The Roth Guy with Jude Wilson

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

We answer emails and some getting to know questions with Jude as this year winds down.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

Maybe you’re close to retirement and think you don’t have nearly enough money saved. Let’s talk about some reasons that the news might not be as bad as you think.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592

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

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

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

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

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

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