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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

30:31

Longevity Risk in Retirement: Could I Outlive My...

America"s Wealth Management Show ·

2026/10/08

Discover the 10 stress tests and 3-bucket strategy that could potentially help prevent you from outliving your savings? Retirement Checklist: https://bit.ly/3UdQwX2 Get your Modern Confidence Score: https://bit.ly/4AVnCeL Meet with us: https://bit.ly/4s12Bvm Education center: https://bit.ly/4jKQXCw Chapters: 0:00 - When are you going to die? The number one risk in retirement. 1:40 - What is longevity risk and why does it amplify all other retirement risks? 4:02 - What are the 10 core areas

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33:54

Taxes on Retirement Income: What Taxes Will I Pay in...

America"s Wealth Management Show ·

2026/10/01

Uncle Sam is your silent partner in retirement. Learn 5 tax strategies, and other helpful information regarding retirement taxes. Retirement Checklist: Retirement Plan Checklist: https://bit.ly/3TcNXnS Get your Modern Confidence Score: https://bit.ly/4dhfdIF Meet with us: https://bit.ly/4hAIYFz Education center: https://bit.ly/3W1U52Y Chapters: 0:00 - Cold Open: How $1 over an IRMAA bracket spikes your Medicare premium 3:44 - 5 Bite-Sized Segments: Managing your retirement tax bill 6:15 -

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25:05

Long-Term Care Planning: A 5-Step Checklist to...

America"s Wealth Management Show ·

2026/09/24

59 million family caregivers deliver $1 Trillion in unpaid care annually. Learn the 5-step checklist to supervise care without draining your nest egg. Retirement Checklist: Retirement Plan Checklist: https://bit.ly/4y60QiE Get your Modern Confidence Score: https://bit.ly/3Tgx6QW Meet with us: https://bit.ly/4xC93tY Education center: https://bit.ly/4AmJvmX Chapters: 0:00 - Reaction Video: Why long-term care tears unprepared families apart 1:02 - Introducing the 5-Step Long-Term Care Checklist

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24:34

5 Burning Retirement Questions to Address

America"s Wealth Management Show ·

2026/09/17

Unplanned RMDs and category inflation can double your living costs and trigger Medicare surcharges. In today's episode we tackle 5 Retirement Plan Checklist Items! Retirement Checklist: Retirement Plan Checklist: https://bit.ly/4yC6sAR Get your Modern Confidence Score: https://bit.ly/4huGyJI Meet with us: https://bit.ly/4xtqtZy Education center: https://bit.ly/4yifnrL Chapters: 0:00 - Retirement Roulette: Spinning the Retirement Planning Checklist 0:41 - Topic 1: Why will my taxes and Medicare

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26:38

The SECURE Act 10-Year Rule: Getting Uncle Sam Out of...

America"s Wealth Management Show ·

2026/09/10

The SECURE Act requires most inherited IRAs to be emptied in 10 years. Learn how to navigate RMD rules and the potential 25% IRS tax penalty. Get your Modern Confidence Score: https://bit.ly/4xGJHf6 Meet with us: https://bit.ly/4ykyDnK Education center: https://bit.ly/46bP75V 0:45 - Welcome to America's Wealth Management Show with Dean Barber RFC® & Chris Rett CFP®. 2:05 - What is the SECURE Act 10-Year Rule for inherited IRAs? 4:30 - How did the 2019 SECURE Act eliminate the original Stretch

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26:39

5 Wealth Protection Strategies for Your Retirement

America"s Wealth Management Show ·

2026/09/03

Discover 5 wealth protection strategies that could possibly defend your nest egg against crashes, taxes, and inflation. Get your Modern Confidence Score: https://bit.ly/4iKfirz Meet with us: https://bit.ly/46Bny5U Education center: https://bit.ly/4cUSIsC Video Chapters: 0:33 - Introduction: 5 Wealth Protection Strategies with Dean Barber & Chris Rett 1:37 - Strategy 1: How do I avoid unnecessary market and concentration risk? 12:17 - Strategy 2: How do my CFP and CPA work together to lower my

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24:49

Average 401(k) Balance by Age: How Much Should I Have...

America"s Wealth Management Show ·

2026/08/27

Get your Modern Confidence Score: https://bit.ly/4y1uF3c Meet with us: https://bit.ly/3Ug5P1e Education center: https://bit.ly/46lcMAK Asking how much money you need to retire is the wrong question. Learn how to calculate the exact income gap needed to make work optional. Video Chapters: 0:00 - How much do I need to retire? 0:58 - What does it mean to make work optional? 2:03 - Vanguard 401(k) Data: Why average balances mask median realities 3:08 - Necessary vs. Discretionary Spending: Mapping

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32:50

What to Do After a Spouse Dies: How Does it Impact...

America"s Wealth Management Show ·

2026/08/20

Get your Modern Confidence Score: https://bit.ly/4wAEhkA Meet with us: https://bit.ly/4gnASj0 Education center: https://bit.ly/4xP2l44 When a spouse passes away, taxes spike and 401(k) rules trigger. Learn the 30-day checklist and critical landmines to protect your surviving family. Video Chapters: 00:00 - Case Study: How a missing ERISA waiver disinherited three adult children. 01:05 - What do I do first when my spouse passes away? 07:05 - First 30 Days Checklist: How many death certificates

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34:29

Are Financial Advisors Worth It? Why You Need a...

America"s Wealth Management Show ·

2026/08/13

Is hiring a financial advisor actually worth the fee? Learn about the positives and negatives of working with a financial advisor. Get your Modern Confidence Score: https://bit.ly/4z1pNfO Meet with us: https://bit.ly/4wL6fem Education center: https://bit.ly/459bFni Video Chapters: 01:07 - Core Question: Are financial advisors actually worth the fee? 06:36 - Fiduciary vs. Commission Broker: Spotting the red flags. 09:48 - Is my advisor doing full-service planning or just managing investments

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36:56

5 Retirement Milestones To Do Before 50

America"s Wealth Management Show ·

2026/08/06

Get your Modern Confidence Score: https://bit.ly/4fSPzdD Meet with us: https://bit.ly/4w6hdtx Education center: https://bit.ly/3RMjJr1 33% of workers have more credit card debt than retirement savings. Discover the 4 critical financial milestones to hit before turning age 50. Video Chapters: 0:00 - Introduction: 33% of workers have more credit card debt than retirement savings? 1:14 - Welcome to America's Wealth Management Show 2:18 - Milestone 1: Build a Retirement Savings Foundation 7:12 -

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40:57

5 Tax Strategies for Individuals with $2 Million or More

America"s Wealth Management Show ·

2026/07/30

Get your Modern Confidence Score: https://bit.ly/4ftOUAs Meet with us: https://bit.ly/4fuisOf Education center: https://bit.ly/4wtIBCJ Crossing the $2 million portfolio threshold may need shifting from simple saving to strategic tax engineering. Learn 5 advanced strategies to protect your wealth. Video Chapters: 0:00 - How do I protect my $2 million portfolio from unexpected taxes? Intro to high-net-worth coordination. 4:46 - Strategy 1: How do I use a Donor-Advised Fund to exceed the $35,000

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38:20

Retirement Planning Tips for the Sandwich Generation

America"s Wealth Management Show ·

2026/07/23

Learn about preparing for retirement while caring for children and aging parents also known as: 'life in the sandwich generation' in today's episode! Get your Modern Confidence Score: https://bit.ly/3RbdvAJ Meet with us: https://bit.ly/4vOY3bD Education center: https://bit.ly/4fh2QxE Video Chapters: 0:00 - How do I support my aging mom and adult daughter at the same time? Dean Barber introduces the Sandwich Generation juggling act. 1:57 - What does the MIT Age Lab study reveal about human

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34:09

What If Inflation Rises When I'm Retired? 2026 Edition

America"s Wealth Management Show ·

2026/07/16

May inflation hit a 3-year high of 4.2% due to Middle East energy shocks. Learn how a dynamic bucket approach protects your wealth from a portfolio purge. Get your Modern Confidence Score: https://bit.ly/4yj5avj Meet with us: https://bit.ly/4ythtW8 Education center: https://bit.ly/4f3S51t Video Chapters: 0:00 - Is moving my retirement into a 3% savings account a safe move? 1:33 - Why did May inflation spike to a 3-year high of 4.2%? Breaking down the latest BLS consumer price data. 03:30 - Is

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33:00

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

America"s Wealth Management Show ·

2026/07/09

The One Big Beautiful Bill Act changed our tax brackets. Learn how to navigate the new rules and protect your retirement from hidden tax traps. Get your Modern Confidence Score: https://bit.ly/4wst8Cx Meet with us: https://bit.ly/3RnQSsM Education center: https://bit.ly/3SR4FZg Video Chapters: • 0:00 - What is the difference between tax planning and tax preparation? • 3:45 – How will my taxes change once I stop working and retire? • 04:52 - What is the One Big Beautiful Bill Act? • 10:26 - How

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39:13

5 Signs You're Saving Too Much for Retirement

America"s Wealth Management Show ·

2026/07/02

According to Empower, the average 65-74 year old on their dashboard has $1.14M saved, yet fear paralyzes many from enjoying it. Learn the 5 signs you are over-saving at the expense of your life. Meet with us: https://bit.ly/4y76QrV Education center: https://bit.ly/4p74wgs Modern confidence score: https://bit.ly/4vaklEt Video Chapters 0:47 - The five signs of retirement over-saving 4:34 - Sign 1: Am I just maxing out my 401(k) because I don't know what else to do? 9:59 - Sign 2: Fear of Inflation

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41:09

How Often Should You Rebalance Your Portfolio?

America"s Wealth Management Show ·

2026/06/25

Learn about navigating risk during a volatile market by rebalancing your portfolio. Get your Modern Confidence Score: https://www.modwm.com/modern-confidence-score/?utm_source=audio&utm_medium=modern_confidence_score&utm_campaign=awms_podcast_audio_how_often_should_you_rebalance_your_portfolio%3F&utm_content=06_24_2026 Meet with us: https://bit.ly/3SZa7Js Education center: https://bit.ly/4ajDD2E Video Chapters 0:28 - How did the 2025 tariff shock and 2026 market affect portfolios? 1:07 - What is

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36:36

Mega Backdoor Roth Strategy for Retirement

America"s Wealth Management Show ·

2026/06/18

Phased out of Roth IRA contributions in 2026? Learn how the Backdoor and Mega Backdoor Roth rules can open up to $72,000 in potential tax savings this year. Get your Modern Confidence Score here: yourconfidencescore.com Meet with us: https://bit.ly/4vaWAge Education center: https://bit.ly/4oAbsSY Retirement Plan Checklist: Retirement Checklist Insights provided by Chris Rett, CFP®, AIF® and Dean Barber Managing Director of Modern Wealth Management, LLC Sources: 2026 401(k) and IRA Contribution

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29:33

How Long Will My Retirement Money Last?

America"s Wealth Management Show ·

2026/06/11

Get your Modern Confidence Score here: yourconfidencescore.com Meet with us: https://bit.ly/4vG69U7 Education center: https://bit.ly/4ewgoEV Sources: Insights provided by Chris Rett, CFP®, AIF® and Dean Barber Managing Director of Modern Wealth Management, LLC. • https://www.investmentnews.com/retirement-planning/vanguard-fidelity-data-show-new-record-highs-in-401k-savings/265542 •

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36:02

Safe Withdrawal Rates for Retirement in 2026

America"s Wealth Management Show ·

2026/06/04

Morningstar lowered the safe withdrawal rate to 3.9%. Learn how the utilization of a static rate may not actually be optimal. Get your Modern Confidence Score here: yourconfidencescore.com Meet with us: https://bit.ly/4o42NHY Education center: https://bit.ly/4uy9KmB Retirement Plan Checklist: Retirement Checklist What is a safe withdrawal rate for my retirement portfolio? You should move past static retirement metrics. While Morningstar's updated research establishes a conservative, baseline safe

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34:18

How Much Do I Need to Retire?

America"s Wealth Management Show ·

2026/05/28

Recent data from Northwestern Mutual indicates that many Americans believe they need $1.46M to retire comfortably, but actual savings vary widely based on individual circumstances. Get your Modern Confidence Score here: yourconfidencescore.com Meet with us: https://bit.ly/4nWxgYC Education center: https://bit.ly/4wPTvnb Retirement Plan Checklist: Retirement Checklist Video Chapters The Baseline Metrics 00:00 – Cold Open 01:07 – How much do I need to retire comfortably? 03:47 - Will I pay more

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