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
New episode now available!
This week on America's Wealth Management Show, Dean Barber and Chris Rett, CFP®, AIF® discuss retirement planning tips for the Sandwich Generation and why proactive planning can make a difference.
Watch/listen now!
3 days ago | [YT] | 0
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America's Wealth Management Show
Did you miss our latest episode?
After retirement, inflation doesn’t stop, and neither should planning conversations around it. In our latest episode of the Americas Wealth Management Show, we discussed how inflation may affect retirement income and long-term planning strategies in 2026 and beyond.
5 days ago | [YT] | 1
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America's Wealth Management Show
New episode now available.
How might inflation impact you in retirement?
In this episode of the Americas Wealth Management Show, Dean Barber and Chris Rett, CFP®, AIF® take a closer look at how rising costs could influence retirement income and long-term financial planning.
1 week ago | [YT] | 3
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America's Wealth Management Show
Have you reviewed your financial plan since last year's legislative changes?
In our latest episode of America's Wealth Management Show, Dean Barber and Corey Hulstein, CPA explored how the One Big Beautiful Bill continues to influence retirement, tax, and estate planning decisions.
One key takeaway: legislative changes can create planning opportunities, but only if your financial plan reflects them.
1 week ago | [YT] | 2
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America's Wealth Management Show
New Episode Now Available!
It's been one year since the One Big Beautiful Bill became law. In this episode of America's Wealth Management Show, Dean Barber and Corey Hulstein, CPA discuss how the legislation has impacted retirement planning and what investors should consider moving forward.
2 weeks ago | [YT] | 5
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America's Wealth Management Show
Did you miss the latest episode of America’s Wealth Management Show?
Here's a question from it worth thinking about:
Are you so focused on saving for the future that you're not living in the present?
There's a balance between building wealth and enjoying it. A good financial plan helps you do both.
2 weeks ago | [YT] | 1
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America's Wealth Management Show
New episode out now! ️
Most people worry about saving enough for retirement. But what if you're actually saving too much? Chris Rett, CFP®, AIF® and Hayden Pudenz walk through five signs it might be time to rethink your strategy, and what to do instead.
3 weeks ago | [YT] | 3
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America's Wealth Management Show
Missed this week's episode of America's Wealth Management Show?
Chris Rett, CFP®, AIF® and Hayden Pudenz discuss one of the most common investing questions: How often should you rebalance your portfolio?
The conversation covers:
• What rebalancing is
• Why investors use it
• Common approaches to rebalancing
• Considerations when markets become volatile
Catch up on the conversation!
4 weeks ago | [YT] | 1
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America's Wealth Management Show
New Episode Available Now!
How often should you rebalance your portfolio?
Chris Rett, CFP®, AIF® and Hayden Pudenz explore the role rebalancing can play in an investment strategy, discuss potential benefits and tradeoffs, and share considerations investors may want to keep in mind as markets change.
1 month ago | [YT] | 5
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America's Wealth Management Show
Missed this week's episode of America's Wealth Management Show?
Chris Rett, CFP®, AIF® and Corey Hulstein, CPA take a closer look at the Mega Backdoor Roth strategy and discuss why understanding your retirement plan's features may be an important part of the planning process.
1 month ago | [YT] | 1
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