087: Proper Portfolio Construction with Stephen Tuckwood
Release Date: 05/09/2023
114: 10 Questions to Ask Before You Retire with Chris Rett
The Guided Retirement Show
It’s our Season 10 finale of , which means it’s time for to join as the featured guest. Chris and Dean are going to review 10 questions that everyone should ask themselves before retirement. If you’re planning to retire around three to five years from now, make sure to take some notes and to ask yourself these questions before retirement. Let’s review the questions and then we’ll explain why everyone should think about them before retirement. 10 Questions to Ask Yourself Before Retirement 10. When should I/we start Social Security? 9. What types of insurance do I need in...
info_outline
113: 10 Estate Planning Mistakes to Avoid with Tim Denker
The Guided Retirement Show
could talk for hours about estate planning mistakes to avoid. On Episode 113 of , Dean decided to cover some of the most common estate planning mistakes that he and Tim Denker of have witnessed. Tim founded Denker Law Firm, LLC in 2006 and has .1 Dean and Tim want you to be informed when it comes to estate planning and are going to 10 mistakes to avoid. 10 Estate Planning Mistakes to Avoid Not preparing an estate plan Not understanding the dangers of will-based trusts Improper asset titling Using free resources without understanding the details Not getting the right people...
info_outline
112: Tax Planning Tips from CPAs with Marty James & Corey Hulstein
The Guided Retirement Show
How can you over your lifetime? That’s a question everyone wants to know the answer to, but there isn’t a one-size-fits-all answer. Everyone’s financial situation is different. Along with explaining the importance of having a as a part of your , and joined on to share some tax planning tips. In this podcast interview, you’ll learn: The Dynamic of the CFP® Professional and CPA Working Relationship The Difference Between Tax Preparation and Tax Planning Considerations When Creating a Distribution Strategy The Difference Between Charitable Remainder Trusts and Charitable Lead...
info_outline
111: Retiring Single with $1.5 Million Saved with Will Doty
The Guided Retirement Show
At Modern Wealth Management, we enjoy guiding couples and individuals from various walks of life through the . Hence why we came up with the name of our podcast, . Many of the case studies we’ve reviewed in our podcasts, articles, and other content have focused on . Today, and are going to dive into a case study that geared toward all the single folks out there. when it comes to retirement planning, whether you’re retiring single or married. Maybe you’ve been single for most or all your life. Or maybe you were married and are now single following a divorce or . No matter your...
info_outline
110: 401(k) Factors You Need to Know with Michelle Cannan
The Guided Retirement Show
As Modern Wealth Management continues to grow, one of the additions we’re very excited about is our office in Rochester, New York. Our Rochester-based team members specialize in 401(k) plans, which are . So, we figured it would be good idea to have , our head of company retirement plan services and managing director of our Rochester office, join on to discuss how a 401(k) plan works and many other nuances about 401(k)s. Along with covering how a 401(k) works for plan participants, Michelle will share a little bit about the roles of the plan sponsor and plan provider. In this podcast...
info_outline
109: Balancing Inflation and Market Sentiment with David Mitchell
The Guided Retirement Show
As we attempt to help educate people about market sentiment, we’ve continued to welcome back AllianceBernstein’s David Mitchell as a guest on . David last appeared on The Guided Retirement Show with in October 2023 to give . Dean and David will review some of the things they discussed during that episode. David will also review the last six months of market performances again and give his updated market outlook to help people develop a better understanding of market sentiment. Note: This was recorded on April 2, which was before the March inflation report was released. In this podcast...
info_outline
108: Preparing Your Successors with Matt Kasper
The Guided Retirement Show
can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As makes his third appearance on , he and will go over some key items for successor trustees while discussing the importance of having a solid estate plan and . In this podcast interview, you’ll learn: The two distinct sides of an estate plan Differences between will-based and trust-based plans The roles of co-trustees, successor trustees, corporate trustees, and contingent successor trustees Estate planning is individual Meet with Us: Ask a Question: START PLANNING To get a...
info_outline
107: Wealth Planning - Securing Your Financial Future with Jeremiah Johnson AIF®
The Guided Retirement Show
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, . Modern Wealth Management Managing Director is going to elaborate on that with on . Having a good understanding of what wealth planning is all about is pivotal to securing your financial future. In this podcast interview, you’ll learn: Wealth Planning Is More Than Managing Your Money Why It’s Important to Have a Financial Planning Team That’s Working for You What It’s Like to Be the...
info_outline
106: Planning to Retire on $10,000 a Month
The Guided Retirement Show
Planning to Retire on $10,000 a Month Show Notes How much do you think you need each month to ? There are many factors that will go into determining that number. On this episode of , and are going to walk you through a case study that looks into how much money you would need to spend $10,000 net a month in retirement. Before they get started, they want to make something very clear. Everyone isn’t going to want to spend $10,000 net a month in retirement. For some people, that will be way more than they need each month. For others, it might not be enough. And there might be some people that...
info_outline
105: Retirement Planning for Small Business Owners with Drew Jones
The Guided Retirement Show
has a passion in working with small business owners, helping them . As Drew makes his third appearance on , he and will discuss what small business owners need to do when it comes to retirement planning. In this podcast interview, you’ll learn: The Challenges and Opportunities of Retirement Planning for Small Business Owners Retirement Planning for Small Business Owners Is a Long Process Key Retirement Planning Considerations for Small Business Owners Your Business Is Your Biggest Asset If You’re a Small Business Owner Meet with Us: Ask a...
info_outlineTwo weeks ago on America’s Wealth Management Show, Modern Wealth Management Co-Founder and President Jason Gordo and Managing Directors Dean Barber and Bud Kasper told everyone to stay tuned for more exciting news. We’re thrilled that we can share that news with you today on The Guided Retirement Show. As we build our investment management team at Modern Wealth Management, we’ll be doing so with our newest team member, Director of Investments Stephen Tuckwood, at the helm.
Stephen, AKA “Tuck,” joined Dean on The Guided Retirement Show to share a little bit about his background, proper portfolio construction, investment risk, and how a good CFP® Professional that has access to a Chief Financial Advisor can make a major difference in your portfolio.
In this podcast interview, you’ll learn:
- The Background of Modern Wealth’s Director of Investments, Stephen “Tuck” Tuckwood
- What Goes into Proper Portfolio Construction?
- The Relationship Between a CFP® Professional and Chief Financial Advisor
- The Importance of Taking Your Emotions Out of Investing
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/87
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com