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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Taxes Article

Mega Backdoor Roth IRAs Before Retirement

Backdoor Roth IRAs and mega backdoor Roth IRAs might sound like special types of Roth IRA accounts, but they’re actually strategies that high income earners use to get more money into Roth accounts.

Retirement Article

Your 401(k) Employer Match and How It Works

Do you understand how your 401(k) employer match works? Think of it as free money from your employer to reward you for saving for retirement. Let's review some important considerations surrounding 401(k) matching and how it works.

Estate Planning Article

Inherited IRA Rules and the SECURE Act

The rules of inherited IRAs can be extremely difficult to understand due to the SECURE Act, yet they must be understood. The IRS has issued its final SECURE Act regulations, so we’re going to review the inherited IRA rules and explain how they can affect different beneficiaries.

The Guided Retirement Show

Retirement Podcast

10 Questions to Ask Yourself Before Retirement with Chris Rett, CFP®, AIF®

Episode 114 | Chris Rett, CFP®, AIF® | Modern Wealth Management Senior Advisor
It’s our Season 10 finale of The Guided Retirement Show, which means it’s time for Chris Rett, CFP®, AIF® to join Dean Barber as the featured guest. Chris and Dean are going to review 10 questions that everyone should ask themselves before retirement. If you’re planning to retire around three to five years from now, make sure to take some notes and to ask yourself these questions before retirement. Let’s review the questions and then we’ll explain why everyone should think about them before retirement.

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.

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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.