Below you’ll find articles, downloadable guides, videos, and more all created to help you get to and through 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.

Taxes Article

Tax Planning Case Study

There are two married couples—Sam and Samantha and Paul and Polly—in this tax planning case study. One has a tax plan and one doesn’t. Let's see the difference in their tax bills.

Taxes Article

2024 Tax Brackets: IRS Makes Inflation Adjustments

The IRS announced several inflation adjustments for the 2024 tax year. We examine the 2024 tax brackets, standard deduction, and much more.

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.

Investments Podcast

2023 Market in Review with Garrett Waters

Episode 99 | Garrett Waters | Anchor Capital CEO and Portfolio Manager
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.




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®.


Q3 2023 Quarterly Market Update

Dean Barber, Ken Osiwala, and Bud Kasper give their main takeaways from Q3 2023 and their expectations for Q4 in our Quarterly Market Update.