Podcast
America's Wealth Management Show
Hosted by America's Wealth Management Show · EN
Modern Wealth Management presents America's Wealth Management Show with Dean Barber. 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, America's Wealth Management 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.
33episodes
Episodes
Newest firstAll episodes
Tax Extensions: Do You Need to File One?
Mar 2600:32:21Tap to summarizeEducation center: https://bit.ly/4boCDv9 Retirement Plan Checklist: https://bit.ly/47JolTm Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/KN5tIHSo3sY?si=I8fyj_cp_uz8sw_o Sources: https://www.irs.gov/forms-pubs/about-schedule-c-form-1040 https://www.modwm.com/how-filing-for-a-tax-extension-works/ https://www.irs.gov/payments/failure-to-file-penalty https://www.irs.gov/payments/underpayment-of-estimated-tax-by-individuals-penalty https://www.fidelity.com/learning-center/smart-money/hsa-contribution-limits https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds #retirementplanning #taxplanning _______________ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
Transcribe →Will Your Taxes Go Up or Down in 2026?
Mar 1900:32:16Tap to summarizeEducation center: https://bit.ly/4sVDeu9 Retirement Plan Checklist: https://bit.ly/4rEy3O9 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/ze1sYnh_VR8?si=rss9H5ct9zwmE8Zo https://youtu.be/KN5tIHSo3sY?si=N7w_n2iERZyl-FPy https://youtu.be/sACQi2RIEvQ?si=rL90bf2mKSr4cA00 Sources: https://www.irs.gov/newsroom/check-your-eligibility-for-the-new-enhanced-deduction-for-seniors https://v/learn/story/using-tax-brackets-to-manage-your-taxable-income https://www.irs.gov/newsroom/questions-and-answers-on-the-net-investment-income-tax https://bipartisanpolicy.org/issue-brief/how-the-new-charitable-deduction-floors-work/ https://www.irs.gov/newsroom/irs-marks-70th-anniversary-of-april-15-tax-filing-deadline https://www.modwm.com/how-filing-for-a-tax-extension-works/ #retirementplanning #taxplanning _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
Transcribe →How Much Money Should You Save for Retirement by Age?
Mar 1200:24:14Tap to summarizeEducation Center: https://bit.ly/3N0r4kt Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/pHV0kG9xOdc?si=U-p06vNu8QyS1MO1 https://youtu.be/JVOnl_AKQoQ?si=LP8rD2UezYFbjHim https://youtu.be/N8MiXAKTbmc?si=TQSl1xktZ7aHAvLT https://youtu.be/bubZLJUdIlI?si=DEpuC8Hgv-ilMIJh https://youtu.be/pFH4T8TA8WI?si=rYGAB7sPMYuWY9Sj https://youtu.be/SJJGFC-0vkA?si=CYS5fLvCGzHNzhkn https://youtu.be/KN5tIHSo3sY?si=F3l_olMQr9kREH6q https://youtu.be/eEKbnn8svQ8?si=amJI8ppOjB-Jyjls https://youtu.be/ze1sYnh_VR8?si=PN1z6EzJ1HLEU4a- Sources: How much do I need to retire? https://www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire Rightsizing vs. Downsizing: What Are the Differences? https://www.modwm.com/rightsizing-vs-downsizing/ How does medical inflation compare to inflation in the rest of the economy? https://www.healthsystemtracker.org/brief/how-does-medical-inflation-compare-to-inflation-in-the-rest-of-the-economy/ #retirementplanning #retirementgoals _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
Transcribe →Opportunities for Women in Finance are Growing
Mar 500:31:32Tap to summarizeEducation center: https://bit.ly/3ONy04K Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/SJJGFC-0vkA?si=BYerfilxAOPKkmJc Sources: https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-research/womens-initiative/cfp-board_win_web.pdf https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-rese arch/advancing-women-in-financial-planning-cfp-board-2025.pdf https://www.cfp.net/industry-insights/reports-and-statistics/professional-demographics #womeninfinance #financialplanning #jobopportunities _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
Transcribe →Must-Knows for Couples Retirement Planning
Feb 1900:34:16Tap to summarizeMeet with us: https://bit.ly/4rpVwU1 Education center: https://bit.ly/4aDBfDb Retirement Plan Checklist: https://bit.ly/40jmYGQ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/RkUQah73S_Q?si=-TVrmVdsQyKDTeax https://youtu.be/bubZLJUdIlI?si=iCwt6KFZ9IFLruMa https://youtu.be/Ll3G37cCZMI?si=wwmst7BNE2UGSlyi https://youtu.be/uUL3Q1VbkRc?si=qJSM4Cv2keUmcvwm https://youtu.be/6UcLAmM6wtI?si=AmkJSYPLLMlqoPhL Sources: https://www.modwm.com/gray-divorce-and-its-financial-impact/ https://pmc.ncbi.nlm.nih.gov/articles/PMC5279946/ https://newsroom.fidelity.com/pressreleases/love---money--most-couples-give-themselves-high-marks-in-communication--yet-fidelity-study-reveals-h/s/c15df94d-f289-4d2d-bb10-85424c803f8e https://www.bgsu.edu/ncfmr/resources/data/family-profiles/allred-gray-divorce-rate-geo-var-2017-fp-19-20.html https://www.modwm.com/retirement-plan-checklist/ #Investments #FinancialPlanning #WealthManagement _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
Transcribe →Caring for Aging Parents as Retirement Approaches
Feb 500:33:45Tap to summarizeMeet with us: https://bit.ly/4tjvl2m Ed center: https://bit.ly/4rxbQlt Retirement checklist: https://bit.ly/46vMaNM Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/3Yn_m-k9Rk0 https://youtu.be/lSy5ggQWmn8 https://youtu.be/2eU3mv_rmr0 https://youtu.be/hN42aRqv-1g Sources: https://www.ada.gov/topics/intro-to-ada/ https://www.westernsouthern.com/life-insurance/what-is-a-critical-illness-rider https://www.cancer.gov/publications/dictionaries/cancer-terms/def/medical-power-of-attorney https://www.aarp.org/caregiving/basics/memory-care-alzheimers-dementia/ https://www.investopedia.com/terms/s/sequence-risk.asp https://www.modwm.com/sequence-of-returns-risk-and-why-timing-matters/ #Investments #FinancialPlanning #WealthManagement _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
Transcribe →Tax Planning During Prep Season: 3 Last-Minute Moves
Jan 2900:33:56Tap to summarizeEducation Center: https://bit.ly/4aQZv6x Meet with Us: https://bit.ly/3LDIMtb Retirement Checklist: https://bit.ly/3NadURD Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Stealth Taxes To Watch Out For https://youtu.be/RCr6BLuG3qY What Are The Tax Benefits of Charitable Donations? https://youtu.be/RmiJyyuhmj0 Roth Conversion Strategies Under the Big Beautiful Bill https://youtu.be/hQRWwtbY_dE IRA RMD Requirements https://youtu.be/DF13FV4EhCU The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8 Sources: https://www.modwm.com/catch-up-contributions-for-your-retirement-plan/ https://www.modwm.com/2026-401k-and-ira-contribution-limits/ https://www.ssa.gov/forms/ssa-44.pdf https://www.modwm.com/donor-advised-funds/ https://www.modwm.com/2026-tax-brackets/ _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
Transcribe →Your 2026 Wealth Building Checklist for Retirement
Jan 1500:39:44Tap to summarizeEducation Center: https://bit.ly/3LccpSl Meet with Us: https://bit.ly/49krWIZ Retirement Checklist: https://bit.ly/4b1DoKR Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/5CHb7BAAI2Q?si=iCDymwGcVQAMlwI5 https://youtu.be/N8MiXAKTbmc?si=-e8KTbg4aTDHFPJ7 https://youtu.be/ZmYxM_xBmmw?si=DwdU_5ElW_VCiuRy https://youtu.be/uUL3Q1VbkRc?si=VuzAFZ4m6iA8ip7V https://youtu.be/ze1sYnh_VR8?si=HZ1KHcxeOfhLbTey https://youtu.be/uUL3Q1VbkRc?si=FThlCk2GzO4QUzO8 https://youtu.be/bubZLJUdIlI?si=tTZBHWt9rNeBf_7V https://youtu.be/C7_GdgN502Q?si=VEGqXcL3tbePwobW Sources: https://youtu.be/5CHb7BAAI2Q https://youtu.be/N8MiXAKTbmc https://youtu.be/ZmYxM_xBmmw https://youtu.be/uUL3Q1VbkRc https://www.modwm.com/donor-advised-funds/ https://youtu.be/C7_GdgN502Q #Investments #FinancialPlanning #WealthManagement _______________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
Transcribe →New Retirement Information for 2026, What's New?
Jan 500:39:44Tap to summarizeEducation Center: https://bit.ly/4jyY8M2 Meet with Us: https://bit.ly/3N9FzCd Retirement Checklist: https://bit.ly/49PHqVk Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/PmfNAwK6B9s https://youtu.be/oPanexiISYE https://youtu.be/RCr6BLuG3qY Sources: https://www.modwm.com/2026-tax-brackets/. https://www.modwm.com/new-tax-provisions-one-big-beautiful-bill-act/ https://www.modwm.com/2026-401k-and-ira-contribution-limits/ https://www.modwm.com/social-security-cola-increase-for-2026/ https://www.cms.gov/newsroom/fact-sheets/2026-medicare-parts-b-premiums-deductibles https://www.whitehouse.gov/articles/2025/12/landmark-dell-gift-supercharges-trump-accounts-for-americas-kids/ #Investments #FinancialPlanning #WealthManagement _______________ Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
Transcribe →Tax Tips in 10: History of the U.S. Tax Code
Dec 2900:11:02Tap to summarizeTax Tips in 10 Ep 50 Education Center: https://bit.ly/48Outta Meet with Us: https://bit.ly/48S9F5D Retirement Checklist: https://bit.ly/4j1cFzP Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://youtu.be/ze1sYnh_VR8 https://youtu.be/KifcDu_6UAI Sources: https://www.irs.gov/newsroom/historical-highlights-of-the-irs https://files.taxfoundation.org/legacy/docs/fed_individual_rate_history_nominal.pdf #TaxTips #Income #Tax Planning _______________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
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