Podcast appearances and mentions of joann huber

The holiday season isn't the only thing to be preparing for right now. Dean Barber, Bud Kasper, and JoAnn Huber share why this is a critical time of the year for tax planning. Find all of the resources mentioned on this episode here: https://barberfinancialgroup.com/a-critical-time-of-year-for-tax-planning/?utm_source=soundcloud&utm_medium=awms&utm_campaign=tax-planning-time-of-year

Over the last few years, you've probably heard all about how tax planning can benefit the ultra-wealthy. What you might not know is that even if you're not a multimillionaire, if you've been accumulating any kind of wealth and are gearing up to retire in the next several years, there are many ways that the right financial and tax plans can also help you. To discuss this, I'm thrilled to bring back JoAnn Huber, CPA and Certified Financial Planner. We dig into the breakneck pace at which Congress is introducing new tax legislation, why tax planning and financial planning go hand in hand, and the significant opportunities available to every American to take home more of their hard-earned money. In this podcast interview, you'll learn: Why new tax legislation makes people anxious–and why not taking action is never the right move. Where a strong financial plan fits in your tax plan. The difference between goals-based and outcome-based plans. How to create a tax plan that can be easily adjusted when the tax code changes. Why one couple lost $7,000 a year because their financial advisor and CPA didn't communicate–and why this is so common. Why people are worried about changes to the capital gains tax laws. Get Today's Show Notes To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/52 Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

It's everyone's favorite time of year, it's tax time! Well, maybe not. Join Dean Barber and JoAnn Huber, CPA and CFP®, as they discuss 11 tax tips for tax time. Believe it or not, what you're doing during tax season is reporting history. The question really is: What can you do to reduce your tax bill in the future? Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/11-tax-tips-for-tax-time/

No matter what time of the year it is or what the tax code says, you're probably paying taxes on a paycheck, Social Security, dividends, and capital gains - or some combination of the above. It can be easy to feel overwhelmed and just give up trying to hang on to your hard-earned money. JoAnn Huber does not want you to do this. She's a CPA and CERTIFIED FINANCIAL PLANNER™, and she understands how a long-term tax plan can help you save more, no matter what's happening in the world. Today, JoAnn returns to the podcast for the fourth time to talk about the ways 2020 has changed how people of all ages need to look at retirement, the importance of having a solid plan in place long before you take your first RMD, and how to protect yourself, no matter how much the tax code changes. In this podcast interview, you'll learn: How tax laws changed in 2019 and 2020 - and why taxes are probably going to go up no later than 2025. How the SECURE Act will change how people look at retirement - and the new rules that may hugely impact people who inherit IRAs. Ways to lower your tax tier and save on Medicare premiums using qualified charitable distributions. Why the SECURE Act brings life insurance into play as a retirement vehicle for the first time in a long time - and how the life insurance industry lobbied to make this happen. Get Today's Show Notes To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/35 Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

Is anyone else ready to put 2020 in the rear-view mirror? Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss some essential year-end tax planning strategies that you need to know about. They cover RMDs, QCDs, Capital Gains, and other critical tax planning components. Read the transcript and find other resources mentioned in the episode here: https://barberfinancialgroup.com/2020-year-end-tax-planning-retirees/

Find the Tax Reduction Strategies guide here: https://barberfinancialgroup.com/radio-show/ It's interesting, high net-worth people expect to get proactive forward-looking tax planning. Yet, the mass affluent, the millionaire next door, they don't expect it - they don't even know it that it's available. Join Dean Barber, Bud Kasper, and JoAnn Huber as they talk about the tax planning opportunities available to the millionaire next door.

What if you knew that by applying proper Social Security claiming strategies along with a proper tax strategy that you had the ability to add thousands in spendable income in retirement? Would you want to take advantage of that? Join Dean Barber and JoAnn Huber as they discuss taking control of your taxes and Social Security. Find this week's giveaways here: americaswealthmanagementshow.com/this-weeks-show/

Less than two and a half months left to file your 2019 taxes. You know what? What happened in 2019 is done, the damage is done, and any CPA is now simply going to do damage control. Join Dean Barber, Bud Kasper, and JoAnn Huber, CFP® and CPA, about what you can do now to start impacting your 2020, 2021, and beyond tax returns to pay as little as possible and keep that money for yourself. Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/

No one wants to work hard and spend frugally for decades only to find themselves paying more than their entire annual budget in taxes after retirement, but it happens far more often than you might think. I've seen it happen, and so has JoAnn Huber. JoAnn is a CPA, Certified Financial Planner, and Partner at Barber Financial Group. Last season, she joined the podcast to discuss the difference between Roth and traditional IRAs and 401(k)s, and I highly recommend going back to listen to those episodes if you haven't already. Today, JoAnn and I are digging deep into Roth conversions: why you might want to do it, when they make sense, and the surprising reasons you may not want to do a Roth conversion. You'll learn how to stop missing opportunities, take advantage of the unique benefits of the Roth while potentially avoiding hidden costs, and discover how some retirees have saved hundreds of thousands of dollars by doing a Roth conversion the right way.   Get Today's Show Notes To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/18   Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

What if you never had 20/20 vision? What if you didn't know what it was like to see perfectly? Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss retiring with 20/20 vision. Most of you have never had 20/20 vision when it comes to your financial future. They're going to share with you ways to develop that 20/20 vision and see clearly into your retirement. Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/

We all make plans, but sometimes something happens and those plans are forced to change. Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss the real story behind retirement spending. They bring their over 70 years of experience to you so you can retire with clarity, confidence, and control. Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/

The decade of the 20s is here! Join Dean Barber, Bud Kasper, and JoAnn Huber as they go over 20 things to do before you retire or are retired in the 2020s. There are new tax laws and many other considerations that you really need to understand. Timing is critical here. Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/

Presidential election year is upon us and a huge lump of coal delivered by Congress; the SECURE Act. All kinds of wild things going on that you need to know about. Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss investing in an election year and the impact of the newly passed SECURE Act. Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/

News flash, Santa is real! Join Dean Barber, Bud Kasper, and JoAnn Huber as they reveal that yes, Santa Claus is real and he's Uncle Sam. He has some major gifts waiting for you and they're going to tell you how you get those gifts from Uncle Sam on this episode of America's Wealth Management Show. Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/

The end of the year is fast approaching. While your mind may be on the holidays and getting together with family, you should also be thinking about reducing your tax burden. Join Dean Barber, Bud Kasper, and JoAnn Huber this weekend as they talk about year-end tax planning strategies to reduce your tax burden. Maybe you'll find out you can save some extra cash for gifts or put some money in your pocket for next year? Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/

With everything going on in the economy, it can be difficult to focus on what's important. However, it's also imperative that you take control of your future. Knowing what factors affect the economy and the market can help you better understand your portfolio. Join me, Bud Kasper, and JoAnn Huber as we breakdown the current economy and the factors you should be watching. Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/

Does your financial planner have your best interests in mind? Have they asked you about your goals for retirement or just your goals for your investments? Well I'm here to tell you that not all financial planners come equal. Join me, Bud Kasper, and JoAnn Huber, as we discuss the missed opportunities that can occur when your financial planner doesn't address all facets of a comprehensive plan. Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/

In financial planning, one of the most critical areas is Medicare planning. And guess what folks? We're coming up on Annual Open Enrollment for Medicare, October 15th through December 7th. Join Bud Kasper, JoAnn Huber, and special guest Tom Allen as they address issues surrounding Medicare and your retirement. Find Episode giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/

How would you feel if you knew your CPA was looking at your personal financial situation, trying to figure out the way that you could pay as little taxes as possible? Well that doesn’t happen very often, but it can. It’s all about tax planning. Join Dean Barber, Bud Kasper, and JoAnn Huber discuss preseason tax planning and the importance of looking ahead at your tax situation.

Imagine living your life with clarity, confidence, and control when it comes to your money. What’s standing in the way of you living your one best financial life? Join Dean Barber, Bud Kasper, and JoAnn Huber as they talk about the enemy within keeping you from your retirement goals.

It's the things that you think you know about, that just isn't so that gets you in trouble. When it comes to your retirement, we see it every day. Things that people think they know that just aren't true, can cause problems with their retirement. Join Dean Barber, Bud Kasper, and JoAnn Huber talk about the things you may think you know, that just ain't so and what to do about it on America's Wealth Management Show. Find this week's giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/ Subscribe to our Podcast here: Apple Podcasts: itunes.apple.com/us/podcast/ameri…d1205666234?mt=2 Stitcher: www.stitcher.com/podcast/americas…-management-show

I’ve got a quick question for you: What would you do if you knew you were completely financially independent? What if you knew that what you did today, tomorrow, and the rest of your life was because it is what you want to do, and it was no longer about the paycheck? That is financial independence. Join Dean Barber, Bud Kasper, and JoAnn Huber on America’s Wealth Management Show as they discuss what financial independence looks like in detail. Find this week's giveaways here: americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: americaswealthmanagementshow.com/recent-shows/ Subscribe to our Podcast here: Apple Podcasts: itunes.apple.com/us/podcast/ameri…d1205666234?mt=2 Stitcher: www.stitcher.com/podcast/americas…-management-show

Wouldn’t it be great, if you knew all of the little golden nuggets the ultra-wealthy people find in the tax code to reduce their tax liability over their lifetime? Well, guess what? They’re there for you as well. Join Dean Barber, Bud Kasper, and JoAnn Huber, CPA & CFP®, on this episode as they talk about tax reduction strategies and why now is the time for tax planning. Find this week's giveaways here: https://americaswealthmanagementshow.com/this-weeks-show/ Listen to past shows here: https://americaswealthmanagementshow.com/recent-shows/ Subscribe to our Podcast here: Apple Podcasts: https://itunes.apple.com/us/podcast/americas-wealth-management-show/id1205666234?mt=2 Stitcher: https://www.stitcher.com/podcast/americas-wealth-management-show

What are the biggest financial risks in retirement? What options are right for you, when you leave a job or retire, for the money that’s in your 401(k)? Join Dean, Bud, and JoAnn Huber, CPA and CFP™, this weekend as they examine the most frequently asked questions about retirement and the answers to those questions. Find this week's show giveaways at: https://americaswealthmanagementshow.com/this-weeks-show/ Visit us online anytime at: https://americaswealthmanagementshow.com/

It’s been said that you should learn from your mistakes, so you don’t repeat those mistakes again. Dean and Bud have a better idea for you. How about you learn from the mistakes of others, so you don’t have to make the mistake in the first place? Dean, Bud, and JoAnn Huber examine mistakes made in investing and mistakes on taxes and what you can do to avoid them this week on America’s Wealth Management Show.

When it comes to your retirement, what you don’t know can destroy it. Join Dean Barber and JoAnn Huber, along with special guest Brie Williams, VP of State Street Global Advisors, as they talk about the biggest retirement mistakes they see and how to avoid them. You’re going to learn a lot this weekend on America’s Wealth Management Show. Find this week's show giveaways here: https://americaswealthmanagementshow.com/this-weeks-show/

Dean and special guest JoAnn Huber, CPA, CFP®, examine the most critical part of a long-term financial plan: Tax Planning. On a scale of 1 to 10, how much is filing your tax return correctly and on time going to impact your financial life? According to JoAnn, a 0 or a 1. On that same scale, how much impact on your financial life will creating a forward-looking tax strategy so that you pay as little taxes as possible? JoAnn’s response, “A 10.” Learn more about forward-looking tax planning on this episode of America’s Wealth Management Show

Dean and special guest JoAnn Huber, CPA, CFP®, discuss the impact of proper financial planning on your taxes in retirement. They examine taxes and Social Security, asset location, tax diversification, IRAs, and more on this week’s episode of America’s Wealth Management Show.

This week Dean and Bud examine Social Security, breaking down why it’s an important part of any comprehensive financial plan. Joining Dean and Bud in the studio to put the tax spin on Social Security is JoAnn Huber, CPA and CFP®, addressing questions like, “Is Social Security income taxable?”

Dean and Bud are back this week with a retirement reality check. They’ll discuss the worst market since 2008, the difference between the economy today and that of 2007 and 2008, and the importance of building a testing a comprehensive financial plan. Also, JoAnn Huber, CPA, CFP® is swinging by with her Tax Tip of the Week on Roth conversions.

Anyone can play the lottery—all you need to do is buy a ticket from various gas stations, grocery stores, etc. But if you win, would you know how to manage that money? Dean and Bud jump into IRAs this week with special guest and tax expert JoAnn Huber, CPA, CFP®.

This week on America’s Wealth Management Show, Dean and Bud are joined by JoAnn Huber, CPA, CFP® to discuss women and financial life management and how their investment quest isn’t necessarily about becoming rich, but more about achieving wealth-life balance

This week on America’s Wealth Management Show, Dean and Bud will be discussing estate planning and insurance and how they fit into your overall retirement plan. They’ll be joined by special guests JoAnn Huber, who will have our Tax Tip of the Week, and Garrett Griffin, one of BFG Legal Service’s Estate Attorneys. They will provide professional insights into the world of estate planning and insurance.

In this episode, we talked about all the things you shouldn't talk about like politics, religion and the #metoo movement. Bringing her unique view, my guest JoAnn Huber, an interfaith minister, licensed social worker, and former nurse and I get personal and real.

My friend, JoAnn, and I discuss how religion and spirituality play a role in your community and in creating your tribe. An Interfaith Minister, JoAnn brings her unique perspective to this deeply personal episode.