America's Wealth Management Show

Have you reviewed your financial plan since last year's legislative changes?

In our latest episode of America's Wealth Management Show, Dean Barber and Corey Hulstein, CPA explored how the One Big Beautiful Bill continues to influence retirement, tax, and estate planning decisions.

One key takeaway: legislative changes can create planning opportunities, but only if your financial plan reflects them.

1 day ago | [YT] | 1

America's Wealth Management Show

New Episode Now Available!

It's been one year since the One Big Beautiful Bill became law. In this episode of America's Wealth Management Show, Dean Barber and Corey Hulstein, CPA discuss how the legislation has impacted retirement planning and what investors should consider moving forward.

5 days ago | [YT] | 5

America's Wealth Management Show

Did you miss the latest episode of America’s Wealth Management Show?

Here's a question from it worth thinking about:

Are you so focused on saving for the future that you're not living in the present?

There's a balance between building wealth and enjoying it. A good financial plan helps you do both.

1 week ago | [YT] | 1

America's Wealth Management Show

New episode out now! ️

Most people worry about saving enough for retirement. But what if you're actually saving too much? Chris Rett, CFP®, AIF® and Hayden Pudenz walk through five signs it might be time to rethink your strategy, and what to do instead.

1 week ago | [YT] | 3

America's Wealth Management Show

Missed this week's episode of America's Wealth Management Show?

Chris Rett, CFP®, AIF® and Hayden Pudenz discuss one of the most common investing questions: How often should you rebalance your portfolio?

The conversation covers:
• What rebalancing is
• Why investors use it
• Common approaches to rebalancing
• Considerations when markets become volatile

Catch up on the conversation!

2 weeks ago | [YT] | 1

America's Wealth Management Show

New Episode Available Now!

How often should you rebalance your portfolio?

Chris Rett, CFP®, AIF® and Hayden Pudenz explore the role rebalancing can play in an investment strategy, discuss potential benefits and tradeoffs, and share considerations investors may want to keep in mind as markets change.

2 weeks ago | [YT] | 5

America's Wealth Management Show

Missed this week's episode of America's Wealth Management Show?

Chris Rett, CFP®, AIF® and Corey Hulstein, CPA take a closer look at the Mega Backdoor Roth strategy and discuss why understanding your retirement plan's features may be an important part of the planning process.

3 weeks ago | [YT] | 1

America's Wealth Management Show

New Episode Available Now!

What is a Mega Backdoor Roth strategy, and how does it compare to other retirement savings options?

In this episode, Chris Rett, CFP®, AIF® and Corey Hulstein, CPA explore:
• The basics of the Mega Backdoor Roth strategy
• Eligibility considerations
• Potential benefits and limitations

3 weeks ago | [YT] | 3

America's Wealth Management Show

The hidden trap of the "accumulation" mindset.

Vanguard reports that 69% of savers now use professionally managed allocations (like target-date funds) to grow their money. Managing a portfolio for growth can require a completely different strategy than managing it for retirement income.

If you missed our latest episode, Dean Barber and Chris Rett, CFP®, AIF® dive into the specific distribution guardrails needed to ensure you don't outlive your hard-earned savings.

1 month ago | [YT] | 1

America's Wealth Management Show

NEW EPISODE: How Long Will My Retirement Money Last?

Dean Barber and Chris Rett, CFP®, AIF® are unpacking Vanguard's 2026 retirement data indicates that 45% of savers increased their plan contribution rates last year.

Tune in, as Dean and Chris discuss how to transition from the saving phase to a sustainable distribution strategy designed to help support your lifestyle while addressing considerations such as inflation, taxes, and market volatility.

1 month ago | [YT] | 2