Financial and retirement planning guidance from Jude Wilson of Centrus Financial Strategies. Serving retirees and pre-retirees in central Florida, with offices in Orlando and Bradenton.
Episodes
Thursday Mar 16, 2023
Thursday Mar 16, 2023
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, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Thursday Mar 02, 2023
Thursday Mar 02, 2023
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: 800-779-4592
Thursday Feb 16, 2023
Thursday Feb 16, 2023
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: 800-779-4592
Thursday Jan 12, 2023
Thursday Jan 12, 2023
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: 800-779-4592
Thursday Nov 17, 2022
Thursday Nov 17, 2022
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
Thursday Oct 27, 2022
Thursday Oct 27, 2022
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
Thursday Oct 13, 2022
Thursday Oct 13, 2022
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
Thursday Sep 29, 2022
Thursday Sep 29, 2022
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
Thursday Sep 15, 2022
Thursday Sep 15, 2022
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
Thursday Aug 25, 2022
Thursday Aug 25, 2022
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
Thursday Aug 11, 2022
Thursday Aug 11, 2022
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
Thursday Jul 28, 2022
Thursday Jul 28, 2022
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
Thursday Jun 30, 2022
Thursday Jun 30, 2022
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
Thursday Jun 16, 2022
Thursday Jun 16, 2022
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
Thursday Jun 02, 2022
Thursday Jun 02, 2022
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
Thursday May 19, 2022
Thursday May 19, 2022
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
Thursday May 05, 2022
Thursday May 05, 2022
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
Thursday Apr 21, 2022
Thursday Apr 21, 2022
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
Thursday Apr 07, 2022
Thursday Apr 07, 2022
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
Thursday Mar 17, 2022
Thursday Mar 17, 2022
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