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



Taxes Article

Converting to a Roth IRA: What Are the Pros and Cons?

Dean Barber and Bud Kasper discuss some of the pros and cons of converting a traditional IRA to a Roth IRA.

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?"

Estate Planning Article

529 Rollover to a Roth IRA – What You Need to Know

Thanks to the SECURE Act 2.0, a 529 plan can rollover to a Roth IRA under certain conditions, effective January 1, 2024.

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.

Investments Podcast

Proper Portfolio Construction with Stephen Tuckwood

Episode 87 | Stephen Tuckwood | Director of Investments
Modern Wealth Management's newest team member, Director of Investments Stephen "Tuck" Tuckwood, joins Dean Barber on The Guided Retirement Show to share a little bit about his background, proper portfolio construction, investment risk, and how a good CFP® Professional that has access to a Chartered Financial Analyst can make a major difference in your portfolio.