The Roth Guy with Jude Wilson

The Mailbag Show

We dedicate this week's podcast to questions from our listeners that we have received from our website.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Excuses Why You‘re Working With The Wrong Advisor

Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Why You Should Plan For Retirement With A Sense Of Urgency

Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency...
Contact:
Website: https://centrusfs.com/podcast/  
Call: 888-534-9994

Exposing 401(k) Weaknesses

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b...or TSP...or 457 plan)

These Financial Things Are Underrated

This topic is simple. Things related to your money, finances, and retirement that should get way more attention and excitement. Let’s give them the love they deserve on this episode.

These Financial Things Are Overrated

Sometimes things get pushed or catch a lot of buzz in the financial landscape and they just aren’t all they’re cracked up to be. Let’s explore some of the things that might be sold to you as the greatest thing since sliced bread, but in reality it’s probably way too much focus and attention being paid to them.

Planning For Future Tax Rates

This week, we'll continue our earlier discussions about the oncoming tax train that is headed our way. Let the Roth Guy help get you prepped so you can have peace of mind about how taxes will affect your retirement future.

Don't Utter These Famous Last Words

Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either...

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.