Jun 27, 2024
5 Wealth-Building Challenges
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Jun 17, 2024
Neal Falkenberry, CFA, joins Dean Barber and Bud Kasper, CFP®, AIF®, to talk about different examples of market risk. Market risk alludes to the uncertainty and possibility of losses that comes with an investor’s decisions that are related to factors that impact overall market performance. While market risk can’t...
Jun 13, 2024
After Wednesday brought encouraging news with inflation cooling in May, Neal Falkenberry, CFA, joined Dean Barber and Bud Kasper, CFP®, AIF®, to discuss where the Federal Reserve’s fight against inflation stands. And speaking of the Fed and fighting, they explained why it’s important not to fight the Fed, but...
Jun 10, 2024
Returning for another episode, we have a very special guest, America’s IRA Expert - Ed Slott! Ed has five new important things to plan for as you avoid unnecessary tax landmines. From RMD age changes to beneficiary rules modifications for spouses.
Ed’s New Book:
Jun 6, 2024
On this episode, Dean and Bud talk to Ed Slott about his latest book – The Retirement Savings Time Bomb Ticks Louder.
Dean and Bud, along with some of our advisors at Modern Wealth Management have been working with Ed Slott for many years as a part of his Elite Advisor Group. Through that group, Ed has educated many...