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.
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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...
Key Finance Decisions During Major Life Events
Are you ready to take control of your...
Cyber Security With Regine Bonneau, Part 2
We are excited to be back with Regine...
Planning For Future Tax Rates
This week, we'll continue our earlier...
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...
Should You Follow These Popular Retirement Rules of Thumb?
You’ve most likely heard plenty of...
Secret To Retirement Success: Get Out Of Your Own Way
There are plenty of external factors...
Reasons You SHOULD Get Life Insurance
Sure, life insurance is one of the...
The Retirement Diet: Fixing Unhealthy Financial Habits
We all know some of the basic secrets...
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...
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...
How Rehmann Serves Their Clients With Kurt Alter
Kurt Alter serves as a Tax Principal...
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