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
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...
Tax Consequences: Pros & Cons of Various Account Types
Different types of accounts have...
Risk Averse: Explaining The Buzzword
Have you heard someone say they’re...
Financial Mistakes Couples Often Make
Getting husbands and wives on the same...
Out Of Tune Retirement
Even if you have a solid financial...
Mind The Gap
If you’ve ever ridden the subway in...
Not Your Father’s Retirement
If you’re of the age that your mom and...
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