America's Wealth Management Show

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. Investment advisory services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.

America's Wealth Management Show is a business podcast hosted by Unknown Host, with 300 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts America's Wealth Management Show, a business show with 300 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  America's Wealth Management Show

  What to Do After a Spouse Dies: How Does it Impact Retirement?

  Aug 20, 2026—

  Get your Modern Confidence Score: https://bit.ly/4wAEhkA Meet with us: https://bit.ly/4gnASj0 Education center: https://bit.ly/4xP2l44 When a spouse passes away, taxes spike and 401(k) rules trigger. Learn the 30-day checklist and critical landmines to protect your surviving family. Video Chapters: 00:00 - Case Study: How a missing ERISA waiver disinherited three adult children. 01:05 - What do I do first when my spouse passes away? 07:05 - First 30 Days Checklist: How many death certificates do I actually need 11:05 - Why do beneficiary designations on 401(k)s override my Will or Revocable Trust? 19:22 - The Single Filer Tax Trap: Why taxes spike after losing a partner 25:20 - Will my estate be forced into public probate court without a trust? Send us a questions to be featured on the show at: Questions@modwm.com For more educational content visit: https://www.youtube.com/@MeetModernWealth Check out our other videos: https://youtu.be/BdM-15mxEDM?si=D7AftiJLLwiyPU0f https://youtu.be/O-nGasrm5HE?si=Mup8P2NTi13R9-2Q https://youtu.be/BL2pmLI8dRw Sources: https://www.irafinancial.com/blog/beneficiary-forms-self-directed-ira-solo-401k/ https://finance.yahoo.com/markets/options/articles/2-1-trillion-sits-31-153318096.html?guccounter=1 https://www.congress.gov/crs-product/R43637 ______ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser. The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

  ListenShow Notes
• 

  America's Wealth Management Show

  Are Financial Advisors Worth It? Why You Need a Financial Planning Team

  Aug 13, 202634 min

  Is hiring a financial advisor actually worth the fee? Learn about the positives and negatives of working with a financial advisor. Get your Modern Confidence Score: https://bit.ly/4z1pNfO Meet with us: https://bit.ly/4wL6fem Education center: https://bit.ly/459bFni Video Chapters: 01:07 - Core Question: Are financial advisors actually worth the fee? 06:36 - Fiduciary vs. Commission Broker: Spotting the red flags. 09:48 - Is my advisor doing full-service planning or just managing investments? 13:16 - How does pulling $100,000 from my traditional IRA trigger a massive tax bill? 16:35 - What questions should I expect my financial advisor to ask me? 21:45 - Reaction Video: 3 things I wish I knew before hiring a financial advisor. Send us a questions to be featured on the show at: Questions@modwm.com For more educational content visit: https://www.youtube.com/@MeetModernWealth Check out our other videos: https://youtu.be/BdM-15mxEDM?si=D7AftiJLLwiyPU0f https://youtu.be/O-nGasrm5HE?si=Mup8P2NTi13R9-2Q https://youtu.be/BL2pmLI8dRw Sources: https://www.kitces.com/blog/financial-advisor-client-onboarding-relationship-expectations-questions-communication-relationship-expectations/ ______ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser. The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

  ListenShow Notes
• 

  America's Wealth Management Show

  5 Retirement Milestones To Do Before 50

  Aug 6, 202637 min

  Get your Modern Confidence Score: https://bit.ly/4fSPzdD Meet with us: https://bit.ly/4w6hdtx Education center: https://bit.ly/3RMjJr1 33% of workers have more credit card debt than retirement savings. Discover the 4 critical financial milestones to hit before turning age 50. Video Chapters: 0:00 - Introduction: 33% of workers have more credit card debt than retirement savings? 1:14 - Welcome to America's Wealth Management Show 2:18 - Milestone 1: Build a Retirement Savings Foundation 7:12 - Milestone 2: Eliminate High Interest Debt 12:06 - Milestone 3: Establish an Emergency Fund 13:01 - Milestone 4: Create a Comprehensive Investment Strategy 17:38 - Milestone 5: Develop a Clear Retirement Income Plan. 22:20 - Hosts Discuss Video: 3 Problems With Retiring Early by @HowToRetire 33:30 - Hosts discuss mindset shifts in retirement from r/retirement subreddit Send us a questions to be featured on the show at: Questions@modwm.com For more educational content visit: https://www.youtube.com/@MeetModernWealth Check out our other videos: https://youtu.be/BdM-15mxEDM?si=D7AftiJLLwiyPU0f https://youtu.be/O-nGasrm5HE?si=Mup8P2NTi13R9-2Q https://youtu.be/BL2pmLI8dRw Sources: https://www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire https://youtube.com/shorts/W2YrEpReHro?si=6nwjysaynlKxHeZi https://fred.stlouisfed.org/series/TERMCBCCALLNS https://www.schroders.com/en-us/us/institutional/media-center/to-retire-comfortably-plan-participants-say-they-need-1-2-million/ https://www.reddit.com/r/retirement/comments/1udx5t5/seems_like_a_blessed_life_but_its_just_tuesday/ ______ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser. The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

  ListenShow Notes
• 

  America's Wealth Management Show

  5 Tax Strategies for Individuals with $2 Million or More

  Jul 30, 202641 min

  Get your Modern Confidence Score: https://bit.ly/4ftOUAs Meet with us: https://bit.ly/4fuisOf Education center: https://bit.ly/4wtIBCJ Crossing the $2 million portfolio threshold may need shifting from simple saving to strategic tax engineering. Learn 5 advanced strategies to protect your wealth. Video Chapters: 0:00 - How do I protect my $2 million portfolio from unexpected taxes? Intro to high-net-worth coordination. 4:46 - Strategy 1: How do I use a Donor-Advised Fund to exceed the $35,000 standard deduction? 16:00 - Strategy 2: How do I qualify for a 0% capital gains rate on $150,000 of income? Harvesting gains in low-income years. Subscribe to Modern Wealth Management for more educational content: 24:40 - Strategy 3: How do I use the $19,000 gift exemption to transfer wealth with warm hands? Lifetime family transfers 31:16 - Strategy 4: How do I smooth my income brackets with strategic Roth conversions? Flattening income tax valleys. 32:38 - Strategy 5: How do I manage taxes during a business sale or RSU stock vesting? Executing equity compensation liquidations. 35:35 - How Marty James used in-kind CRT distributions to avoid capital gains. 39:13 - Questions from viewers: Can I withdraw converted Roth IRA funds immediately without a penalty? and How do I stress-test my plan against a market crash and Social Security cuts? Send us a questions to be featured on the show at: Questions@modwm.com For more educational content visit: https://www.youtube.com/@MeetModernWealth Check out our other videos: https://youtu.be/BdM-15mxEDM?si=D7AftiJLLwiyPU0f https://youtu.be/O-nGasrm5HE?si=Mup8P2NTi13R9-2Q https://youtu.be/BL2pmLI8dRw Sources: https://www.modwm.com/2026-tax-brackets/ www.irs.gov/businesses/small-businesses-self-employed/whats-new-estate-and-gift-tax https://www.modwm.com/trump-accounts/ ______ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser. The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

  ListenShow Notes
• 

  America's Wealth Management Show

  Retirement Planning Tips for the Sandwich Generation

  Jul 23, 202638 min

  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: https://bit.ly/3RbdvAJ Meet with us: https://bit.ly/4vOY3bD Education center: https://bit.ly/4fh2QxE Video Chapters: 0:00 - How do I support my aging mom and adult daughter at the same time? Dean Barber introduces the Sandwich Generation juggling act. 1:57 - What does the MIT Age Lab study reveal about human longevity trends? Discussing the 8,000-day life blocks. 05:17 - Where do retirees pull their monthly income from? Analyzing Social Security, savings, and pension metrics. 07:08 - How do healthcare costs impact my retirement savings? Factoring medical inflation into your plan. 20:23 - What is a Family Assistance Budget and how does it prevent retirement problems? 22:32 - Reaction Video: John Diel explains the 3 MIT questions that predict quality of life. Light bulbs, ice cream, and lunch partners. 31:52 - 3 Mistakes to avoid for the sandwich generation. Subscribe to Modern Wealth Management for more educational content: https://www.youtube.com/@MeetModernWealth Check out our other videos: https://youtu.be/eBYkoJ6DMGU?si=CKPA7Zm1KoiJv4NB https://youtu.be/KnyVDMmRj1g?si=H6uBeVdEdEwKH56n https://youtu.be/kkO1bPbz6TA?si=vi9gxvb0XhzxpgFC https://youtu.be/wcnhA3SQH3M?si=xAVw4xXZztX3XnN0 https://youtu.be/ZG3-XmhvWEs?si=eyypCj_XOL_oBsmP Sources: https://agelab.mit.edu/static/uploads/three_questions_that_can_predict_future_quality_of_life.pdf https://youtu.be/eBYkoJ6DMGU?si=qOcQTuxJZ4rkLS3Q https://www.pewresearch.org/short-reads/2022/04/08/more-than-half-of-americans-in-their-40s-are-sandwiched-between-an-aging-parent-and-their-own-children/ https://www.bankerslife.com/insights/personal-finance/navigating-financial-caregiving-and-the-sandwich-generation-7-smart-strategies-for-2026/ https://www.mercer.com/en-us/insights/us-health-news/employers-prepare-for-the-highest-health-benefit-cost-increase-in-15-years/ https://youtu.be/eBYkoJ6DMGU ______ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser. The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

  ListenShow Notes

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.