Apr 16, 2024
As we attempt to help educate people about market sentiment, we’ve continued to welcome back AllianceBernstein’s David Mitchell as a guest on The Guided Retirement Show. David last appeared on The Guided Retirement Show with Dean Barber in October 2023 to give his market outlook and review market trends from...
Apr 2, 2024
Estate planning can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As Matt Kasper, CFP®, AIF® makes his third appearance on The Guided Retirement Show, he and Dean Barber will go over some key items for successor trustees while discussing the importance of having...
Mar 19, 2024
Wealth Planning: Securing Your Financial Future with Jeremiah Johnson, AIF® Show Notes
A lot of people think that wealth planning is just about the management of money. That is part of wealth planning, but it’s far from being the only part. Modern Wealth Management Managing Director Jeremiah Johnson, AIF® is going...
Mar 5, 2024
Planning to Retire on $10,000 a Month Show Notes
How much do you think you need each month to spend in retirement? There are many factors that will go into determining that number. On this episode of The Guided Retirement Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to walk you through a...
Feb 20, 2024
Drew Jones, CFP®, AIF® has a passion in working with small business owners, helping them get their business to be as valuable as it can possibly be before facilitating an exit strategy. As Drew makes his third appearance on The Guided Retirement Show, he and Dean Barber will discuss what small business owners need to...