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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

33:12

Consumer Confidence Down with Economic Uncertainty

America"s Wealth Management Show ·

2025/04/17

Consumer Confidence Down with Economic Uncertainty Get your journey off to a great start with our financial resources: https://bit.ly/4inn0V1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/3YCwggL Retirement Plan Checklist: https://bit.ly/4ifa0Ax Previous Episodes with David Mitchell: https://youtu.be/d1mlM_9qwcM https://youtu.be/y3M7jdSxNY8 University of Michigan Surveys of Consumers:

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10:08

Tax Tips in 10: Estate Tax vs. Inheritance Tax

America"s Wealth Management Show ·

2025/04/14

Tax Tips in 10 or Less Ep. 015 Estate Tax vs. Inheritance Tax Get your journey off to a great start with our financial resources: https://bit.ly/4jtcfBw Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/43LPcgC Tax Reduction Strategies: https://bit.ly/3R65idr Meet with Us: https://bit.ly/3G1ymAl Generational Wealth Management: https://youtu.be/nGDtTd34bRE 2025 Taxes: What to Watch:

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36:50

Tariff Talk: What to Watch

America"s Wealth Management Show ·

2025/04/10

Tariff Talk: What to Watch Get your journey off to a great start with our financial resources: https://bit.ly/4cnTKfj Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with Us: https://bit.ly/4cswxZt Retirement Plan Checklist: https://bit.ly/44fhSi2 Federal Worker Layoffs: https://bit.ly/3GfXROn Previous Neal Falkenberry Episodes: https://youtu.be/IYokFNw5g1w https://youtu.be/-2YoayzAOdo https://youtu.be/oBXAMFHF30k Assessing

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10:05

Tax Tips in 10: What Is Tax Arbitrage?

America"s Wealth Management Show ·

2025/04/07

Tax Tips in 10 or Less Ep. 014 What Is Tax Arbitrage? Get your journey off to a great start with our financial resources: https://bit.ly/4j8rS0W Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4jiDbnm Tax Reduction Strategies: https://bit.ly/3XGaPLn Meet with Us: https://bit.ly/41WmcS0 2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI 2025 Taxes: What to

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34:24

Avoiding Excess IRA Contributions with Ed Slott

America"s Wealth Management Show ·

2025/04/03

Avoiding Excess IRA Contributions with Ed Slott Get your journey off to a great start with our financial resources: https://bit.ly/42eHYiO Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Ed Slott Bio: https://irahelp.com/aboutEdSlott.php/ Ed Slott on WSJ Podcast: https://www.wsj.com/podcasts/your-money-matters/little-known-tactic-lets-retirement-savings-grow-tax-free/ Meet with Us: https://bit.ly/4hYg3Jw Roth Conversion Case

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10:35

3 Reasons Roth Conversions Could Work for You

America"s Wealth Management Show ·

2025/03/31

Tax Tips in 10 or Less Ep. 013 3 Reasons Roth Conversions Could Work for You Get your journey off to a great start with our financial resources: https://bit.ly/4iHUyOD Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/3DUiO0z Tax Reduction Strategies: https://bit.ly/3QOGlTz Meet with Us: https://bit.ly/4j2FJpn RMD Case Study: https://youtu.be/_t7XTSfU1po Roth Five Year

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37:17

Ed Slott's 5 BIG Things to Plan for in 2025

America"s Wealth Management Show ·

2025/03/27

Ed Slott's 5 BIG Things to Plan for in 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3FIKNkq Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3QPV8gY Meet with Us: https://bit.ly/4hObhym Ed Slott Bio: https://irahelp.com/aboutEdSlott.php/ Ed Slott on WSJ Podcast:

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10:27

Tax Tips in 10: What's Your Required Beginning Date?

America"s Wealth Management Show ·

2025/03/24

Tax Tips in 10 or Less Ep. 012 What's Your Required Beginning Date? Get your journey off to a great start with our financial resources: https://bit.ly/4iVLdCk Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/42g0et9 Tax Reduction Strategies: https://bit.ly/4itDawq Meet with Us: https://bit.ly/4iETn2d RMD Case Study with Marty James: https://youtu.be/_t7XTSfU1po Generational Wealth

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35:19

7 Tips on Saving for Retirement

America"s Wealth Management Show ·

2025/03/20

7 Tips on Saving for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3XVGoAL Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3DTuBwe Meet with Us: https://bit.ly/3DTuosW SSA Quizzes: https://www.ssa.gov/history/puzzles/quiz1.html https://www.ssa.gov/history/puzzles/quiz22a.html Budgeting at Different Stages of Life: https://youtu.be/-HwVnEvquw4

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08:50

Are You Overpaying Your Taxes?

America"s Wealth Management Show ·

2025/03/17

Tax Tips in 10 or Less Ep. 011 Are You Overpaying Your Taxes? Get your journey off to a great start with our financial resources: https://bit.ly/3FmvwWx Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/41YJW7Q Tax Reduction Strategies: https://bit.ly/3FnR9pg Meet with Us: https://bit.ly/4kJa4Lg Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg Generational Wealth

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34:13

Income Planning for Retirement

America"s Wealth Management Show ·

2025/03/13

Income Planning for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3XKacAg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3DnZf0E Meet with Us: https://bit.ly/4bOhlp1 What Is IRMAA? - https://bit.ly/4bLwjMC 2025 Withdrawal Strategy: https://youtu.be/8P8E95_287s 5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk Tax Tips in Ten

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10:29

Tax Tips in 10: Capital Gains Rates in 2025

America"s Wealth Management Show ·

2025/03/10

Tax Tips in 10 or Less Ep. 010 Capital Gains Rates in 2025 Get your journey off to a great start with our financial resources: https://bit.ly/4kstKmz Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4buS8zK Tax Reduction Strategies: https://bit.ly/41FqlJU Meet with Us: https://bit.ly/3XtqT2N Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc

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33:39

2025 Withdrawal Strategy

America"s Wealth Management Show ·

2025/03/06

2025 Withdrawal Strategy Get your journey off to a great start with our financial resources: https://bit.ly/4i6Ntqg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/4iletSA Meet with Us: https://bit.ly/4kv5Kzp Monte Carlo Simulation Article: https://bit.ly/4kjBhnE Kiplinger on the 4% Rule: https://www.kiplinger.com/retirement/retirement-planning/the-4-rule-gets-a-closer-look Morningstar

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09:44

Tax Tips in 10: Asset Location - The Three Tax Buckets

America"s Wealth Management Show ·

2025/03/03

Tax Tips in 10 or Less Ep. 009 Asset Location - The Three Tax Buckets Get your journey off to a great start with our financial resources: https://bit.ly/4icNfh5 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/43b5VcH Tax Reduction Strategies: https://bit.ly/3QBbV76 Super Catch-Up Contributions Article: https://bit.ly/4idTaTH Meet with Us: https://bit.ly/3EXRjUb What Is Tax

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33:21

Mary Beth Franklin on the Social Security Fairness Act

America"s Wealth Management Show ·

2025/02/27

Mary Beth Franklin on the Social Security Fairness Act Get your journey off to a great start with our financial resources: https://bit.ly/4i14iTB Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/4hUPvKa Meet with Us: https://bit.ly/41g28IG Learn More About Mary Beth Franklin: https://marybethfranklin.com Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc 5 Reasons TO Convert to

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10:10

Tax Tips in 10: Tax Strategies for High Income Earners

America"s Wealth Management Show ·

2025/02/24

Tax Tips in 10 or Less Ep. 008 Tax Strategies for High Income Earners Get your journey off to a great start with our financial resources: https://bit.ly/3Qo3j3w Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/41ny1Ag Tax Reduction Strategies: https://bit.ly/3EJISvz Meet with Us: https://bit.ly/4jYUQlb HSA Tax Advantages with Marty James:

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34:22

5 Reasons to Retire

America"s Wealth Management Show ·

2025/02/20

5 Reasons to Retire Get your journey off to a great start with our financial resources: https://bit.ly/41nKkg3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3CYt5Ze Meet with Us: https://bit.ly/3CTO3bN Trivia Sources: https://www.protectedincome.org/peak65/ https://www.marketwatch.com/story/men-over-70-are-flooding-back-into-the-workforce-a1254a61 Tax Tips in 10 or Less

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07:01

Tax Tips in 10: What Is the Social Security Fairness...

America"s Wealth Management Show ·

2025/02/17

Tax Tips in 10 or Less Ep. 007 What Is the Social Security Fairness Act? Get your journey off to a great start with our financial resources: https://bit.ly/3QhOlfA Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4hWAHKw Tax Reduction Strategies: https://bit.ly/4hR82Xl Meet with Us: https://bit.ly/3WUDa00 IRA RMD Requirements: https://youtu.be/DF13FV4EhCU

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34:36

6 Levels of Wealth

America"s Wealth Management Show ·

2025/02/13

6 Levels of Wealth Get your journey off to a great start with our financial resources: https://bit.ly/42YtpC1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/42YtllL Meet with Us: https://bit.ly/4gLQkDS Fidelity 2024 State of Wealth Mobility Study: https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/682671.pdf US Currency Source: https://www.uscurrency.gov/history/index.html What Is

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08:39

Tax Tip in 10: Roth Five Year Rule

America"s Wealth Management Show ·

2025/02/10

Tax Tips in 10 or Less Ep. 006 Roth Five Year Rule Get your journey off to a great start with our financial resources: https://bit.ly/42JeZW1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Rates Sunset in 2026: https://bit.ly/4jOacsm Roth Conversion Case Studies: https://bit.ly/4aODfIr Tax Reduction Strategies: https://bit.ly/40Ox5U8 Meet with Us: https://bit.ly/411bFo4 Roth 5 Year Rules: What You Need to Know:

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