Education

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


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Investments Article

What Is Market Risk?

There are two primary categories when it comes to investment risk: market risk and specific risk. Market risk alludes to the uncertainty and possibility of losses that comes with an investor’s decisions that are related to factors that impact overall market performance.

Insurance Article

Naming a Life Insurance Beneficiary

It's critical that policy holders and beneficiaries are on the same page when it comes to naming a life insurance beneficiary.

Retirement Article

5 Fun Summer Activities to do with Your Family

June being in full swing typically means that the summer heat is already here or very close to it for much of the U.S. How are you going to beat the heat this summer? Summer also means that school is out (or soon to be out), so it’s time to think of some fun summer activities to do with your family.

The Guided Retirement Show

Estate Planning Podcast

Estate Planning Mistakes to Avoid with Tim Denker

Episode 113 | Tim Denker | Denker Law Firm, LLC
Dean Barber could talk for hours about estate planning mistakes to avoid. On Episode 113 of The Guided Retirement Show, Dean decided to cover some of the most common estate planning mistakes that he and Tim Denker of Denker Law Firm, LLC have witnessed. Tim founded Denker Law Firm, LLC in 2006 and has practiced estate planning and business law since 2003.1 Dean and Tim want you to be informed when it comes to estate planning and are going to nine mistakes to avoid.

Taxes Podcast

Tax Planning Tips with Corey Hulstein, CPA and Marty James, CPA, PFS

Episode 112 | Modern Wealth Management Director of Tax Corey Hulstein, CPA and Modern Wealth Management Managing Director Marty James, CPA, PFS
How can you pay less taxes over your lifetime? That’s a question everyone wants to know the answer to, but there isn’t a one-size-fits-all answer. Everyone’s financial situation is different. Along with explaining the importance of having a forward-looking tax plan as a part of your personalized financial plan, Corey Hulstein, CPA and Marty James, CPS, PFS joined Dean Barber on The Guided Retirement Show to share some tax planning tips.

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Video

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.

Video

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®.

Video

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.