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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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As the end of November approaches, it’s a great time to take a closer look at your financial plans and make any necessary tweaks to prepare for the year ahead. That’s why this week, Jude and Marc are sharing some financial items that you should be thinking about as the year winds down. Whether it’s reviewing your retirement contributions, exploring tax-saving strategies like QCDs, or tax-loss harvesting, let's make sure you're finishing the year on a high note. These tips and strategies are a great reminder that a little proactive planning can go a long way in setting yourself up for financial success. Take the time to review your situation, work with your advisor, and prepare to step into the new year with confidence. Happy planning and enjoy the holiday season! Here’s some of what we discuss in this episode: 0:00 – Intro 0:48 – The importance of tax loss harvesting 4:55 – Maximizing retirement contributions 8:23 – Optimizing tax brackets 10:29 – Charitable contributions and QCDs 12:41 – End of year savings and HSAs 16:02 – Bunching deductions #yearendplanning #yearendplanningchecklist #taxstrategies #financialplanning #financialgoals Get the "What Issues Should I Consider Before The End Of The Year?" Guide here: https://thetaxbomb.com/wp-content/uploads/2024/11/What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2024.pdf _______________________________ 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
Your Year-End Planning Checklist: Close Out The Year Strong!
The tax-advantage funnel allows you to contribute money that’s already been taxed, creating a tax-sheltered environment for your funds. The best part? When you withdraw that money, it comes out completely tax-free! #taxfunnels #taxbuckets #taxefficiency _______________________________ 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
Tax Funnels Explained: The Tax Advantage Funnel
The national debt is spiraling out of control and it's only a matter of time before the bill comes due. Now is the time to think ahead and plan for what’s coming! #TaxTimeBomb #NationalDebt #TaxPlanning _______________________________ 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
The Ticking Tax Time Bomb: Are You Prepared?
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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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