How Much Do People Spend in Retirement? & Pros and Cons of Converting to a Roth

America’s Wealth Management Show

Start Planning  Schedule a Meeting
Preview
How Much Do People Spend in Retirement? & Pros and Cons of Converting to a Roth

Pros & Cons of Converting to a Roth IRA

Dean Barber and Bud Kasper always have a blast when they attend Ed Slott’s Elite IRA Advisor GroupSM workshops. At the workshop they attended in April in Baltimore, they reviewed several things to consider before doing Roth conversions. Dean and Bud are going to give a brief recap of what they discussed at the workshop as they go over pros and cons of converting to a Roth IRA on America’s Wealth Management Show.

Watch the Episode, Find Resources & Read the Article

Popular Resources

Click a resource below to download some of our most popular resources like the Retirement Plan Checklist.

Retirement Plan Checklist    Tax Reduction Strategies Guide    2023 Retirement Planning Calendar

 

Schedule a Meeting

Find a time to schedule your no-obligation complimentary consultation with a CFP® professional by clicking below.

We’re excited to help you achieve your goals for retirement.

Schedule a Meeting

 

How Much do People Actually Spend in Retirement?

Many people dream about all the things they can do after they stop working, but how much do people spend in retirement? In October 2022, the Employee Benefit Research Institute conducted a survey on how the pandemic impacted people’s spending in retirement. Some of the results could surprise you. Dean Barber and Bud Kasper are going to review some of the statistics from the survey to assess how much people spend in retirement on America’s Wealth Management Show.

Watch the Episode, Find Resources & Read the Article

Asset Allocation vs. Tax Allocation

Dean Barber and Bud Kasper have talked about asset allocation and tax allocation several times on America’s Wealth Management Show. And they’ve discussed asset location quite a bit too. Do you have a good understanding of all three? Whether you do or not, they’re going to offer some keen insight on asset allocation versus tax allocation and why both of them are important, so make sure to pay close attention.

Watch the Episode, Find Resources & Read the Article

Why the 5 Years Before Retirement Are So Important

When you’re in your 50s or maybe early 60s, many of you will get to a point where you’re about five years from retirement. If that’s you, do you feel prepared for retirement? It’s a crucial stage of the retirement planning process. Dean Barber and Bud Kasper are going to help us with explaining why the five years before retirement are so important on America’s Wealth Management Show.

Watch the Episode, Find Resources & Read the Article

5 Reasons to Retire

Some people are more than ready to retire while others truly enjoy their jobs and don’t have retirement on their minds. What camp are you in? Well, either way, you need to have a financial plan. There are many reasons to retire. What are yours? Dean Barber and Bud Kasper are going to elaborate on that as they review five reasons to retire on America’s Wealth Management Show.

Watch the Episode, Find Resources & Read the Article

Start Planning

Start Building Your Plan with Our Industry-Leading Financial Planning Tools

Start Planning

Have a question for Dean and Bud about retirement?

Ask a Question

About the show

Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends.