Blogs & Articles

Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.

[dipl_ajax_search number_of_results=”5″ search_icon_color=”#0093BF” _builder_version=”4.21.0″ _module_preset=”default” border_color_all_form_field=”#D6EBFC” global_colors_info=”{}”][/dipl_ajax_search]
Is There Greener Grass On The Other Side?

Is There Greener Grass On The Other Side?

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.

read more
The Money Gridiron: What Football Teaches Us About Retirement Planning

The Money Gridiron: What Football Teaches Us About Retirement Planning

On this week’s episode, Jude will hand off his cohosting duties to Vikki Weaver. Vikki serves as the Director of Financial Planning at Centrus Financial Strategies. In her role, she coordinates with the team to create and maintain clients’ financial plans. We invite Kurt Alter to join us once again to discuss why you might want to hire a tax professional and the positive impact this relationship can have on your financial life.

read more
Why You Should Consider Hiring A Tax Professional With Vikki Weaver and Kurt Alter

Why You Should Consider Hiring A Tax Professional With Vikki Weaver and Kurt Alter

On this week’s episode, Jude will hand off his cohosting duties to Vikki Weaver. Vikki serves as the Director of Financial Planning at Centrus Financial Strategies. In her role, she coordinates with the team to create and maintain clients’ financial plans. We invite Kurt Alter to join us once again to discuss why you might want to hire a tax professional and the positive impact this relationship can have on your financial life.

read more
Going Against The Grain

Going Against The Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

read more
Should You Follow These Popular Retirement Rules of Thumb?

Should You Follow These Popular Retirement Rules of Thumb?

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.

read more
Inflation and Recession with Glenn Dorsey

Inflation and Recession with Glenn Dorsey

We have a special guest on the show today, Glenn Dorsey. Glenn serves as the Senior Vice President and Head of Client Portfolio Management for Clark Capital Management Group. He is responsible for portfolio construction and the clear communication of investment strategy to advisors and their clients. Jude and Glenn will discuss the current state of the economy and some of the big issues we are seeing right now.

read more