Plan Wise. Retire Free.

Is There Greener Grass On The Other Side?

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: 800-779-4592

The Money Gridiron: What Football Teaches Us About Retirement Planning

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 planning, the red zone is the last 5-10 years before you retire. And guess what? Mistakes are costly and it’s important that you make the right decisions.

 

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

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

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 professional and the positive impact this relationship can have on your financial life.

 

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

How Rehmann Serves Their Clients With Kurt Alter

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/podcast/  

Call: 800-779-4592

Getting It Right: Irreversible Financial Decisions

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

Going Against The Grain

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 grain with mainstream ideas in the industry.

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

Should You Follow These Popular Retirement Rules of Thumb?

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 down the path of good financial guidance or run a chance of leading us astray.

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

Inflation and Recession with Glenn Dorsey

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 the economy and some of the big issues we are seeing right now.

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

Top 9 Financial Debates, Part 2

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: 800-779-4592

Top 9 Financial Debates, Part 1

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: 800-779-4592

From The Peanut Gallery: Can I Retire At 55?

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 Article: Can You Retire at Age 55? Let's Run the Numbers (yahoo.com)

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

Secret To Retirement Success: Get Out Of Your Own Way

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

Reasons You SHOULD Get Life Insurance

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 the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan. 

Non-security products are not offered by J.W. Cole

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

The Retirement Diet: Fixing Unhealthy Financial Habits

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 unhealthy financial habits. 

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

When Guessing At Retirement’s Most Important Questions Goes Wrong

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: 800-779-4592

Murky Issues That Make Retirement Planning Harder

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 Article: https://www.usatoday.com/story/money/personalfinance/retirement/2022/02/28/retirement-3-issues-making-planning-harder/49859935/

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

Who Even Needs A Financial Advisor?

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://centrusfs.com/podcast/  

Call: 800-779-4592

How Children Become Part Of The Retirement Discussion

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/  

Call: 800-779-4592

Retirement Potpourri: Fill In The Blank

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: 800-779-4592

Don’t Fumble Your Retirement In The Financial Red Zone

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

Podbean App

Play this podcast on Podbean App