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!
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Episodes
Thursday Jun 20, 2019
Thursday Jun 20, 2019
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...
Thursday Jun 06, 2019
Thursday Jun 06, 2019
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.
Thursday May 16, 2019
Thursday May 16, 2019
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.
Thursday May 02, 2019
Thursday May 02, 2019
This week we discuss the oncoming tax train and things to consider when choosing to prepare for the potential tax increases.
Thursday Apr 18, 2019
Thursday Apr 18, 2019
When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Mike and Jude tell us about some times where they've helped clients through these frustrating areas.
Thursday Apr 04, 2019
Thursday Apr 04, 2019
We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.
Thursday Mar 21, 2019
Thursday Mar 21, 2019
The guys share their thoughts on when a few tweaks to your retirement plan might not be enough and maybe a complete overhaul is needed.
Thursday Mar 07, 2019
Thursday Mar 07, 2019
Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.
Thursday Feb 21, 2019
Thursday Feb 21, 2019
Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion.
Thursday Feb 07, 2019
Thursday Feb 07, 2019
Jude and Mike take on various email questions from around the Orlando area. They'll discuss the pros and cons of paying off the house versus continuing to take a tax deduction, as well as what to do if you've maxed out your 401(k) contributions. And finally, you'll hear about some of Jude and Mike's favorite books on retirement and financial planning.