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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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When you retire, your paycheck isn’t the only thing that changes- your healthcare costs shift to YOU. Medicare won’t cover it all, and expenses only go up with age. #medicare #healthcare #healthcarecosts _______________________________ 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 employer won’t pay this after you retire…
Healthcare inflation isn’t slowing down. What used to cost $80,000 in retirement is now over $172,000- and that’s just the average. Source: https://newsroom.fidelity.com/pressreleases/fidelity-investments--releases-2025-retiree-health-care-cost-estimate--a-timely-reminder-for-all-gen/s/3c62e988-12e2-4dc8-afb4-f44b06c6d52e #healthcarecosts #inflation #healthcare #retirement _______________________________ 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
Healthcare inflation isn’t slowing down
⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min Healthcare costs in retirement just keep climbing- and the newest Fidelity study shows how serious the challenge has become. In this episode, Jude breaks down what retirees can expect to pay for medical expenses, why those costs are outpacing inflation, and the most overlooked ways to plan ahead. From the hidden expenses Medicare doesn’t cover to how an HSA can serve as a “stealth Roth,” Jude shares actionable strategies to help you prepare for one of retirement’s biggest financial wildcards. You’ll also learn how tax moves like Roth conversions can unexpectedly impact your Medicare premiums and why it’s crucial to factor healthcare into your overall income plan. Here’s some of what we discuss in this episode: 📈 Healthcare costs rising twice as fast as inflation 🏥 Medicare doesn’t cover everything ⚠️ Watch out for IRMAA and tax surprises 🧩 Plan early to avoid financial strain 0:00 – Intro 2:35 – Retirement income misconceptions 3:45 – What’s included in the $172,500 estimate 4:40 – Common blind spots 5:55 – The HSA potential 7:25 – Medicare doesn’t cover everything 10:00 – Strategies to offset rising healthcare 12:14 – Final thoughts Fidelity Report: https://newsroom.fidelity.com/pressreleases/fidelity-investments--releases-2025-retiree-health-care-cost-estimate--a-timely-reminder-for-all-gen/s/3c62e988-12e2-4dc8-afb4-f44b06c6d52e #medicare #healthcarecosts #healthcareeducation #healthcare _______________________________ 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 Health Care Costs Just Jumped Again- 2025 Fidelity Update
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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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