The Roth Guy

Apr 4, 2019 | Podcast, Retirement

We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.

Financial Overhaul

Mar 21, 2019 | Podcast

The guys share their thoughts on when a few tweaks to your retirement plan might not be enough and maybe a complete overhaul is needed.

Little Missed Details

Mar 7, 2019 | Podcast

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.

50 Shades Of Gray Area

Feb 21, 2019 | Financial Planning, Podcast

Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion.

Mailbag – Paying Off The House, Maxed-Out 401(k), And Book Suggestions

Feb 7, 2019 | Mailbag, Podcast

Jude and Mike take on various email questions from around the Orlando area. They’ll discuss the pros and cons of paying off the house versus continuing to take a tax deduction, as well as what to do if you’ve maxed out your 401(k) contributions. And...