088: Older Americans Month with Dean Barber

The Guided Retirement Show

The month of May is a time for many exciting things: graduations, family vacations right after school is out, the beginning of pool season—the list goes on. May also marks Older Americans Month. Older Americans Month allows Modern Wealth Management Managing Director Dean Barber to reflect upon his career in the financial services industry and what it’s meant to him.

On this episode of The Guided Retirement Show, Dean is going to share a story about how his grandfather taught him so many important things in life, including how to find success in his career. Dean has continued to learn from hundreds of other older Americans throughout his career as he’s helped guide them to and through retirement. Let’s hear more from Dean about what Older Americans Month means to him.

In this podcast interview, you’ll learn:

• What Dean has learned from older Americans, including his grandfather and hundreds of clients
• How Dean is carrying on his mission of helping others from Barber Financial Group to Modern Wealth Management
• The importance from learning about work ethic, honesty, and integrity from older Americans
• The difference between an investment portfolio and comprehensive financial plan

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To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/88

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com