Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
5 Ways Wishful Thinking Can Damage Your Retirement (Part 2)
Wishful thinking feels comforting, but in retirement planning, it can quietly sabotage your future. In this second installment, Jude breaks down five more dangerous assumptions people make when planning for their golden years. From relying too much on Social Security to assuming Medicare will handle long-term care, this episode challenges listeners to face financial realities with clarity and strategy.
5 Ways Wishful Thinking Can Damage Your Retirement (Part 1)
A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, we’re walking through 5 common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck.
What To Do When The Market Drops
What should you actually do when the market drops? In this episode, Jude walks through 4 key things to consider when your portfolio takes a hit.
Annuities: Are They Tax Beneficial?
Annuities are often misunderstood- some see them as a financial nightmare, while others consider them a key part of a well-rounded portfolio. So, what exactly are they? And can they offer any tax advantages?
Rocket Your Roth: Lessons from Peter Thiel’s Wealth Strategy
In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.
Do Smart Investors Need a Financial Planner?
In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.
5 HUGE Roth Conversion Mistakes To Avoid
In this episode of The Roth Guy, Jude breaks down five crucial Roth conversion mistakes that could derail your retirement strategy. For example, many investors rush into conversions without considering the tax implications, often converting too much in a single year and inadvertently pushing themselves into a higher tax bracket. Jude explains how this mistake can trigger a “domino effect,” leading to unexpected costs like increased Medicare premiums due to IRMAA surcharges.
Inflation-Proof Your Retirement In 2025
Inflation has been a hot topic in recent years, and its impact on retirement planning is arguably bigger than ever. In this episode, we’ll explore how to adjust your strategy for 2025.
Kickstart Your 2025 Financial Plan: New Year Checklist!
Welcome to 2025! In this episode of The Roth Guy, Jude and Marc kick off the new year with an essential financial checklist to help you start the year on the right foot.
Is Social Security Changing? A New Proposal You Need To Know About
In this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.
Your Year-End Planning Checklist: Close Out The Year Strong!
This week, Jude and Marc are sharing some financial items that you should be thinking about as the year winds down.
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.