Jul 31, 2025 | Financial Planning, Podcast, Retirement, Taxes
The Big Beautiful Bill (BBB) passed on July 4th, bringing major changes that retirees and pre-retirees need to understand. In this episode, Jude breaks down the top 3 provisions most relevant to his clients and listeners: the permanent extension of marginal tax...
Jul 18, 2025 | Financial Planning, Podcast, Retirement, Taxes
Is your retirement account a ticking tax time bomb? In this episode, Jude gives a hands-on demo of his Tax Bomb Calculator- a powerful tool at thetaxbomb.com- that helps you estimate how much of your 401(k) or IRA could be lost to taxes. Marc acts as the “test...
Apr 24, 2025 | Financial Planning, Podcast, Taxes
When the headlines scream and markets tumble, your instinct might be to do something. But what should you actually do when the market drops? In this episode, Jude walks through 4 key things to consider when your portfolio takes a hit. Drawing from client conversations...
Apr 3, 2025 | Financial Planning, Podcast, Taxes
Annuities are often misunderstood- some see them as a financial nightmare, while others consider them a key part of a well-rounded portfolio. So, what exactly are they? And can they offer any tax advantages? Jude is here to break it all down- how annuities work, their...
Mar 20, 2025 | Financial Planning, Podcast, Taxes
Peter Thiel, co-founder of PayPal and early investor in Facebook, reportedly grew his Roth IRA to a jaw-dropping $5 billion- completely tax-free. But how did he do it? And more importantly, can everyday investors use similar strategies to maximize their own retirement...
Feb 27, 2025 | Financial Planning, Podcast, Taxes
If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question one of our listeners sent in after years of handling his portfolio solo. So, is working with an advisor just an extra expense, or could it...
