Dave Ramsey has built one of the most recognized brands in personal finance. Millions of people have followed his advice out of debt and into savings. But when it comes to how much you should pull from your retirement accounts each year, Ramsey takes a position that...
Building wealth is important, but protecting it can be just as critical. In this episode, Jude explains why a strong financial plan goes beyond investments and includes the safeguards needed to protect your family, your wishes, and your legacy. He explains how small...
A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, Jude walks through what it actually feels like to work with a firm like Centrus Financial- from the first...
Most people think financial planning is about growing wealth. But when life takes an unexpected turn, the real question becomes much more personal: will the people you love be okay? In this episode, Jude shares why true financial planning goes far beyond investments...
Most folks meet with their financial advisor once a year. That meeting can be one of the most valuable hours in your financial life… when it’s used well. Today, Jude shares what an annual review often looks like when it’s limited to surface-level topics, and what it...
