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 Sep 29, 2022
Thursday Sep 29, 2022
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
Thursday Sep 15, 2022
Thursday Sep 15, 2022
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
Thursday Aug 25, 2022
Thursday Aug 25, 2022
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
Thursday Aug 11, 2022
Thursday Aug 11, 2022
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
Thursday Jul 28, 2022
Thursday Jul 28, 2022
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
Thursday Jun 30, 2022
Thursday Jun 30, 2022
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
Thursday Jun 16, 2022
Thursday Jun 16, 2022
We are kicking off a two part series discussing some of the major debates for pre retirees and retirees. Tune in for part 1 of this conversation.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Thursday Jun 02, 2022
Thursday Jun 02, 2022
A recent Yahoo! Finance article explored the idea of retiring early at the age of 55 to see if it was feasible. We’ll break down some of the issues facing folks who want to retire early on this episode, but for some additional fun let’s look at the comment section to see what questions and advice the peanut gallery has for us to consider.
Yahoo Article: Can You Retire at Age 55? Let's Run the Numbers (yahoo.com)
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Thursday May 19, 2022
Thursday May 19, 2022
There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Thursday May 05, 2022
Thursday May 05, 2022
Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.
Non-security products are not offered by J.W. Cole
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592