119 episodes

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.

Plan Wise. Retire Free‪.‬ Jude Wilson

    • Business
    • 5.0 • 3 Ratings

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.

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

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

    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 Roth Guy" and explore how proactive planning can help you achieve a tax-smart retirement.
     
    Contact:
    Website: https://centrusfs.com/podcast/  
    Call: 800-779-4592

    • 12 min
    Steering Clear of Retirement Stress

    Steering Clear of Retirement Stress

    Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.
     
    Holmes and Rahe Stress Scale Study
    https://www.simplypsychology.org/srrs.html
     
    Contact:
    Website: https://centrusfs.com/podcast/  
    Call: 800-779-4592

    • 13 min
    Your Financial Wellness Check-Up

    Your Financial Wellness Check-Up

    Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.
     
    Contact:
    Website: https://centrusfs.com/podcast/  
    Call: 800-779-4592

    • 12 min
    The Ticking Tax Time Bomb: Important Upcoming Webinar

    The Ticking Tax Time Bomb: Important Upcoming Webinar

    With the Tax Cut and Jobs Act set to expire at the end of 2025 and the national debt skyrocketing, the tax time bomb is ticking. It's more important than ever to prepare for the inevitable tax increases that could significantly impact your financial plans. Join Jude and Marc as they discuss the importance of proactive tax planning and share more about the Ticking Tax Time Bomb webinar coming up at the end of February.
    To sign up for the upcoming webinar and take control of your financial future, visit centrusfs.com or call 800-779-4592, and don't forget to check out thetaxbomb.com, for additional valuable resources.
     
    Contact:
    Website: https://centrusfs.com/podcast/  
    Call: 800-779-4592

    • 11 min
    Are Your Good Money Habits Holding You Back?

    Are Your Good Money Habits Holding You Back?

    This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?
     
    Contact:
    Website: https://centrusfs.com/podcast/  
    Call: 800-779-4592
     

    • 19 min
    End of Year Financial Planning For 2023

    End of Year Financial Planning For 2023

    Join us for a thoughtful episode on end of year financial planning for 2023. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Listen in as we discuss essential topics like managing RMDs, exploring tax-saving opportunities, and more. We'll also chat about 2 Centrus guides designed to help you plan for a prosperous new year!
     
    Contact:
    Website: https://centrusfs.com/podcast/  
    Call: 800-779-4592
     
     
     

    • 24 min

Customer Reviews

5.0 out of 5
3 Ratings

3 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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