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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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Society teaches us to define ourselves by work, but retirement is a chance to rediscover who we really are. #retirement #lifeafterwork #identity #retirementtransition _______________________________ 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
Retirement is a chance to rediscover yourself
The transition into retirement isn’t just a financial shift- it’s a psychological one. We’re excited to have a special guest on the show this week. Josh Bell, coach and consultant at The Josh Bell Company, is joining us to explore what it really means to leave your job title behind and step into the unknown. Tune into this great conversation on building a retirement life filled with clarity, purpose, and healthy relationships! Here’s some of what we discuss in this episode: 🧭 Redefining your identity without your career title 🗓️ Designing new rhythms for your daily life ❤️ Navigating relationship shifts in retirement 🎯 The danger of retiring without a plan beyond finances 🎙️ How coaching can be helpful during big life transitions 0:00 – Intro 1:55 – Ambiguity and identity loss post-work 3:30 – “Who am I without this title?” 9:15 – Couples re-learning how to live together 12:11 – Daily, weekly, and monthly rhythms 14:47 – Finding purpose: what energizes you? 17:19 – The power of coaching + connecting with Josh #retirement #retirementlifestyle #lifeafterretirement Learn more about Josh: https://www.joshwbell.com/ _______________________________ 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
Transitioning From Work To Retirement with Josh Bell
People are often surprised by what Medicare doesn’t cover. Be wary of this common misconception that could cost you! #Medicare #longtermcare #retirementrisks #financialplanning _______________________________ 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
Be wary of this Medicare fallacy
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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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