THE ROTH GUY
with Jude Wilson, MBA, CWS®, BPC™
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.
READY TO GET STARTED? BROWSE OUR LATEST EPISODES
Steering Clear of Retirement Stress
Psychologists have determined that...
Your Financial Wellness Check-Up
Just like an annual checkup is...
The Ticking Tax Time Bomb: Important Upcoming Webinar
With the Tax Cut and Jobs Act set to...
Are Your Good Money Habits Holding You Back?
This episode might be a bit...
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...
Steering Clear of Retirement Stress
Psychologists have determined that...
Your Financial Wellness Check-Up
Just like an annual checkup is...
The Ticking Tax Time Bomb: Important Upcoming Webinar
With the Tax Cut and Jobs Act set to...
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...
Your Financial Wellness Check-Up
Just like an annual checkup is...
The Ticking Tax Time Bomb: Important Upcoming Webinar
With the Tax Cut and Jobs Act set to...
Are Your Good Money Habits Holding You Back?
This episode might be a bit...
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...
Steering Clear of Retirement Stress
Psychologists have determined that...
Your Financial Wellness Check-Up
Just like an annual checkup is...
The Ticking Tax Time Bomb: Important Upcoming Webinar
With the Tax Cut and Jobs Act set to...
Are Your Good Money Habits Holding You Back?
This episode might be a bit...
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...
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