May 16, 2025 | Financial Planning, Podcast, Retirement
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...
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...
Oct 3, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
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...
Sep 12, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
We’ve all heard about the national debt and deficit, but how do they actually impact your retirement plans? In this episode, Jude clarifies these often-confused terms and explores the challenges posed by the growing national debt. He also discusses how these...
