Bud Kasper's guest appearances

Bud Kasper

The Guided Retirement Show

Joe Lieberman

Michael Bell

Marc Kiner

David Mitchell

Ed Slott

Chris Buck

Tom Allen

Greg Anderson

Gary Pratt

Jason Newcomer

Joe Duran

Joel Goldberg

Tony Lewis

Mark Collins

Brian King

OwlTail

As of this writing, we’re experiencing market valuations that none of us have ever seen in our careers. If you’re getting close to retiring (or just retired), this can have a major impact on how you pay for the rest of your life. To make sense of how this plays out over the course of retirement, I’m talking to Bud Kasper. Bud is the President of our Lees Summit location, and he was one of the first CFPs, as well as the first chairman of the Financial Planning Association for greater Kansas City and former president of the Institute of Certified Financial Planners of Heart of America. Bud recently wrote an article called Can Retirees Survive the Next Bear Market?, where he outlined all the different ways that timing can impact retirement. In this conversation, we discuss his writing on this topic, what the sequence of returns is, and how it can affect not just your ability to retire, but your ability to get through retirement. In this podcast interview, you’ll learn:  Why so many new retirees are worried that they’ll have to start taking distributions in a bear market. How to stress test your retirement plan to survive a market downturn. How a sequence of returns can be the difference between running out of money or having $3.8 million at the same age. Strategies Bud recommends to help clients preserve their money. How you can use a dynamic withdrawal strategy to use your portfolio to deliver income. What retirees need to know about planning for rampant inflation.  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/57 Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

As of this writing, we’re experiencing market valuations that none of us have ever seen in our careers. If you’re getting close to retiring (or just retired), this can have a major impact on how you pay for the rest of your life. To make sense of how this plays out over the course of retirement, I’m talking to Bud Kasper. Bud is the President of our Lees Summit location, and he was one of the first CFPs, as well as the first chairman of the Financial Planning Association for greater Kansas City and former president of the Institute of Certified Financial Planners of Heart of America. Bud recently wrote an article called Can Retirees Survive the Next Bear Market?, where he outlined all the different ways that timing can impact retirement. In this conversation, we discuss his writing on this topic, what the sequence of returns is, and how it can affect not just your ability to retire, but your ability to get through retirement. In this podcast interview, you’ll learn: <ul> <li>Why so many new retirees are worried that they’ll have to start taking distributions in a bear market.</li> <li>How to stress test your retirement plan to survive a market downturn.</li> <li>How a sequence of returns can be the difference between running out of money or having $3.8 million at the same age.</li> <li>Strategies Bud recommends to help clients preserve their money.</li> <li>How you can use a dynamic withdrawal strategy to use your portfolio to deliver income.</li> <li>What retirees need to know about planning for rampant inflation.</li> </ul> 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 <a href="http://guidedretirementshow.com/57" rel="noopener nofollow" target="_blank">GuidedRetirementShow.com/57</a> Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting <a href="https://barberfinancialgroup.com/" rel="noopener nofollow" target="_blank">BarberFinancialGroup.com</a>

057: Understanding Sequence of Returns Risk with Bud Kasper

What exactly is index investing? Why do specific companies make up the Dow Jones Industrial Average, the S&amp;P 500, and the NASDAQ? Should we be investing in index funds, or is there a better way?  Here to help me answer all of these questions is the co-host of America’s Wealth Management Show, Bud Kasper. He has 38 years of experience in financial services, and we’ve done hundreds of radio shows and videos together. deep dive into index investing, peel back the layers, and simplify the complex as you build your portfolio at any age. In this podcast interview, you’ll learn:  Why you shouldn’t look at the Dow or any other single index to understand how the markets did on any given day. Which companies make up some of the most common indices and why they don’t change very often.  Why building a portfolio of individual stocks included in an index fund defeats the purpose of the index.  How index funds can be used in passive investing.  How overreliance on indices creates risk when compared to a more diversified, predictable, and consistent portfolio.  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/39 Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

What exactly is index investing? Why do specific companies make up the Dow Jones Industrial Average, the S&amp;P 500, and the NASDAQ? Should we be investing in index funds, or is there a better way?  Here to help me answer all of these questions is the co-host of America’s Wealth Management Show, Bud Kasper. He has 38 years of experience in financial services, and we’ve done hundreds of radio shows and videos together. deep dive into index investing, peel back the layers, and simplify the complex as you build your portfolio at any age. In this podcast interview, you’ll learn: <ul> <li>Why you shouldn’t look at the Dow or any other single index to understand how the markets did on any given day.</li> <li>Which companies make up some of the most common indices and why they don’t change very often. </li> <li>Why building a portfolio of individual stocks included in an index fund defeats the purpose of the index. </li> <li>How index funds can be used in passive investing. </li> <li>How overreliance on indices creates risk when compared to a more diversified, predictable, and consistent portfolio.</li> </ul> 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 <a href="http://guidedretirementshow.com/39" rel="noopener nofollow" target="_blank">GuidedRetirementShow.com/39</a> Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting <a href="https://barberfinancialgroup.com/" rel="noopener nofollow" target="_blank">BarberFinancialGroup.com</a>

039: The History of Index Investing and the U.S. Stock Markets with Bud Kasper

When the markets react hard to a global crisis, it’s not always easy to know what to do. You’ve probably heard not to sell, but to watch your portfolio take a beating day after day can be exhausting. Returning to the podcast today for this special episode is Bud Kasper, President of Barber Financial Group Lee’s Summit office. Bud has over 37 years in this industry, has seen all kinds of bear markets, and all kinds of recessions - and has helped countless clients make the most of what can be a painful, difficult time. Rather than focus on what’s happening with the markets right now, we want to take some time out to talk about how to react, what to do when a crisis hits, and how to think about risk as you create your retirement plan. As this month has shown, crises can hit at lightning speed, but being aware of the forces at play and adopting the right mindset can have a huge impact on your health, both personally and financially. In this podcast interview, you’ll learn:  Why it’s not always illogical to make changes to a portfolio when a recession hits, but keeping your emotions in check needs to be your top priority. The questions you should be asking about how your money works for you at all times - not just when a recession hits. Why emotion often takes over in investment strategies - and why people who felt like they weren’t aggressive enough in 2019 are likely hurting right now. Evergreen strategies and thought processes that can help you avoid emotional investing in stressful economies. What we can learn from past recessions and how the coronavirus crisis differs from the Great Recession of 2008. Why working with a real retirement planner should stop events like this from impacting your lifestyle.    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/24 Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

When the markets react hard to a global crisis, it’s not always easy to know what to do. You’ve probably heard not to sell, but to watch your portfolio take a beating day after day can be exhausting. Returning to the podcast today for this special episode is Bud Kasper, President of Barber Financial Group Lee’s Summit office. Bud has over 37 years in this industry, has seen all kinds of bear markets, and all kinds of recessions - and has helped countless clients make the most of what can be a painful, difficult time. Rather than focus on what’s happening with the markets right now, we want to take some time out to talk about how to react, what to do when a crisis hits, and how to think about risk as you create your retirement plan. As this month has shown, crises can hit at lightning speed, but being aware of the forces at play and adopting the right mindset can have a huge impact on your health, both personally and financially. In this podcast interview, you’ll learn: <ul> <li>Why it’s not always illogical to make changes to a portfolio when a recession hits, but keeping your emotions in check needs to be your top priority.</li> <li>The questions you should be asking about how your money works for you at all times - not just when a recession hits.</li> <li>Why emotion often takes over in investment strategies - and why people who felt like they weren’t aggressive enough in 2019 are likely hurting right now.</li> <li>Evergreen strategies and thought processes that can help you avoid emotional investing in stressful economies.</li> <li>What we can learn from past recessions and how the coronavirus crisis differs from the Great Recession of 2008.</li> <li>Why working with a real retirement planner should stop events like this from impacting your lifestyle.</li> </ul> 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 <a href="http://guidedretirementshow.com/24" rel="noopener nofollow" target="_blank">GuidedRetirementShow.com/24</a> Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting <a href="https://barberfinancialgroup.com/" rel="noopener nofollow" target="_blank">BarberFinancialGroup.com</a>