• The Roth Guy with Jude Wilson

  • Auteur(s): Jude Wilson
  • Podcast

The Roth Guy with Jude Wilson

Auteur(s): Jude Wilson
  • Résumé

  • Welcome to The Roth Guy with Jude Wilson, your go-to podcast for all things tax, finance and retirement, hosted on YouTube and available on your favorite podcasting platforms! Each episode, join Jude Wilson as we explore the essential world of retirement planning, tax strategies, and overcoming financial hurdles. Imagine your financial journey as an epic superhero tale—filled with challenges like taxes, inflation, and market risks. But don’t worry, with Jude’s guidance, you can master your financial destiny and emerge as the hero of your own story. From practical advice on navigating taxes efficiently to strategies for securing your financial future, this podcast is both educational and entertaining. Tune in to The Roth Guy with Jude Wilson and start your journey toward financial freedom with insights, tips, and resources designed to empower you. Ready to transform your approach to finance? Let’s make your financial story a heroic one!
    Copyright 2024 Jude Wilson
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Épisodes
  • Inflation-Proof Your Retirement In 2025
    Feb 6 2025

    Inflation has been a hot topic for years, and it's still a major concern as we move through 2025. While some reports suggest that inflation rates are decreasing, many consumers continue to feel the financial pinch. Because of this, inflation’s impact on retirement planning could be bigger than ever. In this episode, we’ll explore how to adjust your retirement strategy to stay ahead.

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    3:24 – The rate of inflation to account for

    6:43 – Planning for inflation and market downturns

    10:47 – Factoring in taxes when planning for retirement

    Resources for this episode:

    Check out the Bucket Plan & Tax Funnels Diagrams mentioned in today’s show:

    https://centrusfs.com/resources/#downloads-resources

    S&P 500 Average Returns and Historical Performance for the 2000s:

    https://www.investopedia.com/ask/answers/042415/what-average-annual-return-sp-500.asp

    Connect:

    Website: https://centrusfs.com/podcast/

    Call: 800-779-4592

    Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

    Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

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    15 min
  • Kickstart Your 2025 Financial Plan: New Year Checklist!
    Jan 16 2025

    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 financial planning opportunities.

    With insights on everything from reviewing your investment portfolios to navigating the latest contribution limit updates, they’ll help you stay ahead of the curve.

    Happy New Year!

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    1:03 – Recap of last year’s market performance

    2:45 – Proactive financial planning for 2025

    5:04 – Investment portfolios and tax efficiency

    7:41 – New Year contribution limits and savings opportunities

    10:10 – Balancing retirement contributions and tax deductions

    12:10 – HSAs and their benefits

    13:19 – Insurance and estate planning reviews

    14:25 – Creating a financial action plan for 2025

    Important Tax Numbers 2025 PDF

    https://thetaxbomb.com/wp-content/uploads/2025/01/Important-Tax-Numbers-2025.pdf

    Connect:

    Website: https://centrusfs.com/podcast/

    Call: 800-779-4592

    Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

    Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

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    17 min
  • Is Social Security Changing? A New Proposal You Need To Know About
    Dec 12 2024

    Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. In this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    0:52 – The proposed change and potential impacts

    4:30 – The potential 40% reduction in benefits

    6:32 – Proactive planning and the need for change

    12:46 – Talking to a professional who understands Social Security

    Connect:

    Website: https://centrusfs.com/podcast/

    Call: 800-779-4592

    Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

    Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

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    18 min

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