Dec 4, 2025 | Financial Planning, Podcast, Retirement
As the year wraps up, many investors are scrambling to decide whether a Roth conversion makes sense before December 31st. In this episode, Jude breaks down the logic behind “taxes on sale” and why strategic conversions can become a powerful long-term tool when done...
Feb 6, 2020 | Mailbag, Podcast
We discuss the limit increases to 401ks and IRA as well as answer questions from listeners here in the Orlando and Bradenton area.
Apr 4, 2019 | Podcast, Retirement
We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.
