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. Drawing from client conversations...
Peter Thiel, co-founder of PayPal and early investor in Facebook, reportedly grew his Roth IRA to a jaw-dropping $5 billion- completely tax-free. But how did he do it? And more importantly, can everyday investors use similar strategies to maximize their own retirement...
Welcome to 2025! In this episode of The Roth Guy, Jude and Marc kick off the new year with an essential financial checklist to help you start the year on the right foot. They discuss strategies to stay proactive, avoid costly mistakes, and make the most of your...
Welcome to this inaugural episode of The Roth Guy with Jude Wilson! We’re so excited to bring you this new show on YouTube and your favorite podcasting platforms. Join us as we take a look into the world of finance, retirement planning, tax planning, and more! Just...
This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and...
