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
How much should you have in your 401(k) at your age?
It’s easy to compare your retirement savings to an average, but your retirement goals are unique.
In the latest episode of America’s Wealth Management Show, Dean Barber and Chris Rett, CFP®, AIF® discuss average 401(k) balances by age and the bigger-picture factors to consider when evaluating your own retirement savings strategy.
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22 hours ago | [YT] | 1
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America's Wealth Management Show
What happens to your retirement plan when one spouse passes away?
It's a difficult question, but one that's important to understand before you ever have to face it.
In today's episode of America's Wealth Management Show, Dean Barber and
Chris Rett, CFP®, AIF® discuss how the loss of a spouse can affect retirement income, Social Security, taxes, healthcare, and the financial decisions that often follow.
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1 week ago | [YT] | 4
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America's Wealth Management Show
New Episode Now Available! ️
Are financial advisors worth it?
In the latest episode of America's Wealth Management Show, Dean Barber and Chris Rett, CFP®, AIF® explore the value of comprehensive financial planning and why today's financial decisions often benefit from a team-based approach.
Tune in as they discuss:
✔️ What financial advisors actually do
✔️ Why planning extends beyond investments
✔️ How coordinated advice can help support your long-term goals
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2 weeks ago | [YT] | 0
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America's Wealth Management Show
How many of these milestones have you checked off?
Retirement planning isn't just about saving more; it's about making steady progress toward meaningful financial goals.
In this week's episode, Dean Barber and Chris Rett, CFP®, AIF® Rett discussed five milestones to consider before age 50, including retirement savings, investment strategy, tax planning, and long-term financial preparedness.
Catch up on the conversation now!
2 weeks ago | [YT] | 0
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America's Wealth Management Show
What should be on your retirement planning checklist before age 50?
Dean Barber and Chris Rett, CFP®, AIF® Rett break down five key milestones that can help you build a stronger financial foundation before entering the next stage of your retirement journey.
Whether retirement is decades away or just around the corner, planning early can help create more options later.
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3 weeks ago | [YT] | 1
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America's Wealth Management Show
Have you had a chance to watch our latest episode of America's Wealth Management Show?
Chris Rett, CFP®, AIF® and Corey Hulstein, CPA discuss five tax planning strategies that may help high-net-worth individuals think more strategically about taxes, wealth preservation, and long-term financial planning.
If you missed it, now's a great time to catch up and learn more about these important planning considerations.
Catch up on the conversation!
3 weeks ago | [YT] | 0
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America's Wealth Management Show
Out Now: America's Wealth Management Show
In this episode, Chris Rett, CFP®, AIF® and Corey Hulstein, CPA explore five tax planning strategies that may be worth considering for individuals with $2 million or more in assets.
Whether you're thinking about tax efficiency, preserving wealth, or planning for the future, this conversation offers educational insights into strategies commonly discussed as part of a comprehensive financial plan.
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4 weeks ago | [YT] | 0
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America's Wealth Management Show
Have you watched our latest episode of America's Wealth Management Show?
If you're balancing retirement planning while supporting loved ones, this episode covers key planning considerations to keep in mind.
Catch up on the conversation:
1 month ago | [YT] | 0
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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.
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1 month 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.
1 month ago | [YT] | 1
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