Plan Wise. Retire Free.

Out Of Tune Retirement

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan.

Contact:

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

Call: 888-534-9994

Mind The Gap

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.

Contact:

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

Call: 888-534-9994

Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.

Contact:

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

Call: 888-534-9994

The Things That Don’t Matter… Until They Do

Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t.

Contact:

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

Call: 888-534-9994

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

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