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.

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.

Big Beautiful Bill: Top 3 Retirement Tax Changes Explained

The Big Beautiful Bill (BBB) passed on July 4th, bringing major changes that retirees and pre-retirees need to under-stand. In this episode, Jude breaks down the top 3 provisions most relevant to his clients and listeners: the permanent extension of marginal tax brackets, the increased standard deduction, and a new senior citizen deduction that could re-duce taxes on Social Security for millions of retirees.

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™

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

Rocket Your Roth: Lessons from Peter Thiel’s Wealth Strategy

Mar 20, 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