Dean Barber's guest appearances

Dean Barber

The Guided Retirement Show

Retirement Tax Services Podcast

Impact with Don Wenner

OwlTail

The month of May is a time for many exciting things: graduations, family vacations right after school is out, the beginning of pool season—the list goes on. May also marks Older Americans Month. Older Americans Month allows Modern Wealth Management Managing Director Dean Barber to reflect upon his career in the financial services industry and what it’s meant to him. On this episode of The Guided Retirement Show, Dean is going to share a story about how his grandfather taught him so many important things in life, including how to find success in his career. Dean has continued to learn from hundreds of other older Americans throughout his career as he’s helped guide them to and through retirement. Let’s hear more from Dean about what Older Americans Month means to him. In this podcast interview, you’ll learn:  What Dean has learned from older Americans, including his grandfather and hundreds of clients How Dean is carrying on his mission of helping others from Barber Financial Group to Modern Wealth Management The importance from learning about work ethic, honesty, and integrity from older Americans The difference between an investment portfolio and comprehensive financial plan  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/88 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

The month of May is a time for many exciting things: graduations, family vacations right after school is out, the beginning of pool season—the list goes on. May also marks Older Americans Month. Older Americans Month allows Modern Wealth Management Managing Director <a href="https://www.modwm.com/team/dean-barber/" rel="nofollow" target="_blank">Dean Barber</a> to reflect upon his career in the financial services industry and what it’s meant to him. On this episode of <a href="https://www.modwm.com/podcasts/" rel="nofollow" target="_blank">The Guided Retirement Show</a>, Dean is going to share a story about how his grandfather taught him so many important things in life, including how to find success in his career. Dean has continued to learn from hundreds of other older Americans throughout his career as he’s helped guide them to and through retirement. Let’s hear more from Dean about what Older Americans Month means to him. In this podcast interview, you’ll learn: <ul> <li>What Dean has learned from older Americans, including his grandfather and hundreds of clients</li> <li>How Dean is carrying on his mission of helping others from Barber Financial Group to Modern Wealth Management</li> <li>The importance from learning about work ethic, honesty, and integrity from older Americans</li> <li>The difference between an investment portfolio and comprehensive financial plan</li> </ul> START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit <a href="http://guidedretirementshow.com/88" rel="noopener nofollow" target="_blank">GuidedRetirementShow.com/88</a> Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting <a href="https://www.modwm.com/" rel="nofollow" target="_blank">modwm.com</a>

088: Older Americans Month with Dean Barber

In a change of pace for the holiday week, Dean speaks to our listeners about tax planning opportunities and what he is thankful for looking toward 2023.   In this podcast interview, you’ll learn:  Charitable giving through Qualified Charitable Distributions (QCDs)      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/77   Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

In a change of pace for the holiday week, Dean speaks to our listeners about tax planning opportunities and what he is thankful for looking toward 2023. In this podcast interview, you’ll learn: <ul> <li>Charitable giving through Qualified Charitable Distributions (QCDs)</li> </ul> START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit <a href="http://guidedretirementshow.com/77" rel="noopener nofollow" target="_blank">GuidedRetirementShow.com/77</a> Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting <a href="https://barberfinancialgroup.com/" rel="noopener nofollow" target="_blank">BarberFinancialGroup.com</a>

077: Giving Thanks for Tax Planning with Dean Barber

Tax laws are changing frequently, which means a client's financial plan is going to need the ability to pivot throughout their working years and their retirement. This is why comprehensive financial planning should always include a tax planning professional. In fact, to give financial advice without looking at your client's tax returns can be incredibly irresponsible, and even lead to miscalculations or increased uncertainty. Dean Barber, CEO of Barber Financial Group, joins the show to share his experience with including tax planning in his firm and why he believes it is essential for every advisor to consider doing the same.

Tax laws are changing frequently, which means a client's financial plan is going to need the ability to pivot throughout their working years and their retirement. This is why comprehensive financial planning should always include a tax planning professional. In fact, to give financial advice without looking at your client's tax returns can be incredibly irresponsible, and even lead to miscalculations or increased uncertainty. Dean Barber, CEO of Barber Financial Group, joins the show to share his experience with including tax planning in his firm and why he believes it is essential for every advisor to consider doing the same.

Bringing Taxes In-house Then Bringing in a Tax Partner With Dean Barber, Ep. 105

Dean Barber is the Founder and CEO of Barber Financial Group and has been in business since 1996. He is the host of two podcasts, America’s Wealth Management and The Guided Retirement Show. He is also the author of Retire A Winner! Learn more about Dean - https://barberfinancialgroup.com/team/dean-barber/ Check out Dean's podcast - https://pod.link/1474097220 ---------------------------------------------------------------------------------------------------------------------------- Join Us May 12-13, 2022. ELITE ACCELERATOR DLP Capital is hosting an Elite event designed especially for experienced developers and builders who want to take their ground-up game to the next level. In just two days, you will learn strategies that will help you elevate what you are currently doing and start operating like an elite in the ground-up space. We will cover topics from capital structure to value engineering to organizational structure. We will also show you how DLP Capital can help you achieve your goals. Join Us July 2022 ELITE MASTERMIND Join us in beautiful Asheville, NC, located in the Blue Ridge Mountains. What if someone told you that you could achieve ten-times growth in just five short years? Sounds like a dream, right? But then what if you could do that every five years after that? That kind of growth is possible, and DLP Capital is ready to show you how at our Elite Event this July. Learn the steps to success directly from DLP CEO and Founder Don Wenner, who has led our company to this level of performance. ________________________________________________________________________________________________________________ Buy BUILDING AN ELITE ORGANIZATION - Don's bestselling book on scaling a high-profit business Check out THE ELITE JOURNAL - Accomplish more in 90 days than most do in a year!  Follow Don on social: https://www.facebook.com/DonWennerCEO https://www.instagram.com/don_wenner/ https://www.youtube.com/c/donwenner

Dean Barber is the Founder and CEO of Barber Financial Group and has been in business since 1996. He is the host of two podcasts, America’s Wealth Management and The Guided Retirement Show. He is also the author of Retire A Winner! Learn more about Dean - <a href="https://barberfinancialgroup.com/team/dean-barber/" rel="nofollow" target="_blank">https://barberfinancialgroup.com/team/dean-barber/</a> Check out Dean's podcast - https://pod.link/1474097220 ---------------------------------------------------------------------------------------------------------------------------- <h3>Join Us May 12-13, 2022.</h3> <h3><a href="https://dlpcapital.com/event/dlp-elite-accelerator-event-may-2022/" rel="nofollow" target="_blank">ELITE ACCELERATOR</a></h3> <ul><li>DLP Capital is hosting an Elite event designed especially for experienced developers and builders who want to take their ground-up game to the next level. In just two days, you will learn strategies that will help you elevate what you are currently doing and start operating like an elite in the ground-up space. We will cover topics from capital structure to value engineering to organizational structure. We will also show you how DLP Capital can help you achieve your goals.</li></ul> <h3>Join Us July 2022</h3> <a href="https://dlpcapital.com/event/dlp-elite-mastermind-event-july-2022/" rel="nofollow" target="_blank">ELITE MASTERMIND</a> <ul><li>Join us in beautiful Asheville, NC, located in the Blue Ridge Mountains. What if someone told you that you could achieve ten-times growth in just five short years? Sounds like a dream, right? But then what if you could do that every five years after that? That kind of growth is possible, and DLP Capital is ready to show you how at our Elite Event this July. Learn the steps to success directly from DLP CEO and Founder Don Wenner, who has led our company to this level of performance.</li></ul> ________________________________________________________________________________________________________________ Buy <a href="https://dlpelite.com/book/" rel="nofollow" target="_blank">BUILDING AN ELITE ORGANIZATION</a> - Don's bestselling book on scaling a high-profit business Check out <a href="https://dlpelite.com/journal/" rel="nofollow" target="_blank">THE ELITE JOURNAL</a> - Accomplish more in 90 days than most do in a year!  Follow Don on social: <a href="https://www.facebook.com/DonWennerCEO" rel="nofollow" target="_blank">https://www.facebook.com/DonWennerCEO</a> <a href="https://www.instagram.com/don_wenner/" rel="nofollow" target="_blank">https://www.instagram.com/don_wenner/</a> <a href="https://www.youtube.com/c/donwenner?sub_confirmation=1?sub_confirmation=1" rel="nofollow" target="_blank">https://www.youtube.com/c/donwenner</a>