The 5 Most Common “Pain Points” In Your Financial Life

Apr 18, 2019 | Financial Planning, Podcast

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Mike and Jude tell us about some times where they’ve helped clients through these...

The Roth Guy

Apr 4, 2019 | Podcast, Retirement

We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.

Financial Overhaul

Mar 21, 2019 | Podcast

The guys share their thoughts on when a few tweaks to your retirement plan might not be enough and maybe a complete overhaul is needed.

Little Missed Details

Mar 7, 2019 | Podcast

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.

50 Shades Of Gray Area

Feb 21, 2019 | Financial Planning, Podcast

Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion.

Mailbag – Paying Off The House, Maxed-Out 401(k), And Book Suggestions

Feb 7, 2019 | Mailbag, Podcast

Jude and Mike take on various email questions from around the Orlando area. They’ll discuss the pros and cons of paying off the house versus continuing to take a tax deduction, as well as what to do if you’ve maxed out your 401(k) contributions. And...