Education

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




START PLANNING

Read

Investments Article

Understanding Retirement Asset Allocation

When our Director of Investments Stephen Tuckwood, CFA joined Dean Barber on The Guided Retirement Show to discuss strategic investing through retirement, there was one thing in particular that he wanted to make very clear. Very early on in that conversation with Dean, Tuck said that asset allocation is the biggest driver of your portfolio’s return over time. We’re going to elaborate on why Tuck believes that so that you have a firm understanding of retirement asset allocation.

Retirement Article

Should I Get Out of Debt Before I Retire?

Should I get out of debt before I retire? It's one of the more common questions we get when we meet with people getting closer to retirement. It’s important to understand that not all debt is the same. Let’s examine different types of debt to help determine whether you should get out of debt before you retire.

Retirement Article

5 Spring Activities for Retirees

Is spring one of your favorite seasons? Here are five spring activities that retirees can enjoy with spring right around the corner.

The Guided Retirement Show

Retirement Podcast

Retirement Planning for Small Business Owners with Drew Jones

Episode 105 | Drew Jones, CFP®, AIF® | Modern Wealth Management Executive Advisor
Drew Jones, CFP®, AIF® has a passion in working with small business owners, helping them get their business to be as valuable as it can possibly be before facilitating an exit strategy. As Drew makes his third appearance on The Guided Retirement Show, he and Dean Barber will discuss what small business owners need to do when it comes to retirement planning. 

Insurance Podcast

Affordable Care Act Subsidies – How to Qualify for Them with Marty James, CPA, PFS

Episode 104 | Marty James, CPA, PFS | Modern Wealth Management Managing Director
Making his third appearance on The Guided Retirement Show, Marty James, CPA, PFS joins Dean Barber to discuss how to qualify for Affordable Care Act subsidies. Qualifying for the Affordable Care Act subsidies can greatly reduce the cost of health insurance prior to becoming eligible for Medicare. Who doesn’t want that?! Marty and Dean are both excited to touch on this topic, so let’s see what they have to share.

Download

Watch

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.