Modern Wealth Management

Have you been forced into retirement? Forced retirement can come in a few different forms and can be a very difficult situation to navigate. We lay out seven strategies to consider if retirement has come earlier than you expected. I https://lnkd.in/gFc-CJtG #retirement #retirementplanning #forcedretirement

Ever wonder what financial advisors think when they hear about real-life money horror stories? For today's show, Dean Barber and Chris Rett, CFP®, AIF® react to some shocking financial mistakes people have made. YouTube: https://lnkd.in/gDQnYW2i Spotify: https://lnkd.in/g8Tim3u9 Apple Podcasts: https://lnkd.in/ggFUPRqZ #FinancialAdvisors #PersonalFinance #MoneyHorrorStories

In the next episode of The Modern Wealth Management Educational Series, we cover some important considerations when it comes to planning for wedding costs. Subscribe to our channel so you don't miss it: https://lnkd.in/ges7fqkY #weddingcosts #financialplanning #weddingplan

How much does the American dream cost in 2024? Investopedia illustrates the estimated cost of the American dream per household over the course of their lifetime. ⤵ https://lnkd.in/eH4qNz-H #AmericanDream #FinancialPlan #CostofLiving

We're #hiring for a Concierge Specialist to be the first point of contact for prospective clients, and support the advisory team’s success. If you have an interest in client services or financial advisory services and want to grow with a team that values career progression, take a look at this opportunity to be a part of an awesome team! ⤵ #NowHiring #ConciergeSpecialist #JoinOurTeam

Are you planning your retirement in your 60s? You've worked for your money for a LONG time, now it's time for your money to work for you. In a previous episode of America's Wealth Management Show, Dean Barber and Bud Kasper, CFP®, AIF® reviewed some key info on planning for retirement in your 60s. https://lnkd.in/g3ZMCdqP #retirementplan #financialplanning #wealthmanagement

What is your biggest fear when it comes to retirement? Running out of money tops the list for most people, but there are many other risks to consider. We review five common risks in retirement and what you can do to mitigate them. https://lnkd.in/gptwSGmr #moneymanagement #retirementrisks #retirementplanning

What if you are forced into retirement? Forced retirements can happen for a variety of reasons—health issues, your employer needing to cut costs, etc. No matter the reason, it's important to be prepared for that possibility. On yesterday's show, Dean Barber and Bud Kasper, CFP®, AIF® share 7 strategies to consider if you get forced into retirement. ↓↓ YouTube: https://lnkd.in/gJRUkuWJ Spotify: spoti.fi/48nmH90 Apple Podcasts: apple.co/3NI5NbW #ForcedRetirement #RetirementPlanning #WealthManagement

Do you have a stress-tested financial plan?   When you think of things that eat away at your hard-earned wealth, natural disasters might not be top of mind. It’s important to consider what natural disasters could impact where you live and plan accordingly by building a disaster preparedness plan.   https://lnkd.in/gNdFGKNP   #DisasterPreparedness #EmergencyPlan #FinancialPlanning

Which college degrees are worth the most? This is a very important factor to consider when investing in your future! Visual Capitalist illustrates which college degrees have the best return on investment. https://lnkd.in/gjPeBN-k #investments #highereducation #educationstatistics