The Roth Guy with Jude Wilson
Welcome to The Roth Guy with Jude Wilson, your go-to podcast for all things tax, finance and retirement, hosted on YouTube and available on your favorite podcasting platforms! Each episode, join Jude Wilson as we explore the essential world of retirement planning, tax strategies, and overcoming financial hurdles. Imagine your financial journey as an epic superhero tale—filled with challenges like taxes, inflation, and market risks. But don’t worry, with Jude’s guidance, you can master your financial destiny and emerge as the hero of your own story. From practical advice on navigating taxes efficiently to strategies for securing your financial future, this podcast is both educational and entertaining. Tune in to The Roth Guy with Jude Wilson and start your journey toward financial freedom with insights, tips, and resources designed to empower you. Ready to transform your approach to finance? Let’s make your financial story a heroic one!
Read our Disclosure: https://docs.google.com/document/d/129gq1ZKnyIXyA6-vyWXMg5oCH4mx0S44/edit?usp=sharing&ouid=118442068585128500668&rtpof=true&sd=true
Episodes
Mar 19, 2020
Mar 19, 2020
16 min
A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Mar 5, 2020
Mar 5, 2020
15 min
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept...
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Feb 20, 2020
Feb 20, 2020
14 min
Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Feb 6, 2020
Feb 6, 2020
19 min
We discuss the limit increases to 401ks and IRA as well as answer questions from listeners here in the Orlando and Bradenton area.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Jan 14, 2020
Jan 14, 2020
18 min
Sometimes people say they don’t want to retire...and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Jan 2, 2020
Jan 2, 2020
21 min
On today's episode, we answer some of our listeners questions that have come in from the month of December.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Dec 19, 2019
Dec 19, 2019
16 min
Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Dec 5, 2019
Dec 5, 2019
12 min
Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Nov 21, 2019
Nov 21, 2019
21 min
We continue our conversation from last time with Jason Smith. Today we look at how the bucket plan would hold up in an event like the 2008 market crash and when you should think about refilling your buckets.
Contact:
Forbes Article: https://www.forbes.com/sites/advisor/2014/04/24/why-the-average-investors-investment-return-is-so-low/#2cf1802b111a
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Nov 7, 2019
Nov 7, 2019
16 min
On today's podcast, we are joined by Jason Smith who is the chairman of Prosperity Capital and author of The Bucket Plan. We discuss how Jason got started with the bucket plan concept and his ideologies surrounding this type of planning.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592