Resources & Insights

Navigate the complex world of finance with resources to help you stay informed and inspired.

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Blogs & Articles

Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.

Finding the Sweet Spot: Roth vs. Traditional 401k

Choosing between a traditional 401k and a Roth 401k is one of the most common questions workers face today. With more employers now offering both options, many people default to a 50/50 split simply because they don’t know what else to do. But is that really the best strategy? And how do you figure out the right mix for your situation?

Medicare 101: Avoid Costly Mistakes in 2025 with expert Kerwyn Jones

For many retirees, Medicare feels like a maze of rules, parts, and choices that only get more confusing the closer you get to age 65. In this episode, Jude is joined by Medicare specialist Kerwyn Jones to bring clarity to one of the most misunderstood pieces of retirement planning.

Roth IRA Q&A: Five-Year Rule, Income Limits & Conversion Mistakes

This week on the show, Jude answers some of the most common Roth IRA questions! First up: the Five-Year Rule. What does it really mean, how does it apply to contributions versus earnings, and why should you start the clock as soon as possible? Jude breaks it down in plain language with a reminder that waiting too long could delay your tax-free income in retirement.

Downloads & Resources

Family Budget Worksheet

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5 Tips to Avoid the Ticking Tax Time Bomb

Important Tax Numbers for 2025

What Issues Should I Consider When Dealing with High Inflation?

The Bucket Plan Diagram

Tax Efficient Funnels

THE PLAN WISE, RETIRE FREE PODCAST

with Jude Wilson, CWS®, MBA, BPC™

Finding the Sweet Spot: Roth vs. Traditional 401k

Sep 11, 2025

Medicare 101: Avoid Costly Mistakes in 2025 with expert Kerwyn Jones

Aug 28, 2025

Roth IRA Q&A: Five-Year Rule, Income Limits & Conversion Mistakes

Aug 14, 2025

Big Beautiful Bill: Top 3 Retirement Tax Changes Explained

Jul 31, 2025

How To Use The Tax Bomb Calculator

Jul 18, 2025

Transitioning From Work To Retirement with Josh Bell

Jun 19, 2025

5 Ways Wishful Thinking Can Damage Your Retirement (Part 2)

May 29, 2025

5 Ways Wishful Thinking Can Damage Your Retirement (Part 1)

May 16, 2025

What To Do When The Market Drops

Apr 24, 2025

Annuities: Are They Tax Beneficial?

Apr 3, 2025

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Eye-Opening Events and
Client Appreciation Celebrations

With Centrus as your partner, you gain access to proven guidance that will help you unlock financial success. Take the first step towards a brighter future and join us at one of our (monthly/quarterly/annual) events.

The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2)

We’re thrilled to be back with former U.S. Comptroller General David Walker for today’s show. Today, we’re covering some strategies that you can take to help protect yourself from potential economic challenges.

The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1)

We’re excited to welcome former U.S. Comptroller General David Walker onto the show for a special two-part series. With decades of experience serving under both Republican and Democratic administrations, he is here to share his expert insights on America’s fiscal health.

Resources & Insights

Blogs & Articles

Downloads & Resources

THE PLAN WISE, RETIRE FREE PODCAST

Eye-Opening Events and Client Appreciation Celebrations

Eye-Opening Events and
Client Appreciation Celebrations