HeyJaredAmerica'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.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 24, 2026
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- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Long-Term Care Planning: A 5-Step Checklist to Understand Your Options (opens the original)
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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 3:1
5 Burning Retirement Questions to Address (opens the original)
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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 p
The SECURE Act 10-Year Rule: Getting Uncle Sam Out of Your IRA (opens the original)
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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 IR
5 Wealth Protection Strategies for Your Retirement (opens the original)
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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 li
Average 401(k) Balance by Age: How Much Should I Have Saved for Retirement? (opens the original)
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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 y
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