Modern Wealth Management

What monthly expenses should be included in your budget? We share a few eye-opening statistics to highlight why everyone should make a list of monthly expenses to budget for. ? https://lnkd.in/g5XPJ8e6 #budgeting #financialplanning #expenses

Where does the average American put their money? From retirement plans to banks, Visual Capitalist explores the variety of accounts that are used in most people’s portfolios. https://lnkd.in/gXYs42_t #investments #portfolio #assetmanagement

What should you be thinking about five years before retirement? The idea of retirement might just feel like a dream at that point. Rather than dreaming about retirement, we encourage people to plan for it by building a financial plan that's tailored to their financial and life goals. Dean Barber and Bud Kasper, CFP?, AIF? review items from our Retirement Plan Checklist on today's show that you should consider five years before retirement. ↓↓ YouTube: https://lnkd.in/gu7m3TCs Apple Podcasts: apple.co/47muHqk Spotify: spoti.fi/4gkyk4i #RetirementPlanning #WealthManagement #FinancialPlan

Do you have a forward-looking retirement plan? Nobody wants to work hard for their wealth only to unexpectedly see it get wiped out! In a previous episode of America's Wealth Management Show, Dean Barber and Bud Kasper, CFP?, AIF? covered six factors to keep top of mind that can destroy your wealth. ? https://lnkd.in/gdXdxAX5 #wealthmanagement #financialplanning #retirementplan

In a recent Q&A with Steve Garmhausen, our co-founder and president Jason Gordo shared Modern Wealth’s founding story, the key strategies that have fueled our rapid growth and our core client service model: the 4 C's. ? “We call it the four C's: the client at the center, the CFP doing planning, the CPA doing the tax projection, tax planning, forward-looking tax work. Then once we get the tax planning and projections right, we move into the CFA engagement,” Gordo said. “When you get those four C's together, all speaking the same language at the same time with the same information, it’s very powerful.” ? To learn more about how Modern Wealth’s deep client-service platform has driven meaningful growth, read the full story in Barron's Advisor. https://lnkd.in/gV8-Zywr #taxplanning #financialservices #wealthmanagement

Have you recently inherited an IRA or expect to inherit one soon? If so, do you understand the rules for getting the money out of the IRA? The IRS issued its final SECURE Act regulations in July. It's important to understand that the differences between the three types of IRA beneficiaries outlined in the SECURE Act. Dean Barber and Matt Kasper, CFP?, AIF? break down what you need to know about inherited IRAs on today's show. ↓↓ YouTube: https://lnkd.in/gNG2VYcB Apple Podcasts: apple.co/3MK6C3b Spotify: spoti.fi/3XbjDb2 #InheritedIRAs #SECUREAct #Beneficiaries #WealthManagement

Our teams across the country are geared up and ready for football season! We're all about team spirit and a little competition. Who's ready for another great season? #gameday #footballseason #nfl #team

Our teams across the country are geared up and ready for football season! We're all about team spirit and a little competition. Who's ready for another great season? #gameday #footballseason #nfl #team

Have you heard about the Great Wealth Transfer? According to a study by Cerulli Associates, $72.6 trillion is projected to transfer to heirs between 2022-2046. Whether you're on the giving end or receiving end, we cover some key things to know. ? https://lnkd.in/gdFyyj9s https://lnkd.in/g97uPtFF transfers-through-2045 #wealthtransfer #wealthmanagement #financialplanning

Will the Federal Open Market Committee?start cutting interest rates at their September 18 meeting? Fed Chairman Jerome Powell said the time for that has come during his keynote speech at the central bank’s annual retreat in Jackson Hole, Wyoming. Our Director of Investments Stephen T., explains what a potential rate cut could mean for the markets during our August Monthly Economic Update. #Interestrates #RateCut #FederalReserve #MarketPerformance