Plan Wise. Retire Free.

The 5 Most Common “Pain Points” In Your Financial Life

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.

The Roth Guy

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.

Episode #14: Financial Overhaul

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.

Episode #13: Little Missed Details

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.

Episode #12: 50 Shades Of Gray Area

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.

Episode #11: Mailbag - Paying Off The House, Maxed-Out 401(k), And Book Suggestions

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.

Episode #10: Risk Tolerance

Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.

Episode #9: What It’s Like To Be A Client

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

Episode #8: Mailbag

On this episode we take questions from listeners all over Florida. We'll discuss safe investing versus growth, identifying fiduciary advisors, and more.

Episode #7: You’ve Lost That Financial Feeling

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