Najlepsze podcasty z kategorii: Jude Wilson (2024)

1
Is Social Security Changing? A New Proposal You Need To Know About 17:45

18d ago17:45

17:45

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. In this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security. Here’s some of what we discuss in this episode: 0:00 – Intro 0:52 –…

1
Your Year-End Planning Checklist: Close Out The Year Strong! 19:54

1M ago19:54

19:54

As the end of November approaches, it’s a great time to take a closer look at your financial plans and make any necessary tweaks to prepare for the year ahead. That’s why this week, Jude and Marc are sharing some financial items that you should be thinking about as the year winds down. Whether it’s reviewing your retirement contributions, exploring…

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Preparing For Rising Taxes: Tax Efficiency Through Tax Funnels 20:18

2M ago20:18

20:18

We talk about the ticking tax time bomb a lot on this show regarding the national deficit. It’s a reality we are faced with, and while it sounds scary, there are action steps that you can take to minimize the impact of potential future tax increases on you. In this episode, Jude and Marc explore how tax efficiency funnels can be utilized to optimiz…

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The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2) 19:19

3M ago19:19

19:19

We’re thrilled to be back with former U.S. Comptroller General David Walker for today’s show. With decades of experience serving under both Republican and Democratic administrations, Walker is here to share his expert insights on America's fiscal health. Last episode, we focused on the U.S. national debt, fiscal responsibility, and the challenges p…

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The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1) 21:33

3M ago21:33

21:33

In this episode of The Roth Guy, we’re excited to welcome a very special guest, former U.S. Comptroller General David Walker. With decades of experience serving under both Republican and Democratic administrations, Walker is here to share his expert insights on America's fiscal health. From the staggering national debt to the hidden tax of inflatio…

1
National Debt Vs. Deficit: How It Affects You 19:40

4M ago19:40

19:40

We've all heard about the national debt and deficit, but how do they actually impact your retirement plans? In this episode, Jude clarifies these often-confused terms and explores the challenges posed by the growing national debt. He also discusses how these factors influence inflation and your savings strategy as you approach retirement. Tune in a…

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The Basics of Roth IRAs Explained 19:34

4M ago19:34

19:34

Join us for this episode of “The Roth Guy” as we cover the fundamentals of Roth IRAs. We'll start with the basics: What exactly is a Roth IRA? Jude breaks down the essential components, including the differences between traditional IRAs and Roth IRAs, and why it's crucial to consider tax diversification in your retirement strategy. He’ll also cover…

1
Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning 10:10

5M ago10:10

10:10

Welcome to this inaugural episode of The Roth Guy with Jude Wilson! We’re so excited to bring you this new show on YouTube and your favorite podcasting platforms. Join us as we take a look into the world of finance, retirement planning, tax planning, and more! Just like any great superhero movie, your financial journey has its challenges- taxes, in…

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Introducing The Roth Guy: Your Guide to Tax-Smart Retirement 12:03

7M ago12:03

12:03

We’re excited to announce our new podcast launching in the upcoming weeks! Join us as we discuss the impending expiration of the Tax Cuts and Jobs Act, potential future tax increases, and the importance of tax diversification in this episode. We introduce "The Roth Guy" and explore how proactive planning can help you achieve a tax-smart retirement.…

1
Steering Clear of Retirement Stress 13:23

8M ago13:23

13:23

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Holmes and Rahe Stress Scale Study https://www.simplypsychology.org/srrs.html Contact: Website: https://centrusfs.…

1
Your Financial Wellness Check-Up 12:38

8M ago12:38

12:38

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look di…

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The Ticking Tax Time Bomb: Important Upcoming Webinar 11:57

11M ago11:57

11:57

With the Tax Cut and Jobs Act set to expire at the end of 2025 and the national debt skyrocketing, the tax time bomb is ticking. It's more important than ever to prepare for the inevitable tax increases that could significantly impact your financial plans. Join Jude and Marc as they discuss the importance of proactive tax planning and share more ab…

1
Are Your Good Money Habits Holding You Back? 19:56

11M ago19:56

19:56

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected…

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End of Year Financial Planning For 2023 24:35

1y ago24:35

24:35

Join us for a thoughtful episode on end of year financial planning for 2023. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Listen in as we discuss essential topics like managing RMDs, exploring tax-saving opportunities, and more. We'll al…

1
Estate Planning Wisdom for Singles with Merrell Bailey (Part 2) 13:11

1y ago13:11

13:11

This is part two of our discussion with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. In this half of the conversation, she will share estate planning wisdom for singles who don’t plan on getting married. Merrell also highlights the importance of proactively planning for your estate by documenting your assets and stating preferences for…

1
Estate Planning Wisdom with Merrell Bailey: From Pets to Passwords (Part 1) 20:14

1y ago20:14

20:14

We're very excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. Merrell joined us on the podcast earlier this year, and is here to share more of her estate planning wisdom with us today. Listen in as she debunks the misconception that estate planning is only for the ultra-wealthy and explores some of the unique parts of…

1
Are There Universal Retirement Truths? Part 1 17:15

1+ y ago17:15

17:15

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across th…

1
Building An Estate Plan With No Regrets 15:57

1+ y ago15:57

15:57

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions …

1
When It’s Time To Change Financial Advisors 16:33

1+ y ago16:33

16:33

In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need …

1
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning Part 2 12:31

1+ y ago12:31

12:31

We are excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA, for part two of our conversation. In this episode, Merrell discusses the importance of an umbrella policy for asset protection, proper account titling, and the four ways assets transfer after death. Discover when to seek professional help, like a durable power …

1
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 1 19:52

1+ y ago19:52

19:52

Today we are thrilled to be joined by Merrell Bailey, a seasoned estate attorney, CPA, and MBA, who sheds light on the importance of estate planning and asset protection for everyone, not just the wealthy. In part one of this two-part series, she highlights the importance of having your legal documents in place from early adulthood and talks about …

1
Longevity Planning: 3 Ways To Rethink Old Age and Retirement 13:53

1+ y ago13:53

13:53

In this week's episode, we're taking a look at a recent study conducted by an expert at MIT that focuses on longevity planning. Our discussion will revolve around the evolving landscape of retirement planning, influenced by longer life spans, and highlight three crucial questions you should contemplate when it comes to retirement planning. Join us …

1
Wine Pairings with Lee Pancake 20:41

1+ y ago20:41

20:41

We are so excited to have Lee Pancake join us on the show today. Lee is the General Manager at Tim's Wine Market and he also teaches wine courses at Slate Wine & Spirits Academy. We love to host fun and educational events for our clients, so we thought it would be fun to invite him to the show this week to help us learn a little more about wine pai…

1
Key Finance Decisions During Major Life Events 24:22

1+ y ago24:22

24:22

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you're experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we'll provi…

1
Cyber Security With Regine Bonneau, Part 2 18:42

1+ y ago18:42

18:42

We are excited to be back with Regine Bonneau in this episode. Regine is the Founder and CEO of RB Advisory. Her company specializes in cyber security protection, risk management, and compliance. In the previous episode, we discussed cybersecurity threats, so today we will explore potential solutions to these problems. Contact: Website: https://cen…

1
Cyber Security With Regine Bonneau, Part 1 16:30

1+ y ago16:30

16:30

Today we welcome Regine Bonneau to the show. Regine is the Founder and CEO of RB Advisory. Her company specializes in cyber security protection, risk management, and compliance. It's important to be informed on cyber security to protect yourself from potential risks. We will be talking to Regine about the threats she sees in cyber security and how …

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Retirement Savings Basics: What’s The Purpose Of All My Accounts? 17:49

1+ y ago17:49

17:49

Are you aware that not all retirement accounts are created equal? It's crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pr…

1
Retirement Expenses For Which You Forgot To Plan 15:19

2y ago15:19

15:19

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unex…

1
What’s Your Biggest Financial Fear? 15:20

2y ago15:20

15:20

We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592Autor: Jude Wilson

1
Four Ways The SECURE Act 2.0 Might Impact You 18:05

2y ago18:05

18:05

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592Autor: Jude Wilson

1
Goals For The Year: Financial, Business and Personal Goals For 2023 14:30

2y ago14:30

14:30

With every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead. On today’s show, we’ll explore some of our personal and professional goals for 2023 and explore what might be some worthwhile goals for you to add to your list. Contact: Website: https://centrusfs.com/podcast/ Call: …

1
Is There Greener Grass On The Other Side? 19:24

2y ago19:24

19:24

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor. Contact: Website: https://centrusfs.com/podcast/ Call: 8…

1
The Money Gridiron: What Football Teaches Us About Retirement Planning 12:51

2y ago12:51

12:51

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning. In football, the red zone is the last twenty yards before you get to the end zone. Mistakes are costly and it’s important that you make the right decisions… In retirement…

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Why You Should Consider Hiring A Tax Professional With Vikki Weaver and Kurt Alter 10:27

2y ago10:27

10:27

On this week's episode, Jude will hand off his cohosting duties to Vikki Weaver. Vikki serves as the Director of Financial Planning at Centrus Financial Strategies. In her role, she coordinates with the team to create and maintain clients’ financial plans. We invite Kurt Alter to join us once again to discuss why you might want to hire a tax profes…

1
How Rehmann Serves Their Clients With Kurt Alter 18:27

2+ y ago18:27

18:27

Kurt Alter serves as a Tax Principal at Rehmann. His experience is diverse and suitable to a variety of business and individual tax, accounting, and consulting needs. Jude and Kurt will discuss how Rehmann creates an individualized client experience and why this is crucial when putting together a plan. Contact: Website: https://centrusfs.com/podcas…

1
Getting It Right: Irreversible Financial Decisions 12:56

2+ y ago12:56

12:56

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone. Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592…

1
Going Against The Grain 16:20

2+ y ago16:20

16:20

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the…

1
Should You Follow These Popular Retirement Rules of Thumb? 14:59

2+ y ago14:59

14:59

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us do…

1
Inflation and Recession with Glenn Dorsey 28:31

2+ y ago28:31

28:31

We have a special guest on the show today, Glenn Dorsey. Glenn serves as the Senior Vice President and Head of Client Portfolio Management for Clark Capital Management Group. He is responsible for portfolio construction and the clear communication of investment strategy to advisors and their clients. Jude and Glenn will discuss the current state of…

1
Top 9 Financial Debates, Part 2 16:30

2+ y ago16:30

16:30

We will be finishing up our conversation on some of the major debates for pre retirees and retirees. Tune in for part 2 of our discussion. Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592Autor: Jude Wilson

1
Top 9 Financial Debates, Part 1 13:38

2+ y ago13:38

13:38

We are kicking off a two part series discussing some of the major debates for pre retirees and retirees. Tune in for part 1 of this conversation. Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592Autor: Jude Wilson

1
From The Peanut Gallery: Can I Retire At 55? 19:57

2+ y ago19:57

19:57

A recent Yahoo! Finance article explored the idea of retiring early at the age of 55 to see if it was feasible. We’ll break down some of the issues facing folks who want to retire early on this episode, but for some additional fun let’s look at the comment section to see what questions and advice the peanut gallery has for us to consider. Yahoo Art…

1
Secret To Retirement Success: Get Out Of Your Own Way 13:20

2+ y ago13:20

13:20

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning. Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592…

1
Reasons You SHOULD Get Life Insurance 15:50

2+ y ago15:50

15:50

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once …

1
The Retirement Diet: Fixing Unhealthy Financial Habits 14:46

2+ y ago14:46

14:46

We all know some of the basic secrets of eating healthier to lose weight, limit disease, and live longer. Avoid empty calories, try to limit your added sugar, and lower those pesky trans fats are just some examples. But how can we spot similar unhealthy habits in the financial world? We’ll talk about it on this episode and help you fix some of your…

1
When Guessing At Retirement’s Most Important Questions Goes Wrong 14:46

2+ y ago14:46

14:46

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592Autor: Jude Wilson

1
Murky Issues That Make Retirement Planning Harder 14:02

3y ago14:02

14:02

This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll break down the article to see if it’s worthwhile advice if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned. USA Today Articl…

1
Who Even Needs A Financial Advisor? 16:43

3y ago16:43

16:43

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor. Contact: Website: https://centrusf…

1
How Children Become Part Of The Retirement Discussion 16:46

3y ago16:46

16:46

If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals. Contact: Website: https://centrusfs.com/podcast/ C…

1
Retirement Potpourri: Fill In The Blank 12:39

3y ago12:39

12:39

Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more. Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592Autor: Jude Wilson

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