Money Questions That Aren’t Really About Money
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.
The 5 D’s of Retirement
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.
Retiring Early Isn’t Always a Choice — Here’s What the Data Shows
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.
The 4% Rule vs. the 8% Rule: What’s the Right Withdrawal Rate for You?
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 some financial professionals find hard to get behind.
Protecting What You Care Most About
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.
From First Conversation To Being A Client- Here’s How We Work
Today, Jude walks through what it actually feels like to work with a firm like Centrus Financial- from the first conversation to ongoing guidance- so you know what to expect.
The Financial Side of Taking Care of the People You Love
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?
You Meet With Your Advisor Once a Year – Are You Making the Most of It?
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 can look like when it’s approached more holistically.
A New Plan to Fix Social Security Would Hurt High Earners
Today, Jude dives into a hot topic: a new proposal that could shake up Social Security for high earners. The plan could change how benefits are structured, and while it aims to address the program’s future, it’s raising some eyebrows.
You’ve Managed Your Own Money Successfully – Why Would You Need an Advisor Now?
Jude uncovers the key difference between building wealth and living off it, and how the right guidance can help you protect everything you’ve worked for.