Jan 16, 2025 | Financial Planning, Podcast, Taxes
Welcome to 2025! In this episode of The Roth Guy, Jude and Marc kick off the new year with an essential financial checklist to help you start the year on the right foot. They discuss strategies to stay proactive, avoid costly mistakes, and make the most of your...
Dec 12, 2024 | Financial Planning, Podcast, Taxes
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. In this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your...
Nov 26, 2024 | Financial Planning, Podcast, Taxes
As the end of November approaches, it’s a great time to take a closer look at your financial plans and make any necessary tweaks to prepare for the year ahead. That’s why this week, Jude and Marc are sharing some financial items that you should be thinking about as...
Nov 7, 2024 | Financial Planning, Podcast, Retirement, Taxes
We talk about the ticking tax time bomb a lot on this show regarding the national deficit. It’s a reality we are faced with, and while it sounds scary, there are action steps that you can take to minimize the impact of potential future tax increases on you. In this...
Oct 8, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
We’re thrilled to be back with former U.S. Comptroller General David Walker for today’s show. With decades of experience serving under both Republican and Democratic administrations, Walker is here to share his expert insights on America’s fiscal health. Last...
Oct 8, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
In this episode of The Roth Guy, we’re excited to welcome a very special guest, former U.S. Comptroller General David Walker. With decades of experience serving under both Republican and Democratic administrations, he is here to share his expert insights on...
