THE PLAN WISE, RETIRE FREE PODCAST
with Jude Wilson, CWS®, MBA, BPC™
Tune in to our podcast with industry leaders who share their awe-inspiring stories and invaluable insights.
End of Year Financial Planning For 2023
Join us for a thoughtful episode on...
Estate Planning Wisdom for Singles with Merrell Bailey Part 2
This is part two of our discussion...
Estate Planning Wisdom with Merrell Bailey: From Pets to Passwords Part 1
We're very excited to be back with...
Are There Universal Retirement Truths? Part 2
Retirement is a unique journey for...
Are There Universal Retirement Truths? Part 1
Retirement is a unique journey for...
Building An Estate Plan With No Regrets
There are some people who don’t care...
Recognizing the Telltale Signs: When It’s Time to Change Financial Advisors
In this episode, we delve into the...
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 2
We are excited to be back with Merrell...
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 1
Today we are thrilled to be joined by...
Key Finance Decisions During Major Life Events
Are you ready to take control of your...
Retirement Expenses For Which You Forgot To Plan
Are you preparing for retirement but...
Financial Planning In Today’s Environment
The United States has taken on a lot...
2021 Tax Tips Recap
As you get ready to file 2020 taxes...
Ticking Tax Time Bomb – With Jeffrey Levine
Director of Advanced Planning at...
Planning For Future Tax Rates
This week, we'll continue our earlier...
End of Year Financial Planning For 2023
Join us for a thoughtful episode on...
Estate Planning Wisdom for Singles with Merrell Bailey Part 2
This is part two of our discussion...
Estate Planning Wisdom with Merrell Bailey: From Pets to Passwords Part 1
We're very excited to be back with...
Are There Universal Retirement Truths? Part 2
Retirement is a unique journey for...
Are There Universal Retirement Truths? Part 1
Retirement is a unique journey for...
Longevity Planning for Retirement: 3 Ways To Rethink Old Age and Retirement
In this week's episode, we're taking a...
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Are you aware that not all retirement...
Retirement Expenses For Which You Forgot To Plan
Are you preparing for retirement but...
The Money Gridiron: What Football Teaches Us About Retirement Planning
At this time of year, you can find...
End of Year Financial Planning For 2023
Join us for a thoughtful episode on...
Estate Planning Wisdom for Singles with Merrell Bailey Part 2
This is part two of our discussion...
Estate Planning Wisdom with Merrell Bailey: From Pets to Passwords Part 1
We're very excited to be back with...
Are There Universal Retirement Truths? Part 2
Retirement is a unique journey for...
Are There Universal Retirement Truths? Part 1
Retirement is a unique journey for...
Building An Estate Plan With No Regrets
There are some people who don’t care...
Recognizing the Telltale Signs: When It’s Time to Change Financial Advisors
In this episode, we delve into the...
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 2
We are excited to be back with Merrell...
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 1
Today we are thrilled to be joined by...
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...
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