can live your one best financial life. So, we’ve decided that we’re going to start sharing quarterly market updates from Dean Barber and Bud Kasper. Let’s get right into it with our Q1 2023 quarterly market update.
What is going on with the economy? From inflation expectations for 2023, how high interest rates could go, and the uncertainty within the stock and bond markets, there are so many pertinent questions right now and not many clear answers. David Mitchell of AllianceBernstein joins Dean Barber on the Modern Wealth Management Educational Series to review some of those questions and what they could mean for you.
Uncertainty has been the theme of 2022. We’ve experienced some jaw-dropping market volatility and inflation, and after back-to-back quarters of negative GDP growth, we’re technically in a recession. All this uncertainty has only enhanced our firm’s commitment to help people continuing living their one best financial life. In this Modern Wealth Management Educational Series event, Drew Jones joins Dean Barber to discuss what it’s like to retire during a recession.