
The Guided Retirement Show
Dean Barber
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Top 10 The Guided Retirement Show Episodes
Goodpods has curated a list of the 10 best The Guided Retirement Show episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Guided Retirement 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 The Guided Retirement Show episode by adding your comments to the episode page.

090: 8 Questions Retirees Are Asking with Chris Rett
The Guided Retirement Show
06/20/23 • 36 min
We’ve reached the end of Season 8 of The Guided Retirement Show, which means Modern Wealth Management Lead Advisor Chris Rett is joining Dean Barber again for another season finale. This is the fourth time that Chris has joined Dean to address various questions about retirement. If you missed those episodes or want to tune into them again, you can do so via the links below.
- Episode 51 – Addressing You: Answering Questions from Our Listeners
- Episode 68 – Mail Bag: Answering More Questions from Our Listeners
- Episode 78 – 20 Retirement Questions You Should Be Asking
In this episode, Chris and Dean will be addressing eight questions that retirees are asking. These questions that retirees are asking have been frequently asked by our clients and prospective clients. If you’re retired or are planning for retirement, you need to know the answers to these questions as well, so make sure to follow along.
In this podcast interview, you’ll learn:
- How to Go About Finding Out If You Have Enough to Retire ... and If You Can Stay Retired
- Why CDs, Bonds, and Treasuries Are Attractive Right Now
- How to Fight Off Inflation
- Why Roth Conversions Are So Appealing Right Now
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/90
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

089: Components of a Complete Financial Plan with Logan DeGraeve
The Guided Retirement Show
06/06/23 • 35 min
So many people want to know the answer to the question, “How much do I need to retire?” More and more people have become less and less patient with getting that answer and just use a retirement calculator that gives them a quick answer. But we can guarantee that isn’t the right answer. Those retirement calculators don’t factor in so many important items—such as inflation, Social Security, Required Minimum Distributions, and your goals for retirement. Those are all components of a complete financial plan, which is what you need to figure out how much you need to retire.
Logan DeGraeve joins Dean Barber on The Guided Retirement Show to review the components of a complete financial plan. These are critical things to think about before and during retirement, so you won’t want to miss what Dean and Logan have to share.
In this podcast interview, you’ll learn:
- The differences between traditional and Roth 401(k)s/IRAs.
- Your goals are a crucial component of your financial plan.
- Taxes and health care are the two biggest wealth-eroding factors in retirement.
- The components of a complete financial plan should come together to take you to and through retirement ... and maybe legacy is important to you as well.
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/89
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

113: 10 Estate Planning Mistakes to Avoid with Tim Denker
The Guided Retirement Show
06/11/24 • 34 min
Dean Barber could talk for hours about estate planning mistakes to avoid. On Episode 113 of The Guided Retirement Show, Dean decided to cover some of the most common estate planning mistakes that he and Tim Denker of Denker Law Firm, LLC have witnessed. Tim founded Denker Law Firm, LLC in 2006 and has practiced estate planning and business law since 2003.1 Dean and Tim want you to be informed when it comes to estate planning and are going to 10 mistakes to avoid.
10 Estate Planning Mistakes to Avoid- Not preparing an estate plan
- Not understanding the dangers of will-based trusts
- Improper asset titling
- Using free resources without understanding the details
- Not getting the right people involved—attorneys, CPAs, advisors
- Doing a disservice to your family, not yourself
- Knowing the difference between an IRA and 401(k) in estate terms
- Taking a Set-It-and-Forget It Approach with Your Estate Plan
- Business owners without a succession plan
- Not considering beneficiary-controlled trusts
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/113
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

105: Retirement Planning for Small Business Owners with Drew Jones
The Guided Retirement Show
02/20/24 • 30 min
Drew Jones, CFP®, AIF® has a passion in working with small business owners, helping them get their business to be as valuable as it can possibly be before facilitating an exit strategy. As Drew makes his third appearance on The Guided Retirement Show, he and Dean Barber will discuss what small business owners need to do when it comes to retirement planning.
In this podcast interview, you’ll learn:
- The Challenges and Opportunities of Retirement Planning for Small Business Owners
- Retirement Planning for Small Business Owners Is a Long Process
- Key Retirement Planning Considerations for Small Business Owners
- Your Business Is Your Biggest Asset If You’re a Small Business Owner
Meet with Us: https://modwm.com/meet-with-us/
Ask a Question: https://modwm.com/ask-a-question/
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/105
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

069: The Fed and the Markets Face Many Headwinds with Brad Kasper
The Guided Retirement Show
08/02/22 • 50 min
Welcome to Season 7 of The Guided Retirement Show! In our season premiere, I welcome back a return guest to the podcast in LSA Portfolios Analytics President Brad Kasper to discuss the many headwinds that the Fed and the markets are currently facing. And, boy, there are some significant ones. They include, but aren’t limited to:
- Supply chain issues
- Inflationary pressures
- Slowing inflationary without sending the economy into a recession (AKA: engineering a soft landing)
- Ongoing market volatility
In today's episode, Brad and I will go in depth on each of those headwinds that the Fed and markets are facing and how it impacts you. The bottom line is that having a financial plan is crucial right now.
In this podcast interview, you’ll learn:
- The ins and outs of the challenge the Fed has on its hands with engineering a “soft landing.”
- How this market decline compares to market declines of the past.
- Why all bonds aren’t created equal.
- What we can learn from PE ratios.
- Why our country has a spending problem.
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/69
Learn More about Retirement Planning
Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

067: Ed Slott In-Studio!
The Guided Retirement Show
06/07/22 • 39 min
If you don’t understand the rules of IRAs, bad things happen. With the wrong portfolio, you may find yourself hearing people tell you what you could’ve, should’ve, and would’ve done–and those little decisions can add up to make some big differences.
If you don’t want to wake up to an unpleasant tax surprise in retirement, today’s episode is for you. Once again, I’m speaking to Ed Slott, America’s IRA Expert. He’s been teaching financial advisors about the ins and outs of IRAs for decades, and he’s returned to the podcast to share lots of great new information on this extremely complex topic.
In this conversation, Ed and I discuss why retirees often get such bad guidance, the new time bombs ticking in the world of retirement (and how best to avoid them), and why now may very well prove to be the best time in your life to pay taxes for years (or decades) to come.
In this podcast interview, you’ll learn:
- Why bad tax planning does the most damage to people with the biggest retirement savings.
- How changes to the tax codes have created a number of new “time bombs” for retirees to worry about.
- Why the SECURE Act took away many of the greatest benefits of holding retirement accounts.
- The one document that’s more important than your trust that so many retirees fail to recognize the value of.
- Why IRAs or 401(k)s can no longer be passed on to your children.
- What makes “defer, defer, defer” such a bad tax strategy right now.
- Why now is the right time to find a great financial advisor.
Get Today's Show Notes
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/67
Learn More about Retirement Planning
Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

064: Accessing Liquidity in REITs and Private Real Estate Markets with Brian King
The Guided Retirement Show
04/26/22 • 27 min
We’ve seen incredible growth in the alternatives market over the last several years, and plenty of secondary markets have emerged for corporate investments. But what do you do if you want to invest in assets like real estate investment trusts (REITs)? These investment vehicles come in all shapes and sizes. Some have been wildly successful, and others have been complete and total flops.
To help us improve our understanding of these investments, I’m thrilled to welcome Brian King. Brian is the CEO of Realto, a marketplace for non-traded securities that would otherwise be illiquid. Institutional and even retail buyers can use platforms like Realto to buy positions in REITs.
In our conversation, we explore why you might (or might not) want to invest in private markets, how a platform like Realto helps determine the actual value of illiquid assets, and the alternative marketplaces he sees emerging in the months to come.
In this podcast interview, you’ll learn:
- Why it’s so hard to know what you’re specifically investing in when working through broker/dealer channels.
- Why real estate is by nature illiquid–and why so many REITs have never had liquidity events.
- Why you should be wary of letters from McKinsey, CMG, and Comrit.
- How real estate can act like a bond on steroids when an asset performs well.
- Why a marketplace for private debt and private equity is in Brian’s future.
Get Today's Show Notes
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/64
Learn More about Retirement Planning
Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

063: Avoiding Costly Mistakes When Claiming Social Security with Ken Sokol
The Guided Retirement Show
04/12/22 • 36 min
Many people think that claiming Social Security is a simple process–that is, until they do it.
Ken Sokol is living proof of this. He retired from his engineering career at Hallmark in the early 2000s at the age of 54. Soon, he found himself digging deep into how Social Security claims actually worked, became a traveling lecturer on the topic, and joined the National Academy of Social Insurance–a think tank based in Washington, D.C. working to help retirees understand the choices they make and what’s really at stake when it comes to Social Security.
In today’s episode, we discuss strategies you can do, and mistakes to avoid, when claiming Social Security. We’ll cover why your retirement distribution strategy could be the difference between bringing in, or losing, more retirement income. Additionally, we’ll review some financial questions you should be asking yourself as you prepare for retirement.
In this podcast interview, you’ll learn:
- How provisional income limits work–and why you stand to lose more money than you think you do by making mistakes in your claims.
- Why boomers are going to blow away life expectancy tables–and how to build a financial plan that takes this into account.
- Why choosing to withdraw from a Roth IRA or a traditional IRA first is not an either-or question.
- Why the Social Security office will never help answer your questions–and who can.
Get Today's Show Notes
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/63
Learn More about Retirement Planning
Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

061: Creating a Financial First Aid Kit with Will Doty
The Guided Retirement Show
03/15/22 • 26 min
Everybody knows that life can be unpredictable, and anything can happen at any time. Out of nowhere, we may lose a loved one, fall ill ourselves, or end up living through a natural disaster–and the last thing you want in these trying moments is to be in financial distress.
This is why disaster planning is a critical part of retirement planning. Many people fail to make several necessary arrangements for end-of-life planning before disaster strikes, and it can lead to massive expenses, a conflict that tears families apart, and nasty court battles.
Today’s episode is all about how to create a financial first aid kit. You’ll hear from CERTIFIED FINANCIAL PLANNERTM Will Doty about the documents and resources you need to have ready if you’re dealt with a worst-case scenario event.
We’ll also talk about why it’s so easy to put these planning decisions off and the simple steps you can take to protect yourself in the short term without becoming a full-on survivalist.
In this podcast interview, you’ll learn:
- Why disaster planning is critical from a financial perspective.
- The critical components of a catastrophe plan–and why having just a will is not enough.
- The importance of having a team to help you settle your estate when you lose a loved one.
- Why naming a child as a successor trustee can be a double-edged sword.
- How Will coaches clients to be better prepared for natural disasters.
Get Today's Show Notes
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/61
Learn More about Retirement Planning
Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

099: 2023 Market in Review with Garrett Waters
The Guided Retirement Show
11/21/23 • 19 min
For the second time in 2023, Anchor Capital CEO and Portfolio Manager Garrett Waters is joining Dean Barber on The Guided Retirement Show. Earlier this year, Garrett and Dean discussed investment risk for 2023. Now that 2023 is coming to a close, Garrett is returning to do a 2023 market year in review and 2024 market outlook. He and Dean will talk about the stock market, bond market, and economy.
In this podcast interview, you’ll learn:
- The Ups and Downs of Liquidity in 2023
- The S&P 500 and NASDAQ Entered Correction Territory in Q3, but Have Since Bounced Back
- Federal Reserve Plans to Keep Rates Higher for Longer
- Some of the Economic Impact of the Wars in Ukraine and Gaza
- The 10-year Treasury Has Experienced A Lot of Volatility
Garrett's Other Appearance: https://youtu.be/PIyZj5rPZq4
America's Wealth Management Show: https://www.youtube.com/@AmericasWealthManagementShow
Ask a Question: https://bit.ly/47KtmZD
Meet with us: https://bit.ly/3MSxTRP
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/99
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
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FAQ
How many episodes does The Guided Retirement Show have?
The Guided Retirement Show currently has 114 episodes available.
What topics does The Guided Retirement Show cover?
The podcast is about Retirement, Insurance, Marketing, Investments, Investing, Podcasts and Business.
What is the most popular episode on The Guided Retirement Show?
The episode title '092: Tax-Efficient Investing with Stephen Tuckwood' is the most popular.
What is the average episode length on The Guided Retirement Show?
The average episode length on The Guided Retirement Show is 37 minutes.
How often are episodes of The Guided Retirement Show released?
Episodes of The Guided Retirement Show are typically released every 14 days.
When was the first episode of The Guided Retirement Show?
The first episode of The Guided Retirement Show was released on Jul 23, 2019.
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