Rocket Your Roth: Lessons from Peter Thiel’s Wealth Strategy

Mar 20, 2025 | Financial Planning, Podcast, Taxes

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...

The Basics of Roth IRAs Explained

Aug 29, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes

Join us for this episode of “The Roth Guy” as we cover the fundamentals of Roth IRAs. We’ll start with the basics: What exactly is a Roth IRA? Jude breaks down the essential components, including the differences between traditional IRAs and Roth IRAs, and why...

Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning

Aug 8, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes

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...

Introducing The Roth Guy: Your Guide to Tax-Smart Retirement

May 24, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes

We’re excited to announce our new podcast launching in the upcoming weeks! Join us as we discuss the impending expiration of the Tax Cuts and Jobs Act, potential future tax increases, and the importance of tax diversification in this episode. We introduce “The...

Tax Consequences: Pros & Cons of Various Account Types

Nov 4, 2021 | Podcast

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.