Plan Wise. Retire Free.

5 Things You Must Know About Decumulation

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, howto guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

Contact:

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

Call: 888-534-9994

Financial Planning In Today’s Environment

The 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/contact/

Call: 888-534-9994

Do Retirees Need Life Insurance?

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.

Contact:

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

Call: 888-534-9994

Are You Flirtin’ With Disaster?

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it…

Contact:

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

Call: 888-534-9994

The Family Letter

"The Family Letter" author Debi Ronca joins the show this week to talk about her book and her job as a life coach.

The Family Letter: https://debironca.com/product/the-family-letter/

Contact:

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

Call: 888-534-9994

The Status Of The American Pension Plan

Are pension plans truly disappearing across the country? Let’s take a look at the status of pension plans in America and how changes in that space impact you when planning for retirement.

Contact:

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

Call: 888-534-9994

How Women Can Make Sure They’re Involved In Financial Decisions

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions whether married, divorced or single.

Contact:

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

Call: 888-534-9994

Retirement Planning For Business Owners

Business 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/contact/

Call: 888-534-9994

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.

Contact:

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

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