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.
Cyber Security With Regine Bonneau, Part 1
Today we welcome Regine Bonneau to the...
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...
What’s Your Biggest Financial Fear?
We took an informal poll of listeners...
Four Ways The SECURE Act 2.0 Might Impact You
After being discussed in Congress for...
Goals For The Year: Financial, Business and Personal Goals For 2023
With every new year, many of us spend...
Is There Greener Grass On The Other Side?
Sometimes you need to find a new...
The Money Gridiron: What Football Teaches Us About Retirement Planning
At this time of year, you can find...
Why You Should Consider Hiring A Tax Professional With Vikki Weaver and Kurt Alter
On this week's episode, Jude will hand...
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When Guessing At Retirement’s Most Important Questions Goes Wrong
Most people, when trying to plan their...
Murky Issues That Make Retirement Planning Harder
This USA Today article points out 3...
How Children Become Part Of The Retirement Discussion
If you have kids, often they come up...
Retirement Potpourri: Fill In The Blank
Time for a little fun on this episode....
Don’t Fumble Your Retirement In The Financial Red Zone
In football, teams are extra careful...
Opportunities For Retirement’s Late Bloomers
Maybe you’re close to retirement and...
Out Of Tune Retirement
Even if you have a solid financial...
Not Your Father’s Retirement
If you’re of the age that your mom and...
The Status Of The American Pension Plan
Are pension plans truly disappearing...
Getting It Right: Irreversible Financial Decisions
There are plenty of decisions that...
From The Peanut Gallery: Can I Retire At 55?
A recent Yahoo! Finance article...
Opportunities For Retirement’s Late Bloomers
Maybe you’re close to retirement and...
Financial Planning In Today’s Environment
The United States has taken on a lot...
Do Retirees Need Life Insurance?
Ironically, life insurance is a young...
Are You Flirtin’ With Disaster?
Let’s talk about some of the areas of...
Mailbag Show
Jude and Mike take the time to answer...
Planning For Widows With Dr. Kathleen Rehl, Part 1
Dr. Kathleen Rehl is a leading...
Excuses Why You’re Working With The Wrong Advisor
Very often we see a broker, or advisor...
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