Jul 29, 2021
Bear markets and sequence of returns. Join Dean Barber and Bud Kasper as they tackle the question: Can retirees survive the next bear market? It's not a question of if – it's a question of when will the next bear market will occur. They're going to discuss strategies so that you can survive the next bear market.
Jul 22, 2021
What is the best part of the tax code? We say it's the Roth IRA. And guess what Peter Thiel would agree, he has a $5 billion Roth IRA. Join Dean Barber and Bud Kasper as they break down the Roth IRA and the importance of tax diversification, asset location, and how you can get as much money as possible into a...
Jul 15, 2021
Taxes and inflation. These are the two largest wealth eroding factors when it comes to your retirement. We see people all the time using an inflation rate in their financial plans well below what it should be. Join Dean Barber and Bud Kasper as they break down inflation historically and inflation today.
Jul 1, 2021
You know a lot of people say that asset allocation will take you through any bear market. Not so fast. Join Dean Barber and Bud Kasper as they discuss why bear markets matter more than you think. Especially those of you that are nearing retirement or in retirement.