Financial Checkup Time: Review These Annual Items
The beginning of the year is a great time for a financial checkup. Let's review some ...
America's Wealth Management Show
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What’s New for 2026?
There are several things that are new for 2026 from a financial planning perspective ...
7 Financial Planning Takeaways from 2025
What happened in 2025 from a financial planning perspective that could remain re...
Reviewing Your Beneficiary Designations: When Should You Update Them?
When is the last time you reviewed your beneficiary designations? If it’s been seve...
5 Long-Term Care Questions to Ask
As you age, calculating the chances that you’ll need long-term care—and the assoc...
7 Reasons NOT to Convert to a Roth IRA
We’ve published a lot of content that highlights how Roth conversions can be a help...
Alternative Investing: What You Need to Know
What is alternative investing and why is it so misunderstood? From private equity and...
The Great Wealth Transfer’s Great Impact on Women
Did you know that $124 trillion is projected to transfer by 2048 according to a Decem...
7 Financial Scams You Need to Be Aware Of
It's one thing to build your wealth; it's another to protect it. Let’s review seve...
2026 Tax Brackets: IRS Makes Inflation Adjustments
The IRS announced several inflation adjustments for the 2026 tax year on Thursday, Oc...
5 Key Estate Planning Items to Address
As we prepare to celebrate National Estate Planning Awareness Week, let's review thes...
What Is a Good Monthly Retirement Income?
What is a good monthly retirement income? Let's review the nuances of retirement spe...
The One Big Beautiful Bill Act: What You Need to Know
The One Big Beautiful Bill Act became law on July 4 after narrowly passing through th...
8 Pre-Retirement Tasks to Address
What do you need to do to prepare for retirement? Review these eight pre-retirement t...
Active Versus Passive Management
In today's world, investors will often encounter competing investment strategies know...
What Is the Social Security Fairness Act?
The Social Security Fairness Act repealed the Windfall Elimination Provision (WEP) an...
Taxes on Retirement Income
When you leave your job and enter retirement, your tax situation can drastically chan...
5 Reasons to Retire
Consider these key aspects of the financial planning process while reviewing these fi...
5 Types of Financial Plans
Let’s review five types of financial plans and why a comprehensive plan is critical...
Traditional Versus Roth 401(k)
People frequently ask us whether they should contribute to a Roth 401(k) or a traditi...
2024 Tax Return Tips
While Tax Day isn’t until April 15 each year (unless April 15 falls on a weekend), ...
Estate Planning
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Reviewing Your Beneficiary Designations: When Should You Update Them?
When is the last time you reviewed your beneficiary designations? If it’s been seve...
The Great Wealth Transfer’s Great Impact on Women
Did you know that $124 trillion is projected to transfer by 2048 according to a Decem...
5 Key Estate Planning Items to Address
As we prepare to celebrate National Estate Planning Awareness Week, let's review thes...
Gray Divorce and Its Financial Impact
Have you heard of the term "gray divorce?" It refers to the trend of rising divorce r...
Inherited IRA Rules and the SECURE Act
The rules of inherited IRAs can be extremely difficult to understand due to the SECUR...
The Great Wealth Transfer Has Arrived
The Great Wealth Transfer is here and will continue to evolve over the next two decad...
What Happens to Your 401(k) When You Die?
If you have a significant other, children, grandchildren, or other family members who...
Financial Checklist After the Death of a Spouse
A lot can get put on the surviving spouse's plate when their spouse dies. We're hopin...
What Is a Living Trust and Do I Need One?
How could a living trust be utilized as a key part of your personal estate planning s...
Don’t Give Your Grandchildren Money … Give Them the Gift of Learning About Money
Shane Barber shares how giving your grandchildren the gift of financial education is ...
What Happens to Debt When Someone Dies?
When a loved one passes away, most heirs are concerned about what will happen to thei...
5 Estate Planning Documents That Everyone Needs
As we celebrate National Estate Planning Awareness Week, let's review these five esta...
How to Build Generational Wealth
Did you know that we're in the midst of The Great Wealth Transfer? Let's talk about t...
Rules for Inherited IRA Distributions – What Are the Latest Changes?
IRS Notice 2023-54 provides relief for 2023 missed RMDs for non-eligible designated b...
What is Probate and Why Should I Avoid It?
What is probate? If you want peace of mind with knowing that your loved ones are in g...
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 con...
Special Needs Trusts Rule Changes from SECURE 2.0
While it wasn’t as earth shattering as the SECURE Act, Congress did implement some ...
Transferring Wealth: IRAs Are a Bad Option
Do you remember when IRAs were good? Congress messed that up with the SECURE Act. IRA...
Estate Tax: How Will My Assets Be Taxed When I Die?
You are probably aware that the government can tax you when you earn income from work...
RMD Penalty Waived for 2021 and 2022 Missed RMDs within 10-Year Rule
The IRS has issued a notice that waives the 50% penalty on missed RMDs from 2021 and ...
Understanding Your Tax Allocation
Logan DeGraeve breaks down the three tax allocation buckets and how proper tax divers...
October Is National Financial Planning Month
Did you know that October is National Financial Planning Month? It honestly came clos...
7 Reasons Why Tax Planning Is So Important
When it comes to advanced tax planning, unfortunately many people either just don’t...
Is the Stretch IRA Dead?
In December 2019, Congress passed the Setting Every Community Up for Retirement (SECU...
SECURE Act Changes Retirement Planning
In 2019, there was a lot of buzz about the Setting Every Community Up for Retirement ...
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Rules on Gifting Money to Family
How do wealth transfer and gifting affect your taxes? What are some strategies that y...
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Estate Planning Guide
One of the most important things you can do for them is to ensure that when you pass ...
Insurance
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5 Long-Term Care Questions to Ask
As you age, calculating the chances that you’ll need long-term care—and the assoc...
The Medicare Annual Enrollment Period: Understanding Your Options
The Medicare Annual Enrollment Period runs from October 15 to December 7. Here's a qu...
Building a Disaster Preparedness Plan
Our team frequently emphasizes the importance of having a stress-tested financial pla...
What Is Medicare Annual Open Enrollment?
The Medicare Annual Enrollment Period runs from October 15 to December 7. Here's a qu...
Is Medicare Free?
Healthcare and taxes are two of the leading wealth-eroding factors in retirement in l...
What Is IRMAA? Medicare Income-Related Monthly Adjustment Amount
Have you heard of the acronym "IRMAA?" It stands for Medicare income-related monthly ...
Blue Cross and Blue Shield of Kansas City Exiting Medicare Advantage Marketplace
Blue Cross and Blue Shield of Kansas City’s Medicare Advantage Plan will cease to e...
Mitigating Inflation on Healthcare Costs with These 7 Strategies
Are rising healthcare costs on your mind? Let's explore potential strategies for miti...
Naming a Life Insurance Beneficiary
It's critical that policy holders and beneficiaries are on the same page when it come...
Health Insurance Options for Retirees Under 65
When people younger than 65 are pondering if they have the means to retire early, the...
Health Care Costs During Retirement
If you're gearing up for retirement, you may be wondering how your health care costs ...
Life Insurance in Retirement: Do I Still Need It?
Life insurance can be a key component in your financial plan, but it depends on your ...
Retiring Before 65: What You Need to Consider
Are you waiting til 65 to retire since that's when you can get on Medicare? Well, wha...
5 Financial Updates for 2023
We're excited to put 2022 in the rearview mirror. As we round out the first week of 2...
SECURE Act Changes Retirement Planning
In 2019, there was a lot of buzz about the Setting Every Community Up for Retirement ...
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Rising Long-Term Care Costs
Matt Kasper and Logan DeGraeve tackle the crucial topic of rising long-term care cost...
Investments
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Donor-Advised Funds and How They Work
A Donor-Advised Fund (DAF) is a flexible giving vehicle where the donor contributes a...
Alternative Investing: What You Need to Know
What is alternative investing and why is it so misunderstood? From private equity and...
Federal Reserve Cuts Interest Rates for First Time in 2025, Eyes Two More This Year
For the first time in 2025, the Federal Open Market Committee cut the Fed funds rate ...
Q3 2025 Market Update
In our Q3 2025 market update, Stephen Tuckwood assesses recent market performance and...
Sequence of Returns Risk and Why Timing Matters
Have you thought about the potential impact of retiring during a prolonged market dow...
Monthly Market Update for May 2025
In our Monthly Market Update for May 2025, Stephen Tuckwood, CFA, reviews why stocks ...
529 Plans and Planning for Your Family’s Future
Special moments always happen in a flash—especially the times you treasure with you...
Active Versus Passive Management
In today's world, investors will often encounter competing investment strategies know...
Navigating Economic Uncertainty: Special Market Update
Welcome to another special market update, where Stephen Tuckwood, CFA, addresses the ...
Trump Pauses Several Reciprocal Tariffs for 90 Days
Markets surge after President Trump pauses several of his reciprocal tariffs for 90 d...
Assessing Market Volatility Following April 2 Tariffs
Stephen Tuckwood, CFA, shares a special market update pertaining to the recent market...
Monthly Market Update for February 2025
While bonds performed well in February following a strong January, the same could not...
Monthly Market Update for January 2025
In our January Monthly Market Update, Director of Investments Stephen Tuckwood review...
Traditional Versus Roth 401(k)
People frequently ask us whether they should contribute to a Roth 401(k) or a traditi...
Monthly Market Update for November 2024
Stephen Tuckwood, CFA discusses the Fed's latest rate cut, big movements in the marke...
Monthly Market Update for October 2024
Stephen Tuckwood, CFA, recaps a mixed month of market performance and the Fed's lates...
How to Find an Old 401(k)
Did you change jobs and not do anything with your old 401(k)? Let’s review potentia...
Employee Stock Ownership Plans (ESOPs) and How They Work
An Employee Stock Ownership Plan (ESOP) is a unique type of qualified employee retire...
How Much Cash Reserves Should You Hold?
It’s crucial to have cash reserves to secure financial stability. However, how much...
Understanding Cost Basis
If you're thinking about selling an investment, do you know what your cost basis is? ...
What Is Market Risk?
There are two primary categories when it comes to investment risk: market risk and sp...
4 Retirement Risks That Are Out of Your Control
Your investments are something that you have control over. However, there are also re...
10 Ways to Fight Inflation in Retirement
The fear of running out of money in retirement can be a huge financial stressor. One ...
Is the Stock Market Overvalued?
The goal of this article will be to help you understand all the different methods—a...
Assessing Your Financial Literacy
Where do you think you stand when it comes to financial literacy? Join Dean Barber an...
Understanding Retirement Asset Allocation
When our Director of Investments Stephen Tuckwood, CFA joined Dean Barber on The Guid...
What Should I Invest My Money In?
What should I invest my money in? It's a natural question to ask. Some would say it's...
Target Date Funds: What You Need to Know
Target date funds have become a very popular investment vehicle that are structured ...
The Fine Line Between Good Fear and Bad Fear
Dean Barber and Bud Kasper break down the differences between good fear and bad fear ...
Can I Beat the Market?
Beating the market is something that many people have tried to do, but a rare few hav...
The 4-Year Presidential Election Cycle and the Stock Market
It's an election year! We examined the relationship between the 4-year presidential e...
Rebalancing Your 401(k)
Another year has come to pass, and with it, new challenges and opportunities will pre...
RMD Strategies for Before & After Retirement
Dean Barber and Bud Kasper discuss Required Minimum Distributions by sharing major RM...
5 Factors More Important Than Rate of Return
When it comes to building your retirement plan, a lot of people think your rate of re...
Reviewing Rebalancing Strategies
Dean Barber and Bud Kasper discuss offensive and defensive rebalancing strategies and...
Safe Withdrawal Rates
Dean Barber and Bud Kasper discuss safe withdrawal rates and why they should be diffe...
The S&P 500 Cap-Weighted vs. Equal-Weighted Index
The S&P 500 and the NASDAQ are in correction territory, meaning that there’s been a...
Bond Yields Keep Rising
Our Director of Investments Stephen Tuckwood, CFA is stepping in for Dean Barber for ...
Retirement Rules of Thumb: Let’s Bust Them
Do you have some retirement rules of thumb that you follow? Some of them might be hel...
Federal Reserve Takes Recession Out of Its Forecast
Can the Federal Reserve engineer a soft landing and avoid a recession? Dean Barber di...
Pension Plans: Defined Benefit Plans vs. Defined Contribution Plans
Dean Barber and Bud Kasper discuss pension plans while breaking down the differences ...
“Magnificent Seven Stocks” Continue to Drive the Market
Jerome Powell decided to raise rates by another quarter of a point. The equal-weight ...
Retirement Cash Flow: What You Need to Know
What is retirement cash flow and why is it so important? Dean Barber and Logan DeGrae...
What is Driving the Stock Market?
What is driving the stock market? Dean Barber looks at the top holdings of the S&P 50...
Rebalancing Your Portfolio: Looking at a Midyear Rebalance
Dean Barber and Bud Kasper explain the concept of rebalancing and its role in maintai...
Interest Rate Forecast for the Rest of 2023
Dean Barber and Bud Kasper give their interest rate forecasts for the rest of 2023 an...
The U.S. Banking Crisis – Is It Over? Or Was It Even a Thing?
After all the turmoil in March, is there a U.S. “banking crisis” right now? Shane...
Should I Have a 401(k) and a Roth IRA?
Planning for retirement is an essential part of securing your financial future. The 4...
Another Tech Bubble in 2023?
There’s no shortage of crazy things happening right now. We're going to dive into t...
What Is Wealth? 4 Types of Wealth
Dean Barber and Bud Kasper are going to define the four types of wealth to thoroughly...
A Banking Crisis Amid the Fed’s Fight Against Inflation
Whether it was major bank failures, another 0.25% increase of the Fed funds rate, or ...
The Effect of Rising Interest Rates on the Economy
In case you missed it, Federal Reserve Chairman Jerome Powell announced another 0.25%...
Lost Decade of the 1970s and Why It Still Matters
Shane Barber looks back at the lost decade of the 1970s to see if we can glean some c...
401k in Retirement: Managing Your Biggest Asset
According to Fidelity, retirees lost an average of 23% in their 401(k) savings in 202...
Consumer Debt Is at an All-Time High
Dean Barber assesses consumer debt, consumer spending, and how it ties into inflation...
Corporate Earnings and Why They Matter
If you listen to any financial media, you’ll hear them talk repeatedly about “cor...
Estate Tax: How Will My Assets Be Taxed When I Die?
You are probably aware that the government can tax you when you earn income from work...
Interest Rate Increases Continue in 2023
While all major indices were up in January, the U.S. treasuries yield curve is invert...
Retirement Income During a Recession
Recession signals remain strong as we begin 2023. We discuss how to go about saving a...
What Is Yield Curve Inversion?
What is yield curve inversion? And why does it precede recessions? Shane Barber answe...
2022 Was Unusual for Bonds, Tough on Stocks
2022 is in the rearview mirror, and thank goodness, because it was a rough year. Watc...
Recession Fears Remain High for the Holidays
There’s plenty of holiday cheer to go around, but recession fears also remain high ...
Economic Outlook for 2023: What Do We Need to Prepare for?
In our last Modern Wealth Management Educational Series event of 2022, Dean Barber an...
Inverted Yield Curve Signals Recession
Along with looking at the latest trends in the stock and bond markets, Dean Barber di...
Dead Cat Bounces
Is this another dead cat bounce or the beginning of the next bull market? Dean Barber...
More Interest Rate Hikes on the Way?
Dean Barber and Bud Kasper discuss the latest on inflation, more interest rate hikes,...
When Will the Bear Market Be Over?
We saw a big market run-up in October. Dean Barber explores when the bear market will...
8 Retirement Challenges That You Didn’t Have While Working
Planning for a fulfilling retirement isn’t something that can be done in a blink of...
Reading Your Balance Sheet and Income Statement
Will Doty reviews how to read your balance sheet and income statement, and how it all...
October Is National Financial Planning Month
Did you know that October is National Financial Planning Month? It honestly came clos...
Examples of Market Risk Abound in September
There is so much economic uncertainty, from interest rates to inflation to what's goi...
8 Ways to Combat Financial Uncertainty
All the financial uncertainty that we’re dealing with seems to be coming at us from...
Market Conditions Falter to Round Out August
Market conditions tumbled at the end of August after a summer rally. Dean Barber take...
The Definition of a Recession
We now have a negative GDP for two consecutive quarters, which is the definition of a...
Are We in a Recession?
Are we in a recession? Dean Barber raises that question and reviews the latest on int...
Bear Markets and Mean Reversions
Shane Barber explores several methods of measuring how overvalued the markets became,...
Bear Market Is Here, Is There More to Come?
The S&P 500 entered bear market territory, preceded by the NASDAQ index entering bear...
Finding Financial Clarity in Uncertain Times
With all the issues we’re facing domestically and globally that are impacting the e...
Bear Market Rallies
Dean Barber assesses the possibility of upcoming bear market rallies and reviews the ...
A Recent History of Bear Markets
Clarity, confidence, and control within your financial plan is of the utmost importan...
How Are Bond Mutual Funds Impacted by Interest Rates and Bond Prices?
The relationship between bond prices and interest rates has been a hot topic of discu...
Keeping an Eye on I-Bonds
Inflation is an i-word that anyone and everyone is tired of hearing. Then, there’s ...
When a Housing Market Shortage Becomes a Surplus
Shane Barber discusses what is going on in the housing market and how a housing short...
Inflation Rates and the Fed
Following a 50 basis point hike of the Fed funds rate last week, Dean Barber and Bud ...
A Historic Half-Point Hike of the Fed Funds Rate
FOMC Chairman Jerome Powell announced on a 50 basis point increase of the Fed funds r...
Interest Rates and Bond Prices
Dean Barber and Bud Kasper take a deep dive into the relationship between interest ra...
Mortgage Rates and Interest Rates on the Rise
April showers tend to bring spring May flowers, but in the financial world, the forec...
Geopolitical Uncertainty Creates Chaos … And Opportunities
Shane Barber discusses the geopolitical uncertainty surrounding the war between Russi...
What Is Going On in the Bond Market?
For the first time since late 2019, the two-year treasury is yielding higher than the...
A Recent History of Inverted Yield Curves
Dean Barber discusses the inverted yield curve, the likelihood of a recession, market...
The True Meaning of Tax Planning
Tax filing has been top of mind lately with the April 18 deadline fast approaching. W...
Dot-Com Bubble History Remains Relevant
Shane Barber looks back at the bursting of the Dot-Com Bubble in March 2000 and compa...
The Federal Reserve’s Monetary Policies
LSA Portfolios President Brad Kasper reminds us of the Federal Reserve's Monetary Pol...
The Impact of Rising Interest Rates
It's been just over a week since Federal Reserve Chairman Jerome Powell announced a 0...
From Quantitative Easing to Quantitative Tightening
Bud Kasper explains the Federal Reserve's shift from quantitative easing to quantitat...
Economic Impact of March Market Madness
March means it’s time for March Madness, but there’s a different March Madness th...
What Is Going on in the Markets?
Everyone has their opinions about the Federal Reserve’s plan of action with interes...
Managing Risk in the Markets
Between the Federal Reserve’s decision on rising interest rates and the situation w...
When Will the Fed Say, “Take a Hike?”
It feels like it’s only a matter of time before the Fed says to, “Take a hike?”...
What Is Going on with Interest Rates?
Shane Barber discusses what all is going on with interest rates and how impending rat...
Navigating the Latest Market Fluctuations
The Federal Reserve is walking an absolute tight rope. Markets are going crazy. We’...
Staying Calm Amid Volatile Market Conditions
Market volatility is making its presence known as we begin 2022. Dean Barber and Bud ...
Inflation and Supply Chain Issues Are Intertwined
Inflation continues to run rampant as we begin 2022. Shane Barber shares how the ongo...
Should I Buy Gold?
"Should I buy gold?" I hear this question daily, multiple times, and it's not surpris...
Buying Real Estate in Your IRA? Not So Fast
There is no shortage of people and companies out there trying to convince you that bu...
Is the Stretch IRA Dead?
In December 2019, Congress passed the Setting Every Community Up for Retirement (SECU...
Boeing 737 Max: Why Quality Control Matters
In March of this year, after 2 separate crashes killed a combined 346 people, the Boe...
No More Roth IRA Do-Overs Under the New Tax Bill
Now that the Senate and the House of Representatives have both passed versions of the...
Tax Reform Proposal Finally Unveiled
Note: After weeks of discussion, disagreements, and postponements, the House announce...
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Q3 2023 Quarterly Market Update
Dean Barber, Ken Osiwala, and Bud Kasper give their main takeaways from Q3 2023 and t...
What to Do with Your 401(k) After Retirement
Chris Rett discusses what to do with your 401(k) after retirement—leave it in your ...
Q2 2023 Quarterly Market Update
Back in April, Dean Barber and Bud Kasper did something new on the Modern Wealth Mana...
Why Compound Interest Is Key
Chris Rett, CFP® discusses compound interest, the difference between compounding int...
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Understanding Required Minimum Distributions (RMDs)
When you reach age 73 you must begin to draw funds from your traditional (i.e., non-R...
401(k) Survival Guide
Not sure what to do with your 401(k) when you retire or are nearing retirement? Once ...
Partnership
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What Selling Your RIA Could Mean to Your Team
In episode 11 of The Modcast, hosts Jason Gordo and Gary Roth host our first guests ...
Real Estate and Hiring in a Post-Covid World
From shifting real estate needs to evolving hiring practices, the post-COVID world ha...
Building an Investment Platform to Support Advisor Growth
In episode 12 of The Modcast, we dive into the world of investment management with St...
Evolution of Wealth Management Technology with Mike Capelle
In this episode, Gordo welcomes Mike Capelle, Co-Founder and Co-CEO. They dive into t...
Impact of Private Equity on the RIA Industry
In episode nine of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the...
The Elements of a Deal
In episode eight of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss th...
10 Reasons We Said NO to a Deal (A Buyer’s Perspective)
In episode seven of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss 10...
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 r...
The Surge of M&A Activity in Wealth Management
In episode five of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the...
M&A: The Hottest Topic in the RIA Space
In episode three of The Modcast, hosted by Gary Roth and Jason Gordo, they continue d...
3 Key Reasons to Pay Attention to Organic Growth
Gary and Gordo define organic growth, what it is and what it isn't. They discuss why ...
Why RIA Organic Growth is So Important
In episode two of The Modcast, hosted by Gary Roth and Jason Gordo, the duo discusses...
Building Modern Wealth Management
In our inaugural episode, "Building Something Modern," we delve into the fascinating ...
Retirement
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Financial Checkup Time: Review These Annual Items
The beginning of the year is a great time for a financial checkup. Let's review some ...
What’s New for 2026?
There are several things that are new for 2026 from a financial planning perspective ...
7 Financial Planning Takeaways from 2025
What happened in 2025 from a financial planning perspective that could remain re...
2026 Financial Planning Calendar
Consider these annual items, final quarter tasks, big birthdays, and important dates ...
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...
Catch-up Contributions for Your Retirement Plan
Are you taking advantage of catch-up contributions for your workplace retirement plan...
Estate Planning Mistakes to Avoid with Tim Denker
Tim Denker | Denker Law Firm, LLC Dean Barber could talk for hours about estate plan...
Super Catch-up 401(k) Contributions: Are You Eligible to Make Them?
For 2026, the maximum contribution that individuals 50 and older can make to their wo...
Tax Planning Tips with Corey Hulstein, CPA and Marty James, CPA, PFS
Modern Wealth Management Director of Tax Corey Hulstein, CPA and Modern Wealth Manage...
2026 401(k) and IRA Contribution Limits
The Internal Revenue Service announced on November 13 that contributions limits for 4...
Retiring Single with $1.5 Million Saved: How Much Can You Spend with Will Doty, CFP®, AIF®
Will Doty, CFP®, AIF® | Modern Wealth Management Executive Advisor Many of the cas...
How Does a 401(k) Work with Michelle Cannan, CPFA™, QKA®, QKC
Michelle Cannan | Modern Wealth Management Managing Director and Head of Company Reti...
Market Sentiment and Inflation’s Impact with David Mitchell
David Mitchell | AllianceBernstein Regional Director As we attempt to help educate p...
A Successor Trustee Checklist with Matt Kasper, CFP®, AIF®
Matt Kasper, CFP®, AIF® | Modern Wealth Management Executive Advisor Estate planni...
5 Financial Planning Opportunities to Consider Before 2026
October is National Financial Planning Month! Here are five financial planning opport...
Wealth Planning: Securing Your Financial Future with Jeremiah Johnson, AIF®
Jeremiah Johnson, AIF® | Modern Wealth Management Managing Director A lot of people...
7 Financial Scams You Need to Be Aware Of
It's one thing to build your wealth; it's another to protect it. Let’s review seve...
Planning to Retire on $10,000 a Month
Chris Rett, CFP®, AIF® and Logan DeGraeve, CFP®, AIF® | Modern Wealth Management ...
Retirement Planning for Small Business Owners with Drew Jones
Drew Jones, CFP®, AIF® | Modern Wealth Management Executive Advisor Drew Jones, CF...
Affordable Care Act Subsidies – How to Qualify for Them with Marty James, CPA, PFS
Marty James, CPA, PFS | Modern Wealth Management Managing Director Making his third ...
5 Fall Activities to Do with Your Family
Are you ready for fall to be in full swing? Here five fun fall activities that you ca...
Growth vs Value Investing in 2024 with Brad Kasper
Brad Kasper | LSA Portfolio Analytics Founder and President Back for his eighth appe...
Strategic Investing Through Retirement with Stephen Tuckwood, CFA
Stephen Tuckwood, CFA | Modern Wealth Management Director of Investments Our Directo...
Retirement Planning 101: Back to the Basics with Chris Rett, CFP®, AIF®
Chris Rett | Lead Advisor Chris Rett and Dean Barber discuss Retirement Planning 101...
What Happened During the Great Recession?
For the first episode of our video essay series, we revisit a period in American his...
Nonfinancial Life Planning with Bruce Godke
Bruce Godke | Executive Advisor We have a very special guest for a very special epis...
2023 Market in Review with Garrett Waters
Garrett Waters | Anchor Capital CEO and Portfolio Manager For the second time in 202...
Tax Advantages of HSAs with Marty James, CPA
Marty James, CPA | Modern Wealth Management Managing Director Marty James, CPA and D...
401(k) Planning Considerations Throughout Your Career
Did you know that Friday, September 5, is National 401(k) Day? Making strategic decis...
Market Outlook and the Last Six Months with David Mitchell
David Mitchell | AllianceBernstein Director, Regional Manager AllianceBernstein's Da...
The CFP® Professional and CPA Relationship with Logan DeGraeve, CFP® and Corey Hulstein, CPA
Logan DeGraeve, CFP® and Corey Hulstein, CPA | Modern Wealth Management Executive Ad...
Financial Planning for Retirement: Our Team Approach with Jason Gordo
Jason Gordo | Modern Wealth Management President Modern Wealth Management President ...
Revisiting Roth vs. Traditional with Bud Kasper and Corey Hulstein, CPA
Bud Kasper and Corey Hulstein | Modern Wealth Management Managing Director and Direct...
Financial Planning Basics: What You Need to Know
As students return to school this fall, it's important to remember that financial edu...
Monetary Policy Tools: The Fed’s Latest Actions with Brad Kasper
Brad Kasper | LSA Portfolio Analytics President and Founder LSA Portfolio Analytics ...
Tax-Efficient Investing with Stephen Tuckwood
Stephen Tuckwood | Director of Investments Modern Wealth Management Director of Inve...
Defining True Wealth with Ken Osiwala
Ken Osiwala | Managing Director For our Season 9 premiere of The Guided Retirement S...
8 Questions Retirees Are Asking with Chris Rett
Chris Rett | Lead Advisor For our Season 8 finale of The Guided Retirement Show, Chr...
What Is a Good Monthly Retirement Income?
What is a good monthly retirement income? Let's review the nuances of retirement spe...
Components of a Complete Financial Plan with Logan DeGraeve
Logan DeGraeve | Executive Advisor Logan DeGraeve joins Dean Barber on The Guided Re...
Turning 18 Checklist: Legal and Financial Checklist for Parents and Teens
Turning 18 is a major milestone. It marks the transition from childhood to adulthood,...
Older Americans Month with Dean Barber
Dean Barber | Managing Director Dean Barber shares how his late grandfather and our ...
Proper Portfolio Construction with Stephen Tuckwood
Stephen Tuckwood | Director of Investments Modern Wealth Management's newest team me...
Things to Consider Before Retiring with Drew Jones
Drew Jones | CFP® Professional Drew Jones joins Dean Barber on The Guided Retiremen...
The Long-Term Market Outlook with David Mitchell
David Mitchell | Director at AllianceBernstein AllianceBernstein Regional Director D...
The One Big Beautiful Bill Act: What You Need to Know
The One Big Beautiful Bill Act became law on July 4 after narrowly passing through th...
Roth Conversions Before and After Retirement with Will Doty
Will Doty | CFP® Professional Will Doty and Dean Barber discuss their favorite part...
Understanding the SECURE Act 2.0 with Ed Slott
Ed Slott, CPA | America's IRA Expert Dean Barber and America's IRA Expert Ed Slott, ...
Investment Risk in 2023 with Garrett Waters
Garrett Waters | Anchor Capital CEO Dean Barber and Anchor Capital CEO Garrett Water...
Sample Financial Plan
We believe that a truly effective financial plan goes beyond investing. We'll cover t...
Family Financial Planning with Matt Kasper
Matt Kasper | Modern Wealth Management CFP® Professional Leaving a legacy is very i...
Tax Planning During Tax Preparation Season with Corey Hulstein
Corey Hulstein | Modern Wealth Management Director of Tax Our Director of Tax, Corey...
Medicare Changes in 2023 with Taylor Garner
Taylor Garner | Owner | Garner Insurance Agency, LLC Garner Insurance Agency, LLC Ow...
8 Pre-Retirement Tasks to Address
What do you need to do to prepare for retirement? Review these eight pre-retirement t...
20 Retirement Questions You Should Be Asking with Chris Rett
Chris Rett | CFP® Professional at Modern Wealth Management Dean Barber and Chris R...
Don’t Overpay Your Taxes: Giving Thanks for Tax Planning with Dean Barber
Dean Barber | Managing Director at Modern Wealth Management With Thanksgiving upon u...
Mortgage Tips for Different Phases in Life with Tim Kay
Tim Kay | Branch Manager at Guild Mortgage Tim Kay and Dean Barber discuss some key...
Financial Planning for Veterans
Chad Webb | US Marine Corps First Sergeant Retired Modern Wealth Management Chief o...
5 Fun Summer Activities to do with Your Family
Looking for summer activities that the whole family might enjoy? We hope these activi...
Planning for RMDs with Will Doty
Will Doty | CFP® Professional Will Doty and Dean Barber explain RMDs, tax planning...
Taxes in Retirement with Steven Jarvis
Steven Jarvis, CPA | CEO & Head CPA at Retirement Tax Services Retirement Tax Servic...
Private Equity Explained with Michael Faciana
Michael Faciana | Executive Director There are a lot of things that are misunderstoo...
Don’t Wait, Act – Overcoming Uncertainty with Logan DeGraeve
Logan DeGraeve, CFP® | Financial Advisor at Modern Wealth Management Whether it's t...
Tax Planning Strategies with Marty James
Marty James | President & Managing Member at Martin James Investment & Tax Management...
5 Tips on Caring for Aging Parents as Retirement Approaches
No one wants to plan for the possibility of caring for their aging parents, but it’...
The Fed and the Markets Face Multiple Headwinds with Brad Kasper
Brad Kasper | President & CFO at LSA Portfolio Analytics In today's episode, Brad an...
Mail Bag: Answering More Questions from Listeners with Chris Rett
Chris Rett, CFP® | Financial Advisor at Modern Wealth Management In this episode, C...
Ed Slott In-Studio!
Ed Slott, CPA | America's IRA Expert In this conversation, Ed and I discuss why reti...
What Is the Social Security Fairness Act?
The Social Security Fairness Act repealed the Windfall Elimination Provision (WEP) an...
Alternatives to Stocks and Bonds with John Hampton
John Hampton | Executive Director In this conversation, Dean and John discuss why st...
Optimizing Your 401(k) for Retirement with Drew Jones
Drew Jones | CFP®, AIF® and Financial Advisor at Modern Wealth Management In tod...
Accessing Liquidity in REITs and Private Real Estate Markets with Brian King
Brian King - CEO | Realto To help us improve our understanding of these investment...
Cybersecurity Risk Management: Protecting Yourself from Cyberattacks
Have you ever been a victim of a cyberattack? Review these cybersecurity tips to help...
Avoiding Costly Mistakes When Claiming Social Security with Ken Sokol
Ken Sokol - Owner | Financial Spreadsheets, LLC In today’s episode, we discuss t...
Navigating Health Care Costs in Retirement with Taylor Garner
Taylor Garner - Agency Manager & Insurance Consultant - American Republic Insurance S...
Federal Worker Layoffs: What Are Their Next Options?
Have you or your friends been impacted by the federal worker layoffs? We review some ...
Creating a Financial First Aid Kit with Will Doty
Will Doty | CFP®, AIF® | Partner & Financial Advisor at Modern Wealth Management ...
The Ins & Outs of Property & Casualty Insurance with Sarah Askren
Sarah Askren | PRM Business Development Manager at The Miller Group Joining me to ...
The Difference Between Good Debt & Bad Debt with Logan DeGraeve
Logan DeGraeve | CFP®, AIF® | Financial Advisor at Modern Wealth Management Join...
Investing in Private Equity with Michael Bell
Michael Bell | Founder & Managing Director at Primark Capital Today, Michael joins...
Understanding Sequence of Returns Risk with Bud Kasper
Bud Kasper | CFP®, AIF® | President of Modern Wealth Management Lee's Summit To ...
The Basics of Bitcoin with Matt Kasper and Will Doty
Matt Kasper | CFP®, AIF® & Will Doty | CFP®, AIF® Joining me today to discuss ...
5 Spring Activities for Retirees
Is spring one of your favorite seasons? Here are five spring activities that retirees...
How Interest Rates and Inflation Impact Business with Don Wenner
Don Wenner | Founder & CEO of DLP Capital In this conversation, we dig into the ch...
5 Reasons to Retire
Consider these key aspects of the financial planning process while reviewing these fi...
Prepare for Tax Law Changes by Having a Tax Plan with JoAnn Huber
JoAnn Huber - CPA, CFP®, PFS - Managing Partner & Tax Specialist at Modern Wealth Ma...
Assessing Risk During All-Time High Markets with Brad Kasper
Brad Kasper - President & CFO of LSA Portfolio Analytics Our markets are at or nea...
What Is a Monte Carlo Simulation?
What are Monte Carlo simulations and how do they relate to your retirement? We answer...
Health Insurance in Retirement with Taylor Garner
Taylor Garner - Agency Manager & Insurance Consultant - American Republic Insurance S...
5 Types of Financial Plans
Let’s review five types of financial plans and why a comprehensive plan is critical...
What is a Registered Agent? with Kent Rockwell and Patrick Eyberg
Kent Rockwell | Founder & Patrick Eyberg | Director of Partner Development atf Univer...
Traditional Versus Roth 401(k)
People frequently ask us whether they should contribute to a Roth 401(k) or a traditi...
Addressing YOU: Answering Questions from Our Listeners
Dean Barber & Chris Rett, CFP® Here at the Guided Retirement Show™, we receive qu...
How to Claim the Most from Your Social Security with Marc Kiner & Jim Blair
Marc Kiner & Jim Blair - Social Security Experts In this episode, we explore the man...
Saving Lives and Saving Dignity with Dr. Alan Molk
Alan Molk - Physicial & Author of Saving Lives. Saving Dignity: A Unique End-of-Life...
2025 Financial Planning Calendar
Consider these annual items, final quarter tasks, big birthdays, and important dates ...
Proper Risk Management with Darren Newell & Jason Newcomer
Darren Newell | Insurance Agent at Midwest Professional Insurance & Jason Newcomer | ...
Identifying Real Estate Opportunities with Don Wenner
Don Wenner | Founder & CEO of DLP Real Estate Capital In this conversation, Don and ...
20 Things to Do Before You Retire in the 2020s
Are you planning to retire by the end of the decade? Here are 20 things to consider d...
Creating a Tax-Free Retirement with Ed Slott
Ed Slott, CPA | America's IRA Expert at Ed Slott and Company, LLC. & Author of The Ne...
The Power of Positive Aging with David Lereah
David Lereah, PhD. | Economist & Author of The Power of Positive Aging We can have...
Understanding Supercycles and Overvalued Markets
David Mitchell | AllianceBernstein Today, David returns to the podcast to talk abo...
The Advantages of Planning for Retirement at an Early Age
Jason Newcomer - CFP®, AIF®, EA | Financial Planner at Modern Wealth Management J...
How to Build Better, More Predictable Portfolios
Brad Kasper - President & CFO of LSA Portfolio Analytics Today’s guest is Brad Ka...
2025 401(k) and IRA Contribution Limits
On November 1, the IRS announced 401(k) and IRA contribution limits for 2025. For the...
The Power of Building Great Relationships with Dr. Charlie Cartwright
Dr. Charlie Cartwright - CEO of People Success Labs & Keynote Speaker In this conver...
Planning for Wedding Costs
Whether you’re getting married or helping pay for your kid’s wedding, it’s crit...
The History of Index Investing and the U.S. Stock Markets
Bud Kasper, CFP®, AIF® - President of Modern Wealth Management Lee's Summit Office ...
Understanding Donor-Advised Funds and Charitable Giving
Christopher Rigsby, CAP® - Relationship Manager at Greater Kansas City Community Fou...
Forced into Retirement? Consider These 7 Strategies
Not everyone gets to retire on their own terms. Here are seven strategies to consider...
What Retirement Looks Like After a Career in Professional Sports
Mark Collins Sr. CEO at 2FiveSports LLC., Former NFL Player & 2x Super Bowl Champ To...
The Future of Work, Connectivity, and Technology with Jeff Alholm
Jeff Alholm CEO and Co Founder at Digital Aerolus Today, Jeff and I are talking ab...
The Power of Creating a Long-Term Tax Plan with JoAnn Huber
JoAnn Huber, CPA, CFP®, & Partner at Modern Wealth Management Today, JoAnn returns ...
How to Maximize Your Social Security Benefits with Marc Kiner & Jim Blair
Marc Kiner | CPA at Premier Social Security Consulting LLC & Jim Blair | Lead Consult...
Financial Planning for the Sandwich Generation
Have you heard of the sandwich generation? No, we’re not talking about a generation...
Owning a Small Business from a Family Perspective with Jan & Adam Fichman
Jan Fichman | Founder & Owner of 7th Heaven and Adam Fichman | Founder & President of...
How to Avoid the Biggest Tax Traps with Ed Slott
Ed Slott | America's IRA Expert, Ed Slott & Company, LLC In this episode, you’ll...
Financial Infidelity and Its Potential Impact
Talking about money with your significant other can sometimes be uncomfortable. If yo...
Investing in Emergent Technology Like AI with Chris Buck
Chris Buck | Head of Capital Markets & Sales at ROBO Global® Today, Chris and I d...
How Preventative Care Can Keep You Healthy in Retirement with Dr. Laura Lile
Dr. Laura Lile | M.D., R.PH. at Lile Wellness Partners Though we normally focus on...
How to Give to Charity and Tax Benefits of Charitable Giving with Gary Pratt
Gary Pratt | Senior Director of Development at Catholic Charities of Northeast Kansas...
Finding Purpose in Retirement with Joe Duran
Joe Duran | Managing Director of Goldman Sachs, Head of Goldman Sachs Personal Wealth...
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 fro...
What Retirees Need to Know About Options with Lance Gaitan
Episode 26 - Lance Gaitan | Options Strategist & Portfolio Manager at Gaitan Strategi...
Inherited IRA Rules and the SECURE Act
The rules of inherited IRAs can be extremely difficult to understand due to the SECUR...
Hard Work, Habits, and Baseball with Joel Goldberg
Joel Goldberg | Kansas City Royals Broadcaster, Keynote Speaker, Host of Rounding the...
Managing Your Portfolio in Times of Crisis
Bud Kasper, CFP®, AIF® | Managing Director at Modern Wealth Management Returning...
Considering What to Do in Retirement
There's much more to retirement planning than having your finances in order. Let's re...
How to Invest in Real Estate for Retirement
Dr. Randy Anderson | President Griffin Capital Asset Management Company, LLC Joini...
Medicare Supplement Plans, A Closer Look
Tom Allen | Medicare Expert, CMS, Insurance Consultant Today, Tom and I dive deep ...
How to Be the CEO of Your Retirement
Tony Lewis | Former CEO of ConAgra & Chair at Vistage International Today, Tony jo...
Reviewing RMD Rules as IRS Issues Final SECURE Act Regulations
The IRS issued its final Required Minimum Distribution regulations from the SECURE Ac...
Why Self-Awareness is Crucial to Retirement Planning
Joe Lieberman | Author & Entrepreneur Today, Joe joins the podcast to share the ha...
Market Corrections Are Healthy
Given what happened to the markets on August 5, we figured this would be a fitting ti...
How to Add Private Equity to Your Portfolio
Greg Anderson | Private Equity & Fixed Income Specialist In today’s episode, Gre...
What Retirees Need to Know about Roth Conversions
JoAnn Huber | Modern Wealth Management & BFG Tax Service Today, JoAnn and I are di...
Retiring at 50: Can You Do It?
Our team has long believed that no retirement plan is complete if it doesn’t incorp...
Economic Cycles & Avoiding Emotional Investing
David Mitchell | AllianceBernstein There’s nothing easy about building a portfol...
Retiring with $2 Million
We reviewed how three sample couples used different strategies with allocating their ...
What Retirees Need to Know About Cybersecurity
Wayne Robinson | Financial Planner Modern Wealth Management Today, Wayne joins the...
How to Assess Risk in Your Portfolio
Brad Kasper | President & CFO LSA Portfolio Analytics Today, Brad is here to dive ...
Travel in Retirement to Create Memories
Mark Comfort | Owner of Cruise Holidays KC Retirement is all about checking things...
Monthly Expenses for Everyone’s Budget
Let's review monthly expenses to include in your budget, how to categorize those item...
Mutual Funds vs. ETFs Pt. 2
Bud Kasper | CFP® & Managing Director at Modern Wealth Management & Jason Newcomer |...
Mutual Funds vs. ETFs
Bud Kasper | CFP® & President Modern Wealth Management Lee's Summit & Jason Newcomer...
5 Signs You’re Saving Too Much for Retirement
Could you be saving too much for retirement? Let's review five signs that could indic...
Things to Know Before Building Your Portfolio
Brad Kasper | President & CFO LSA Portfolio Analytics There’s a lot that you need ...
7 Money Management Tips to Consider
Does talking about money management make you feel uncomfortable? There are a variety ...
How the Economy Affects the Marketplace
Brad Kasper | President & CFO LSA Portfolio Analytics When it comes to retiring, not...
Estate Planning Pitfalls of Going Online
Jason Salinardi | Attorney, J.D., LL.M Taxation & Garrett Griffin | Attorney, J.D., L...
Estate Planning Wills and Probate
Jason Salinardi | Attorney, J.D., LL.M Taxation & Garrett Griffin | Attorney, J.D., L...
Understanding Medicare Options, Costs, and Coverage Pt. 2
Tom Allen | Medicare & Supplemental Insurance Expert In our previous episode, certif...
Understanding Medicare Options, Costs, and Coverage
Tom Allen | Medicare & Supplemental Insurance Expert For many retiring seniors, Medi...
Top 10 Financial Scams Targeting Seniors
Brie Williams | VP State Street Global Advisors You don’t have to read stories abo...
Your Realistic Retirement Plan with Brie Williams
Brie Williams | VP State Street Global Advisors When many people build their financi...
Short-Term, Mid-Term, and Long-Term Financial Goals
What are your short-term, mid-term, and long-term financial goals? It's important to ...
Creating Better Financial Outcomes
Brie Williams | VP State Street Global Advisors Why do we do what we do? What motiva...
IRA vs. Roth IRA Pt. 2 with JoAnn Huber
JoAnn Huber, CPA, CFP® In the last episode, CERTIFIED FINANCIAL PLANNER® and CPA J...
Benefits of Volunteering in Retirement
Volunteering is a popular activity among retirees. Let's review some of the benefits ...
IRA vs. Roth IRA – How to Make Both Work for You
JoAnn Huber, CPA, CFP® For many people, the 401(k) is their largest asset. However,...
4 Retirement Risks That Are Out of Your Control
Your investments are something that you have control over. However, there are also re...
10 Ways to Fight Inflation in Retirement
The fear of running out of money in retirement can be a huge financial stressor. One ...
New IRA RMD Rules Announced as IRS Offers Relief on 2024 RMDs
In case you missed it, Tax Day wasn’t the only noteworthy day for the IRS in April....
How to Calculate Your Pension in 3 Steps
Are you one of the few people who is fortunate to have a pension as an employee benef...
Are You Overspending or Underspending?
How do you know if you're overspending or underspending? We reviewed some key finding...
6 Habits of Self-Made Millionaires and Their Expectations
Were you a big fan of the game show, Who Wants to Be a Millionaire?, with the late Re...
Assessing Your Financial Literacy
Where do you think you stand when it comes to financial literacy? Join Dean Barber an...
Transition into Retirement by Following These 5 Steps
If you’ve spent the past 30-40 years working, think about how many hours you’ve s...
Setting Up Your Portfolio for Retirement
It’s one thing to know what age you want to retire, but it’s another to know you ...
Have I Saved Enough to Retire?
Is the question, "Have I saved enough to retire?" constantly on your mind? Here's how...
Skills to Expect of a Financial Advisor
Dean Barber and Chris Rett, CFP®, AIF® review some skills that people value (and do...
Your Retirement Date Decision – Is It Only About the Numbers?
It's not just about the numbers with planning to get to your retirement date and even...
Is Inflation Still Cooling?
Inflation cooled considerably in 2023, but it remains well above the Fed's 2% target ...
What’s the Meaning of Wealth Management?
What's the meaning of wealth management? It's important to realize that there's much ...
What Is a Living Trust and Do I Need One?
How could a living trust be utilized as a key part of your personal estate planning s...
Seeking a Comfortable Retirement: Avoid These Common Bad Habits
How do you plan to achieve a comfortable retirement? Let's review three common bad ha...
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 ge...
What Is the SECURE Act?
So many things changed on the retirement planning front when the SECURE Act was signe...
5 Common Risks in Retirement
When you ask the question, "What's your biggest fear in retirement?" Many people will...
Target Date Funds: What You Need to Know
Target date funds have become a very popular investment vehicle that are structured ...
Health Care Costs During Retirement
If you're gearing up for retirement, you may be wondering how your health care costs ...
The Fine Line Between Good Fear and Bad Fear
Dean Barber and Bud Kasper break down the differences between good fear and bad fear ...
7 Overlooked Budget Items in Retirement
Most people have, at best, a rough idea of how much they spend each month. Money come...
Can I Beat the Market?
Beating the market is something that many people have tried to do, but a rare few hav...
5 Money Mistakes to Avoid in Retirement
Some things can be downright frightening for those of you planning for retirement. Le...
The 4-Year Presidential Election Cycle and the Stock Market
It's an election year! We examined the relationship between the 4-year presidential e...
7 Retirement Strategies to Retire Successfully
This list of strategies will hopefully give you a great place to start if you're gett...
Top 5 Financial Planning Considerations
Dean Barber and Bud Kasper review their top five financial planning considerations on...
RMD Strategies for Before & After Retirement
Dean Barber and Bud Kasper discuss Required Minimum Distributions by sharing major RM...
Peak 65: Nearly 4.4 Million Americans Projected to Turn 65 in 2024
Have you heard of the term "Peak 65?" It's a meaningful milestone, as more than 12,00...
5 Factors More Important Than Rate of Return
When it comes to building your retirement plan, a lot of people think your rate of re...
Why When You Retire Matters
Do you know when you want to retire? There’s more to it than you might think. Dean ...
Reviewing Rebalancing Strategies
Dean Barber and Bud Kasper discuss offensive and defensive rebalancing strategies and...
Reviewing Your Retirement Checklist
As we look forward to the new year, Dean Barber and Bud Kasper discuss the importance...
2024 Retirement Planning Calendar
The Retirement Planning Calendar is here to help you through 2024 as you venture to a...
Safe Withdrawal Rates
Dean Barber and Bud Kasper discuss safe withdrawal rates and why they should be diffe...
5 Long-Term Strategies for a Better Retirement
There are few things that make Dean Barber and Bud Kasper happier than seeing the fru...
Stress Testing Your Financial Plan
Dean Barber and Bud Kasper discuss stress testing your financial plan and why it's im...
5 Common Misconceptions About Retirement
Retirement can be very exciting, but there can also be many misconceptions about reti...
7 Wealth Protection Tactics
Dean Barber and Logan DeGraeve share 7 wealth protection tactics that can be helpful ...
Planning for Uncertainty in Retirement
In the quest for financial clarity and confidence, there's no doubt that today's deci...
2024 401(k) and IRA Contribution Limits
The IRS announced increases to 401(k) and IRA contribution limits for 2024 on Novembe...
Where Should I Be Saving for Retirement?
Most people understand the importance of saving for retirement and are always wonderi...
Financial Stress: How Do You Deal with It?
There are a variety of things that can cause financial stress. It's critical to have ...
When Is It Time to Retire?
Logan DeGraeve & Chris Rett explain what needs to be done to get an accurate answer t...
Retirement Essentials: 4 Things Most Retirees Aren’t Doing (But Should Be Doing)
Every day can feel like a Saturday in retirement, but you need to properly plan for i...
Martin James, CPAs Join the Modern Wealth Team
When it comes to money matters, experience counts. Martin James, CPA, our new Managin...
Disinflation vs Deflation: How Are They Different?
Dean Barber and Bud Kasper, CFP® share their insight on inflation, disinflation and ...
Reasons People Run Out of Retirement Money
Outliving your money is a very legitimate fear. We look at seven reasons people run o...
Thinking About Unretiring? Why Retirees Are Rejoining the Workforce
Retirees are going back to work at an alarming rate. Logan DeGraeve, CFP® and Chris ...
What Millionaires Do in Times of Economic Uncertainty
Have you been negatively impacted by the economic uncertainty we’ve experienced ove...
You Can’t Take It with You When You Go, So Don’t Blink
Shane Barber discusses how people can struggle with saving too much and not spending ...
Retirement Rules of Thumb: Let’s Bust Them
Do you have some retirement rules of thumb that you follow? Some of them might be hel...
What Is a QCD? Qualified Charitable Distribution
You may have heard the term QCD (Qualified Charitable Distribution), but what is a QC...
RMD Questions: What Are Required Minimum Distributions?
Understanding Required Minimum Distributions rules isn't easy. We addressed the most ...
Retirement Savings by Age
Wanting to know how much you should have in retirement savings by age is a simple que...
Financial Planning in Your 30s and 40s
Are you taking a forward-looking approach with financial planning? Here are some fina...
Retirement Readiness: Are You Ready to Kick Off Your Retirement?
Are you ready for retirement? We’re going to discuss some key factors concerning re...
Richcession or Recession: Where Are We Heading?
You probably have an idea of what a recession is, but have you ever heard of a richce...
Rightsizing vs. Downsizing: What Are the Differences?
What is rightsizing and how does it differ from downsizing? Dean Barber and Bud Kaspe...
Life Insurance in Retirement: Do I Still Need It?
Life insurance can be a key component in your financial plan, but it depends on your ...
Talking to Your Spouse About Money
Whether you've been married for one year or 40-plus years, talking to your spouse abo...
National Financial Awareness Day
August 14 is National Financial Awareness Day. To celebrate, we're sharing a few fina...
Pension Plans: Defined Benefit Plans vs. Defined Contribution Plans
Dean Barber and Bud Kasper discuss pension plans while breaking down the differences ...
Will I Pay Taxes on My Inheritance?
Will you pay taxes on your inheritance? That sounds like it should have a clear-cut y...
Longevity Risk in Retirement and How to Plan for It
One of the top concerns that our advisors hear from clients and prospective clients i...
Retirement Planning for Self-Employed Individuals and Small Business Owners
Are you a self-employed individual or small business owner and need assistance with r...
Rules for Inherited IRA Distributions – What Are the Latest Changes?
IRS Notice 2023-54 provides relief for 2023 missed RMDs for non-eligible designated b...
Unexpected Expenses and How to Plan for Them
What do a flooded basement, trip to the emergency room, and helping one of your child...
Retiring Before 65: What You Need to Consider
Are you waiting til 65 to retire since that's when you can get on Medicare? Well, wha...
Retiring Before 62: What You Need to Consider
Do you want to retire at or before 62 because that's when you can start claiming Soci...
Retirement Cash Flow: What You Need to Know
What is retirement cash flow and why is it so important? Dean Barber and Logan DeGrae...
8 Retirement Planning Strategies That Are Outdated
Dean Barber and Logan DeGraeve review a list of eight outdated retirement planning st...
Can I Retire Early? Becoming Financially Independent
The question “Can I retire early?” crosses a lot of people’s minds. You’re pr...
What Is Financial Wellbeing?
Financial wellbeing is a term frequently mentioned, but what does it really mean? Bud...
5 Big Things that Happened in 2023 So Far
As we approach the midway point of 2023, it's an opportune time to look at the big th...
Can You Save Too Much for Retirement?
Happy Fourth of July Eve everyone! We hope that you’re having a wonderful time cele...
Retirement Planning Resources: Modern Financial Planning
From our financial planning tools to relationships we've built in the financial servi...
Your Retirement Lifestyle: What Do You Want Your Retirement to Look Like?
Retirement is a time for new beginnings and enjoying the lifestyle you've always drea...
6 Things the Wealthy Do with Their Money (That Most People Don’t)
How much do you need to feel wealthy? According to Charles Schwab’s 2023 Modern Wea...
How to Spend When You First Retire
The first year of retirement can be exciting and overwhelming at the same time. Dean ...
Couples Retirement Planning: What You Need to Know
Are you on the same page as your significant other about financial planning? Dean Bar...
DIY Retirement Planning: What Can Be Overlooked?
Are you someone or do you know someone who takes a DIY (do-it-yourself) approach to r...
What to Know About CDs, Bonds, and Treasuries
Dean Barber and Bud Kasper share some insight about CDs, bonds, and treasuries on Ame...
How Much Do People Actually Spend in Retirement?
Dean Barber and Bud Kasper review data from an Employee Benefit Research Institute su...
Why the 5 Years Before Retirement Are So Important
Dean Barber and Bud Kasper make their own lists of reasons why the five years before ...
The World’s Reserve Currency: What Challenges Does the U.S. Dollar Face?
Shane Barber assesses the U.S. dollar's grasp on being the world's reserve currency a...
Retiring with Debt: What’s OK?
Debt can be a complicated topic—both financially and emotionally. Should you pay it...
Mother’s Day Reflections
A few of the mothers on our Modern Wealth Management team share their Mother's Day re...
What Is Wealth? 4 Types of Wealth
Dean Barber and Bud Kasper are going to define the four types of wealth to thoroughly...
The Roth IRA Five-Year Rule
In true IRS fashion, there are five-year rules for Roth contributions AND Roth conver...
Time Is Your Scarcest Resource in Retirement
Dean Barber and Bud Kasper share some old and recent stories to help explain why time...
Is a Recession Coming in 2023?
Is a recession coming in 2023? Dean Barber breaks down some key data to help people m...
Roth Conversion Rules
There's much more than meets the eye when deciding to contribute to Roth or tradition...
Meet Modern Wealth Management
Meet Modern Wealth Management President and Co-Founder Jason Gordo as he shares his v...
Barber Financial Group & Osiwala Financial Group Are Now Modern Wealth Management
That’s right, we’re now Modern Wealth Management. Welcome to the next chapter of ...
2023 Taxes: Time to Start Planning
Another tax filing season is in the books, which is probably a big relief for some of...
Is Inflation Slowing?
"Is inflation slowing" is a question that a lot of people have been curious about, bu...
How the Phillips Curve Became Flat
Shane Barber looks at the evolution of the Phillips Curve and how it became flat. How...
Retirement Age: It’s Just a Number
Did the headline of this article catch your eye? Don’t get us wrong. We take retire...
Retirement Withdrawal Strategy: You Need a Plan
There are many factors when considering when and from which accounts to make withdraw...
Things Retirees Should Stop Doing
We try to share as much education with you as possible on things you should do to pre...
The Effect of Rising Interest Rates on the Economy
In case you missed it, Federal Reserve Chairman Jerome Powell announced another 0.25%...
RMD Age for 2023: What’s Your Required Beginning Date?
There are new rules about Required Minimum Distributions and the RMD age after the SE...
Lost Decade of the 1970s and Why It Still Matters
Shane Barber looks back at the lost decade of the 1970s to see if we can glean some c...
401k in Retirement: Managing Your Biggest Asset
According to Fidelity, retirees lost an average of 23% in their 401(k) savings in 202...
What’s Going on with Bank Failures?
Shane Barber shares the latest on bank failures in the U.S. and why it's time to do s...
What Is Tax Planning?
Tax Day is near, but tax compliance isn't our focus when it comes to taxes. It's tax ...
Want to Retire in 10 Years? Here’s What You Need to Know
Do you want to retire in the next 10 years? Bud Kasper and Logan DeGraeve explain why...
7 Reasons Why Retirement Planning Is Important
There's no doubt that saving for retirement is crucial. But there's a lot more to it....
Estate Tax: How Will My Assets Be Taxed When I Die?
You are probably aware that the government can tax you when you earn income from work...
Preparing for Retirement: How to Win the Big Game
Are you ready for the big game? Of course, the Kansas City Chiefs are gearing up to p...
Interest Rate Increases Continue in 2023
While all major indices were up in January, the U.S. treasuries yield curve is invert...
Are Retirement Benefits Taxable?
Are retirement benefits taxable? The quick answer is, probably, but not always. It de...
What Is Financial Planning?
What is financial planning? We’ll look at the Certified Financial Planner Board of ...
Starting the Retirement Planning Process
The hardest part of any long process tends to be getting started. Retirement planning...
Retirement Income During a Recession
Recession signals remain strong as we begin 2023. We discuss how to go about saving a...
What Is Financial Wellness?
Did you know that January is Financial Wellness Month? Financial wellness can't be ac...
5 Financial Updates for 2023
We're excited to put 2022 in the rearview mirror. As we round out the first week of 2...
New Retirement Rules Passed by Congress
The SECURE Act 2.0 was signed into law last week. Learn about the new retirement rule...
4 Things We Learned in 2022
Happy New Year, everybody! We’re going to take a step back and reflect a little bit...
Recession Fears Remain High for the Holidays
There’s plenty of holiday cheer to go around, but recession fears also remain high ...
Financial Year in Review for 2022
We looked back at our some of our articles, podcasts, webinars, and radio shows from ...
Economic Outlook for 2023: What Do We Need to Prepare for?
In our last Modern Wealth Management Educational Series event of 2022, Dean Barber an...
8 Tips on Saving for Retirement
Saving for retirement can feel like a daunting task. It doesn’t need to be, though....
5 Retirement Mistakes to Avoid
Dean Barber and Bud Kasper discuss five of the biggest retirement mistakes to avoid o...
Ed Slott Elite IRA Advisor Group℠ Gathers in Las Vegas for Fall Conference
Dean Barber, Will Doty, and Logan DeGraeve, share their main takeaways from the Ed Sl...
4 Ways Retirees Can Give Back
Happy Thanksgiving, everyone! Dean Barber and Bud Kasper have so many things that the...
Housing Market Predictions Heading into 2023
Shane Barber breaks down the latest developments in the housing market and makes some...
RMD Penalty Waived for 2021 and 2022 Missed RMDs within 10-Year Rule
The IRS has issued a notice that waives the 50% penalty on missed RMDs from 2021 and ...
8 Retirement Challenges That You Didn’t Have While Working
Planning for a fulfilling retirement isn’t something that can be done in a blink of...
Reading Your Balance Sheet and Income Statement
Will Doty reviews how to read your balance sheet and income statement, and how it all...
Understanding Your Tax Allocation
Logan DeGraeve breaks down the three tax allocation buckets and how proper tax divers...
Retirement Analysis: Current vs. Proposed Plan
We provided some perspective on retirement analysis while going through a sample coup...
October Is National Financial Planning Month
Did you know that October is National Financial Planning Month? It honestly came clos...
Examples of Market Risk Abound in September
There is so much economic uncertainty, from interest rates to inflation to what's goi...
7 Reasons Why Tax Planning Is So Important
When it comes to advanced tax planning, unfortunately many people either just don’t...
Yet Another Interest Rate Hike — What Does It Mean for You?
FOMC Chairman Jerome Powell announced a third straight interest rate hike of 75 basis...
The Inflation Reduction Act Has No Impact on Inflation
What if we told you that the Inflation Reduction Act has no impact on inflation? Shan...
8 Ways to Combat Financial Uncertainty
All the financial uncertainty that we’re dealing with seems to be coming at us from...
Market Conditions Falter to Round Out August
Market conditions tumbled at the end of August after a summer rally. Dean Barber take...
9 Items Retirement Calculators Miss (That Our Tool Doesn’t)
Our financial planning tool goes beyond the scope of retirement calculators in many w...
The Housing Recession Is Here According to Homebuilders
On August 15, the National Association of Homebuilders (NAHB)/Wells Fargo Housing Ind...
Tax Rates Sunset in 2026 and Why That Matters
The current tax rates of the Tax Cuts and Jobs Act will be sunsetting in 2026, meanin...
The Great Recession’s History Remains Relevant
After reviewing how the Dot-Com Bubble's history remains relevant earlier this year, ...
How Much Do I Need to Retire?
Have you been asking yourself, "How much do I need to retire?" a lot lately? A financ...
The Definition of a Recession
We now have a negative GDP for two consecutive quarters, which is the definition of a...
Your Retirement Timeline
Along with 30 checklist items to gauge your retirement readiness, our Retirement Plan...
8 Ways to Prepare for a Recession
It’s been nearly a month since we officially entered a bear market. If you’ve bee...
Are We in a Recession?
Are we in a recession? Dean Barber raises that question and reviews the latest on int...
Achieving Financial Freedom
Happy Fourth of July to all the pre-retirees and retirees out there! Along with celeb...
Bear Markets and Mean Reversions
Shane Barber explores several methods of measuring how overvalued the markets became,...
Rising Interest Rates and Your Retirement
The Fed raised interest rates by the most in nearly three decades, a 0.75% rate hike,...
Celebrating Father’s Day and Fluid Financial Plans
As we look forward to celebrating Father's Day, our content manager, Chris Duderstadt...
Mortgage Applications Hit 22-Year Low
Shane Barber reflects on mortgage applications hitting a 22-year low and where the ho...
Finding Financial Clarity in Uncertain Times
With all the issues we’re facing domestically and globally that are impacting the e...
How Our Financial Planning Tool Works
So, you’re curious how our financial planning tool works? That’s great! Below, we...
Kansas City Hosts Ed Slott’s Elite IRA Advisory Group℠ Workshop
Being charter members of Ed Slott’s Elite IRA Advisory Group℠ has helped connect ...
Bear Market Rallies
Dean Barber assesses the possibility of upcoming bear market rallies and reviews the ...
A Recent History of Bear Markets
Clarity, confidence, and control within your financial plan is of the utmost importan...
How Are Bond Mutual Funds Impacted by Interest Rates and Bond Prices?
The relationship between bond prices and interest rates has been a hot topic of discu...
Keeping an Eye on I-Bonds
Inflation is an i-word that anyone and everyone is tired of hearing. Then, there’s ...
The Impact of SECURE Act 2.0
Dean Barber and Bud Kasper joined hundreds of other financial advisors and CPAs at Ka...
Inflation Rates and the Fed
Following a 50 basis point hike of the Fed funds rate last week, Dean Barber and Bud ...
A Historic Half-Point Hike of the Fed Funds Rate
FOMC Chairman Jerome Powell announced on a 50 basis point increase of the Fed funds r...
Interest Rates and Bond Prices
Dean Barber and Bud Kasper take a deep dive into the relationship between interest ra...
Mortgage Rates and Interest Rates on the Rise
April showers tend to bring spring May flowers, but in the financial world, the forec...
Today’s Global Economic Outlook
One thing that Dean Barber and Bud Kasper are certain of is that there is a lot of do...
What Is Going On in the Bond Market?
For the first time since late 2019, the two-year treasury is yielding higher than the...
A Recent History of Inverted Yield Curves
Dean Barber discusses the inverted yield curve, the likelihood of a recession, market...
The True Meaning of Tax Planning
Tax filing has been top of mind lately with the April 18 deadline fast approaching. W...
Reviewing the Latest SECURE Act Proposed Regulations
Amid all that has been going on in the financial world this year, don't overlook the ...
Dot-Com Bubble History Remains Relevant
Shane Barber looks back at the bursting of the Dot-Com Bubble in March 2000 and compa...
The Federal Reserve’s Monetary Policies
LSA Portfolios President Brad Kasper reminds us of the Federal Reserve's Monetary Pol...
The Impact of Rising Interest Rates
It's been just over a week since Federal Reserve Chairman Jerome Powell announced a 0...
From Quantitative Easing to Quantitative Tightening
Bud Kasper explains the Federal Reserve's shift from quantitative easing to quantitat...
Economic Impact of March Market Madness
March means it’s time for March Madness, but there’s a different March Madness th...
What Is Going on in the Markets?
Everyone has their opinions about the Federal Reserve’s plan of action with interes...
Managing Risk in the Markets
Between the Federal Reserve’s decision on rising interest rates and the situation w...
When Will the Fed Say, “Take a Hike?”
It feels like it’s only a matter of time before the Fed says to, “Take a hike?”...
What Is Going on with Interest Rates?
Shane Barber discusses what all is going on with interest rates and how impending rat...
Setting Retirement Savings Goals
We all have our own special goals that we’d like to achieve in retirement, but some...
Staying Calm Amid Volatile Market Conditions
Market volatility is making its presence known as we begin 2022. Dean Barber and Bud ...
Understanding US Inflation
From prices at the grocery store to the cost of filling up your gas tank, we have all...
7 Ways to Build the Best Retirement Plan
No one retirement plan is exactly the same, nor should it be. While your friends and ...
Benefits of Charitable Giving During the Holidays
Do you enjoy spreading holiday cheer by reaping the benefits of charitable giving? He...
Social Security Cost-of-Living Adjustment Set for 5.9% Increase in 2022
The Social Security Administration announced that the Social Security cost-of-living ...
Don’t Miss Out on Your Money: Redefining Risk Management
Shane Barber redefines risk management to help mitigate the occurrences of people mis...
5 Ways to Avoid College Debt
Are you or your children looking for a head start in the Game of Life? Matt Kasper ca...
Retiring with $1 Million
What could retirement look like with $1 million? We're going to show you four differe...
How $750k Can Go as Far as $1 Million in Retirement
Would you rather have $750,000 or $1 million? On its face, this question seems like a...
Lumber, Commodities, and Inflation Fears
If recent events are any indication, and I believe they are, we may already be seeing...
Buying Real Estate in Your IRA? Not So Fast
There is no shortage of people and companies out there trying to convince you that bu...
Paying for Your Child’s Wedding Costs
There are few things more exciting than learning about your child's engagement. Somet...
Is the Stretch IRA Dead?
In December 2019, Congress passed the Setting Every Community Up for Retirement (SECU...
SECURE Act Changes Retirement Planning
In 2019, there was a lot of buzz about the Setting Every Community Up for Retirement ...
No More Roth IRA Do-Overs Under the New Tax Bill
Now that the Senate and the House of Representatives have both passed versions of the...
Tax Reform Proposal Finally Unveiled
Note: After weeks of discussion, disagreements, and postponements, the House announce...
Watch
Year-End Tax Planning for 2023
Managing Directors Dean Barber and Marty James, CPA discuss some key things to keep i...
Pursuing Passions in Your Financial Plan
Commemorative Air Force Heart of America Wing Leader Steve Zimmerman shares how his f...
How to Build Wealth in Your 20s
From saving early to understanding where you're saving to, Logan DeGraeve reviews som...
Retirement Regrets at the End of Your Life
Chris Rett shares five regrets that people have at the end of retirement and how to p...
Roth Conversion Decisions for 2023
Matt Kasper reviews Roth conversion decisions for 2023 in a case study on the Modern ...
When Is It Time to Stop Saving for Retirement?
We always talk about the importance of saving early for retirement, but how do you kn...
What to Do with Your 401(k) After Retirement
Chris Rett discusses what to do with your 401(k) after retirement—leave it in your ...
Retirement Preparation: 5 Things You’ll Wish You Knew Before Retiring
Preparation is key when it comes to retirement as well. That’s why Logan is going t...
Why Compound Interest Is Key
Chris Rett, CFP® discusses compound interest, the difference between compounding int...
Your First Year of Retirement: Here Are 4 Things You Can Expect
Have you thought about your retirement goals? So many people get caught up in trying ...
Rising Long-Term Care Costs
Matt Kasper and Logan DeGraeve tackle the crucial topic of rising long-term care cost...
Download
Company Retirement Plan Case Studies
This white paper reviews three examples of how Modern Wealth Management’s Company R...
Roth Conversion Case Studies
We went through three Roth conversion case studies to help you make well-informed dec...
Retirement Plan Checklist
This checklist was created to give you a timeline of items that should be done prior ...
401(k) Survival Guide
Not sure what to do with your 401(k) when you retire or are nearing retirement? Once ...
Social Security
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Social Security Administration Announces 2.8% COLA Increase for 2026
The Social Security Administration announced on October 24 that roughly 75 million So...
Social Security Administration Announces 2.5% COLA Increase for 2025
The Social Security Administration announced on October 10 that more than 72.5 mill...
10 Ways to Fight Inflation in Retirement
The fear of running out of money in retirement can be a huge financial stressor. One ...
5 Money Mistakes to Avoid in Retirement
Some things can be downright frightening for those of you planning for retirement. Le...
Safe Withdrawal Rates
Dean Barber and Bud Kasper discuss safe withdrawal rates and why they should be diffe...
Social Security Administration Announces 3.2% COLA Increase for 2024
Social Security recipients will receive a 3.2% cost-of-living adjustment (COLA) incre...
Retirement Rules of Thumb: Let’s Bust Them
Do you have some retirement rules of thumb that you follow? Some of them might be hel...
Retiring Before 62: What You Need to Consider
Do you want to retire at or before 62 because that's when you can start claiming Soci...
Social Security Benefits for a Surviving Spouse
Social Security benefits for a surviving spouse can oftentimes be overlooked until on...
Roth Conversion Rules
There's much more than meets the eye when deciding to contribute to Roth or tradition...
Retirement Withdrawal Strategy: You Need a Plan
There are many factors when considering when and from which accounts to make withdraw...
Things Retirees Should Stop Doing
We try to share as much education with you as possible on things you should do to pre...
Retirement Income During a Recession
Recession signals remain strong as we begin 2023. We discuss how to go about saving a...
5 Financial Updates for 2023
We're excited to put 2022 in the rearview mirror. As we round out the first week of 2...
8 Retirement Challenges That You Didn’t Have While Working
Planning for a fulfilling retirement isn’t something that can be done in a blink of...
Reading Your Balance Sheet and Income Statement
Will Doty reviews how to read your balance sheet and income statement, and how it all...
2023 Social Security Benefits to Increase
Starting in 2023, 70 million Social Security recipients will see an 8.7% bump in thei...
Understanding Your Tax Allocation
Logan DeGraeve breaks down the three tax allocation buckets and how proper tax divers...
Retirement Analysis: Current vs. Proposed Plan
We provided some perspective on retirement analysis while going through a sample coup...
October Is National Financial Planning Month
Did you know that October is National Financial Planning Month? It honestly came clos...
7 Reasons Why Tax Planning Is So Important
When it comes to advanced tax planning, unfortunately many people either just don’t...
8 Ways to Combat Financial Uncertainty
All the financial uncertainty that we’re dealing with seems to be coming at us from...
How Much Do I Need to Retire?
Have you been asking yourself, "How much do I need to retire?" a lot lately? A financ...
A Recent History of Bear Markets
Clarity, confidence, and control within your financial plan is of the utmost importan...
The True Meaning of Tax Planning
Tax filing has been top of mind lately with the April 18 deadline fast approaching. W...
Managing Risk in the Markets
Between the Federal Reserve’s decision on rising interest rates and the situation w...
Social Security Cost-of-Living Adjustment Set for 5.9% Increase in 2022
The Social Security Administration announced that the Social Security cost-of-living ...
Retiring with $1 Million
What could retirement look like with $1 million? We're going to show you four differe...
How $750k Can Go as Far as $1 Million in Retirement
Would you rather have $750,000 or $1 million? On its face, this question seems like a...
Download
Social Security Decisions Guide
Regardless if Social Security will or will not be your primary source of income in re...
Taxes
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7 Reasons NOT to Convert to a Roth IRA
We’ve published a lot of content that highlights how Roth conversions can be a help...
How Does a Roth IRA Grow?
How does a Roth IRA grow? Let's review the many ways of how the Roth IRA can play a h...
2026 Tax Brackets: IRS Makes Inflation Adjustments
The IRS announced several inflation adjustments for the 2026 tax year on Thursday, Oc...
New Tax Provisions in the One Big Beautiful Bill Act
The Big Beautiful Bill extended current tax rates and included several new tax provis...
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 in...
529 Plans and Planning for Your Family’s Future
Special moments always happen in a flash—especially the times you treasure with you...
What If We Go Back to Old Tax Rates?
Let's look at recent history of tax rates and how they could change if key provisions...
Taxes on Retirement Income
When you leave your job and enter retirement, your tax situation can drastically chan...
How Filing for a Tax Extension Works
There can be a lot of confusion and fear about filing for a tax extension, so let’s...
How to Reduce RMDs with 5 Strategies
We want you to understand how to properly save and manage your money to help reduce y...
6 Reasons Roth Conversions Could Work for You
The idea of having more tax-free money to spend in retirement or to pass on to the ne...
Do I Need a CPA?
The complexity of someone’s tax situation depends on several different factors, suc...
Traditional Versus Roth 401(k)
People frequently ask us whether they should contribute to a Roth 401(k) or a traditi...
2024 Tax Return Tips
While Tax Day isn’t until April 15 each year (unless April 15 falls on a weekend), ...
What Is Tax Diversification?
Martin James, CPA, PFS and Dean Barber review the three tax buckets and discuss strat...
Charitable Giving in Retirement
As the end of the year approaches, many individuals make charitable donations to the ...
2025 Tax Brackets: IRS Makes Inflation Adjustments
The IRS announced inflation adjustments for the 2025 tax year. Let's review the 2025 ...
Tax Issues to Consider When My Spouse Dies
Whether it’s expected or unexpected, the death of your spouse can be a traumatic ev...
Taxation on My Investments
The taxation on your investments depends on two main factors—the type of investment...
Mega Backdoor Roth Before Retirement
The backdoor Roth and mega backdoor Roth might sound like special types of Roth IRA a...
Inherited IRA Rules and the SECURE Act
The rules of inherited IRAs can be extremely difficult to understand due to the SECUR...
What Is IRMAA? Medicare Income-Related Monthly Adjustment Amount
Have you heard of the acronym "IRMAA?" It stands for Medicare income-related monthly ...
Taxes on Gambling Winnings
It doesn’t matter whether you win $10 or $10,000, all gambling winnings must be rep...
5 Tax Planning Examples
We frequently talk about tax planning at Modern Wealth Management. Why? Because we be...
Taxes on Roth IRAs
To make sense of taxes on Roth IRAs, it's important to understand the ordering rules ...
4 Retirement Risks That Are Out of Your Control
Your investments are something that you have control over. However, there are also re...
How Do I Pay Less Taxes?
Everyone in America who pays taxes feels like they have paid their fair share, and in...
7 Benefits of a Roth IRA
As self-proclaimed Rothaholics, Bud Kasper, CFP®, AIF® and Dean Barber could talk t...
What Is the SECURE Act?
So many things changed on the retirement planning front when the SECURE Act was signe...
9 Tax Filing Errors to Avoid
As you start gathering your tax documents and completing your return, here are some c...
5 Money Mistakes to Avoid in Retirement
Some things can be downright frightening for those of you planning for retirement. Le...
How to Maximize In-Plan Roth Conversions in 401(k) Plans
Many employer 401(k) plans offer in-plan conversions (referred to as in-plan rollover...
RMD Strategies for Before & After Retirement
Dean Barber and Bud Kasper discuss Required Minimum Distributions by sharing major RM...
5 Factors More Important Than Rate of Return
When it comes to building your retirement plan, a lot of people think your rate of re...
Why When You Retire Matters
Do you know when you want to retire? There’s more to it than you might think. Dean ...
Safe Withdrawal Rates
Dean Barber and Bud Kasper discuss safe withdrawal rates and why they should be diffe...
What Is a Backdoor Roth IRA?
What is a backdoor Roth IRA? No, it's not a type of retirement account. It's a tax pl...
Tax Planning Case Study
There are two married couples—Sam and Samantha and Paul and Polly—in this tax pla...
2024 Tax Brackets: IRS Makes Inflation Adjustments
The IRS announced several inflation adjustments for the 2024 tax year. We examine the...
4 Big Tax Mistakes Retirees Need to Avoid
Do you think you know everything there is to know about the tax code? The truth is th...
5 Tax Secrets Retirees Need to Know
Tax planning isn't just for the ultra-wealthy. We reviewed five tax planning secrets ...
What Is a QCD? Qualified Charitable Distribution
You may have heard the term QCD (Qualified Charitable Distribution), but what is a QC...
RMD Questions: What Are Required Minimum Distributions?
Understanding Required Minimum Distributions rules isn't easy. We addressed the most ...
How Do Capital Gains Taxes Work?
Dean Barber and Bud Kasper explain how capital gains taxes are a tax that you do have...
Will I Pay Taxes on My Inheritance?
Will you pay taxes on your inheritance? That sounds like it should have a clear-cut y...
Rules for Inherited IRA Distributions – What Are the Latest Changes?
IRS Notice 2023-54 provides relief for 2023 missed RMDs for non-eligible designated b...
Retiring Before 65: What You Need to Consider
Are you waiting til 65 to retire since that's when you can get on Medicare? Well, wha...
Retiring Before 62: What You Need to Consider
Do you want to retire at or before 62 because that's when you can start claiming Soci...
The IRA Early Withdrawal Penalty: How to Avoid the 10% Penalty
Dean Barber and Bud Kasper review Ed Slott's list of 20 exceptions to the IRA early w...
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 traditio...
Asset Allocation Versus Tax Allocation
Dean Barber and Bud Kasper discuss asset allocation versus tax allocation and why bot...
Retiring with Debt: What’s OK?
Debt can be a complicated topic—both financially and emotionally. Should you pay it...
The Roth IRA Five-Year Rule
In true IRS fashion, there are five-year rules for Roth contributions AND Roth conver...
Roth Conversion Rules
There's much more than meets the eye when deciding to contribute to Roth or tradition...
2023 Taxes: Time to Start Planning
Another tax filing season is in the books, which is probably a big relief for some of...
Things Retirees Should Stop Doing
We try to share as much education with you as possible on things you should do to pre...
RMD Age for 2023: What’s Your Required Beginning Date?
There are new rules about Required Minimum Distributions and the RMD age after the SE...
What Are Tax Brackets?
Even after basketball season ends, brackets will be a hot topic. Not NCAA tournament ...
What Is Tax Planning?
Tax Day is near, but tax compliance isn't our focus when it comes to taxes. It's tax ...
Estate Tax: How Will My Assets Be Taxed When I Die?
You are probably aware that the government can tax you when you earn income from work...
Are Retirement Benefits Taxable?
Are retirement benefits taxable? The quick answer is, probably, but not always. It de...
Retirement Income During a Recession
Recession signals remain strong as we begin 2023. We discuss how to go about saving a...
5 Financial Updates for 2023
We're excited to put 2022 in the rearview mirror. As we round out the first week of 2...
Ed Slott Elite IRA Advisor Group℠ Gathers in Las Vegas for Fall Conference
Dean Barber, Will Doty, and Logan DeGraeve, share their main takeaways from the Ed Sl...
4 Ways Retirees Can Give Back
Happy Thanksgiving, everyone! Dean Barber and Bud Kasper have so many things that the...
RMD Penalty Waived for 2021 and 2022 Missed RMDs within 10-Year Rule
The IRS has issued a notice that waives the 50% penalty on missed RMDs from 2021 and ...
8 Retirement Challenges That You Didn’t Have While Working
Planning for a fulfilling retirement isn’t something that can be done in a blink of...
Understanding Your Tax Allocation
Logan DeGraeve breaks down the three tax allocation buckets and how proper tax divers...
Retirement Analysis: Current vs. Proposed Plan
We provided some perspective on retirement analysis while going through a sample coup...
October Is National Financial Planning Month
Did you know that October is National Financial Planning Month? It honestly came clos...
7 Reasons Why Tax Planning Is So Important
When it comes to advanced tax planning, unfortunately many people either just don’t...
The Inflation Reduction Act Has No Impact on Inflation
What if we told you that the Inflation Reduction Act has no impact on inflation? Shan...
8 Ways to Combat Financial Uncertainty
All the financial uncertainty that we’re dealing with seems to be coming at us from...
Tax Rates Sunset in 2026 and Why That Matters
The current tax rates of the Tax Cuts and Jobs Act will be sunsetting in 2026, meanin...
How Much Do I Need to Retire?
Have you been asking yourself, "How much do I need to retire?" a lot lately? A financ...
Taxes on Inherited Property
Inheritance situations can be very complicated, especially if they aren't quickly add...
Kansas City Hosts Ed Slott’s Elite IRA Advisory Group℠ Workshop
Being charter members of Ed Slott’s Elite IRA Advisory Group℠ has helped connect ...
A Recent History of Bear Markets
Clarity, confidence, and control within your financial plan is of the utmost importan...
The Impact of SECURE Act 2.0
Dean Barber and Bud Kasper joined hundreds of other financial advisors and CPAs at Ka...
The True Meaning of Tax Planning
Tax filing has been top of mind lately with the April 18 deadline fast approaching. W...
Reviewing the Latest SECURE Act Proposed Regulations
Amid all that has been going on in the financial world this year, don't overlook the ...
The Impact of Rising Interest Rates
It's been just over a week since Federal Reserve Chairman Jerome Powell announced a 0...
5 Ways to Avoid College Debt
Are you or your children looking for a head start in the Game of Life? Matt Kasper ca...
Retiring with $1 Million
What could retirement look like with $1 million? We're going to show you four differe...
How $750k Can Go as Far as $1 Million in Retirement
Would you rather have $750,000 or $1 million? On its face, this question seems like a...
SECURE Act Changes Retirement Planning
In 2019, there was a lot of buzz about the Setting Every Community Up for Retirement ...
No More Roth IRA Do-Overs Under the New Tax Bill
Now that the Senate and the House of Representatives have both passed versions of the...
Tax Reform: What First In, First Out (FIFO) Means for Investors
You have probably heard much about the pending tax legislation and all the provisions...
Tax Reform Proposal Finally Unveiled
Note: After weeks of discussion, disagreements, and postponements, the House announce...
Watch
Year-End Tax Planning for 2023
Managing Directors Dean Barber and Marty James, CPA discuss some key things to keep i...
The Lifetime Learning Credit vs. the American Opportunity Tax Credit
Given the complexity of the tax code and how often it changes, the education never st...
Roth Conversion Decisions for 2023
Matt Kasper reviews Roth conversion decisions for 2023 in a case study on the Modern ...
Rules on Gifting Money to Family
How do wealth transfer and gifting affect your taxes? What are some strategies that y...
Download
Tax Reduction Strategies
Here’s a list of a few tax strategies to consider that could improve your overall t...
Trending Posts
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Financial Checkup Time: Review These Annual Items
The beginning of the year is a great time for a financial checkup. Let's review some ...
What’s New for 2026?
There are several things that are new for 2026 from a financial planning perspective ...
7 Financial Planning Takeaways from 2025
What happened in 2025 from a financial planning perspective that could remain re...
Reviewing Your Beneficiary Designations: When Should You Update Them?
When is the last time you reviewed your beneficiary designations? If it’s been seve...
2026 Financial Planning Calendar
Consider these annual items, final quarter tasks, big birthdays, and important dates ...
5 Long-Term Care Questions to Ask
As you age, calculating the chances that you’ll need long-term care—and the assoc...
Catch-up Contributions for Your Retirement Plan
Are you taking advantage of catch-up contributions for your workplace retirement plan...
Super Catch-up 401(k) Contributions: Are You Eligible to Make Them?
For 2026, the maximum contribution that individuals 50 and older can make to their wo...
2026 401(k) and IRA Contribution Limits
The Internal Revenue Service announced on November 13 that contributions limits for 4...
7 Reasons NOT to Convert to a Roth IRA
We’ve published a lot of content that highlights how Roth conversions can be a help...
Donor-Advised Funds and How They Work
A Donor-Advised Fund (DAF) is a flexible giving vehicle where the donor contributes a...
Alternative Investing: What You Need to Know
What is alternative investing and why is it so misunderstood? From private equity and...
The Great Wealth Transfer’s Great Impact on Women
Did you know that $124 trillion is projected to transfer by 2048 according to a Decem...
5 Financial Planning Opportunities to Consider Before 2026
October is National Financial Planning Month! Here are five financial planning opport...
7 Financial Scams You Need to Be Aware Of
It's one thing to build your wealth; it's another to protect it. Let’s review seve...
Federal Reserve Cuts Interest Rates for First Time in 2025, Eyes Two More This Year
For the first time in 2025, the Federal Open Market Committee cut the Fed funds rate ...
Social Security Administration Announces 2.8% COLA Increase for 2026
The Social Security Administration announced on October 24 that roughly 75 million So...
5 Fall Activities to Do with Your Family
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Q3 2025 Market Update
In our Q3 2025 market update, Stephen Tuckwood assesses recent market performance and...
How Does a Roth IRA Grow?
How does a Roth IRA grow? Let's review the many ways of how the Roth IRA can play a h...
What Happened During the Great Recession?
For the first episode of our video essay series, we revisit a period in American his...
What Selling Your RIA Could Mean to Your Team
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2026 Tax Brackets: IRS Makes Inflation Adjustments
The IRS announced several inflation adjustments for the 2026 tax year on Thursday, Oc...
401(k) Planning Considerations Throughout Your Career
Did you know that Friday, September 5, is National 401(k) Day? Making strategic decis...
Real Estate and Hiring in a Post-Covid World
From shifting real estate needs to evolving hiring practices, the post-COVID world ha...
Financial Planning Basics: What You Need to Know
As students return to school this fall, it's important to remember that financial edu...