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

How Much Do People Actually Spend in Retirement?

Dean Barber and Bud Kasper review data from an Employee Benefit Research Institute survey to answer the question, "How Much Do People Spend in Retirement?"

Retirement Article

Why the 5 Years Before Retirement Are So Important

Dean Barber and Bud Kasper make their own lists of reasons why the five years before retirement are so important before reviewing a portion of our Retirement Plan Checklist to help back up their reasoning.

Retirement Article

The World’s Reserve Currency: What Challenges Does the U.S. Dollar Face?

Shane Barber assesses the U.S. dollar's grasp on being the world's reserve currency and its top challengers. Is its position in danger?

The Guided Retirement Show

Retirement Podcast

Older Americans Month with Dean Barber

Episode 88 | Dean Barber | Managing Director
Dean Barber shares how his late grandfather and our loyal Modern Wealth Management clients give him several reasons to celebrate Older Americans Month.

Retirement Podcast

Things to Consider Before Retiring with Drew Jones

Episode 86 | Drew Jones | CFP® Professional
Drew Jones joins Dean Barber on The Guided Retirement Show to review several things to consider before retiring.




Your First Year of Retirement: Here Are 4 Things You Can Expect

Have you thought about your retirement goals? So many people get caught up in trying to save as much as possible and haven’t thought about what they want their retirement to look like. Your retirement goals are obviously part of what will make your plan unique. But there are several things that many people will experience in retirement that we want to prepare you for. Modern Wealth Management Managing Directors Dean Barber and Ken Osiwala are going to review four things that you can expect in your first year in retirement to help you in your retirement planning process.


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.


Items to Review as You Step into Retirement

Logan DeGraeve shares several key items to review as you step into retirement and why it's important to review them well before retirement.