The Roth Guy with Jude Wilson

Tax Consequences: Pros & Cons of Various Account Types

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Risk Averse: Explaining The Buzzword

Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Financial Mistakes Couples Often Make

Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Out Of Tune Retirement

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Mind The Gap

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

The Things That Don’t Matter… Until They Do

Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

5 Things You Must Know About Decumulation

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, howto guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Financial Planning In Today‘s Environment

The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the proposals that might become a reality in the future and share how he has been able to help some of his clients with taxes.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Do Retirees Need Life Insurance?

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592