Retirement Plan Checklist

Financial Advisor Logan DeGraeve presents the Retirement Plan Checklist webinar. In this webinar, Logan will review some of the questions in the checklist as well as things you need to be thinking about in the years leading up to retirement.


Retirement Article

5 Common Misconceptions About Retirement

Retirement can be very exciting, but there can also be many misconceptions about retirement. Let's set the record straight on some of those.

Estate Planning Article

7 Wealth Protection Tactics

Dean Barber and Logan DeGraeve share 7 wealth protection tactics that can be helpful with planning for how to get to and through retirement.

Retirement Article

Planning for Uncertainty in Retirement

In the quest for financial clarity and confidence, there's no doubt that today's decisions and actions can create your future. Dean Barber and Logan DeGraeve discuss how those decisions and actions are critical when it comes to planning for uncertainty in retirement.

The Guided Retirement Show

Retirement Podcast

Nonfinancial Life Planning with Bruce Godke

Episode 100 | Bruce Godke | Executive Advisor
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.

Retirement Podcast

The CFP® Professional and CPA Relationship with Logan DeGraeve, CFP® and Corey Hulstein, CPA

Episode 96 | Logan DeGraeve, CFP® and Corey Hulstein, CPA | Modern Wealth Management Executive Advisor and Modern Wealth Management Director of Tax
Logan DeGraeve, CFP® and Corey Hulstein, CPA describe the working relationship between a CFP® Professional and CPA.




Year-End Tax Planning for 2023

Managing Directors Dean Barber and Marty James, CPA discuss some key things to keep in mind while doing year-end tax planning for 2023.


Pursuing Passions in Your Financial Plan

Commemorative Air Force Heart of America Wing Leader Steve Zimmerman shares how his financial plan has given him the confidence to further pursue his passion for flying and much more on the Modern Wealth Management Educational Series with Wayne Robinson, CRPC®, AIF®.


How to Build Wealth in Your 20s

From saving early to understanding where you're saving to, Logan DeGraeve reviews some quick tips on how to build wealth in your 20s on the Modern Wealth Management Educational Series