The Roth Guy with Jude Wilson

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.
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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

Top 9 Financial Debates, Part 1

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

From The Peanut Gallery: Can I Retire At 55?

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

Secret To Retirement Success: Get Out Of Your Own Way

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

Reasons You SHOULD Get Life Insurance

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

The Retirement Diet: Fixing Unhealthy Financial Habits

We all know some of the basic secrets of eating healthier to lose weight, limit disease, and live longer. Avoid empty calories, try to limit your added sugar, and lower those pesky trans fats are just some examples. But how can we spot similar unhealthy habits in the financial world? We’ll talk about it on this episode and help you fix some of your unhealthy financial habits. 
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

When Guessing At Retirement’s Most Important Questions Goes Wrong

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Murky Issues That Make Retirement Planning Harder

This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll break down the article to see if it’s worthwhile advice if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned.
USA Today Article: https://www.usatoday.com/story/money/personalfinance/retirement/2022/02/28/retirement-3-issues-making-planning-harder/49859935/
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592