Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Jude goes over a few today that he thinks are worth asking. None of these questions are really about money. That’s kind of the point. Sometimes...
Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually hold up over time. They all happen to start with the same letter — which either means it’s a great framework or someone really wanted it to work out that way. The...
Most people plan to retire around 65, but new research shows many actually retire closer to 62- and often not by choice. Health issues, layoffs, disabilities, and other unexpected circumstances can suddenly move that retirement date forward. In this episode, Jude...
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...
