The Roth Guy ^™

Mailbag Show

February 4, 2021

Hosted by Jude Wilson, MBA, CWS®

Jude and Mike take the time to answer a number of questions from listeners about their finances, as well as planning for the future.

Have a Question About Retirement?

October 23, 2025

Retirement Health Care Costs Just Jumped Again- 2025 Fidelity Update

Financial Planning, Podcast, Retirement, Taxes

Healthcare costs in retirement just keep climbing- and the newest Fidelity study shows how serious the challenge has become. In this episode, Jude breaks down what retirees can…

December 4, 2025

Taxes on Sale: Why Now Is the Time for Roth Conversions

Financial Planning, Podcast, Retirement

In this episode, Jude breaks down the logic behind “taxes on sale” and why strategic conversions can become a powerful long-term tool when done correctly….

January 29, 2026

2026 Tax Changes You Need To Know

Financial Planning, Podcast, Retirement

New tax rules for 2026 bring meaningful opportunities- but only if you understand the fine print. In this episode, Jude breaks down two of the most overlooked changes:…

Ready to Create a

More Centered Retirement?

If your “WHY” is missing from the center of your wealth, it’s time to do something about it. Let’s have a conversation about you and your dream retirement.