Aug 29, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
Join us for this episode of “The Roth Guy” as we cover the fundamentals of Roth IRAs. We’ll start with the basics: What exactly is a Roth IRA? Jude breaks down the essential components, including the differences between traditional IRAs and Roth IRAs, and why...
Aug 8, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
Welcome to this inaugural episode of The Roth Guy with Jude Wilson! We’re so excited to bring you this new show on YouTube and your favorite podcasting platforms. Join us as we take a look into the world of finance, retirement planning, tax planning, and more! Just...
May 24, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
We’re excited to announce our new podcast launching in the upcoming weeks! Join us as we discuss the impending expiration of the Tax Cuts and Jobs Act, potential future tax increases, and the importance of tax diversification in this episode. We introduce “The...
May 9, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Holmes and Rahe Stress Scale...
Apr 30, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed...
Feb 8, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
With the Tax Cut and Jobs Act set to expire at the end of 2025 and the national debt skyrocketing, the tax time bomb is ticking. It’s more important than ever to prepare for the inevitable tax increases that could significantly impact your financial plans. Join...
