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
When Guessing At Retirement’s Most Important Questions Goes Wrong
Most people, when trying to plan their...
Murky Issues That Make Retirement Planning Harder
This USA Today article points out 3...
Who Even Needs A Financial Advisor?
Some people feel that they’ll save...
How Children Become Part Of The Retirement Discussion
If you have kids, often they come up...
Retirement Potpourri: Fill In The Blank
Time for a little fun on this episode....
Don’t Fumble Your Retirement In The Financial Red Zone
In football, teams are extra careful...
Saying Goodbye To 2021
MWe answer emails and some getting to...
Opportunities For Retirement’s Late Bloomers
Maybe you’re close to retirement and...
Where Financial Advisors Drop The Ball
We see a lot of people who aren’t...
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Retirement Planning: More Than Just Investments
There’s a lot more to retirement...
Things You Can’t Control (And Things You Can)
In retirement planning, there are many...
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