85 episodes
Plan Wise. Retire Free. Jude Wilson
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5.0 • 2 Ratings
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Financial and retirement planning guidance from Jude Wilson of Centrus Financial Strategies. Serving retirees and pre-retirees in central Florida, with offices in Orlando and Bradenton.
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Secret To Retirement Success: Get Out Of Your Own Way
There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592 -
Reasons You SHOULD Get Life Insurance
Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592 -
The Retirement Diet: Fixing Unhealthy Financial Habits
We all know some of the basic secrets of eating healthier to lose weight, limit disease, and live longer. Avoid empty calories, try to limit your added sugar, and lower those pesky trans fats are just some examples. But how can we spot similar unhealthy habits in the financial world? We’ll talk about it on this episode and help you fix some of your unhealthy financial habits.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592 -
When Guessing At Retirement’s Most Important Questions Goes Wrong
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592 -
Murky Issues That Make Retirement Planning Harder
This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll break down the article to see if it’s worthwhile advice if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned.
USA Today Article: https://www.usatoday.com/story/money/personalfinance/retirement/2022/02/28/retirement-3-issues-making-planning-harder/49859935/
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592 -
Who Even Needs A Financial Advisor?
Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Customer Reviews
Great Topics
They deliver thought provoking content that is meaningful and are able to capture thoughts across different investing ideals or value systems. It’s not always to make valid or financial sense across the diverse range of investors & they can help anyone.
Anxiety-Free Retirement Talk
Jude makes complicated concepts really approachable. Love it!