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.
How Rehmann Serves Their Clients With Kurt Alter
Kurt Alter serves as a Tax Principal...
Getting It Right: Irreversible Financial Decisions
There are plenty of decisions that...
Going Against The Grain
Being a good advisor isn’t about...
Should You Follow These Popular Retirement Rules of Thumb?
You’ve most likely heard plenty of...
Inflation and Recession with Glenn Dorsey
We have a special guest on the show...
Top 9 Financial Debates, Part 2
We will be finishing up our...
Top 9 Financial Debates, Part 1
We are kicking off a two part series...
From The Peanut Gallery: Can I Retire At 55?
A recent Yahoo! Finance article...
Secret To Retirement Success: Get Out Of Your Own Way
There are plenty of external factors...
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Retirement Planning For Business Owners
Business owners are particularly...
A 5 Question Retirement Preparedness Quiz
Want to grade your preparedness for...
What Retirees Should Know About Wills & Trusts
People often overlook the estate...
Retirement Concerns Of Baby Boomers
We’re talking specifically to Baby...
All About The Benjamins – Is “Cash” Good Or Bad?
Of course, we all want a healthy bank...
Which Excuses Keep You From Retiring?
Sometimes people say they don’t want...
Why You Should Plan For Retirement With A Sense Of Urgency
Some people (in fact, probably most...
Exposing 401(k) Weaknesses
Your 401k can be your most powerful...
The Roth Guy
We discuss the debut of The Roth Guy...
Why You Should Plan For Retirement With A Sense Of Urgency
Some people (in fact, probably most...
Don’t Utter These Famous Last Words
Hopefully your famous last words in...
The 5 Most Common “Pain Points” In Your Financial Life
When it comes to financial planning,...
50 Shades Of Gray Area
Not everything in financial planning...
You’ve Lost That Financial Feeling
Believe it or not, financial planning...
Unique Financial Planning Challenges
Creating a customized retirement plan...
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