Oct 31, 2019
The biggest asset most have saved for their retirement is their IRA. There are thousands of pages in the tax code that surround your IRAs and don't pretend you know all of the rules! The mistakes you make by not understanding the rules could cost you thousands of dollars in unnecessary taxes. Join Dean Barber and Bud...
Oct 24, 2019
The things you don't know can destroy your retirement. Specifically, the things you don't know about your 401(k). Two major components: the underlying investment and then the thousands of words in the tax code that surround your 401(k). Join Dean Barber and Bud Kasper as they discuss the things you don't know and how it...
Oct 17, 2019
How much money do you need to retire? It's the most frequently asked question our financial planners get: How much do I need to retire? Join Dean Barber and Bud Kasper as they discuss how to figure out exactly how much money you need to retire. Maybe you're already there! Maybe you still have some work to do. Join us...
Oct 10, 2019
With everything going on in the economy, it can be difficult to focus on what's important. However, it's also imperative that you take control of your future. Knowing what factors affect the economy and the market can help you better understand your portfolio. Join me, Bud Kasper, and JoAnn Huber as we breakdown...
Oct 3, 2019
Does your financial planner have your best interests in mind? Have they asked you about your goals for retirement or just your goals for your investments? Well I'm here to tell you that not all financial planners come equal. Join me, Bud Kasper, and JoAnn Huber, as we discuss the missed opportunities that can occur...