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THE ROTH GUY

with Jude Wilson, MBA, CWS®, BPC™

 

LET’S MAKE YOUR FINANCIAL STORY A HEROIC ONE.

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When the headlines scream and markets tumble, your instinct might be to do something. But what should you actually do when the market drops? In this episode, Jude walks through 4 key things to consider when your portfolio takes a hit. Here’s some of what we discuss in this episode: 🧠 Gut check: You may not be down as much as you think ⚖️ How diversification can help when the market takes a hit 🔁 Rebalancing & Roth conversions during downturns 💸 Why you should keep contributing 📵 Turn off the news and stop doomscrolling 0:00 – Intro 1:04 – Client reactions 3:42 – Checking your plan 6:00 – Get real with risk 8:26 – Key strategies 15:56 – Unhelpful behaviors #TheRothGuy #marketvolatility #smartinvesting #marketdownturn _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/ _______________________________ CONTACT ☎ Website: https://centrusfs.com/podcast/ Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min
What To Do When The Market Drops
Back in the day, retirees could count on pensions for a steady income- but those are becoming rare. Annuities work in a similar way, providing a stream of payments you can’t outlive.💰 #RetirementIncome #Annuities #FinancialPlanning _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/ _______________________________ CONTACT ☎ Website: https://centrusfs.com/podcast/ Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min
The Basis of An Annuity
Annuities are often misunderstood- some see them as a financial nightmare, while others consider them a key part of a well-rounded portfolio. So, what exactly are they? And can they offer any tax advantages? Jude is here to break it all down- how annuities work, their tax implications, and when they might fit into a retirement strategy. We’ll explore the different types of annuities, their benefits and drawbacks, and their potential impact on tax-es. Are they a smart, tax-efficient retirement tool, or do the fees and restrictions outweigh the benefits? Let’s find out! Here’s some of what we discuss in this episode: 0:00 – Intro 2:07 – What is an annuity? 3:40 – Types of annuities 6:19 – Advantages of annuities 8:34 – Disadvantages and fees 15:09 – When might an annuity be a good fit? #annuity #annuities #taxplanning #financialplanning _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/ _______________________________ CONTACT ☎ Website: https://centrusfs.com/podcast/ Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min
Annuities: Are They Tax Beneficial?
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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.

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