Modern Wealth Management

As you're game-planning for the remainder of 2025, are there any financial implications associated with the age you're turning this year? For example, you're eligible to start making catch-up contributions to your workplace retirement plan and IRAs at age 50. Dean Barber and Bud Kasper, CFP®, AIF® have a little fun breaking down what to consider from a financial perspective with some key birthdays. ↓↓ YouTube: https://lnkd.in/gXDt_t4T Apple Podcasts: bit.ly/4fBsdHe Spotify: bit.ly/40iExYH #Birthdays #WealthManagement #FinancialPlanning

A huge factor of financial planning is controlling what you can control. In a previous episode of America’s Wealth Management Show, Logan DeGraeve, CFP®, and Chris Rett, CFP®, AIF® discuss four retirement risks that you can plan for but are out of your control. https://lnkd.in/g6CqR-iJ #retirementrisks #retirementplanning #wealthmanagement

“We know the most important thing in this business is growing organically. You can't just acquire your way to success.” Our co-founder and co-CEO Gary Roth recently sat down with Keith Black, PhD, CFA, CAIA, FDP, CDAA to discuss how Modern Wealth Management was founded with advisor growth in mind and how we help incoming advisors grow and scale their practices. In the interview, Gary also highlights our dual focus on organic growth and strategic acquisitions – and how both are key components of our larger strategy to build a national network of advisors. With the Organic Growth Hub, our advisors have a dedicated team supporting all prospecting efforts, freeing them to focus on what matters most: serving their clients. Watch the full interview with RIA Channel, and RIA Database. https://lnkd.in/gaS2d7pC #organicgrowth #wealthmanagement #bemodern

It's been a great start to the new year at Modern Wealth! We’re thrilled to welcome our new office in Chapel Hill, NC! Please join us in welcoming Larry McManus, Christopher Demetropoulos, and Lily (the office pup) to the Modern Wealth team! #WelcomeToTheTeam #NewEmployeeRecognition #BeModern

Are Americans making more than ever?   Visual Capitalist tracked annual income brackets, in 2023 dollars adjusted for inflation, from 1967 to 2023. How do you think they’ve changed over time? https://lnkd.in/gJHksfT5 #householdincome #financialstats #wealthmanagement

What wealth building strategies should you consider this year? We want to make sure you're informed and confident about the financial decisions that you need to make in 2025. Check out what Dean Barber and Bud Kasper, CFP®, AIF® covered from their annual wealth building checklist. YouTube: https://lnkd.in/gXDt_t4T Apple Podcasts: bit.ly/4fBsdHe Spotify: bit.ly/40iExYH #FinancialCheckup #FinancialDecisions #WealthManagement

How much are you contributing to your workplace retirement plan each year? If you feel like you’re behind the 8-ball with saving for retirement, catch-up contributions offer a potential solution to accelerate your savings. We illustrate the difference that annual catch-up contributions can make for your retirement plan. https://lnkd.in/gKi8eng2 #catchupcontributions #retirementplan #wealthmanagement

What were some of your biggest takeaways from 2024 from a financial and economic perspective? A big component of the forward-looking planning that our wealth management professionals do for our clients involves learning from past economic trends. As you're planning for 2025 and beyond, take note of what Dean Barber and Bud Kasper, CFP®, AIF® covered during their Financial Year in Review for 2024. ↓↓ YouTube: https://lnkd.in/gbgiz-6W Spotify: bit.ly/3VUyTsP Apple Podcasts: bit.ly/3W2VBzk #FinancialYearInReview #FinancialPlanning #WealthManagement

Do you know how your retirement income can be taxed? In a previous episode of America's Wealth Management Show, Logan DeGraeve, CFP® and Chris Rett, CFP®, AIF® how taxes change from pre to post retirement when it comes to your income. https://lnkd.in/g_ANuTXW #retirementplanning #financialplan #retirementtaxes

If you're a business owner, what do you need to consider after selling your business? There is a lot of planning that goes into that. Our President and Co-Founder Jason Gordo joins Dean Barber on today's show to review 7 to-dos after selling your business. ↓↓ YouTube: https://lnkd.in/gwFPk_r9 Spotify: spoti.fi/41UnJZa Apple Podcasts: bit.ly/40aLoDf #SellingABusiness #BusinessOwner #WealthManagement