America's Wealth Management Show
Since 2003, America’s Wealth Management Show has informed and educated retirees and those nearing retirement on what life is like after you step out of the working world. New episodes Mondays and Thursdays!
Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser.
This content is for informational purposes only and should not be considered financial, legal, or tax advice. Individual circumstances vary, and you should consult with your own professional before making any decisions.
America's Wealth Management Show
What happens if retirement lasts longer than you planned?
In the latest episode of America's Wealth Management Show, Dean Barber and Chris Rett, CFP®, AIF® explore longevity risk in retirement and why the length of your retirement can be an important part of the planning conversation.
Watch/listen now!
1 day ago | [YT] | 0
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America's Wealth Management Show
Have you thought about how taxes could affect your retirement income?
In the latest episode of America’s Wealth Management Show, Dean Barber and Chris Rett explore some of the tax considerations retirees may encounter and why planning ahead can matter.
If you haven't watched it yet, check out the full episode for the conversation.
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1 day ago | [YT] | 1
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America's Wealth Management Show
Have you thought about how long-term care could fit into your retirement plan?
If you missed our latest episode of America’s Wealth Management Show, Chris Rett, CFP®, AIF® and Hayden Pudenz share a 5-step checklist for understanding your long-term care planning options.
It’s an important conversation for anyone thinking about preparing for the future.
Catch up on the conversation now!
1 week ago | [YT] | 1
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America's Wealth Management Show
The latest episode of America’s Wealth Management Show is here!
Long-Term Care Planning: A 5-Step Checklist to Understand Your Options
Chris Rett, CFP®, AIF® and Hayden Pudenz walk through five key steps to help you better understand your long-term care planning options and the questions worth considering along the way.
Watch/listen now!
2 weeks ago | [YT] | 3
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America's Wealth Management Show
Retirement isn't a multiple-choice question.
There’s no single formula for knowing when you’re ready. Your income, expenses, goals and plans for the future all play a role.
So, what questions should you be asking before you retire?
Chris Rett, CFP®, AIF® and Hayden Pudenz revisit five important retirement questions in the latest episode of America’s Wealth Management Show.
Catch up on the conversation now!
2 weeks ago | [YT] | 3
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America's Wealth Management Show
Think you’ve checked all the boxes for retirement? Think again.
Chris Rett, CFP®, AIF® and Hayden Pudenz revisit the Retirement Plan Checklist and tackle 5 burning questions that can help you take a closer look at your retirement readiness.
From income and expenses to the unexpected, there’s more to retirement planning than simply picking a date.
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3 weeks ago | [YT] | 4
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America's Wealth Management Show
When it comes to an inherited IRA, timing can matter.
The SECURE Acts 10-year rule gives eligible beneficiaries a window to withdraw inherited retirement assets, but that doesn't necessarily mean waiting until the last possible moment is the best approach.
What should you consider along the way?
Dean Barber and Chris Rett, CFP®, AIF® discuss the tax implications and planning considerations in the latest episode of America’s Wealth Management Show.
Catch up on the conversation
3 weeks ago | [YT] | 1
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America's Wealth Management Show
Inherited an IRA? The 10-year rule matters.
What happens to an inherited IRA, and how much could ultimately go to taxes?
Dean Barber and Chris Rett, CFP®, AIF® take a closer look at the SECURE Act’s 10-year rule, what it means for beneficiaries, and why thoughtful withdrawal planning can be important.
Watch/listen now!
4 weeks ago | [YT] | 4
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America's Wealth Management Show
How confident are you that your financial plan is protecting what you’ve already built?
Wealth protection can take many forms, from managing risk and planning for the unexpected to making thoughtful decisions about your assets and legacy.
In America’s Wealth Management Show, Dean Barber and Chris Rett, CFP®, AIF® share five tactics to consider when thinking about protecting your wealth.
Catch up on the conversation!
Disclosure: “Protection” and “preservation” refer to risk-management objectives and do not imply a guarantee against loss. Investing involves risk, including possible loss of principal.
1 month ago | [YT] | 2
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America's Wealth Management Show
Your 401(k) is one piece of your retirement puzzle, but do you know if you're on track?
How confident are you in your current retirement savings?
Vote below and let us know. 👇
1 month ago | [YT] | 3
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