Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
Preparing For Rising Taxes: Tax Efficiency Through Tax Funnels
In this episode, Jude and Marc explore how tax efficiency funnels can be utilized to optimize your financial strategy and mitigate the risks associated with rising taxes.
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.
COMING SOON! America’s Financial Future with David Walker
Get ready for an exciting episode of The Roth Guy! Next week, we’ll have a very special guest on the show- David Walker, the former Comptroller General of the United States. Tune in to gain insights into our country’s fiscal state, where it’s headed, and, most importantly, how you can protect yourself from the likelihood of rising taxes in the future
National Debt Vs. Deficit: How It Affects You
We’ve all heard about the national debt and deficit, but how do they actually impact your retirement plans? In this episode, Jude clarifies these often-confused terms and explores the challenges posed by the growing national debt. He also discusses how these factors influence inflation and your savings strategy as you approach retirement.
The Basics of Roth IRAs Explained
Join us for this episode of “The Roth Guy” as we cover the fundamentals of Roth IRAs. We’ll start with the basics: What exactly is a Roth IRA? Listen in as Jude breaks down the essentials you need to know.
Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning
Welcome to this inaugural episode of The Roth Guy with Jude Wilson! We’re so excited to bring you this new show on YouTube and your favorite podcasting platforms. Join us as we take a look into the world of finance, retirement planning, tax planning, and more!
Introducing The Roth Guy: Your Guide to Tax-Smart Retirement
We’re excited to announce our new podcast launching in the upcoming weeks! Join us as we discuss the impending expiration of the Tax Cuts and Jobs Act, potential future tax increases, and the importance of tax diversification in this episode. We introduce “The Roth Guy” and explore how proactive planning can help you achieve a tax-smart retirement.
Steering Clear of Retirement Stress
Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.
Your Financial Wellness Check-Up
Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode
The Ticking Tax Time Bomb: Important Upcoming Webinar
Get ready for the tax time bomb! Join us as we discuss proactive tax planning & the upcoming Ticking Tax Time Bomb webinar at Centrus FS.
Are Your Good Money Habits Holding You Back?
Join us for a thoughtful episode on end of year financial planning for 2023. Listen in as we discuss optimizing investments, managing RMDs, and more!