Roth IRA Q&A: Five-Year Rule, Income Limits & Conversion Mistakes

Aug 14, 2025 | Financial Planning, Podcast, Retirement, Taxes

This week on the show, Jude answers some of the most common Roth IRA questions! First up: the Five-Year Rule. What does it really mean, how does it apply to contributions versus earnings, and why should you start the clock as soon as possible? Jude breaks it down in...

How To Use The Tax Bomb Calculator

Jul 18, 2025 | Financial Planning, Podcast, Retirement, Taxes

Is your retirement account a ticking tax time bomb? In this episode, Jude gives a hands-on demo of his Tax Bomb Calculator- a powerful tool at thetaxbomb.com- that helps you estimate how much of your 401(k) or IRA could be lost to taxes. Marc acts as the “test...

5 Ways Wishful Thinking Can Damage Your Retirement (Part 1)

May 16, 2025 | Financial Planning, Podcast, Retirement

A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, we’re walking through 5 common examples of wishful thinking that can quietly damage your retirement and how you can build a...

Your Year-End Planning Checklist: Close Out The Year Strong!

Nov 26, 2024 | Financial Planning, Podcast, Taxes

As the end of November approaches, it’s a great time to take a closer look at your financial plans and make any necessary tweaks to prepare for the year ahead. That’s why this week, Jude and Marc are sharing some financial items that you should be thinking about as...

Roth Accounts and Tax Buckets

Jun 6, 2019 | Podcast

Jude, “The Roth Guy”, helps us look at the tax benefits of Roth accounts this week. We’ll also have a more in-depth discussion about the three “buckets” that make up Jude and Mike’s Bucket Plan strategy for structuring their...