2024

Prepare for “The Coming Tax Risk” Webinar – Safeguard Your Retirement!

Attention HENRYs (High Earners, Not Rich Yet)! Are you aware of the impending tax storm that could impact your hard-earned retirement funds? Brace yourself for the groundbreaking online event: “The Coming Tax Risk” webinar.

About the Webinar:
Policy changes set to roll out in 2025 have the potential to turn your retirement dreams into a tax nightmare. If you’re a HENRY, your financial future might be at greater risk than you realize. But fear not – “The Coming Tax Risk” webinar is here to equip you with the knowledge and strategies to navigate these treacherous waters.

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Other Events

The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2)

We’re thrilled to be back with former U.S. Comptroller General David Walker for today’s show. Today, we’re covering some strategies that you can take to help protect yourself from potential economic challenges.

The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1)

We’re excited to welcome former U.S. Comptroller General David Walker onto the show for a special two-part series. With decades of experience serving under both Republican and Democratic administrations, he is here to share his expert insights on America's fiscal health.

COMING SOON! America’s Financial Future with David Walker

Get ready for an exciting episode of The Roth Guy! Next week, we'll have a very special guest on the show- David Walker, the former Comptroller General of the United States. Tune in to gain insights into our country’s fiscal state, where it’s headed, and, most importantly, how you can protect yourself from the likelihood of rising taxes in the future

National Debt Vs. Deficit: How It Affects You

We've all heard about the national debt and deficit, but how do they actually impact your retirement plans? In this episode, Jude clarifies these often-confused terms and explores the challenges posed by the growing national debt. He also discusses how these factors influence inflation and your savings strategy as you approach retirement.

The Basics of Roth IRAs Explained

Join us for this episode of “The Roth Guy” as we cover the fundamentals of Roth IRAs. We'll start with the basics: What exactly is a Roth IRA? Listen in as Jude breaks down the essentials you need to know.

Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning

Welcome to this inaugural episode of The Roth Guy with Jude Wilson! We’re so excited to bring you this new show on YouTube and your favorite podcasting platforms. Join us as we take a look into the world of finance, retirement planning, tax planning, and more!

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Introducing The Roth Guy: Your Guide to Tax-Smart Retirement

We’re excited to announce our new podcast launching in the upcoming weeks! Join us as we discuss the impending expiration of the Tax Cuts and Jobs Act, potential future tax increases, and the importance of tax diversification in this episode. We introduce "The Roth Guy" and explore how proactive planning can help you achieve a tax-smart retirement.

Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

Prepare for “The Coming Tax Risk” Webinar –Terminate Your Financial Termites!

Ready to take control of your financial destiny? Say goodbye to emotional roadblocks and hello to financial freedom!

Your Financial Wellness Check-Up

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode