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The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
 
Barber Financial Group presents America's Wealth Management Show with Dean Barber and Bud Kasper. 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. Dean is the author of Retire a Winner and is a frequent contributor to CNBC, CNN Money, SmartMoney, Bloomberg Radio, The Wall Street Journal, and Investment News. Investment advisory services offered through Barber Financial Group, Inc., an SEC ...
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
 
Join ACG Wealth Management CIO Bobby Moyer and Financial Advisor Jimmy Pickert as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ Due to various factors, including changing market conditions and/or applicable laws, the content in this podcast may no longer be reflective of current ...
 
Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!
 
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Modern Wealth Management

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Modern Wealth Management

Darrick Hutchens and Ray Kramer

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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
 
WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
 
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show series
 
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save for retirement. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, detail important changes in SECURE 2.0 Act that may affect your retirement savings. They’ll discuss req…
 
Dean Barber and Bud Kasper review several tax planning strategies for various source of retirement income. Their goal is to answer the question, "are retirement benefits taxable," and if they are, how so?Find resources and schedule a conversation here: https://barberfinancialgroup.com/what-is-financial-planning/?utm_source=soundcloud&utm_medium=awm…
 
You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know analysts pour over numbers and trends to come up with their predictions. So are they accurate? On this episode of the Dentist Money™ Show, Ryan and Rabih discuss what economists base their predictions on—and what can en…
 
It's Fed week. Strength: 2022's losers are the winners so far this year. Weakness: Consumer credit is expanding. Opportunity: many areas are looking strong all at once. Threat: the Fed's action has been flowing through to consumers...and Washington.Bởi Annex Wealth Management
 
Earnings season continues--and so do layoffs. What did the latest GDP and PCE reports tell us? If you're switching jobs, it's time to take action. We've got some suggestions. Robert Chastain shares what wealthy people have in common when it comes to saving and investing. And, if you are putting off retirement, what are the silver linings?…
 
In this episode, we will discuss the challenges of investing in 2022 as well as our market & economic outlook for 2023. We will discuss... 👉 How the lingering impacts from Covid, geopolitical events, record surging 40-year high inflation, and an unprecedented interest rate hike by the Fed have impacted the stock & bond market. 👉 What falling inflat…
 
What is financial planning? This week, Dean Barber and Bud Kasper define financial planning and its components, from taxes to investments.Find resources and schedule a conversation here: https://barberfinancialgroup.com/what-is-financial-planning/?utm_source=soundcloud&utm_medium=awms&utm_campaign=What-Is-Financial-Planning…
 
In celebration of Your Life Simplified’s 100th episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, look back at the last 100 years in finance and the markets. While history doesn’t provide a perfect roadmap for the future, it can teach us useful lessons about bear markets, industry trends, risk and the economy.…
 
If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here’s how to control the discussion and maximize the outcome. On this episode of the Dentist Money™ Show, Ryan interviews Brannon Moncrief of McLerran & Associates. Whether a DSO is showing interest, or you’re selling a practice, find out why adding a sell-side…
 
More liquidity added to the system than you might have realized. The inverted yield curve continues to indicate a recession, but the markets may have already "baked it in." Annex Wealth Management's Todd Voit, Jason Cooper, and Jack DeRoche discussBởi Annex Wealth Management
 
What are we seeing with quarterly earnings? Dave and Derek review the markets. Market volatility creates tension---we talk about how that creates even larger problems if we react with emotion. What are things your advisor SHOULD be doing for you? Robert Chastain tackles that.Bởi Annex Wealth Management
 
CPI and PPI are heading in the right direction. What will the Fed reaction be? Dave and Derek review the week including key quarterly earnings reports. Emotion and Investing don't go well together; we discuss proper perspective when markets are volatile. Our most popular presentation is back for 2023--learn more about Destination Retirement, Are We…
 
This week, Dean Barber and Bud Kasper tackle the possibility of an impending recession, and things you should be thinking about and and doing to protect yourself.Find resources and schedule a conversation here: https://barberfinancialgroup.com/retirement-income-during-a-recession/?utm_source=soundcloud&utm_medium=awms&utm_campaign=retirement-income…
 
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss mistakes that can be made when investing in a Roth IRA and how to avoid them. Topics discussed include spousal contributions, Roth 401k options, the 5-year…
 
Even though 2022 was a tough one for stocks, Dentist Advisors’ clients continued to grow their net worth through smart financial decisions. On this episode of the Dentist Money™ Show, Ryan and Matt examine Dentist Advisors’ year-end data for client averages for income, net worth, debt reduction, and more. How do you stack up as you advance on your …
 
A fresh CPI number arrived. What does it tell us? What are the advantages to forming an LLC? What are common questions from our clients? Does TikTok have any valid financial advice worth listening to? Robert Chastain, branch director and wealth manager, discusses the upsides and downsides of working a little in retirement. We'll also cover financia…
 
Inflation is cooling per the new Consumer Price Index. What's that mean for markets? Dave Spano and Derek Felske review the week. What are the reasons for an LLC? Ask Annex asks, Is there any good financial advice from TikTok? What's the Sandwich Generation and how might it affect you?Bởi Annex Wealth Management
 
A handful of changes relevant to retirees happened on January 1, 2023. Dean and Bud breakdown some of the most important changes that took place as we turned the page on 2022.Find resources and schedule a conversation here: https://barberfinancialgroup.com/financial-updates/?utm_source=soundcloud&utm_medium=awms&utm_campaign=financial-updates/…
 
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by special guest, Brett Kunshek, head of options. They break down what an option is and dive into risk mitigation, generating income and return enhancement. They’ll also cover areas of frustration for investors and examples.…
 
Retirement creates a balancing act—you don’t want to run out of savings, but you want to enjoy that money too. Does the “4% Rule” still work for retirees? On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt illustrate how the 4% Rule is used. Plus, they explain the scary side of kids’ education accounts and where real estate fits…
 
Thursday's ADP jobs report showed gains and markets dropped. Friday's Labor Department report was 'cooler'--and the markets responded. Dave and Derek decode the employment puzzle. Divorce is up for those over 55---what's going on with 'Grey Divorces'? We interview a Generation Z employee about planning for her generation---and Mark Beck covers the …
 
Good news (higher private payrolls) was bad news with Thursday's ADP report. But Friday's Labor Department job number was 'cooler' and markets applauded. Dave and Derek review the week. What should Generation Z be doing when it comes to investment and retirement planning? We talk to a GenZ member of our Financial Planning team to find out. The Anne…
 
The SECURE Act 2.0 was signed into law last week. Listen as Dean and Bud discuss the new retirement rules passed by Congress and how they could impact you.Find resources and schedule a conversation here: https://barberfinancialgroup.com/4-things-we-learned-in-2022/?utm_source=soundcloud&utm_medium=awms&utm_campaign=4-things-we-learned-in-2022/…
 
To kick off the new year, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share financial goals and new year’s resolutions you may want to set in 2023. From retirement planning to estate planning and gifting, we cover ways to help you achieve your goals.Bởi Mariner Wealth Advisors
 
When marketing, dentists tend to list their selling points rather than focus on the reputation they’re trying to build. Here’s the problem with that approach … without a core brand you look just like everyone else. On this episode of the Dentist Money™ Show, Ryan welcomes Grace Rizza, CEO of Identity Dental Marketing, to discuss how branding create…
 
With 2022 in the rearview mirror, Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. What is Secure 2.0 and how might it affect your retirement planning? Robert Chastain digs in. Ask…
 
A look back with eyes fixed firmly on 2023. Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. Ask Annex tackles another TikTok financial planning question. If you're planning on 'ag…
 
Happy New Year, everybody! We’re going to take a step back and reflect a little bit because we need to learn from history. In this case, we’re calling 2022 history! 2022, was a year with insane inflation, bumbling bonds, a fumbling fed, and some simmering signals. So, sayonara 2022, get in the rearview mirror!Find resources and schedule a conversat…
 
Large companies work hard for solid credit ratings based on their history, financial strength, and future. They want to be investment grade. Your practice is your #1 asset, how do you make sure it’s “investment grade”? On this episode of the Dentist Money™ Show, Ryan welcomes Dr. Victoria Peterson, Dr. Chad Johnson, and Regan Robertson of the Produ…
 
In this episode, elder law attorney & long term care expert Harley Gordon joins Dave Alison to talk about the consequences of an extended care event on you, your portfolio, and most importantly, your family. We will discuss... 👉What an extended care event is and how it impacts a retirement 👉The impact of an extended care event on your spouse & chil…
 
While our focus of this episode is ongoing recession fears, we want to start out by wishing you and yours a very merry Christmas and a happy holiday season. We hope you stay warm, safe, and enjoy time with your loved ones during the most wonderful time of the year.Find resources and schedule a conversation here: https://barberfinancialgroup.com/rec…
 
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