Many people spend more time planning their vacation than their estates. Without a comprehensive estate plan, a significant part of the work you’ve done throughout your life can be lost or given to unintended beneficiaries. [Original air date: 5/12/12]

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There’s a lot of jargon out there in the financial world–and many times, people use words interchangeably that really shouldn’t be. So, the question is: do you have a retirement plan or an investment plan? In this case, they are two VERY different plans. [Original air date: 5/5/12]

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Dean Barber discusses estate conservation and then segues with Matt Curfman on the voluntary separation offer to CMS Energy employees here in Jackson. Listen in as they discuss how to approach the irrevocable decision of the pension plan and how the options impact your overall retirement plan. [Original air date: 4/27/12]

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The Bush era tax cuts are set to expire at the end of this year. Plan now to help minimize your taxes in the future. [Original air date: 4/21/12]

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Learn how to have a more holistic approach with your planning to help make sure your assets are passed along as you truly wanted. [Original Air Date: 4/14/12]

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Dean Barber is joined by Joe Elsasser of Social Security Timing and later Matt Curfman to discuss how to get the most out of your entire retirement plan by utilizing Social Security in the most effective manner. [Original air date: 4/7/12]

For more information visit: www.socialsecurityjackson.com

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One of the biggest mistakes made in retirement planning is simply not being prepared; you plan for a one week vacation so shouldn’t you provide ample time to plan for a 30 year retirement? This life-changing event has many factors that must be addressed, including Social Security. Dean Barber is joined by Matt Curfman to discuss how to prepare for retirement. [Original air date: 3/31/12]

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Dean Barber weighs in with David Schulz, CFA and later collaborates with David Richmond on investment strategies. [Original air date: 3/24/12]

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Retirement planning can be challenging during the best of circumstances, but in today’s economy, it can seem overwhelming. Take note as Dean Barber, joined by David Richmond and Matthew Curfman, discuss the challenges and how to best overcome them. [Original air date: 3/10/12]

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No one wants a sales pitch, so why do financial advisors think you want to be sold a product? Listen in as Dean Barber and his guests (including our very own Matt Curfman) discuss how to ensure you’re working with a true advisor and not just a salesperson. [Original air date: 3/2/12]

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