The Roth Guy with Jude Wilson

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security. Contact: Website: https://centrusfs.com/podcast/   Call: 800-779-4592

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations. Contact: Website: https://centrusfs.com/podcast/   Call: 800-779-4592

We continue our conversation from last time with Jason Smith. Today we look at how the bucket plan would hold up in an event like the 2008 market crash and when you should think about refilling your buckets. Contact: Forbes Article:  https://www.forbes.com/sites/advisor/2014/04/24/why-the-average-investors-investment-return-is-so-low/#2cf1802b111a Website: https://centrusfs.com/podcast/   Call: 80...

On today's podcast, we are joined by Jason Smith who is the chairman of Prosperity Capital and author of The Bucket Plan. We discuss how Jason got started with the bucket plan concept and his ideologies surrounding this type of planning. Contact: Website: https://centrusfs.com/podcast/   Call: 800-779-4592

On this week's podcast, we sit down with well-known financial author and speaker, Tom Hegna. Tom discusses his book Paychecks & Playchecks and different methods that can generate a lifetime income stream. Contact: Website: https://centrusfs.com/podcast/   Call: 800-779-4592

We dedicate this week's podcast to questions from our listeners that we have received from our website. Contact: Website: https://centrusfs.com/podcast/   Call: 800-779-4592

Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly pe...

Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency... Contact: Website: https://centrusfs.com/podcast/   Call: 888-534-9994

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b...or TSP...or 457 plan)

This topic is simple. Things related to your money, finances, and retirement that should get way more attention and excitement. Let’s give them the love they deserve on this episode.

Sometimes things get pushed or catch a lot of buzz in the financial landscape and they just aren’t all they’re cracked up to be. Let’s explore some of the things that might be sold to you as the greatest thing since sliced bread, but in reality it’s probably way too much focus and attention being paid to them.

This week, we'll continue our earlier discussions about the oncoming tax train that is headed our way. Let the Roth Guy help get you prepped so you can have peace of mind about how taxes will affect your retirement future.

Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either...

Jude, "The Roth Guy", helps us look at the tax benefits of Roth accounts this week. We'll also have a more in-depth discussion about the three "buckets" that make up Jude and Mike's Bucket Plan strategy for structuring their clients' financial plans.

We'll start off things off this week by discussing the effects of the tax code changes on people's tax returns this year. Then we'll dive into the mailbag and answer questions on retirement tax brackets, rolling over a 401(k), book recommendations, and more.

This week we discuss the oncoming tax train and things to consider when choosing to prepare for the potential tax increases.

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Mike and Jude tell us about some times where they've helped clients through these frustrating areas.

We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.

The guys share their thoughts on when a few tweaks to your retirement plan might not be enough and maybe a complete overhaul is needed.

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.

Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion.

Jude and Mike take on various email questions from around the Orlando area. They'll discuss the pros and cons of paying off the house versus continuing to take a tax deduction, as well as what to do if you've maxed out your 401(k) contributions. And finally, you'll hear about some of Jude and Mike's favorite books on retirement and financial planning.

Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk to...

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

On this episode we take questions from listeners all over Florida. We'll discuss safe investing versus growth, identifying fiduciary advisors, and more.