Logan DeGraeve's guest appearances

Logan DeGraeve

The Guided Retirement Show

OwlTail

So many people want to know the answer to the question, “How much do I need to retire?” More and more people have become less and less patient with getting that answer and just use a retirement calculator that gives them a quick answer.  But we can guarantee that isn’t the right answer. Those retirement calculators don’t factor in so many important items—such as inflation, Social Security,  Required Minimum Distributions, and your goals for retirement. Those are all components of a complete financial plan, which is what you need to figure out how much you need to retire. Logan DeGraeve joins Dean Barber on The Guided Retirement Show to review the components of a complete financial plan. These are critical things to think about before and during retirement, so you won’t want to miss what Dean and Logan have to share. In this podcast interview, you’ll learn:  The differences between traditional and Roth 401(k)s/IRAs. Your goals are a crucial component of your financial plan. Taxes and health care are the two biggest wealth-eroding factors in retirement. The components of a complete financial plan should come together to take you to and through retirement … and maybe legacy is important to you as well.  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/89 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

So many people want to know the answer to the question, “<a href="https://www.modwm.com/how-much-do-i-need-to-retire/" rel="nofollow" target="_blank">How much do I need to retire?</a>” More and more people have become less and less patient with getting that answer and just use a retirement calculator that gives them a quick answer. <a href="https://www.modwm.com/9-items-retirement-calculators-miss-that-our-tool-doesnt/" rel="nofollow" target="_blank"> But we can guarantee that isn’t the right answer</a>. Those retirement calculators don’t factor in so many important items—such as <a href="https://www.modwm.com/is-inflation-slowing/" rel="nofollow" target="_blank">inflation</a>, <a href="https://modwm.com/maximizing-social-security-benefits/" rel="nofollow" target="_blank">Social Security</a>, <a href="https://www.modwm.com/considering-rmds-before-and-after-retirement/" rel="nofollow" target="_blank"> Required Minimum Distributions</a>, and your <a href="https://www.modwm.com/the-guided-retirement-system/" rel="nofollow" target="_blank">goals for retirement</a>. Those are all components of a complete financial plan, which is what you need to figure out how much you need to retire. <a href="https://www.modwm.com/team/logan-degraeve/" rel="nofollow" target="_blank">Logan DeGraeve</a> joins <a href="https://www.modwm.com/team/dean-barber/" rel="nofollow" target="_blank">Dean Barber</a> on <a href="https://www.modwm.com/podcasts/" rel="nofollow" target="_blank">The Guided Retirement Show</a> to review the components of a complete financial plan. These are critical things to think about before and during retirement, so you won’t want to miss what Dean and Logan have to share. In this podcast interview, you’ll learn: <ul> <li>The differences between traditional and Roth 401(k)s/IRAs.</li> <li>Your goals are a crucial component of your financial plan.</li> <li>Taxes and health care are the two biggest wealth-eroding factors in retirement.</li> <li>The components of a complete financial plan should come together to take you to and through retirement … and maybe legacy is important to you as well.</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/89" rel="noopener nofollow" target="_blank">GuidedRetirementShow.com/89</a> Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting <a href="https://www.modwm.com/" rel="nofollow" target="_blank">modwm.com</a>

089: Components of a Complete Financial Plan with Logan DeGraeve

Whether it’s the markets, interest rates, inflation, political and geopolitical environments, or the complicated and ever-changing tax code, uncertainty seems to be everywhere we look in 2022. While uncertainty can be overwhelming, there are many ways to mitigate it. The first step is to overcoming uncertainty is to start a comprehensive, forward-looking financial plan. Logan DeGraeve and I look forward to highlighting how the different components of a financial plan can help you overcome uncertainty on the latest episode of The Guided Retirement Show.   In this podcast interview, you’ll learn:  How a financial plan can give you clarity, which leads to a sense of confidence and control leading up to and through retirement Having an up-to-date estate plan is critical to mitigating uncertainty in your financial life Different tax planning strategies and how they can help with overcoming uncertainty That your spending plan will change throughout the different stages of retirement      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/71   Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

Whether it’s the markets, interest rates, inflation, political and geopolitical environments, or the complicated and ever-changing tax code, uncertainty seems to be everywhere we look in 2022. While uncertainty can be overwhelming, there are many ways to mitigate it. The first step is to overcoming uncertainty is to start a comprehensive, forward-looking financial plan. <a href="https://barberfinancialgroup.com/team/logan-degraeve/" rel="nofollow" target="_blank">Logan DeGraeve</a> and I look forward to highlighting how the different components of a financial plan can help you overcome uncertainty on the latest episode of <a href="https://barberfinancialgroup.com/podcasts/" rel="nofollow" target="_blank">The Guided Retirement Show</a>. In this podcast interview, you’ll learn: <ul> <li>How a financial plan can give you clarity, which leads to a sense of confidence and control leading up to and through retirement</li> <li>Having an up-to-date estate plan is critical to mitigating uncertainty in your financial life</li> <li>Different tax planning strategies and how they can help with overcoming uncertainty</li> <li>That your spending plan will change throughout the different stages of retirement</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/71" rel="noopener nofollow" target="_blank">GuidedRetirementShow.com/71</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>

071: Don't Wait, Act – Overcoming Uncertainty with Logan DeGraeve

Most people think about debt as a bad thing. No matter what your financial background is, you’ve probably been told to avoid racking up debt, not to spend outside your means, and to pay off your debt whenever you can. However, what this simplistic guidance fails to take into account is that there’s two kinds of debt: the debt you want to avoid and the debt you actually want to take on. So, what’s the difference? Joining me to help answer this question is Logan DeGraeve, CFP® at Barber Financial Group. We discuss the differences between good debt and bad debt, the discipline that is needed when using debt and leverage, and the right (and wrong) times in life to carry debt at every stage of life. In this podcast interview, you’ll learn:  When carrying debt is appropriate. Examples of when it’s a good idea to accrue debt instead of paying cash. Why student loans, credit cards, and overpriced homes that are likely to lose value are some of the worst kinds of debt you can accrue. The importance of having good credit in order to get access to good loans, free travel, and other benefits. Why the dollar amount on your 401(k) or IRA is not the same thing as how much money you have. How working with a CFP® can help you eliminate your taxable income.  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/59 Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

Most people think about debt as a bad thing. No matter what your financial background is, you’ve probably been told to avoid racking up debt, not to spend outside your means, and to pay off your debt whenever you can. However, what this simplistic guidance fails to take into account is that there’s two kinds of debt: the debt you want to avoid and the debt you actually want to take on. So, what’s the difference? Joining me to help answer this question is Logan DeGraeve, CFP® at Barber Financial Group. We discuss the differences between good debt and bad debt, the discipline that is needed when using debt and leverage, and the right (and wrong) times in life to carry debt at every stage of life. In this podcast interview, you’ll learn: <ul> <li>When carrying debt is appropriate.</li> <li>Examples of when it’s a good idea to accrue debt instead of paying cash.</li> <li>Why student loans, credit cards, and overpriced homes that are likely to lose value are some of the worst kinds of debt you can accrue.</li> <li>The importance of having good credit in order to get access to good loans, free travel, and other benefits.</li> <li>Why the dollar amount on your 401(k) or IRA is not the same thing as how much money you have.</li> <li>How working with a CFP® can help you eliminate your taxable income.</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/59" rel="noopener nofollow" target="_blank">GuidedRetirementShow.com/59</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>