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" target="_blank" rel="noopener">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/" target="_blank" rel="noopener">BarberFinancialGroup.com</a>

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. &nbsp; In this podcast interview, you’ll learn: <ul> <li>Charitable giving through Qualified Charitable Distributions (QCDs)</li> </ul> &nbsp; &nbsp; 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 noreferrer">GuidedRetirementShow.com/77</a> &nbsp; Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting <a href="https://barberfinancialgroup.com/" rel="noopener noreferrer">BarberFinancialGroup.com</a>

077: Giving Thanks for Tax Planning with Dean Barber

The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide.
 
But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way.
 
Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, it’s about your life and your goals!

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The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, there's all kinds of crazy animals out there, and you don't know your way around. In that situation, it would probably be a good idea to hire a guide. The same rationalization can be applied to your retirement. Learning to navigate the Amazon takes years of practice, likewise, navigating your retirement is no different. That’s why it’s important to have a guide to help you through your taxes, estate plan, insurance, Medicare, Social Security, and the many other precarious situations retirement brings your way. Your guide on The Guided Retirement Show, Dean Barber, has been in the financial services industry for almost 32 years, focusing on financial planning for people that are getting near retirement or are already retired. Retirement is not just about money, it’s about your life and your goals!

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077: Giving Thanks for Tax Planning with Dean Barber

077: Giving Thanks for Tax Planning with Dean Barber

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