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

Missouri Bill Aims to Eliminate Capital Gains Tax: What It Means for You

Missouri is on the brink of a historic tax reform that could significantly benefit investors, property owners, and entrepreneurs across the state. Senate Bill 46 (SB 46), recently passed by the Missouri Senate and awaiting the governor’s signature, proposes a groundbreaking change: to completely eliminate capital gains income from Missouri state income tax starting in tax year 2025.

Estate Planning Article

10 Reasons We Said YES to a Deal (A Buyer’s Perspective)

In episode six of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss 10 reason they said yes to a deal, a buyer's perspective.

Retirement Article

Sample Financial Plan

We believe that a truly effective financial plan goes beyond investing. We'll cover this in more detail as we discuss a sample financial plan.

The Guided Retirement Show

Retirement Podcast

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

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

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.