Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
The Financial Side of Taking Care of the People You Love
Most people think financial planning is about growing wealth. But when life takes an unexpected turn, the real question becomes much more personal: will the people you love be okay?
You Meet With Your Advisor Once a Year – Are You Making the Most of It?
Most folks meet with their financial advisor once a year. That meeting can be one of the most valuable hours in your financial life… when it’s used well. Today, Jude shares what an annual review often looks like when it’s limited to surface-level topics, and what it can look like when it’s approached more holistically.
A New Plan to Fix Social Security Would Hurt High Earners
Today, Jude dives into a hot topic: a new proposal that could shake up Social Security for high earners. The plan could change how benefits are structured, and while it aims to address the program’s future, it’s raising some eyebrows.
You’ve Managed Your Own Money Successfully – Why Would You Need an Advisor Now?
Jude uncovers the key difference between building wealth and living off it, and how the right guidance can help you protect everything you’ve worked for.
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.