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THE ROTH GUY

with Jude Wilson, MBA, CWS¼, BPCℱ

 

LET’S MAKE YOUR FINANCIAL STORY A HEROIC ONE.

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With the markets down, it might be a good time to revisit your Roth strategy 🚀 #rocketRoth #Roth #Rothconversions #financialplanning _______________________________ CONNECT đŸ€ 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
Markets down? Revisit your Roth strategy!
Too many people react when markets shift. But a real financial plan helps you know if you need to react at all. #financialplan #marketvolatility #stockmarket _______________________________ CONNECT đŸ€ 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 GPS in uncertain market times 📉
When the headlines scream and markets tumble, your instinct might be to do something. But what should you actually do when the market drops? In this episode, Jude walks through 4 key things to consider when your portfolio takes a hit. Here’s some of what we discuss in this episode: 🧠 Gut check: You may not be down as much as you think ⚖ How diversification can help when the market takes a hit 🔁 Rebalancing & Roth conversions during downturns 💾 Why you should keep contributing đŸ“” Turn off the news and stop doomscrolling 0:00 – Intro 1:04 – Client reactions 3:42 – Checking your plan 6:00 – Get real with risk 8:26 – Key strategies 15:56 – Unhelpful behaviors #TheRothGuy #marketvolatility #smartinvesting #marketdownturn _______________________________ CONNECT đŸ€ 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
What To Do When The Market Drops
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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. CWS¼, 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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