Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
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!
End of Year Financial Planning For 2023
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!
Estate Planning Wisdom for Singles with Merrell Bailey Part 2
This is part two of our discussion with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. In this half of the conversation, she will share estate planning wisdom for singles who don’t plan on getting married. Merrell also highlights the importance of proactively planning for your estate by documenting your assets and stating preferences for inheritances and medical care decisions. Listen in to learn how to secure your estate and plan for a comfortable and stress-free retirement!
Estate Planning Wisdom with Merrell Bailey: From Pets to Passwords Part 1
We’re very excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. Merrell joined us on the podcast earlier this year, and is here to share more of her estate planning wisdom with us today. Listen in as she debunks the misconception that estate planning is only for the ultra-wealthy and explores some of the unique parts of the process, like planning for your pet’s welfare in the event that something happens to you. We also touch on the importance of managing your digital legacy in the age of social media and online assets, offering insights and actionable advice for ensuring your loved ones can access your digital life when you’re no longer around.