Jun 19, 2025 | Financial Planning, Podcast, Retirement
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...
May 29, 2025 | Financial Planning, Podcast, Retirement
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...
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...
