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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.
 
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.
 
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 ...
 
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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
 
Did you know that October is National Financial Planning Month? It honestly came close to slipping our minds because we believe every month should be National Financial Planning Month. Dean Barber, Bud Kasper, and Matt Kasper celebrated National Financial Planning Month by discussing the importance of having a comprehensive financial plan on Americ…
 
Have you considered offering aesthetic beauty procedures at your practice? Non-invasive treatments for things like pigmentation lesions and acne are becoming increasingly popular and helping dentists add to their bottom line. On this episode of the Dentist Money™ Show, Ryan talks with Sally Bevans, VP at Sinclair Viora, who details why dentists and…
 
Our radio partner, 92.5 Fox News, was knocked off the air by Hurricane Ian. We present an early, web-only version of our show today as extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have bee…
 
Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with questions about mega backdoor Roths, rebalancing in a down market, a super-defensive stock portfolio,…
 
Let's face it, bear markets are scary. The stock market is in a bear market. And guess what? We are dangerously close to a bear market in the bond market. Join Dean Barber and Bud Kasper as they tackle what's happening with these marketsStart Planning Here:https://barberfinancialgroup.com/examples-of-market-risk-abound-in-september/?utm_source=soun…
 
With inflation and rising interest rates, the economy has become front page news and people are asking about what they can do to protect their finances. On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt offer their view on how much emergency cash to keep on hand, what to look for in a CPA, and whether you should stop investing …
 
The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. What impact will the raise have on lump sum pensions? We'll cover that, along with a list of common questions from clients, how our financial planning team reviews client insurance coverage, and for executives with complex company stock holdings—we'll cover NUA.…
 
The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. We'll also cover the impact higher interest rates have on lump sum pensions. We'll head to the mailbag for Ask Annex and we'll have a preview of next week's in-person presentation; Are Annuities Worth It?Annex Wealth Management
 
The Federal Reserve is raising interest rates to combat it, but inflation still looms large over the US economy. How do you build a plan that considers such a surge in inflation and interest rates? Find out as Dean Barber and Bud Kasper discuss how to plan for inflation.Start Planning Here:https://barberfinancialgroup.com/the-inflation-reduction-ac…
 
The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know who to listen to and who you can trust? To give you a better idea about the differences between financial advisors, on this Dentist Money™ Show Ryan and Taylor Sutterfield illustrate how commission-based, dually-registered, and fiduciary ad…
 
A hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an inflation-oriented webinar next week and shares some of the details. What challenges does Generation X encounter with retirement planning? We’ll take a look. Explore why you might consider ta…
 
A hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an inflation-oriented webinar next week and shares some of the details. What challenges does Generation X encounter with retirement planning? We’ll take a look. Plus, Ask Annex heads to the mail…
 
Football season is here. Do you have a playbook for the retirement red zone? Bud Kasper and Logan DeGraeve discuss creating your game plan for retirement and what you need to know to score.Start Planning and Read the Article Here:https://barberfinancialgroup.com/creating-a-game-plan-for-retirement/?utm_source=soundcloud&utm_medium=awms&utm_campaign…
 
Building a practice is not easy. You worry about billing services, insurance management, overhead, business consulting, marketing, collections, human resources, and more. One entrepreneur wants to help you solve it all. On this Dentist Money™ Show Ryan interviews Dr. Scott Leune of Breakaway Seminar whose vision has guided thousands of practices to…
 
Dave Spano and Derek Felske recap the week which included more data the Fed might use in determining the next interest rate hike. Also, the ramifications of inheriting money—a deeper dive into annuities—Ask Annex---and a visit with Robert Chastain, branch director at our Naples office.Annex Wealth Management
 
All the financial uncertainty that we’re dealing with seems to be coming at us from every angle. While this financial uncertainty is uncomfortable, it’s not uncommon. From the Dot-Com Bubble to the Financial Crisis, we’ve been through cycles similar to this. Dean Barber and Bud Kasper look back at some of those cycles and review eight ways to comba…
 
Divorce has legal, financial, property, and custody issues that can seem so complicated—and deeply emotional—that people avoid talking about it. After putting it off for seven years, the Dentist Money™ Show thought it was time to give the subject some attention as Ryan welcomes attorney Marco Brown, of Brown Family Law. Divorces happen. Here are so…
 
A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. Robert Chastain covers doubts in retirement—and some ways to avoid them. What do 30 and 40-something miss when it comes to retirement planning? We cover a few in a segment worth…
 
A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. If your family has a family vacation place, what is the best way to transition ownership? We have a preview of an upcoming webinar. Ever wonder what happens during our portfolio…
 
Most online retirement calculators miss crucial pieces of the retirement puzzle. While they will give an accurate answer for the data you put in, they're missing so many other things important to retirement. Dean Barber and Bud Kasper review nine items retirement calculators miss that our tool doesn't.Start Planning and Read the Article Here:https:…
 
Outside sources are constantly bombarding our brains with a barrage of information intended to influence us to make snap decisions. Unfortunately, when it comes to your money, quick decisions can have serious consequences. On this Dentist Money™ Show, Ryan and Matt look at what can prevent you from making hasty choices that end up being detrimental…
 
Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. What the 7 Money Lies We Tell Ourselves? Deanne Phillips covers them. How do Beneficiary IRA’s work? Randy Winkler explains. We also check in with Robert Chastain, branch director in Naples about retirement planning for the self-employed.…
 
Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. Also, details on a seminar for anyone involved in the administration of a company 401k. We cover inheritances and gifts to a new baby on Ask Annex. Near the end of the show, Hear the Difference when a client shares his Annex experience.…
 
Going to the doctor for a checkup usually isn’t the most fun thing to do, but it’s necessary so that you’re up-to-date on your health situation. The same can be said about meeting with a financial planner to find out where you’re at with planning for retirement. Bud Kasper and Logan DeGraeve discuss the five types of financial plans and how a compr…
 
You may not need Pink Floyd’s “New car, caviar, four star, daydream, think I'll buy me a football team, or, I'm in the high-fidelity first-class traveling set, I think I need a Lear jet.” But what pricey things bring you happiness? On this Dentist Money™ Show, Ryan and Matt ask the Dentist Advisors Facebook Group about what lavish purchases they’ve…
 
Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Is now a good time to consider a Roth conversion? We dig in. Also, learn more about remarriage and estate planning, what IS and ISN’T financial planning, and how Gen…
 
Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Learn more about what IS and ISN’T financial planning, the challenges of the Sandwich Generation, and more about remarriage and estate planning.…
 
Dean Barber and Bud Kasper take a trip down memory lane in this week’s America’s Wealth Management Show. They examine the Great Recession’s history and why it remains relevant today. There are things going on today that are eerily reminiscent of what happened during the Great Recession.Start Planning and Read the Article Here:https://barberfinancia…
 
More and more practices are being purchased by them—and one in five dentists under the age of 35 is now working for one—so what’s up with DSOs? On this Dentist Money™ Show, Ryan interviews Sara Stock of Stock Legal, a firm that provides legal expertise to DSOs. Take a peek behind the curtain to see where the money comes from and why equity-backed p…
 
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