Plan Wise. Retire Free.

Roth Accounts and Tax Buckets

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.

Effects Of The Tax Reform & Email Questions

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.

The Tax Train

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

The 5 Most Common “Pain Points” In Your Financial Life

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.

The Roth Guy

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.

Episode #14: Financial Overhaul

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.

Episode #13: Little Missed Details

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

Episode #12: 50 Shades Of Gray Area

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.

Episode #11: Mailbag - Paying Off The House, Maxed-Out 401(k), And Book Suggestions

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.

Episode #10: Risk Tolerance

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 tolerance.