Medicare 101: Avoid Costly Mistakes in 2025 with expert Kerwyn Jones
For many retirees, Medicare feels like a maze of rules, parts, and choices that only get more confusing the closer you get to age 65. In this episode, Jude is joined by Medicare specialist Kerwyn Jones to bring clarity to one of the most misunderstood pieces of retirement planning.
Roth IRA Q&A: Five-Year Rule, Income Limits & Conversion Mistakes
This week on the show, Jude answers some of the most common Roth IRA questions! First up: the Five-Year Rule. What does it really mean, how does it apply to contributions versus earnings, and why should you start the clock as soon as possible? Jude breaks it down in plain language with a reminder that waiting too long could delay your tax-free income in retirement.
Big Beautiful Bill: Top 3 Retirement Tax Changes Explained
The Big Beautiful Bill (BBB) passed on July 4th, bringing major changes that retirees and pre-retirees need to under-stand. In this episode, Jude breaks down the top 3 provisions most relevant to his clients and listeners: the permanent extension of marginal tax brackets, the increased standard deduction, and a new senior citizen deduction that could re-duce taxes on Social Security for millions of retirees.
How To Use The Tax Bomb Calculator
Is your retirement account a ticking tax time bomb? In this episode, Jude gives a hands-on demo of his Tax Bomb Calculator- a powerful tool at thetaxbomb.com- that helps you estimate how much of your 401(k) or IRA could be lost to taxes.
Transitioning From Work To Retirement with Josh Bell
The transition into retirement isn’t just a financial shift- it’s a psychological one. We’re excited to have a special guest on the show this week. Josh Bell, coach and consultant at The Josh Bell Company, is joining us to explore what it really means to leave your job title behind and step into the unknown.
5 Ways Wishful Thinking Can Damage Your Retirement (Part 2)
Wishful thinking feels comforting, but in retirement planning, it can quietly sabotage your future. In this second installment, Jude breaks down five more dangerous assumptions people make when planning for their golden years. From relying too much on Social Security to assuming Medicare will handle long-term care, this episode challenges listeners to face financial realities with clarity and strategy.
5 Ways Wishful Thinking Can Damage Your Retirement (Part 1)
A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, we’re walking through 5 common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck.
What To Do When The Market Drops
What should you actually do when the market drops? In this episode, Jude walks through 4 key things to consider when your portfolio takes a hit.
Annuities: Are They Tax Beneficial?
Annuities are often misunderstood- some see them as a financial nightmare, while others consider them a key part of a well-rounded portfolio. So, what exactly are they? And can they offer any tax advantages?
Rocket Your Roth: Lessons from Peter Thiel’s Wealth Strategy
In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.