April is an important month in the wealth management industry, especially with Tax Day coming up on April 15. Taxes are one of our financial planning pillars at Modern Wealth Management, and they play a big role in the other three pillars—estate planning, investment management, and risk management. If you took a financial literacy quiz that covered all four pillars, how do you think you would fare?

Well, we’re glad you asked. It’s a fitting time to take such a quiz considering that April is Financial Literacy month.1 On this episode of America’s Wealth Management Show, Dean Barber and Bud Kasper, CFP®, AIF® are going to take FINRA’s seven-question financial literacy quiz.2 Do you think that you, Dean, and Bud can all ace it?

Zippia Financial Literacy Study: https://www.zippia.com/advice/financial-literacy-statistics/

FINRA Financial Literacy Quiz: https://www.finra.org/financial_literacy_quiz

Why Compound Interest Is Key: https://youtu.be/4HHC7MLDsc0

Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y

Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY

Is Inflation Still Cooling?: https://youtu.be/9P_VQBiJXXk

Examining Bonds in 2024: https://youtu.be/y3M7jdSxNY8

Retirement Plan Checklist: https://bit.ly/3TC512s

Financial Planning Tool: https://bit.ly/43Mj1LH

Meet with Us: https://bit.ly/3xh5P5o