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



Taxes Article

The IRA Early Withdrawal Penalty: How to Avoid the 10% Penalty

Dean Barber and Bud Kasper review Ed Slott's list of 20 exceptions to the IRA early withdrawal penalty on America's Wealth Management Show.

Investments Article

Another Tech Bubble in 2023?

There’s no shortage of crazy things happening right now. We're going to dive into the inverted yield curve once again and dig into what's driving the markets higher. There are some interesting things going on in the markets, specifically in tech. Is another tech bubble taking shape? Dean Barber looks at that and much more in his May Monthly Economic Update.

Retirement Article

What to Know About CDs, Bonds, and Treasuries

Dean Barber and Bud Kasper share some insight about CDs, bonds, and treasuries on America's Wealth Management Show.

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

Components of a Complete Financial Plan with Logan DeGraeve

Episode 89 | Logan DeGraeve | Executive Advisor
Logan DeGraeve joins Dean Barber on The Guided Retirement Show to review the components of a complete financial plan. These discuss several critical things to think about before and during retirement.