A quality retirement plan includes many different pieces including a defined income strategy, budget, tax planning and risk management. Listen in as John Richmond and Dean Barber hone in the importance of a qualified planner who listens to your needs so that a quality, holistic retirement plan can truly be put together for you. You wouldn’t let your doctor prescribe a prescription for you based on just one symptom, so why would you let a financial planner put together a plan without knowing your entire situation? [Original air date: 11/17/12]

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Dan Vredeveld and Dean Barber discuss the important things you should discuss with your advisor before the year is over: income tax planning, estate planning, gift planning, Generation Skipping Trust planning and beneficiary form review [Original air date: 11/10/12]

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You can’t control the outcome of the election, but there are things that can be done to protect your retirement regardless of the outcome of next Tuesday. Listen in as John Richmond and Dean Barber discuss how your retirement strategy should be executed. [Original air date: 11/3/12]

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Find out what’s most important when you’re laying the groundwork for your upcoming retirement. [Original air date: 9/8/12]

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Tune in to hear more about why taking a holistic approach in retirement planning is important. There are ways to maximize your estate plan to pass on more wealth to your heirs, even in this increasingly difficult environment with higher taxes and a slow economy. [Original air date: 9/1/12]

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Dean continues discussion of the Fiscal Cliff and then John Richmond joins Dean to discuss avoiding procrastination in your planning strategy. There is no better time than right now to be proactive in putting a plan together.  [Original air date: 8/25/12]

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If you’re like most investors, you’ve undoubtedly begun hearing the whispers about the potential changes to Federal tax rates coming at the beginning of 2013. If you haven’t, know this: unless Congress and the White House can develop and pass new legislation before the end of 2012, the so-called “Bush tax cuts” of 2001 and 2003 will revert to their original rates. Tune in to find out how this may impact you! [Original air date: 8/4/12]

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When you retire, you essentially become the “CEO” of your business of retirement. This is an enormous responsibility, but you must help make sure it remains healthy and strong. Listen in as John Richmond and Dan Vredeveld talk with Dean Barber about how to properly hire a good CFO and not just a used car salesman. [Original air date: 7/21/12]

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While Baby Boomers may have several concerns about retirement, the number one fear seems to be outliving their money. Learn ways to help alleviate this common concern by listening in. [Original air date: 6/30/12]

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If you’re entering the waning years of your career – or if you’ve already retired – one way to improve the odds of having a satisfying retirement is to gain control of your finances. [Original Air Date: 6/23/2012]

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