THE ROTH GUY
with Jude Wilson, MBA, CWS®, BPC™
Meet Your Guide
Just like any great superhero movie, your financial journey has its challenges- taxes, inflation, market risks- but with the right guidance, you can become the hero of your own financial story. CWS®, MBA, Jude Wilson has over 25 years of experience in retirement planning and has successfully guided individuals across multiple generations to achieving their desired retirement lifestyle. Jude is highly skilled in tax reduction strategies and specializes in creating effective retirement plans tailored to each client’s unique needs and aspirations.
READY TO GET STARTED? BROWSE OUR LATEST EPISODES
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2)
We’re thrilled to be back with former...
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1)
In this episode of The Roth Guy, we’re...
COMING SOON! America’s Financial Future with David Walker
https://youtube.com/shorts/e8TIICGAkL8...
National Debt Vs. Deficit: How It Affects You
We've all heard about the national...
The Basics of Roth IRAs Explained
Join us for this episode of “The Roth...
Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning
Welcome to this inaugural episode of...
Introducing The Roth Guy: Your Guide to Tax-Smart Retirement
We’re excited to announce our new...
Steering Clear of Retirement Stress
Psychologists have determined that...
Your Financial Wellness Check-Up
Just like an annual checkup is...
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2)
We’re thrilled to be back with former...
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1)
In this episode of The Roth Guy, we’re...
COMING SOON! America’s Financial Future with David Walker
https://youtube.com/shorts/e8TIICGAkL8...
National Debt Vs. Deficit: How It Affects You
We've all heard about the national...
The Basics of Roth IRAs Explained
Join us for this episode of “The Roth...
Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning
Welcome to this inaugural episode of...
Introducing The Roth Guy: Your Guide to Tax-Smart Retirement
We’re excited to announce our new...
Steering Clear of Retirement Stress
Psychologists have determined that...
Your Financial Wellness Check-Up
Just like an annual checkup is...
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2)
We’re thrilled to be back with former...
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1)
In this episode of The Roth Guy, we’re...
COMING SOON! America’s Financial Future with David Walker
https://youtube.com/shorts/e8TIICGAkL8...
National Debt Vs. Deficit: How It Affects You
We've all heard about the national...
The Basics of Roth IRAs Explained
Join us for this episode of “The Roth...
Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning
Welcome to this inaugural episode of...
Introducing The Roth Guy: Your Guide to Tax-Smart Retirement
We’re excited to announce our new...
Steering Clear of Retirement Stress
Psychologists have determined that...
Your Financial Wellness Check-Up
Just like an annual checkup is...
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2)
We’re thrilled to be back with former...
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1)
In this episode of The Roth Guy, we’re...
COMING SOON! America’s Financial Future with David Walker
https://youtube.com/shorts/e8TIICGAkL8...
National Debt Vs. Deficit: How It Affects You
We've all heard about the national...
The Basics of Roth IRAs Explained
Join us for this episode of “The Roth...
Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning
Welcome to this inaugural episode of...
Introducing The Roth Guy: Your Guide to Tax-Smart Retirement
We’re excited to announce our new...
Steering Clear of Retirement Stress
Psychologists have determined that...
Your Financial Wellness Check-Up
Just like an annual checkup is...
Longevity Planning for Retirement: 3 Ways To Rethink Old Age and Retirement
In this week's episode, we're taking a...
Wine Pairing Tips for Beginners & Virtual Wine Tasting Events with Lee Pancake
We are so excited to have Lee Pancake...
Going Against The Grain
Being a good advisor isn’t about...
Mailbag Show
Jude and Mike take the time to answer...
September Mailbag Show
This week we catch up on some emails...
IRA Limits & Emails
We discuss the limit increases to...
Mailbag Show
On today's episode, we answer some of...
The Mailbag Show
We dedicate this week's podcast to...
Effects Of The Tax Reform & Email Questions
We'll start off things off this week...
Mailbag – Paying Off The House, Maxed-Out 401(k), And Book Suggestions
Jude and Mike take on various email...
Mailbag
On this episode we take questions from...
Mailbag: Nursing Home Costs, Tax Changes, and Saving What You Have
We've got a collection of questions...