Do Smart Investors Need a Financial Planner?
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.
5 HUGE Roth Conversion Mistakes To Avoid
In this episode of The Roth Guy, Jude breaks down five crucial Roth conversion mistakes that could derail your retirement strategy. For example, many investors rush into conversions without considering the tax implications, often converting too much in a single year and inadvertently pushing themselves into a higher tax bracket. Jude explains how this mistake can trigger a “domino effect,” leading to unexpected costs like increased Medicare premiums due to IRMAA surcharges.
Inflation-Proof Your Retirement In 2025
Inflation has been a hot topic in recent years, and its impact on retirement planning is arguably bigger than ever. In this episode, we’ll explore how to adjust your strategy for 2025.
Kickstart Your 2025 Financial Plan: New Year Checklist!
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.
Is Social Security Changing? A New Proposal You Need To Know About
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 financial security.
Your Year-End Planning Checklist: Close Out The Year Strong!
This week, Jude and Marc are sharing some financial items that you should be thinking about as the year winds down.
Preparing For Rising Taxes: Tax Efficiency Through Tax Funnels
In this episode, Jude and Marc explore how tax efficiency funnels can be utilized to optimize your financial strategy and mitigate the risks associated with rising taxes.
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2)
We’re thrilled to be back with former U.S. Comptroller General David Walker for today’s show. Today, we’re covering some strategies that you can take to help protect yourself from potential economic challenges.
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1)
We’re excited to welcome former U.S. Comptroller General David Walker onto the show for a special two-part series. With decades of experience serving under both Republican and Democratic administrations, he is here to share his expert insights on America’s fiscal health.
COMING SOON! America’s Financial Future with David Walker
Get ready for an exciting episode of The Roth Guy! Next week, we’ll have a very special guest on the show- David Walker, the former Comptroller General of the United States. Tune in to gain insights into our country’s fiscal state, where it’s headed, and, most importantly, how you can protect yourself from the likelihood of rising taxes in the future