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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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⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min For many retirees, Medicare feels like a maze of rules, parts, and choices that only get more confusing the closer you get to age 65. In this episode, Jude is joined by Medicare specialist Kerwyn Jones to bring clarity to one of the most misunderstood pieces of retirement planning. Kerwyn explains the different parts of Medicare- what they cover, what they don’t, and the common pitfalls people make when signing up. Here’s some of what we discuss in this episode: 🧩 Breaking down Medicare Parts A, B, C & D 💊 Understanding prescription drug coverage and gaps 💸 Avoiding costly enrollment mistakes 🛡️ Supplemental coverage: when and why it matters 👥 How Medicare coordinates with employer insurance 0:00 – Intro 1:07 – Introducing Kerwyn Jones 4:11 – What Medicare Is and What It’s Not 6:37 – Enrollment 8:38 – Breaking Down Medicare: Parts A, B, C & D 9:45 – Medicare Supplements 11:37 – IRMAA 16:06 – Mistakes to Avoid Learn more about Kerwyn and Jones Insurance Solutions https://jisinsurance.com/about-us #medicare #medicareexplained #medicareexpert _______________________________ 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
Medicare 101: Avoid Costly Mistakes in 2025 with expert Kerwyn Jones
The Roth IRA has limits, but its cousin, the Roth 401(k), doesn’t have income limits💰 #RothIRA #Roth401k #taxplanning _______________________________ 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
Make too much for a Roth IRA? Consider this…
Did you know about this little-known Roth IRA five-year rule? If you’re thinking about a Roth, we often tell clients to open one ASAP to start that five-year clock ticking! #RothIRA #RothRules #5YearRule _______________________________ 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
The Roth IRA Five-Year Rule Explained in 60 Seconds⏱️
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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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