advisor - Centrus Financial Strategies

Financial Planning In Today’s Environment

Financial Planning In Today’s Environment

Jun 10, 2021 | Financial Planning, Podcast, Taxes

The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the...

What It’s Like To Be A Client

Jan 3, 2019 | Podcast

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.