Shows
The Roth Guy with Jude WilsonFinding the Sweet Spot: Roth vs. Traditional 401kChoosing between a traditional 401k and a Roth 401k is one of the most common questions workers face today. With more employers now offering both options, many people default to a 50/50 split simply because they don’t know what else to do. But is that really the best strategy? And how do you figure out the right mix for your situation?
Here’s some of what we discuss in this episode:
🏦 Traditional 401k: tax deduction today, taxable withdrawals tomorrow
💡 Roth 401k: after-tax contributions, tax-free withdrawals later
⚖️ Why a 50/50 split isn’t always op...
2025-09-1120 minThe Roth Guy with Jude WilsonMedicare 101: Avoid Costly Mistakes in 2025 with expert Kerwyn JonesFor many retirees, Medicare feels like a maze of rules, parts, and choices that only get more confusing the closer you get to age 65. In this episode, Jude is joined by Medicare specialist Kerwyn Jones to bring clarity to one of the most misunderstood pieces of retirement planning. Kerwyn explains the different parts of Medicare- what they cover, what they don’t, and the common pitfalls people make when signing up.
Here’s some of what we discuss in this episode:
🧩 Breaking down Medicare Parts A, B, C & D
💊 Understanding prescription drug coverage and gaps
2025-08-2824 minThe Roth Guy with Jude WilsonRoth IRA Q&A: Five-Year Rule, Income Limits & Conversion MistakesThis week on the show, Jude answers some of the most common Roth IRA questions! First up: the Five-Year Rule. What does it really mean, how does it apply to contributions versus earnings, and why should you start the clock as soon as possible? Jude breaks it down in plain language with a reminder that waiting too long could delay your tax-free income in retirement. Next, Jude tackles two questions that often go hand in hand: what to do if you make too much to contribute to a Roth IRA, and whether you should convert your entire IRA all...
2025-08-1409 minThe Roth Guy with Jude WilsonBig Beautiful Bill: Top 3 Retirement Tax Changes ExplainedThe Big Beautiful Bill (BBB) passed on July 4th, bringing major changes that retirees and pre-retirees need to understand. In this episode, Jude breaks down the top 3 provisions most relevant to his clients and listeners: the permanent extension of marginal tax brackets, the increased standard deduction, and a new senior citizen deduction that could reduce taxes on Social Security for millions of retirees. These updates offer new opportunities for Roth conversions, long-term tax planning, and smarter retirement income strategies- if you know how to use them.
Here’s some of what we discuss in this epi...
2025-07-3112 minThe Roth Guy with Jude WilsonHow To Use The Tax Bomb CalculatorIs your retirement account a ticking tax time bomb? In this episode, Jude gives a hands-on demo of his Tax Bomb Calculator- a powerful tool at thetaxbomb.com- that helps you estimate how much of your 401(k) or IRA could be lost to taxes.
Here’s some of what we discuss in this episode:
💣What is the tax time bomb?
📊 Understanding your future tax liability
🧠 “Mandatory” vs. “optional” taxes in retirement
🔄 The power of reallocating taxable retirement funds
📆 Using today’s low tax rates to your advantage
...
2025-07-1820 minThe Roth Guy with Jude WilsonTransitioning From Work To Retirement with Josh BellThe transition into retirement isn’t just a financial shift- it’s a psychological one. We’re excited to have a special guest on the show this week. Josh Bell, coach and consultant at The Josh Bell Company, is joining us to explore what it really means to leave your job title behind and step into the unknown.
Tune into this great conversation on building a retirement life filled with clarity, purpose, and healthy relationships!
Here’s some of what we discuss in this episode:
🧭 Redefining your identity without your career title
2025-06-1922 minThe Roth Guy with Jude Wilson5 Ways Wishful Thinking Can Damage Your Retirement (Part 2)Wishful thinking feels comforting, but in retirement planning, it can quietly sabotage your future. In this second installment, Jude breaks down five more dangerous assumptions people make when planning for their golden years. From relying too much on Social Security to assuming Medicare will handle long-term care, this episode challenges listeners to face financial realities with clarity and strategy.
Here’s some of what we discuss in this episode:
🚫 Common planning mistakes and false beliefs
🏠 Downsizing might not free up the cash you expect
👨👩👧 Counting on your kids? Think again
💵 Social Security m...
2025-05-2914 minThe Roth Guy with Jude Wilson5 Ways Wishful Thinking Can Damage Your Retirement (Part 1)A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, we’re walking through 5 common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck. From relying on outdated rules of thumb to underestimating healthcare costs, these are the “harmless” beliefs that can become costly mistakes if left unchecked.
Here’s some of what we discuss in this episode:
💸 Why “living off interest” no longer works
📉 The...
2025-05-1617 minThe Roth Guy with Jude WilsonWhat To Do When The Market DropsWhen the headlines scream and markets tumble, your instinct might be to do something. But what should you actually do when the market drops? In this episode, Jude walks through 4 key things to consider when your portfolio takes a hit.
Here’s some of what we discuss in this episode:
🧠 Gut check: You may not be down as much as you think
⚖️ How diversification can help when the market takes a hit
🔁 Rebalancing & Roth conversions during downturns
💸 Why you should keep contributing
📵 Turn off the news and stop doomscrolling...
2025-04-2422 min
Leading Through Uncertainty111: Graham Wilson on leadership, wellbeing and managing stressSend us a textGraham Wilson is the founder of Success Factory, a leadership and management development business leading people to experience an extraordinary life. Graham talks about organisations being "over-managed and under-led", and the need to have people who are skilful and knowledgeable enough to make decisions quickly. Graham draws on examples from his military and corporate experiences, advocating for self-awareness, physiological understanding, and mindset shifts to navigate uncertainty and drive performance. Graham recognises that wellbeing is critical for performance and that leadership of ourselves as well as others has a major im...
2025-04-1534 minThe Roth Guy with Jude WilsonAnnuities: Are They Tax Beneficial?Annuities are often misunderstood- some see them as a financial nightmare, while others consider them a key part of a well-rounded portfolio. So, what exactly are they? And can they offer any tax advantages?
Jude is here to break it all down- how annuities work, their tax implications, and when they might fit into a retirement strategy.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:07 – What is an annuity?
3:40 – Types of annuities
6:19 – Advantages of annuities
8:34 – Disadvantages and fees
15:09 – When might an annuity be...
2025-04-0321 minThe Roth Guy with Jude WilsonRocket Your Roth: Lessons from Peter Thiel’s Wealth StrategyPeter Thiel, co-founder of PayPal and early investor in Facebook, reportedly grew his Roth IRA to a jaw-dropping $5 billion- completely tax-free. But how did he do it? And more importantly, can everyday investors use similar strategies to maximize their own retirement savings?
In this episode, Jude Wilson and Marc Killian break down the "Rocket Roth" strategy- an approach that goes beyond basic diversification to optimize where your investments are placed for maximum tax efficiency and growth.
Could your Roth IRA be working harder for you? Let’s discuss what it means to rocket your Roth!...
2025-03-2016 minThe Roth Guy with Jude WilsonDo Smart Investors Need a Financial Planner?If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question one of our listeners sent in after years of handling his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value?
In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.
Here’s what we discuss in this episode:
0:00 – Intro
1:45 – DIY investors
4:13 – Much more than inve...
2025-02-2717 minThe Roth Guy with Jude Wilson5 Huge Roth Conversion Mistakes To AvoidIn this episode of The Roth Guy, Jude breaks down five crucial Roth conversion mistakes that could derail your retirement strategy. For example, many investors rush into conversions without considering the tax implications, often converting too much in a single year and inadvertently pushing themselves into a higher tax bracket. Jude explains how this mistake can trigger a "domino effect," leading to unexpected costs like increased Medicare premiums due to IRMAA surcharges.
We also discuss why paying conversion taxes from the wrong account can reduce long-term growth and how misunderstanding the five-year rule could result in penalties...
2025-02-1713 minThe Roth Guy with Jude WilsonInflation-Proof Your Retirement In 2025Inflation has been a hot topic for years, and it's still a major concern as we move through 2025. While some reports suggest that inflation rates are decreasing, many consumers continue to feel the financial pinch. Because of this, inflation’s impact on retirement planning could be bigger than ever. In this episode, we’ll explore how to adjust your retirement strategy to stay ahead.
Here’s some of what we discuss in this episode:
0:00 – Intro
3:24 – The rate of inflation to account for
6:43 – Planning for inflation and market downturns
10:47 – Fact...
2025-02-0614 minThe Roth Guy with Jude WilsonKickstart Your 2025 Financial Plan: New Year Checklist!Welcome to 2025! In this episode of The Roth Guy, Jude and Marc kick off the new year with an essential financial checklist to help you start the year on the right foot. They discuss strategies to stay proactive, avoid costly mistakes, and make the most of your financial planning opportunities.
With insights on everything from reviewing your investment portfolios to navigating the latest contribution limit updates, they’ll help you stay ahead of the curve.
Happy New Year!
Here’s some of what we discuss in this episode:
0:00 – Intro
1...
2025-01-1617 minThe Roth Guy with Jude WilsonIs Social Security Changing? A New Proposal You Need To Know AboutSocial 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 – The proposed change and potential impacts
4:30 – The potential 40% reduction in benefits
6:32 – Proactive planning and the need for change
12:46 – Talking to a professional who understands Social Security
Co...
2024-12-1217 minThe Roth Guy with Jude WilsonYour Year-End Planning Checklist: Close Out The Year Strong!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 tax-saving strategies like QCDs, or tax-loss harvesting, let's make sure you're finishing the year on a high note.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:48 – Th...
2024-11-2619 min
Book of JudeBook of Jude, Season Two, Episode 2, Jim Wilson interviewSend us a textIn this episode Ray and I talk to Jim Wilson about his book "Tuned In" which is about his long career as the piano tuner to the stars, the hand he played in the invention of the Midi-Mod, his eventual success as a piano instrumentalist and his long journey into finding his artist within. You will hear excerpts of songs from his various albums, including "Tangerine Moon", "Anna's Blue Skies", "God Rest Ye Merry Gentlemen" (sung by Dan Fogelberg, from Jim's Christmas collection) and "Til I See You Again."Thank you...
2024-11-251h 16Book of JudeBook of Jude, Season Two, episode Two, Jim Wilson interviewSend us a textIn this episode Ray and I talk to Jim Wilson about his book "Tuned In" which is about his long career as the piano tuner to the stars, the hand he played in the invention of the Midi-Mod, his eventual success as a piano instrumentalist and his long journey into finding his artist within. You will hear excerpts of songs from his various albums, including "Tangerine Moon","Anna's Blue Skies", "God Rest Ye Merry Gentlemen" (sung by Dan Fogelberg, from Jim's Christmas collection) and "Til I See You Again." Thank y...
2024-11-251h 16The Roth Guy with Jude WilsonPreparing For Rising Taxes: Tax Efficiency Through Tax FunnelsWe 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 optimize your financial strategy and mitigate the risks associated with these rising taxes. Jude breaks down the three tax funnels- the pre-tax funnel, the post-tax funnel, and the tax-advantaged funnel- and discusses the be...
2024-11-0720 minThe Roth Guy with Jude WilsonThe Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2)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 posed by excessive government spending. Today, we’re covering some strategies that you can take to help protect yourself from potential economic challenges. Listen in as we talk about the importance of personal financial responsibility, including being debt-free, diversifying income streams, and pl...
2024-10-0819 minThe Roth Guy with Jude WilsonThe Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1)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 inflation, Walker breaks down complex economic issues in a way that's easy to understand and paints a sobering picture of what the future could look like if current trends continue. He warns that without significant changes, the US could face slower ec...
2024-10-0821 minThe Roth Guy with Jude WilsonNational Debt Vs. Deficit: How It Affects YouWe'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 as Jude and Marc talk about potential solutions and strategies and share some practical advice for managing your retirement accounts tax efficiently.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:19 – National deficit vs nati...
2024-09-1219 minThe Roth Guy with Jude WilsonThe Basics of Roth IRAs ExplainedJoin 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 important topics such as contribution limits and eligibility for 2024, as well as the differences between Roth contributions and conversions.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:52 – The basics of Roth IRAs...
2024-08-2919 minThe Roth Guy with Jude WilsonMeet The Roth Guy: Your Guide to Tax-Efficient Financial PlanningWelcome 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, inflation, market risks- but with the right guidance, you can become the hero of your own financial story. In this first episode, you'll meet your guide, Jude Wilson, and get a preview of what’s to come in f...
2024-08-0810 min
Queen of the SciencesHey JudeTake a sad song and make it better? In this episode, Dad and I explore the oft-overlooked Epistle of Jude, including theories of authorship, its lavish use of apocryphal sources not included in either Christian or Jewish scriptural canons, its incipient trinitarianism, and the ongoing urgency of its charge against antinomianism. Also, is Jude the middle term between Paul and James?
Notes:
1. Bauckham, Jude–II Peter
2. Schnelle, The History and Theology of the New Testament Writings
3. Saarinen, The Pastoral Epistles with Philemon and Jude
4. Hengel, Judaism and Hellenism
...
2024-07-301h 11
Commonwealth ConnectionsE37 - David Jude, Owner of DPJ Consulting Private InvestigationSend us a textDavid Jude is the owner of DPJ Consulting in Lexington, KY. After a full career and retiring from the State Police, David turned to starting his own business as a private investigator. He comes on to discuss what all goes into the business, the challenges dealing with emotional cases, and working with the KY legal system.You can get in contact with David at their website:\http://www.dpjconsulting.com/Commonwealth Connections is hosted by Weston Wilson and Dawson Fields. To connect with hosts of the show, email...
2024-03-141h 29The Roth Guy with Jude WilsonThe Ticking Tax Time Bomb: Important Upcoming WebinarWith 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 about the Ticking Tax Time Bomb webinar coming up at the end of February.
To sign up for the upcoming webinar and take control of your financial future, visit centrusfs.com or call 800-779-4592, and don't...
2024-02-0811 minThe Roth Guy with Jude WilsonWhy You Should Consider Hiring A Tax Professional With Vikki Weaver and Kurt AlterOn 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 professional and the positive impact this relationship can have on your financial life.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2022-10-1310 minThe Roth Guy with Jude WilsonHow Rehmann Serves Their Clients With Kurt AlterKurt 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/podcast/
Call: 800-779-4592
2022-09-2918 minThe Roth Guy with Jude WilsonInflation and Recession with Glenn DorseyWe 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 the economy and some of the big issues we are seeing right now.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2022-07-2828 min
The Process with Jude BrewerSTORYBOUND: Antoine WilsonAntoine Wilson reads from his new book "Mouth to Mouth," backed by an original Storybound remix with sound design and arrangement by Jude Brewer.Antoine Wilson is the author of the novels "The Interloper" and "Panorama City," and his new novel "Mouth to Mouth" is out from Avid Reader (Simon & Schuster) in the US and Canada, and from Atlantic Books in the UK, Australia and New Zealand. His writing has appeared in The Paris Review, Quarterly West, and Best New American Voices, among other publications. He is a contributing editor at A Public Space. He has received the Car...
2022-05-3155 min
Healing with Jude PodcastHow to letting go: Guest Ross WilsonIn this episode, my guest is the great Ross Wilson.Ross works as a Hospice Chaplain but he is a Psycho spiritual specialist, a Psychedelic EOL advisor, End of life Doula, owner of Detachment and also the person behind Bardonetwork.We talk about the end-of-life journey, how he started to work as a hospice chaplain. How his personal experience with death made him change the vision of life and the importance of living now.Ross shares many highlights of how to deal with the idea of death but also the importance of give...
2022-02-051h 07The Roth Guy with Jude WilsonSaying Goodbye To 2021We answer emails and some getting to know questions with Jude as this year winds down.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2021-12-1611 min
Roots and All - Gardening PodcastEpisode 169: Darwin’s Garden with Dr Jude PiesseThis week’s guest is Dr Jude Piesse. Jude’s book ‘The Ghost in the Garden’ is essentially about Charles Darwin’s largely forgotten garden in Shrewsbury but the book turned out to be much more than a study of the garden, its history and the man himself. In fact, these aspects are almost incidental to the other characters in the book and this makes it an amazing narrative where many aspects are hung together on the framework of the garden. In the interview, Jude tells us about how the book developed, the characters that animated the garden and how it fed...
2021-12-1330 minThe Roth Guy with Jude WilsonFinancial Planning In Today‘s EnvironmentThe United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the proposals that might become a reality in the future and share how he has been able to help some of his clients with taxes.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2021-06-1017 minThe Roth Guy with Jude WilsonRetirement Planning For Business OwnersBusiness owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2021-03-0415 minThe Roth Guy with Jude Wilson2021 Tax Tips RecapAs you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2021-02-1817 minThe Roth Guy with Jude WilsonMailbag ShowJude and Mike take the time to answer a number of questions from listeners about their finances, as well as planning for the future.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2021-02-0420 minThe Roth Guy with Jude WilsonWhat Are The Three Qualities Of Money?If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2021-01-2112 minThe Roth Guy with Jude WilsonPlay Nice In Your Sandbox, Part 2This is the second part of our conversation with Ron Price. Last episode we discussed how to avoid conflict, but what should you do when you're in the midst of an ongoing disagreement? Ron gives us some tips on how to navigate this tricky landscape and will also provide a few examples.
Important Links:
Get Ron Price's PDF: https://ronprice.mykajabi.com/freepdf-protect-your-relationships
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-12-2321 minThe Roth Guy with Jude WilsonPlay Nice In Your Sandbox, Part 1Today we welcome in speaker and author Ron Price. Ron is known for writing the book series "How To Play Nice In Your Sandbox." Since this year has been a tumultuous time in our everyday lives and in politics, we invited Ron to discuss how to avoid conflict with family this holiday season. Be sure to look out for the second part to this series where Ron will discuss navigating and resolving conflict that is already occurring.
Important Links:
Get Ron Price's PDF: https://ronprice.mykajabi.com/freepdf-protect-your-relationships
Website: https://centrusfs.c...
2020-12-1019 minThe Roth Guy with Jude WilsonA 5 Question Retirement Preparedness QuizWant to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-11-0519 minThe Roth Guy with Jude WilsonWhat Retirees Should Know About Wills & TrustsPeople often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-10-2321 minThe Roth Guy with Jude WilsonRetirement Concerns Of Baby BoomersWe’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided?
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-10-0818 minThe Roth Guy with Jude WilsonSeptember Mailbag ShowThis week we catch up on some emails sent into the podcast over the past few weeks. So let's dive in and tackle some questions from folks just like you.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-09-1717 minThe Roth Guy with Jude Wilson20/20 HindsightJust like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-09-0316 minThe Roth Guy with Jude WilsonTicking Tax Time Bomb - With Jeffrey Levine Part 2On part 1 of this series, we discussed what the ticking tax bomb is and the havoc it can cause. Today, we will discuss proactive strategies and examples.
Contact:
5 Tips To Avoid The Ticking Tax Time Bomb PDF
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-08-2020 minThe Roth Guy with Jude WilsonTicking Tax Time Bomb - With Jeffrey LevineDirector of Advanced Planning at Buckingham Wealth Partners joins us for a two part series on taxes and the ticking tax time bomb that looms in the distance.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-08-0622 min
Gay Fiction ReadingJude x Gods - Gay Fiction ReadingIn this episode we return with Jude (Darrian's new name) reading x reader fanfics with gods such as Apollo, Ares, and Fat Albert.
2020-08-0448 minGay Fiction ReadingJude x History - Gay Fiction ReadingIn this episode, Jude (Darrian's new name) fucks the people of history
2020-08-0247 minThe Roth Guy with Jude WilsonGenerosity And Prosperity With Dr. NeecieThis week Dr. Neecie joins us on the podcast. She is currently the president of Life Coaching Institute and she also holds a Doctorate of Psychology from the University of Texas. It can be easy to be generous when the market is thriving, but we need to be generous during rough times like these as well. Today we discuss how generosity and prosperity are linked and some of the positive side effects of generosity.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Dr. Neecie's Website: https://drneecie.com/
2020-07-2317 minThe Roth Guy with Jude WilsonThe 5-Rule Market Crash Survival GuideSo, we’ve all experienced what a market crash feels like in recent memory. If you had forgotten what it felt like in 2008, then 2020 should have been a sobering reminder of what it’s like to experience that sudden market drop. However, we can do follow some basic rules to ensure we don’t lose our shirts next time the arrow on the graph tumbles down.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-07-0914 minThe Roth Guy with Jude WilsonPlanning For Widows With Dr. Kathleen Rehl, Part 2This is part 2 of our conversation with Dr. Kathleen Rehl. On today's show we discuss the three phases that widows experience: grief, growth, and grace. We break these phases down not only in the emotional aspect, but also how it ties into finances as well.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-06-1819 minThe Roth Guy with Jude WilsonPlanning For Widows With Dr. Kathleen Rehl, Part 1Dr. Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she's passionate about inspiring other widows and their advisors.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-06-0423 minThe Roth Guy with Jude WilsonAre You Paying Attention To Your Biggest Assets?If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-05-0719 minThe Roth Guy with Jude WilsonGood Intentions, Wrong AdviceWe were planning to bring up this conversation before the Coronavirus pandemic hit, but now it's more important than ever to discuss. You likely seek financial advice from lots of difference sources. Some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-04-2318 minThe Roth Guy with Jude WilsonThe CARES ActIn wake of the financial impacts COVID-19 has had on the economy, Congress just passed a bill called the CARES Act. We talk about some of the things retirees and pre-retirees may need to know about the CARES Act as well as offer a free download to read through on our topic.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-04-1318 minThe Roth Guy with Jude WilsonThe Worst Financial ProductOK, so there might not be such a thing as a “bad financial product”, but there are certainly inappropriate investments out there for people in certain situations. We’ll explore some examples of those kinds of situations on this episode and you might be surprised just how common it is for people to be invested in products that are ill-suited for their financial goals.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-04-0212 minThe Roth Guy with Jude WilsonSolid Financial TruthsA lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-03-1916 minThe Roth Guy with Jude WilsonEverything You Need To Know About Roth ConversionsThe idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept...
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Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-03-0515 minThe Roth Guy with Jude WilsonAll About The Benjamins – Is “Cash” Good Or Bad?Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.
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Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-02-2014 minThe Roth Guy with Jude WilsonIRA Limits & EmailsWe discuss the limit increases to 401ks and IRA as well as answer questions from listeners here in the Orlando and Bradenton area.
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Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-02-0619 minThe Roth Guy with Jude WilsonWhich Excuses Keep You From Retiring?Sometimes people say they don’t want to retire...and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”
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Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-01-1418 minThe Roth Guy with Jude WilsonMailbag ShowOn today's episode, we answer some of our listeners questions that have come in from the month of December.
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Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2020-01-0221 minThe Roth Guy with Jude WilsonTop 5 Social Security MisunderstandingsMyths, 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.
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Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2019-12-1916 minThe Roth Guy with Jude WilsonFinding Silver Linings In Unfortunate Financial SituationsNot 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.
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Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2019-12-0512 minThe Roth Guy with Jude WilsonThe Bucket Plan with Jason Smith, Part 2We 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.
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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: 800-779-4592
2019-11-2121 min
2019-11-1039 minThe Roth Guy with Jude WilsonThe Bucket Plan with Jason Smith, Part 1On 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
2019-11-0716 minThe Roth Guy with Jude WilsonPaychecks & Playchecks with Tom HegnaOn 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
2019-10-1725 minThe Roth Guy with Jude WilsonThe Mailbag ShowWe 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
2019-10-0316 minThe Roth Guy with Jude WilsonExcuses Why You‘re Working With The Wrong AdvisorVery 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 personal reasons.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2019-09-1913 minThe Roth Guy with Jude WilsonWhy You Should Plan For Retirement With A Sense Of UrgencySome 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
2019-09-0520 minThe Roth Guy with Jude WilsonExposing 401(k) WeaknessesYour 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)
2019-08-1518 minThe Roth Guy with Jude WilsonThese Financial Things Are UnderratedThis 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.
2019-08-0115 minThe Roth Guy with Jude WilsonThese Financial Things Are OverratedSometimes 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.
2019-07-1814 minThe Roth Guy with Jude WilsonPlanning For Future Tax RatesThis 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.
2019-07-0313 minThe Roth Guy with Jude WilsonDon't Utter These Famous Last WordsHopefully 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...
2019-06-2017 minThe Roth Guy with Jude WilsonRoth Accounts and Tax BucketsJude, "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.
2019-06-0616 minThe Roth Guy with Jude WilsonEffects Of The Tax Reform & Email QuestionsWe'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.
2019-05-1616 minThe Roth Guy with Jude WilsonThe Tax TrainThis week we discuss the oncoming tax train and things to consider when choosing to prepare for the potential tax increases.
2019-05-0216 minThe Roth Guy with Jude WilsonThe 5 Most Common “Pain Points” In Your Financial LifeWhen 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.
2019-04-1819 minThe Roth Guy with Jude WilsonThe Roth GuyWe 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.
2019-04-0413 minThe Roth Guy with Jude WilsonEpisode #14: Financial OverhaulThe guys share their thoughts on when a few tweaks to your retirement plan might not be enough and maybe a complete overhaul is needed.
2019-03-2112 minThe Roth Guy with Jude WilsonEpisode #13: Little Missed DetailsLet’s talk about some of the details that people often fail to consider when they’re planning their retirement.
2019-03-0718 minThe Roth Guy with Jude WilsonEpisode #12: 50 Shades Of Gray AreaNot 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.
2019-02-2115 minThe Roth Guy with Jude WilsonEpisode #11: Mailbag - Paying Off The House, Maxed-Out 401(k), And Book SuggestionsJude 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.
2019-02-0711 minThe Roth Guy with Jude WilsonEpisode #10: Risk ToleranceAny 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 tolerance.
2019-01-1713 minThe Roth Guy with Jude WilsonEpisode #9: What It's Like To Be A ClientWe 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.
2019-01-0316 minThe Roth Guy with Jude WilsonEpisode #8: MailbagOn this episode we take questions from listeners all over Florida. We'll discuss safe investing versus growth, identifying fiduciary advisors, and more.
2018-12-0615 minThe Roth Guy with Jude WilsonEpisode #7: You've Lost That Financial FeelingBelieve it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation
2018-11-1518 minThe Roth Guy with Jude WilsonEpisode #6: Settle the DebateDepending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many different opinions on these concepts.
2018-11-0119 minThe Roth Guy with Jude WilsonEpisode #5: The Complications Of An Early RetirementAn early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications presented when you retire early. Let’s tackle what early retirement means for most people and how you can put together a realistic plan to execute it if it’s the right decision for you.
2018-10-1814 minThe Roth Guy with Jude WilsonEpisode #4: Retirement Planning: More Than Just InvestmentsThere’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?
2018-10-1225 minThe Roth Guy with Jude WilsonEpisode #3: Unique Financial Planning ChallengesCreating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions that Jude and Mike can implement.
2018-10-1217 minThe Roth Guy with Jude WilsonEpisode #2: Mailbag: Nursing Home Costs, Tax Changes, and Saving What You HaveWe've got a collection of questions for our very first mailbag episode. Barry wants to know how to deal with future nursing home costs. Shayla would like to know how the recent tax code changes could affect financial planning. Finally, Steve asks if it's short-sighted to only have an interest in saving money you already have.
2018-10-1213 minThe Roth Guy with Jude WilsonEpisode #1: Things You Can’t Control (And Things You Can)In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.
2018-10-1220 min
Evan Bruce Wilson2016 04 03 Jude Common Salvation2016 04 03 Jude Common Salvation by Evan Bruce Wilson
2016-04-0349 min