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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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One of the reasons DIY planning is so difficult to do successfully is because the landscape is always changing. Just in the last five years or so, we've seen some big changes that impact core areas of retirement. If you aren't staying on top of everything, it's easy to fall behind. #retirement #retirementplanning _______________________________ 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
Planning strategies are always changing
True financial planning goes well beyond investing, which is why the value of an advisor is often understated. We met with someone recently who didn't realize the level of service they should be receiving from an advisor, and that's not uncommon. #retirement #retirementplanning _______________________________ 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
Are You Getting Investment Advice or Financial Planning?
If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question one of our listeners sent in after years of handling his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own. While DIY investors may excel at picking stocks or funds, they often overlook critical aspects such as tax implications, risk management, and estate planning. These elements are essential for a comprehensive financial strategy that ensures long-term success and security. Join us to find out why having an advisor can provide more than just investment advice, including insights on tax planning, retirement strategies, and the emotional support needed during major life changes. Here’s what we discuss in this episode: 0:00 – Intro 1:45 – DIY investors 4:13 – Much more than investment advice 6:11 – Two client stories 7:56 – Relationships 10:06 – Life changes 13:08 – Showing our value #retirementplanning #financialadvisor _______________________________ 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
Do Smart Investors Need a Financial Planner?
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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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