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
Dec 6, 2018
Dec 6, 2018
15 min
On this episode we take questions from listeners all over Florida. We'll discuss safe investing versus growth, identifying fiduciary advisors, and more.
Nov 15, 2018
Nov 15, 2018
18 min
Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation
Nov 1, 2018
Nov 1, 2018
19 min
Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many different opinions on these concepts.
Oct 18, 2018
Oct 18, 2018
14 min
An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications presented when you retire early. Let’s tackle what early retirement means for most people and how you can put together a realistic plan to execute it if it’s the right decision for you.
Oct 12, 2018
Oct 12, 2018
25 min
There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?
Oct 12, 2018
Oct 12, 2018
17 min
Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions that Jude and Mike can implement.
Oct 12, 2018
Oct 12, 2018
13 min
We've got a collection of questions for our very first mailbag episode. Barry wants to know how to deal with future nursing home costs. Shayla would like to know how the recent tax code changes could affect financial planning. Finally, Steve asks if it's short-sighted to only have an interest in saving money you already have.
Oct 12, 2018
Oct 12, 2018
20 min
In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.