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America's Wealth Management Show

America's Wealth Management Show
Retirement Planning
Financial Planning
Tax Planning
Social Security
Roth IRA
Inflation
401(k)
Taxes
Estate Planning
Roth Conversions
Tax Cuts and Jobs Act
Investment Strategies
Budgeting
401k
Retirement
IRA
Required Minimum Distributions
Medicare
Retirement Savings
Secure Act

Modern Wealth Management presents America's Wealth Management Show with Dean Barber. 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. Since 2003, America's Wealth Management Show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. ... more

PublishesWeeklyEpisodes300Founded9 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for America's Wealth Management Show

Latest Episodes

Get your Modern Confidence Score: bit.ly/4fSPzdD Meet with us: bit.ly/4w6hdtx Education center: bit.ly/3RMjJr1

33% of workers have more credit card debt than retirement savings. Discover the 4 critical financial milestones ... more

YouTube

Get your Modern Confidence Score: bit.ly/4ftOUAs Meet with us: bit.ly/4fuisOf Education center: bit.ly/4wtIBCJ

Crossing the $2 million portfolio threshold may need shifting from simple saving to strategic tax engineering. Le... more

YouTube

Learn about preparing for retirement while caring for children and aging parents also known as: 'life in the sandwich generation' in today's episode!

Get your Modern Confidence Score: bit.ly/3RbdvAJ Meet with us: bit.ly/4vOY3bD Educ... more

YouTube

May inflation hit a 3-year high of 4.2% due to Middle East energy shocks. Learn how a dynamic bucket approach protects your wealth from a portfolio purge.

Get your Modern Confidence Score: bit.ly/4yj5avj Meet with us: bit.ly/4ythtW8... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Chris Rett
Certified Financial Planner, guest on the episode
Modern Wealth Management, CFP
Episode: 5 Retirement Plan Checklist Items
Corey Hulstein
CPA, tax planning specialist
Corey Hulstein, CPA
Episode: 5 Tax Planning Strategies You Need to Know for Retirement
Dave Petso
Managing director in Boise, Idaho office
Modern Wealth Management
Episode: Teaching Your Kids and Grandkids About Investing
Chris Merrick
Advisor, Orland Park/CFA/CFP professional
Modern Wealth Management
Episode: Retirement Planning Tips for Single Individuals
Haley Sachs
Speaker featured in a video clip about child wealth-building, AKA Mrs. Dow Jones
Self-described financial educator and influencer
Episode: How to Create Generational Wealth: Tips for High Net Worth Individuals
Corey Holstein
CPA, Modern Wealth
Modern Wealth Management, LLC
Episode: Will Your Taxes Go Up or Down in 2026?
Logan DeGrave
Certified Financial Planner
Episode: How Much Money Should You Save for Retirement by Age?
Tony Davidow
A financial expert with extensive experience in alternative investments and private markets.
Franklin Templeton
Episode: What Are Alternative Investments? Tony Davidow's Guide to Private Markets
Neil Falconberry
Chartered Financial Analyst, Managing Director of Modern Wealth Management
Modern Wealth Management
Episode: How a U.S. "Weaponized Dollar" Sent Gold Soaring

Hosts

Dean Barber
Host of the show; leads retirement planning discussions and wealth management education
Logan DeGrave
Co-host providing technical depth on retirement planning and tax strategy

Reviews

4.3 out of 5 stars from 39 ratings
  • Tired

    The early shows were great, but those from the past 2-3 years are just infomercials for their paid services. Less than 4 minutes per show are worth listening to anymore. Sad.

    Apple Podcasts
    2
    BG - Atlanta
    United States2 years ago
  • Amazing podcast!

    This podcast is a must listen for financial professionals! Dean and Bud are great hosts and each episode is super informative!

    Apple Podcasts
    5
    maddie@podcastingyou
    United States4 years ago
  • 10/10

    They do a really great job of keeping me up to date on what’s going on with the market. A lot of good tips I can use as well.

    Apple Podcasts
    5
    paullb12345
    United States5 years ago
  • Unsubscribing - More like an infomercial

    There is some reasonable content here but they spend way too much time self-promoting their services. Comes across almost like an infomercial than information for the audience.

    Apple Podcasts
    1
    Bilbon1575
    United States5 years ago
  • More like an infomercial

    There is reasonable content here but they spend way too much time self-promoting their services. Comes across almost like an infomercial than information for the audience

    Apple Podcasts
    3
    Bilbon1575
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some criticism about perceived self-promotion and promotional content.
General praise for informative, practical retirement advice and market updates.
Positive feedback on hosts and guest expertise, with actionable tips for professionals.

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Talking Points

Recent interactions between the hosts and their guests.

5 Retirement Milestones To Do Before 50
Q: How should someone approaching 50 handle debt and credit card risk?
They emphasize eliminating high-interest debt, budgeting as a money-management framework, and understanding that debt compounds. They also discuss good debt vs bad debt and the importance of not letting needs turn into debt.
5 Retirement Milestones To Do Before 50
Q: Milestone number one, building a retirement savings foundation, what does that look like in practical terms?
He explains that people should use online calculators to estimate needed retirement funds, then work backward to age 50. The goal is to determine how much to save and what return to expect, while avoiding overreliance on historical averages.
How Much Do I Need to Retire?
Q: How much do I need to retire?
The answer isn't one number; it depends on spending needs, taxes, income sources, life expectancy, and whether one uses traditional or Roth accounts. The guests emphasize that many people have less than the widely cited figure, and the ability to adapt plans to individual circumstances and goals matters more than chasing a fixed target number.
How Long Will My Retirement Money Last?
Q: How can someone avoid running out of money in retirement?
Start with a comprehensive financial plan, stress test it over many years, and maintain flexibility in your allocations so you can adapt to changes in health, employment, or market conditions.
How Long Will My Retirement Money Last?
Q: What is the number one fear facing people heading into retirement?
The fear is running out of money, which drives the need to stress test and plan carefully to ensure the spending plan can be sustained.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About America's Wealth Management Show

What is America's Wealth Management Show about and what kind of topics does it cover?

This show centers on retirement-focused financial planning, tax strategy, and risk management delivered through practical, action-oriented discussions. Episodes frequently cover coordinated planning with a team (CFP, CPA, estate planning), tax-efficient income strategies, and realistic scenarios like de-risking portfolios, long-term care funding, and bucket strategies for retirement income. A standout theme is the emphasis on proactive planning, frequent coordination with tax and estate professionals, and keeping a long-term perspective despite market fluctuations. The format often blends guest expert insights with hosted commentary from experienced wealth managers, creating a resource that's especially helpful for financial professionals a... more

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How many listeners does America's Wealth Management Show get?

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To see how many followers or subscribers America's Wealth Management Show has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to America's Wealth Management Show?

These podcasts share a similar audience with America's Wealth Management Show:

1. Ready For Retirement
2. Retirement Starts Today
3. Your Money, Your Wealth
4. Retirement Planning Education, with Andy Panko
5. Big Picture Retirement®

How many episodes of America's Wealth Management Show are there?

America's Wealth Management Show launched 9 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on America's Wealth Management Show?

Recent guests on America's Wealth Management Show include:

1. Chris Rett
2. Corey Hulstein
3. Dave Petso
4. Chris Merrick
5. Haley Sachs
6. Corey Holstein
7. Logan DeGrave
8. Tony Davidow

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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