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National Debt Vs. Deficit: How It Affects You

National Debt Vs. Deficit: How It Affects You

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...
The Basics of Roth IRAs Explained

The Basics of Roth IRAs Explained

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...
Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning

Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning

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...
Introducing The Roth Guy: Your Guide to Tax-Smart Retirement

Introducing The Roth Guy: Your Guide to Tax-Smart Retirement

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...
Steering Clear of Retirement Stress

Steering Clear of Retirement Stress

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...
Your Financial Wellness Check-Up

Your Financial Wellness Check-Up

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...
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