Plan Wise. Retire Free.

2021 Tax Tips Recap

As 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.

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Website: https://centrusfs.com/contact/

Call: 888-534-9994

Mailbag Show

Jude 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/contact/

Call: 888-534-9994

What 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/contact/

Call: 888-534-9994

Play Nice In Your Sandbox, Part 2

This 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://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Play Nice In Your Sandbox, Part 1

Today 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://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

A 5 Question Retirement Preparedness Quiz

Want 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.

 

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

What Retirees Should Know About Wills & Trusts

People 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.

 

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Retirement Concerns Of Baby Boomers

We’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?

 

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

September Mailbag Show

This 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.

 

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

20/20 Hindsight

Just 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.

 

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Ticking Tax Time Bomb - With Jeffrey Levine Part 2

On 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.

 

Important Links:

5 Tips To Avoid The Ticking Tax Time Bomb PDF

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Ticking Tax Time Bomb - With Jeffrey Levine

Director 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.

 

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Generosity And Prosperity With Dr. Neecie

This 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.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Dr. Neecie's Website: https://drneecie.com/

Get Dr. Neecie's Guide: http://planwiseretirefreepodcast.com/

The 5-Rule Market Crash Survival Guide

So, 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.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Planning For Widows With Dr. Kathleen Rehl, Part 2

This 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.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Planning For Widows With Dr. Kathleen Rehl, Part 1

Dr. 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.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Are 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?

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Good Intentions, Wrong Advice

We 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.

Important Links:

Get The CARES Act PDF Here: planwiseretirefreepodcast.com

Call: 800-779-4592

The CARES Act

In 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.

Important Links:

Get The CARES Act PDF Here: planwiseretirefreepodcast.com

Call: 800-779-4592

The Worst Financial Product

OK, 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.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

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