Our markets are at or near all-time highs. There are threats of inflation. People seem convinced that risk isn’t really present, even though it certainly is. What’s going on here, exactly? To help make sense of market risks and how they apply to you, I’m thrilled to be talking with Brad Kasper, President of LSA Portfolio Analytics. He has extensive experience working with independent financial advisors all across the United States, giving them the tools and resources to make better investment de...
Nov 09, 2021•37 min•Ep. 54
No one’s excited to file an insurance claim. To make matters worse, many people have terrible experiences with insurers, whether they involve fighting over reimbursements, what’s covered, or even simply trying to get ahold of their agents. On top of this, the Affordable Care Act has completely upended the insurance industry, both for better and for worse. Here to talk about what’s going on in the insurance industry is Taylor Garner and Jason Newcomer. Jason is a Certified Financial Planner and T...
Oct 26, 2021•37 min•Ep. 53
Over the last few years, you’ve probably heard all about how tax planning can benefit the ultra-wealthy. What you might not know is that even if you’re not a multimillionaire, if you’ve been accumulating any kind of wealth and are gearing up to retire in the next several years, there are many ways that the right financial and tax plans can also help you. To discuss this, I’m thrilled to bring back JoAnn Huber, CPA and Certified Financial Planner. We dig into the breakneck pace at which Congress ...
Oct 12, 2021•29 min•Ep. 52
Picture this: you’ve retired from your main career. You get serious about a hobby you’ve enjoyed, and it blossoms into a successful side business. Suddenly, you’ve got a lot to think about–and you need a registered agent, even if you’re not quite sure what they do yet. All you know is that you need one. With that in mind, today’s conversation is for business owners at every stage of life. I’m speaking with Kent Rockwell and Patrick Eyberg. Kent is a founder of and Patrick is the Director of Part...
Sep 28, 2021•25 min•Ep. 51
Here at the Guided Retirement Show, we receive questions from YouTube viewers and podcast listeners from all over the world. We have a variety of specific questions, and we’re excited to answer as many of them as we can. Here to help me do this is Chris Rett, Certified Financial Planner here at Barber Financial Group. In this episode, we discuss required minimum distributions (and if there’s a chance they might be going away), how to allocate funds as you prepare for retirement, why the markets ...
Sep 14, 2021•45 min•Ep. 50
Lots of people think that they should start claiming their Social Security on the same day that they retire. However, there’s ample evidence proving otherwise–and when (and how) you choose to take your Social Security can have a big impact on your retirement. To discuss this, we’ve brought Marc Kiner and Jim Blair back to the podcast. Jim worked for the Social Security Administration for 35 years before he teamed up with Marc, and they now work together to help people determine exactly when to f...
Aug 31, 2021•43 min•Ep. 49
As he was caring for his mother, who was suffering from Alzheimer’s, Dr. Alan Molk had an epiphany. He realized that there were so many people in the world with incurable diseases, no chance at recovery, and no opportunity to talk about their condition. He has been spreading awareness by sharing what he’s learned ever since. Dr. Molk has been an emergency room physician for 40 years. He’s the author of Saving Lives. Saving Dignity: A Unique End-of-Life Perspective From Two Emergency Physicians ,...
Aug 17, 2021•54 min•Ep. 48
What are the basic fundamentals of financial planning? What is the foundation of a good, solid financial plan? The answer is simple: it’s risk management. However, risk management isn’t just about money management and your exposure to the market–it goes far deeper than that. Joining me to talk about this are Jason Newcomer and Darren Newell. Jason is a Certified Financial Planner and the Director of Centralized Finance Planning at Barber Financial Group, and Darren is an insurance agent at Midwe...
Aug 03, 2021•30 min•Ep. 47
Building great companies isn’t simple. There are so many moving parts, unforeseen challenges, and unique issues (and opportunities) you will only face as an entrepreneur. Today’s guest is Don Wenner. When he was 21 years old, he founded DLP Real Estate Capital. Now, at the age of 36, he has experienced growth of over 60% annually every year he’s been in business. He oversees 12 companies, over 430 team members, and $1.5 billion in assets. In this conversation, Don and I talk about the pivotal mo...
Jul 20, 2021•55 min•Ep. 46
The tax laws surrounding retirement accounts are extraordinarily complex and astoundingly confusing. The average taxpayer doesn’t just know what they’re up against; many financial advisors barely understand them either. For so many Americans, this leads to tax penalties, complications, and a whole lot of frustration, both now and decades down the line. Joining us to talk about why this happens–and what to do about it–is my good friend, teacher, and mentor Ed Slott. If you haven’t listened to my ...
Jul 06, 2021•46 min•Ep. 45
We can have all the money in the world, but if we don’t have our physical and mental health, that money means nothing. Few people understand this better than Dr. David Lereah, PhD. He’s the founder of United We Age, an organization working to inspire a movement where all generations of people are more aware and supportive of people aging. He’s also the author of The Power of Positive Aging, where he encourages readers to not be afraid of aging but to celebrate it. A stage three cancer survivor, ...
Mar 23, 2021•51 min•Ep. 44
Back in August 2019, I had an amazing conversation with David Mitchell of AllianceBernstein in which we talked about economic cycles and where we were. A year and a half later, his company has had some incredible returns - and many of the things that David shared with us really came to fruition. Despite the uncertainty that the investment markets faced in 2020, AllianceBernstein’s assets grew by 70 billion since we last spoke. With their unique view on the larger global economy and their economi...
Mar 16, 2021•39 min•Ep. 43
Retirement planning isn’t just for people who are near retirement or in retirement already. If you’re in your 20s or 30s, you’re in a prime position to build a great foundation to experience financial independence and retire younger. Joining me today is Jason Newcomer, certified financial planner and advisor here at Barber Financial Group. In this episode, we’ll share a list of great books geared towards young adults to learn more about the importance of retirement planning early on, we outline ...
Mar 09, 2021•45 min•Ep. 42
In these first few months of 2021, we’re seeing extreme market valuations at levels we’ve never seen before. This means that it’s more important than ever that you know how to assess risk in your portfolio. Today’s guest is Brad Kasper. He’s the president of LSA Portfolio Analytics, where he provides investment advisors with the tools and infrastructure they need to deliver incredible client services. He’s also been on the podcast several times before to talk about the economy and how it affects...
Mar 02, 2021•45 min•Ep. 41
Some people just seem to be far more successful than others - especially when it comes to business relationships. You probably know at least one person who seems to always be surrounded by the right people in the right moment, and who can get the help they need to clarify their visions and reach their objectives. If you’ve ever wondered what makes these people so special, today’s episode is for you. I’m speaking with Dr. Charlie Cartwright, the CEO of People Success Labs. He helps business leade...
Feb 23, 2021•49 min•Ep. 40
What exactly is index investing? Why do specific companies make up the Dow Jones Industrial Average, the S&P 500, and the NASDAQ? Should we be investing in index funds, or is there a better way? Here to help me answer all of these questions is the co-host of America’s Wealth Management Show, Bud Kasper. He has 38 years of experience in financial services, and we’ve done hundreds of radio shows and videos together. deep dive into index investing, peel back the layers, and simplify the complex...
Feb 16, 2021•42 min•Ep. 39
The Tax Cuts and Jobs Act changed many aspects of our lives. For those who give to charity, it also had a massive impact on how we give. Many of the tax benefits associated with charitable giving have disappeared because of the increased standard deduction, and many organizations have been impacted by this change. Joining me to talk about what happened and what to do about it is Chris Rigsby. Chris is from the Greater Kansas City Community Foundation, where he’s helping people find new ways to c...
Feb 09, 2021•37 min•Ep. 38
There’s no such thing as a one-size-fits-all retirement plan, and retirement often isn’t moving to Florida and never working again in your life. Professional athletes, and especially football players, for example, are often done playing by their thirties or forties. With so much life left to live and so many opportunities out there, there are countless paths to take - and today’s guest, Mark Collins, is living proof. Mark is a two-time Super Bowl champion who played for the Kansas City Chiefs, G...
Feb 02, 2021•49 min•Ep. 37
On the Guided Retirement Show, we usually talk about retirement and the future of your money. Today, we’re doing something a little bit different. In fact, we’re talking about life, the future of work, and the power of technology to transform lives. My guest is Jeff Alholm, CEO of Digital Aerolus. He’s invented a wide array of new technologies used daily by millions of people and companies all over the globe, and had his hands in projects including some of the first Wi-Fi implementations and the...
Jan 26, 2021•43 min•Ep. 36
No matter what time of the year it is or what the tax code says, you’re probably paying taxes on a paycheck, Social Security, dividends, and capital gains - or some combination of the above. It can be easy to feel overwhelmed and just give up trying to hang on to your hard-earned money. JoAnn Huber does not want you to do this. She’s a CPA and CERTIFIED FINANCIAL PLANNER™, and she understands how a long-term tax plan can help you save more, no matter what’s happening in the world. Today, JoAnn r...
Jan 19, 2021•36 min•Ep. 35
Social security is the backbone of so many people’s retirement plans, yet many of us get it wrong. In fact, the average family leaves over $100,000 in benefits on the table. Your retirement strategy must include a solid game plan for claiming social security benefits, but it isn’t always easy to figure out what exactly is available to you - or how to get it. Mark Kiner has been a CPA since 1980 and has focused much of his work since 2008 on understanding social security. When he needed help, a f...
Oct 20, 2020•53 min•Ep. 34
Almost every entrepreneur experiences both failure and success - and every serial entrepreneur has stories of both to share when looking back at their careers. Jan and Adam Fichman are a father and son duo of self-made serial entrepreneurs. Jan founded the 7th Heaven record store in Kansas City, while Adam founded the first company that made it possible to send a video from the internet to a cell phone. He now runs Lifted Logic, a web design firm. Today, Jan and Adam join the podcast to share th...
Oct 13, 2020•1 hr 5 min•Ep. 33
Many consumers get caught off guard by massive tax bills they not only don’t understand, but thought someone else had planned for. How does it happen? It’s simple: our tax code is a maze. If you have money and want to emerge on the other side of it relatively unscathed, you need an excellent guide. Today, America’s IRA expert, Ed Slott, is here to help you make sense of what you really owe - and how to prevent massive tax penalties in retirement. I’ve been studying with Ed for nearly 16 years. I...
Sep 29, 2020•53 min•Ep. 31
Have you ever heard about new developments or an innovation in artificial intelligence, healthcare technology, robotics, or automation, and thought to yourself, “How can I invest in that?” If so, today’s podcast is for you. For this conversation, I’m joined by Chris Buck. Chris is the Head of Capital Markets and Sales at ROBO Global. He’s a wealth of knowledge in these fields, all of which are very early in their life cycle, and all of which are positioned to achieve massive adoption in the futu...
Sep 22, 2020•42 min•Ep. 30
At 47 years old, I wasn’t taking care of myself. When a coworker had to take me to the hospital because I thought I was having a heart attack, I said to myself, “I’ve got to change my life. I’ve got to change stuff.” Eight years later, my life is totally different - and I owe a lot of that to today’s guest, Dr. Laura Lile. Laura is a preventative care physician, a compound pharmacist, and a big believer in the fact that people can create the future of their health based on the decisions they mak...
Sep 15, 2020•59 min•Ep. 29
Giving is one of the best things that we can do at every stage of life, but in retirement, it takes on a whole new meaning. We can give back to our communities, to our families, and to organizations we care about. However, we have to be strategic about our giving, make sure that our money is going where people say it’s going, and reap the potential benefits along the way. Here to help navigate the world of giving is Gary Pratt, the Senior Director of Development for Catholic Charities of Northea...
Sep 08, 2020•48 min•Ep. 28
When he was 20 years old, Joe Duran came to the United States with $200 to his name. He graduated from college, took a minimum wage job at a financial services firm, grew its value from $30 million to several billion, and sold his first business at the age of 34. He then found himself feeling profoundly lost. In the years that followed, he interviewed entrepreneurs who had sold their businesses and discovered that many people lose their sense of purpose and identity after exiting their business....
Sep 01, 2020•56 min•Ep. 27
Stock options aren’t for everybody. A lot of amateur investors get burned trying to play the options game, and there’s a very good reason for this: they require a deep knowledge of strategy, of the win-loss ratio, and a strong understanding of what’s out there. My guest, Lance Gaitan, works for a financial publisher in Baltimore, where he authors two successful options strategies. His work helps individual and institutional investors capture gains by identifying overreactions in the market for b...
Aug 25, 2020•38 min•Ep. 26
The good habits that help people achieve successful retirements don’t only pertain to finance. Decades of research, interviews, and studies show that these same strengths help people become extraordinary businessmen, leaders, and athletes, among many other things. As this year has taught us all, life almost never goes the way we plan for it. However, discipline, consistency, and the ability to show up, day after day, can take us far. A financial plan built with these principles in mind, even now...
Aug 18, 2020•53 min•Ep. 25
When the markets react hard to a global crisis, it’s not always easy to know what to do. You’ve probably heard not to sell, but to watch your portfolio take a beating day after day can be exhausting. Returning to the podcast today for this special episode is Bud Kasper, President of Barber Financial Group Lee’s Summit office. Bud has over 37 years in this industry, has seen all kinds of bear markets, and all kinds of recessions - and has helped countless clients make the most of what can be a pa...
Mar 24, 2020•32 min•Ep. 24
