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America's Wealth Management Show

America's Wealth Management Show

Dean Barber

Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.
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Top 10 America's Wealth Management Show Episodes

Goodpods has curated a list of the 10 best America's Wealth Management Show episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to America's Wealth Management Show for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite America's Wealth Management Show episode by adding your comments to the episode page.

America's Wealth Management Show - Forced into Retirement? Consider These 7 Strategies
play

10/28/24 • 22 min

Forced into Retirement? Consider These 7 Strategies

Get your journey off to a great start with our financial resources:

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ

The Sandwich Generation: https://youtu.be/zHSrFl9oL1w

401(k) Savings Are on the Rise: https://youtu.be/XAp0NoX6ykY

How to Spend When You First Retire: https://youtu.be/TwvwfamEJpk

Taxes on My Investments: https://youtu.be/1SrD0JCT_No

5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc

Maximize Your Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=cLDIkxkCuHYtdsfA

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America's Wealth Management Show - How Americans Feel About Money

How Americans Feel About Money

America's Wealth Management Show

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07/29/24 • 22 min

How Americans Feel About Money

Get your journey off to a great start with our financial resources: https://bit.ly/3LCgoE5

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Retirement Plan Checklist: https://bit.ly/3YemGBh Meet with Us: https://bit.ly/4fkid6c

Wells Fargo Money Study: https://newsroom.wf.com/English/news-releases/news-release-details/2024/Two-thirds-of-Americans-have-decreased-spending-due-to-economy-Wells-Fargo-Money-Study-finds/default.aspx

Reauters: https://www.reuters.com/markets/us/us-existing-home-sales-slump-june-median-price-hits-record-high-2024-07-23/

How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s

The Junk Drawer Approach to Financial Planning: https://youtu.be/IEfxMMcmRe4

Family Wealth Management Considerations: https://youtu.be/Le5-EBwRj6w

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America's Wealth Management Show - What's Going on in the Bond Market?

What's Going on in the Bond Market?

America's Wealth Management Show

play

12/09/24 • 23 min

What's Going on in the Bond Market?

Get your journey off to a great start with our financial resources: https://bit.ly/4ge1pOB

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Retirement Plan Checklist: https://bit.ly/3B0KKi8

Meet with Us: https://bit.ly/4int6Wk

Don't Fight the Fed! Understand the Fed: https://youtu.be/-2YoayzAOdo

What Is Market Risk?: https://youtu.be/oBXAMFHF30k

Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8

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America's Wealth Management Show - Tax Tips to Wrap 2024

Tax Tips to Wrap 2024

America's Wealth Management Show

play

11/21/24 • 23 min

Tax Tips to Wrap 2024

Get your journey off to a great start with our financial resources: https://bit.ly/4eGCGRp

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Tax Reduction Strategies: https://bit.ly/4fVAlmC

Meet with Us: https://bit.ly/4ez8qaU

How Filing for a Tax Extension Works: https://bit.ly/3OfNaML

Modern Wealth Management YouTube: https://youtube.com/@MeetModernWealth

Year-End Tax Planning for 2024: https://youtu.be/ktPN1kJNRYs?si=xfa9Xs_lssO1aTke

2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI

Mega Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8

Taxes on My Investments: https://youtu.be/1SrD0JCT_No

Family Matters: A Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o

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America's Wealth Management Show - Tax Tips in 10: Tax Strategies for High Income Earners
play

02/24/25 • 10 min

Tax Tips in 10 or Less Ep. 008 Tax Strategies for High Income Earners

Get your journey off to a great start with our financial resources: https://bit.ly/3Qo3j3w

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Roth Conversion Case Studies: https://bit.ly/41ny1Ag

Tax Reduction Strategies: https://bit.ly/3EJISvz

Meet with Us: https://bit.ly/4jYUQlb

HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=WI-kMNluLatpsmwY

5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28

Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw

Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8

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America's Wealth Management Show - Mary Beth Franklin on the Social Security Fairness Act
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02/27/25 • 33 min

Mary Beth Franklin on the Social Security Fairness Act

Get your journey off to a great start with our financial resources: https://bit.ly/4i14iTB

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Retirement Checklist: https://bit.ly/4hUPvKa

Meet with Us: https://bit.ly/41g28IG

Learn More About Mary Beth Franklin: https://marybethfranklin.com

Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc

5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28

Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4

Maximizing Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=gddtP9ZRDkFBGgbE

Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU

2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI

2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU

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America's Wealth Management Show - Tax Tips in 10: 2025 Taxes - What to Watch

Tax Tips in 10: 2025 Taxes - What to Watch

America's Wealth Management Show

play

01/06/25 • 10 min

Tax Tips in 10 or Less Ep. 001

2025 Taxes - What to Watch

Get your journey off to a great start with our financial resources: https://bit.ly/4gQmuP2

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Roth Conversion Case Studies: https://bit.ly/4gGEbRq

Tax Reduction Strategies: https://bit.ly/3DAWGYR

Meet with Us: https://bit.ly/420dkeA

Tax Rates Sunset in 2026: https://bit.ly/41X1LVb

Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y

2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI

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America's Wealth Management Show - 8 Things NOT to Do Before Making Big Purchases

8 Things NOT to Do Before Making Big Purchases

America's Wealth Management Show

play

10/24/24 • 23 min

8 Things NOT to Do Before Making Big Purchases Get your journey off to a great start with our financial resources: https://bit.ly/3A8kj9G

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1\

Retirement Plan Checklist: https://bit.ly/3Yhk04n

Meet with Us: https://bit.ly/3C05RRO

7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os

8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ

5 Habits Keeping You from Reaching Financial Goals: https://youtu.be/T_lil3FbLU0

How Americans Feel About Money: https://youtu.be/gfmIn-Hu7rM

How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s

Americans Need a Budget: https://youtu.be/4SQjU8Wio6M

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

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America's Wealth Management Show - 6 Levels of Wealth

6 Levels of Wealth

America's Wealth Management Show

play

02/13/25 • 34 min

6 Levels of Wealth

Get your journey off to a great start with our financial resources: https://bit.ly/42YtpC1

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Retirement Checklist: https://bit.ly/42YtllL

Meet with Us: https://bit.ly/4gLQkDS

Fidelity 2024 State of Wealth Mobility Study: https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/682671.pdf

US Currency Source: https://www.uscurrency.gov/history/index.html

What Is Wealth? 4 Types of Wealth: https://youtu.be/4U8crRkPJBc

5 Types of Financial Plans: https://youtu.be/070KObJIAvI

The Junk Drawer Approach to Retirement Planning: https://youtu.be/IEfxMMcmRe4

5 Wealth Building Challenges: https://youtu.be/aKIr8KD_bio

15 Years from Retirement: https://youtu.be/dLPxSfY7P8I

Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g

2025 Taxes: What to Watch with Marty James, CPA: https://youtu.be/8fjoACdOrbU

What’s Going On in the Bond Market?: https://youtu.be/IYokFNw5g1w

Generational Wealth Management: https://youtu.be/nGDtTd34bRE

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America's Wealth Management Show - Tax Tips in 10: 2024 Tax Return Tips

Tax Tips in 10: 2024 Tax Return Tips

America's Wealth Management Show

play

01/13/25 • 6 min

Tax Tips in 10 or Less Ep. 002

2024 Tax Return Tips Get your journey off to a great start with our financial resources: https://bit.ly/3PrvyOn Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Meet with us: https://bit.ly/40c9ht1

Retirement Checklist: https://bit.ly/40q5SrW

Tax Reduction Strategies: https://bit.ly/4h8iQ32

Tax Tips to Wrap 2024: https://youtu.be/PKWAw9J36Fg Year-End Tax Planning for 2024 with Marty James: https://youtu.be/ktPN1kJNRYs

HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI

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FAQ

How many episodes does America's Wealth Management Show have?

America's Wealth Management Show currently has 414 episodes available.

What topics does America's Wealth Management Show cover?

The podcast is about Investing, Podcasts and Business.

What is the most popular episode on America's Wealth Management Show?

The episode title '7 Money Lessons I Wish I Learned Sooner' is the most popular.

What is the average episode length on America's Wealth Management Show?

The average episode length on America's Wealth Management Show is 31 minutes.

How often are episodes of America's Wealth Management Show released?

Episodes of America's Wealth Management Show are typically released every 6 days, 5 hours.

When was the first episode of America's Wealth Management Show?

The first episode of America's Wealth Management Show was released on Jan 6, 2018.

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