Modern Wealth Management

Why should someone think about taxes in November when Tax Day isn't until April? There's a big difference between tax compliance and forward-looking tax planning. While tax compliance is top of mind leading up to Tax Day, it's important to consider tax planning strategies year-round in effort to pay less taxes over your lifetime. On today's show, Dean Barber and Bud Kasper, CFP?, AIF? share some tax tips to wrap up 2024. YouTube: https://lnkd.in/g-y5tRMh Apple Podcasts: bit.ly/40ZYJiM Spotify: bit.ly/4hYS0LM #TaxTips #TaxPlanning #TaxCompliance #Taxes

Are all your eggs in one tax basket? In the latest episode of the Modern Wealth Management Educational Series, we cover some strategies to maximize your savings and minimize tax burdens. Join us tonight at 4PM Pacific/7 PM Eastern on YouTube. ↓ https://lnkd.in/ges7fqkY #taxdiversification #taxtips #taxplanning

You retired, now what? So many people struggle with how to fill their time?in ways that would satisfy their needs. We lay out some ways you can keep yourself on the right path in retirement. https://lnkd.in/g4sqDh4d #retirementplan #retirement #lifestyle

Our co-founder and co-CEO Gary Roth recently spoke with Johnny Sandquist at RIA Edge West to discuss why it’s time to rethink the 1% fee model.? ? In the conversation, Gary notes that while fee compression remains a prevalent topic, clients increasingly value a premium, comprehensive service experience that justifies its cost. Rather than competing on price, he encourages advisors to sharpen and articulate their unique value proposition, from tax planning to estate guidance and other holistic service offerings. ? Watch the full interview with Three Crowns Copywriting and Marketing LLC to learn more about Gary’s outlook on fees.?https://lnkd.in/gYKa-hCB #wealthmanagement #financialplanning #bemodern

When is the last time you reviewed your beneficiaries? If you or your loved ones recently had a major life event, make sure that you check your beneficiary designations and update them if necessary. Even if you haven't had a recent major life event, consider reviewing them on an annual or biannual basis. Dean Barber and Chris Rett, CFP?, AIF? discuss the importance of reviewing your beneficiaries on today's show. https://lnkd.in/gx8_uzYx #Beneficiaries #EstatePlanning #WealthManagement

How often do you have open and honest conversations about money with your significant other? It's critical to be on the same page as your partner when making financial decisions. Dean Barber and Bud Kasper, CFP?, AIF? share some key wealth management considerations to review with your significant other. https://lnkd.in/guD2nt7p #FinancialDecisions #MoneyConversations #CouplesGoals

What are some benefits of a Roth IRA you may not know? We break down why a Roth IRA might be a smart move for your financial goals and compiled a list of seven primary benefits of Roth IRAs that you can utilize for your retirement. https://lnkd.in/gBE8cBSd #RetirementPlan #BeModern #RothIra #WealthManagement

In the next episode of The Modern Wealth Management Educational Series, we cover tax diversification and how it can be a game-changer for your financial future. Subscribe to our channel so you don't miss it: https://lnkd.in/ges7fqkY #taxdiversification #taxtips #taxplanning

Is Medicare free? Whether or not you decide to wait until 65 to retire, there’s one?retirement planning myth we bust:?the belief that Medicare is 100% free. ? https://lnkd.in/g7qWjz_4 #medicare #wealthmanagement #healthcare

Ever wonder what it might take to hit your first $1 million? ? On a previous episode of America’s Wealth Management Show, Dean Barber and Chris Rett, CFP?, AIF? broke down actionable tips and considerations to build your financial wealth. https://lnkd.in/g5NdmhAt #financialplanning #wealthmanagement #millionairemindset