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PODCAST

America"s Wealth Management Show

America"s Wealth Management Show

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

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All Episodes

37:24

Roth Conversion Strategies Under the Big Beautiful Bill

America"s Wealth Management Show ·

2025/09/11

Start your journey with our financial resources: https://bit.ly/41KWz65 Meet with Us: https://bit.ly/4p8hxps Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 The Impact of the One Big Beautiful Bill on Your Retirement https://youtu.be/ze1sYnh_VR8?si=tcERQokSumNJijaw Roth Conversion Decisions for 2025 https://youtu.be/E6hqI7fxjE4?si=oPSlRoDLr87Nhv_8 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount)

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10:49

Should You Convert to a Roth IRA After 60?

America"s Wealth Management Show ·

2025/09/08

Tax Tips in 10 or Less Ep. 35 Converting to a Roth IRA After Age 60 Get your journey off to a great start with our financial resources: https://bit.ly/45U0Xkg Meet with Us: https://bit.ly/4n4Fehf Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Reasons TO Convert to a Roth IRA https://youtu.be/MEs5rh62m28?si=8cuFauGvQkLrkWT8 Roth Conversions Before Retirement https://youtu.be/zAVdKffImgA?si=GbZGXGGwhC-u-8k5 Roth

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36:17

Everything You NEED To Know About Your 401(k) on...

America"s Wealth Management Show ·

2025/09/04

Start your journey with our financial resources: https://bit.ly/4n65eYQ Meet with Us: https://bit.ly/4gaU3Mq Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Mega Backdoor Roth Strategy https://youtu.be/eEKbnn8svQ8?si=yebIFMa7orM8Iyfn Money Walks Episode 2 https://youtube.com/shorts/RzOqnbEIAwI?si=yZcPsrpBg-Veuzrj Tax Reduction Strategies: https://bit.ly/45XTa5a Retirement Checklist: https://bit.ly/4n7DJ1a Sources: •

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11:07

Tax Tips in 10: 401(k) Withdrawal Rules You Need to Know

America"s Wealth Management Show ·

2025/09/01

Tax Tips in 10 or Less Ep. 34 401(k) Withdrawal Rules Get your journey off to a great start with our financial resources: https://bit.ly/45TWtdo Meet with Us: https://bit.ly/47b2K70 Tax Reduction Strategies: https://bit.ly/3JUdKvJ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Sources: 401(k) withdrawal rules: How to avoid penalties https://www.empower.com/the-currency/money/can-withdraw-401k-ira-penalty-free What is the

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36:28

How Much Do You Need to Retire?

America"s Wealth Management Show ·

2025/08/28

How Much Do You Need to Retire? https://bit.ly/4mCifK8 Start your journey with our financial resources: https://bit.ly/3HuIG5e Meet with Us: https://bit.ly/47cynNx Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 2025 IRMAA Brackets (Income-Related Monthly Adjustment Amount) https://youtu.be/bJheB6qKsvg?si=7O9-zA7kvnngMLZr Sources: • Americans Believe They Will Need $1.26 Million to Retire Comfortably According to

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13:18

Tax Tips in 10: RMDs for Inherited IRAs

America"s Wealth Management Show ·

2025/08/25

Education Center: https://bit.ly/4lFi3Zf Meet with Us: https://bit.ly/4oM3ndp Tax Reduction Strategies: https://bit.ly/3UzcsZp Retirement Plan Checklist: https://bit.ly/41icf0u Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What to Do with Inheritance https://youtu.be/B4mTbCUuFGE?feature=shared Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?feature=shared IRA RMD Requirements

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35:05

Tax Planning Beyond the Basics

America"s Wealth Management Show ·

2025/08/21

Education Center: https://bit.ly/3HjmLOk Meet with Us: https://bit.ly/3HKFeDt Tax Reduction Strategies: https://bit.ly/3UyWqyG Retirement Plan Checklist: https://bit.ly/45tZ3rK What is Tax Diversification? https://bit.ly/41Pcccw Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Charitable Giving in Retirement https://youtu.be/VhtfUCjTesw?feature=shared Asset Location - The Three Tax Buckets

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11:29

Tax Tips in 10: How Does Volatility Impact RMDs

America"s Wealth Management Show ·

2025/08/18

Tax Tips in 10 or Less Ep. 32 How Does Volatility Impact RMDs? Education Center: https://bit.ly/45K5RBD Meet with Us: https://bit.ly/4oAmS8O Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 IRA RMD Requirements https://youtu.be/DF13FV4EhCU?si=JbuhO-q9XOrEw30r What's Your Required Beginning Date? https://youtu.be/vPE_PApP5ac?si=zHG25xhuW0Vt4xZW

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37:21

When Will I Run Out of Money In Retirement?

America"s Wealth Management Show ·

2025/08/14

Start your journey with our financial resources: https://bit.ly/4lncHS3 Meet with Us: https://bit.ly/41C9ZkF Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 7 Reasons Why Retirement Planning Is Important https://youtu.be/o-0-gNiI0Pg?si=3B7ykLuD5v0HZ_bF What is a Good Monthly Income in Retirement? https://youtu.be/ZmYxM_xBmmw?si=0bUJ0TRIrUtaoBpc Claiming Social Security at 62, 67, or 70

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12:08

Tax Tips in 10: Tax Changes from the Big Beautiful...

America"s Wealth Management Show ·

2025/08/11

Education Center: https://bit.ly/3JinjEr Meet with Us: https://bit.ly/46HWN1e Affordable Care Act Subsidies: https://bit.ly/4lUktUJ The OBBBA: What to know: https://bit.ly/4moUa8X The Impact of the Big Beautiful Bill on Your Retirement: https://youtu.be/ze1sYnh_VR8?si=OwJ_VOqhxoC5CDir Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc?si=Nmadzi5uSqbit35d Sources: Social Security Applauds Passage of Legislation Providing Historic Tax Relief for Seniors -

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36:13

DON'T Do these 5 Things Before Retirement

America"s Wealth Management Show ·

2025/08/07

Education Center: https://bit.ly/45tHN5Q Meet with Us: https://bit.ly/3UIurfO Tax Reduction Strategies: https://bit.ly/4fonn1I Retirement Plan Checklist: https://bit.ly/4omYeZi The OBBBA: What to know: https://bit.ly/4lZEN7f Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 https://www.youtube.com/@UCAM1LgQzNBSNOXylNOgEYrw Asset Location - The Three Tax Brackets https://youtu.be/V6WM3iE0iow?si=SxIj4P5_hn5FEGxM When

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11:09

Tax Tips in 10: Tax Changes from the Big Beautiful Bill

America"s Wealth Management Show ·

2025/08/04

Tax Tips in 10 or Less Ep. 30 Tax Changes from the Big Beautiful Bill Pt.1 Get your journey off to a great start with our financial resources: https://bit.ly/4fb0oqu Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 New Tax Rules from the Big Beautiful Bill Explained https://youtu.be/ze1sYnh_VR8?si=R33JTnZQdBY22ExK Meet with Us: https://bit.ly/4fkJdmK New Tax Provisions in the OBBBA: https://bit.ly/45q57kW The OBBBA: What

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38:43

Retiring Early? How to Plan Your Health Insurance...

America"s Wealth Management Show ·

2025/07/31

Education Center: https://bit.ly/4miwNxL Meet with Us: https://bit.ly/3J9h6dW Tax Reduction Strategies: https://bit.ly/458b5pd Retirement Plan Checklist: https://bit.ly/4fnRA0Q Affordable Care Act Subsidies: https://bit.ly/4o4QnPM Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retire Early What Does it Take - https://youtu.be/CCCT0CEJbYY?si=Y31OV0340yeIBse6 Health Care Costs During Retirement

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10:09

Tax Tips in 10: Funding Your HSA

America"s Wealth Management Show ·

2025/07/28

Meet with Us: https://bit.ly/46pexhM Education Center: https://bit.ly/40wT9U1 Tax Reduction Strategies: https://bit.ly/40ZpzGM Retirement Plan Checklist: https://bit.ly/45eZ02J Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Health Care Costs During Retirement - https://youtu.be/7ffrE3wnBuc?si=E50HdAH_Bqt32LCJ

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37:15

The Impact of the One Big Beautiful Bill on Your...

America"s Wealth Management Show ·

2025/07/24

Meet with Us: https://bit.ly/46jONTT Education Center: https://bit.ly/3GYpVqg Tax Reduction Strategies: https://bit.ly/3GZl3RJ Retirement Plan Checklist: https://bit.ly/4f4WUpx Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 What Is Modified Adjusted Gross Income? (MAGI) - https://youtu.be/PmfNAwK6B9s?si=WXwWVmseWtcWziYY What is Tax Diversification? - Barber Financial Group - https://youtu.be/jJ-rdAAiSes?si=WHqd9nLteyi19DOx

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10:45

Tax Tips in 10: What is a Step-Up and Step-Down in...

America"s Wealth Management Show ·

2025/07/21

Meet with Us: https://bit.ly/4lv0dbU Education Center: https://bit.ly/3IPh3DS Tax Reduction Strategies: https://bit.ly/3UfI99L Retirement Plan Checklist: https://bit.ly/46eOMjY Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=SHh6CzvrIgTSaRMD 5 Key Estate Planning Items to Addresshttps://youtu.be/Q_alVikgn6c?si=vXaA_1UikXfKomGW

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38:08

What is a Good Monthly Income in Retirement?

America"s Wealth Management Show ·

2025/07/17

Meet with Us: https://bit.ly/40WrGuR Education Center: https://bit.ly/466uVDA Tax Reduction Strategies: https://bit.ly/4kHC2Wy Retirement Plan Checklist: https://bit.ly/44vLWWA Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Key Estate Planning Items to Address https://youtu.be/Q_alVikgn6c?si=SCz-FwTFXI6D8Tb_ Wills vs. Trusts: What's the Difference? https://youtu.be/IrJXd_vopDU?si=gIJVA8tYWz8gezj0

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10:35

Tax Tips in 10: What is Modified Adjusted Gross...

America"s Wealth Management Show ·

2025/07/14

Tax Tips in 10 or Less Ep. 027 What is Modified Adjusted Gross Income? (MAGI) Get your journey off to a great start with our financial resources: https://bit.ly/44GUJUw Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth vs Traditional - https://youtu.be/bBdbMcmg4L8?si=D4MKVBM3Ofh-7YkI 5 Reasons to Have a Forward-Looking Tax Plan - https://youtu.be/bubZLJUdIlI?si=qym3SfsQGO2t2HOA What is Provisional Income? -

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38:40

Sample Financial Plan: Financial Planners Review

America"s Wealth Management Show ·

2025/07/10

Start your journey with our financial resources: https://bit.ly/4lfs6oj Meet with Us: https://bit.ly/44PWEHs Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 5 Types of Financial Plans - https://youtu.be/070KObJIAvI?si=w9ohftRPDbfmgfzv Risk Management: Covering Your Assets Before It's Too Late - https://youtu.be/nrYRM0Do_zc?si=oluvgRgDNCD-9mTh Roth Conversions After Retirement -

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11:20

Tax Tips in 10: How Do In-Plan Roth Conversions Work?

America"s Wealth Management Show ·

2025/07/07

Get your journey off to a great start with our financial resources: https://bit.ly/3HVDRBK Meet with Us: https://bit.ly/4lHDjy3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 ▶️ Videos: Roth Conversions After Retirement - https://youtu.be/LetCuugTXic?si=ydLoSWDDpyJOLoRr Roth Conversions Before Retirement - https://youtu.be/zAVdKffImgA?si=k00FIF1uN_FLz77w Your 401(k) Match May Change Soon... -

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469 results

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