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
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.
Watch/listen now!
1 day ago | [YT] | 2
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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
4 days 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!
1 week 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 week 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. 👇
2 weeks ago | [YT] | 3
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America's Wealth Management Show
New Episode: Now Available!
Building wealth is only part of the equation. Managing risk matters too.
In the latest episode of America’s Wealth Management Show, Dean Barber and Chris Rett, CFP®, AIF® discuss five ways to help manage risks to your wealth and prepare for the unexpected.
Watch/listen now!
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.
2 weeks ago | [YT] | 1
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America's Wealth Management Show
Is your 401(k) on track for the retirement you want?
Your account balance is only one piece of the puzzle. Your retirement timeline, spending needs, income sources, investment strategy, and other factors can all play a role.
Dean Barber and Chris Rett explore what retirement savings benchmarks really mean, and how to think beyond the average, in the latest episode of America’s Wealth Management Show.
Catch up on the conversation!
2 weeks ago | [YT] | 1
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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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3 weeks 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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4 weeks 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
Watch/listen now!
1 month ago | [YT] | 0
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