Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
Common Retirement Myths And Why They’re Dangerous
Some retirement beliefs sound harmless, but they can quietly derail your entire financial plan. In this episode, Jude tackles five of the most common retirement myths that continue to trip people up year after year.
2026 Tax Changes You Need To Know
New tax rules for 2026 bring meaningful opportunities- but only if you understand the fine print. In this episode, Jude breaks down two of the most overlooked changes: the new senior tax deduction and updated catch-up contribution rules.
The X’s and O’s of Buying or Selling a Business in Retirement with George Rosen and George St Pierre III
We’re excited to be back today with George Rosen and George St Pierre III of Contango Investments, Inc. to dive deeper into what it really takes to buy or sell a business as part of a retirement strategy.
Why More Retirees Are Becoming Business Owners with George Rosen and George St Pierre III
In this episode, Jude sits down with George Rosen and George St Pierre III of Contango Investments, Inc. to explore why business acquisitions are booming, what makes today’s market so unique, and how to tell if buying an existing business is the right path for you.
Taxes on Sale: Why Now Is the Time for Roth Conversions
In this episode, Jude breaks down the logic behind “taxes on sale” and why strategic conversions can become a powerful long-term tool when done correctly.
Why Better Questions Build Better Retirements
In this episode, Jude breaks down the most common questions he hears and shows how a simple reframing can uncover clearer strategies and more confident retirement decisions.
Should You Have More Than One Financial Advisor?
Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, Jude tackles a listener’s question about this very dilemma.
Retirement Health Care Costs Just Jumped Again- 2025 Fidelity Update
Healthcare costs in retirement just keep climbing- and the newest Fidelity study shows how serious the challenge has become. In this episode, Jude breaks down what retirees can expect to pay for medical expenses, why those costs are outpacing inflation, and the most overlooked ways to plan ahead.
Life Insurance Traps and Maximizing Your 401(k): Your Questions Answered!
In this episode, Jude tackles two listener questions from the mailbag, focusing on two of the most common retirement concerns: life insurance and investing.
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.