THE PLAN WISE, RETIRE FREE PODCAST
With Jude Wilson, CWS®, MBA, BPC™
Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you’re experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we’ll provide practical tips and guidance to help you make informed decisions and maintain financial stability.
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MORE EPISODES & RESOURCES
On this episode we take questions from listeners all over Florida. We’ll discuss safe investing versus growth, identifying fiduciary advisors, and more.
You’ve Lost That Financial Feeling
Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation
Settle the Debate
Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many different opinions on these concepts.
The Complications Of An Early Retirement
An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications presented when you retire early. Let’s tackle what early retirement means for most people and how you can put together a realistic plan to execute it if it’s the right decision for you.
Retirement Planning: More Than Just Investments
There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?
Unique Financial Planning Challenges
Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions that Jude and Mike can implement.
Mailbag: Nursing Home Costs, Tax Changes, and Saving What You Have
We’ve got a collection of questions for our very first mailbag episode. Barry wants to know how to deal with future nursing home costs. Shayla would like to know how the recent tax code changes could affect financial planning. Finally, Steve asks if it’s short-sighted to only have an interest in saving money you already have.
Things You Can’t Control (And Things You Can)
In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.