Goals For The Year: Financial, Business and Personal Goals For 2023

Jan 12, 2023 | Podcast

With every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead. On today’s show, we’ll explore some of our personal and professional goals for 2023 and explore what might be some worthwhile goals...

Is There Greener Grass On The Other Side?

Nov 17, 2022 | Podcast

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons...

The Money Gridiron: What Football Teaches Us About Retirement Planning

Oct 27, 2022 | Financial Planning, Podcast, Retirement

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning. In football, the red zone is the last twenty yards before you get to the end zone....

Why You Should Consider Hiring A Tax Professional With Vikki Weaver and Kurt Alter

Oct 13, 2022 | Financial Planning, Podcast

On this week’s episode, Jude will hand off his cohosting duties to Vikki Weaver. Vikki serves as the Director of Financial Planning at Centrus Financial Strategies. In her role, she coordinates with the team to create and maintain clients’ financial plans. We...

How Rehmann Serves Their Clients With Kurt Alter

Sep 29, 2022 | Financial Planning, Podcast

Kurt Alter serves as a Tax Principal at Rehmann. His experience is diverse and suitable to a variety of business and individual tax, accounting, and consulting needs. Jude and Kurt will discuss how Rehmann creates an individualized client experience and why this is...

Getting It Right: Irreversible Financial Decisions

Sep 15, 2022 | Financial Planning, Podcast

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone.