63 episodes

Financial and retirement planning guidance from Jude Wilson and Mike Mott. Serving retirees and pre-retirees in central Florida, with offices in Orlando and Bradenton.

Plan Wise. Retire Free‪.‬ Jude Wilson

    • Business
    • 5.0 • 2 Ratings

Financial and retirement planning guidance from Jude Wilson and Mike Mott. Serving retirees and pre-retirees in central Florida, with offices in Orlando and Bradenton.

    Are You Flirtin’ With Disaster?

    Are You Flirtin’ With Disaster?

    Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it…
    Contact:
    Website: https://centrusfs.com/contact/
    Call: 888-534-9994

    • 15 min
    The Family Letter

    The Family Letter

    "The Family Letter" author Debi Ronca joins the show this week to talk about her book and her job as a life coach.
    The Family Letter: https://debironca.com/product/the-family-letter/
    Contact:
    Website: https://centrusfs.com/contact/
    Call: 888-534-9994

    • 23 min
    The Status Of The American Pension Plan

    The Status Of The American Pension Plan

    Are pension plans truly disappearing across the country? Let’s take a look at the status of pension plans in America and how changes in that space impact you when planning for retirement.
    Contact:
    Website: https://centrusfs.com/contact/
    Call: 888-534-9994

    • 17 min
    How Women Can Make Sure They’re Involved In Financial Decisions

    How Women Can Make Sure They’re Involved In Financial Decisions

    A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions whether married, divorced or single.
    Contact:
    Website: https://centrusfs.com/contact/
    Call: 888-534-9994

    • 17 min
    Retirement Planning For Business Owners

    Retirement Planning For Business Owners

    Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.
    Contact:
    Website: https://centrusfs.com/contact/
    Call: 888-534-9994

    • 15 min
    2021 Tax Tips Recap

    2021 Tax Tips Recap

    As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
    Contact:
    Website: https://centrusfs.com/contact/
    Call: 888-534-9994

    • 17 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

Jujugul ,

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.

Sammy FW ,

Anxiety-Free Retirement Talk

Jude makes complicated concepts really approachable. Love it!

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