The Roth Guy with Jude Wilson

Goals For The Year: Financial, Business and Personal Goals For 2023

With every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead. On today’s show, we’ll explore some of our personal and professional goals for 2023 and explore what might be some worthwhile goals for you to add to your list.
 
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Is There Greener Grass On The Other Side?

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.
 
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

The Money Gridiron: What Football Teaches Us About Retirement Planning

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning. In football, the red zone is the last twenty yards before you get to the end zone. Mistakes are costly and it’s important that you make the right decisions… In retirement planning, the red zone is the last 5-10 years before you retire. And guess what? Mistakes are costly and it’s important that you make the right decisions.
 
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Why You Should Consider Hiring A Tax Professional With Vikki Weaver and Kurt Alter

On this week's episode, Jude will hand off his cohosting duties to Vikki Weaver. Vikki serves as the Director of Financial Planning at Centrus Financial Strategies. In her role, she coordinates with the team to create and maintain clients’ financial plans. We invite Kurt Alter to join us once again to discuss why you might want to hire a tax professional and the positive impact this relationship can have on your financial life.
 
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

How Rehmann Serves Their Clients With Kurt Alter

Kurt Alter serves as a Tax Principal at Rehmann. His experience is diverse and suitable to a variety of business and individual tax, accounting, and consulting needs. Jude and Kurt will discuss how Rehmann creates an individualized client experience and why this is crucial when putting together a plan.
 
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Getting It Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.
 
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Going Against The Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Should You Follow These Popular Retirement Rules of Thumb?

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Inflation and Recession with Glenn Dorsey

We have a special guest on the show today, Glenn Dorsey. Glenn serves as the Senior Vice President and Head of Client Portfolio Management for Clark Capital Management Group. He is responsible for portfolio construction and the clear communication of investment strategy to advisors and their clients. Jude and Glenn will discuss the current state of the economy and some of the big issues we are seeing right now.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Top 9 Financial Debates, Part 2

We will be finishing up our conversation on some of the major debates for pre retirees and retirees. Tune in for part 2 of our discussion.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592