42 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

    • Investing
    • 5.0, 1 Rating

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 Paying Attention To Your Biggest Assets?

    Are You Paying Attention To Your Biggest Assets?

    If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?
    Important Links:
    Website: PlanWiseRetireFreePodcast.com
    Call: 800-779-4592

    • 19 min
    Good Intentions, Wrong Advice

    Good Intentions, Wrong Advice

    We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it's more important than ever to discuss. You likely seek financial advice from lots of difference sources. Some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.
    Important Links:
    Get The CARES Act PDF Here: planwiseretirefreepodcast.com
    Call: 800-779-4592

    • 18 min
    The CARES Act

    The CARES Act

    In wake of the financial impacts COVID-19 has had on the economy, Congress just passed a bill called the CARES Act. We talk about some of the things retirees and pre-retirees may need to know about the CARES Act as well as offer a free download to read through on our topic.
    Important Links:
    Get The CARES Act PDF Here: planwiseretirefreepodcast.com
    Call: 800-779-4592

    • 18 min
    The Worst Financial Product

    The Worst Financial Product

    OK, so there might not be such a thing as a “bad financial product”, but there are certainly inappropriate investments out there for people in certain situations. We’ll explore some examples of those kinds of situations on this episode and you might be surprised just how common it is for people to be invested in products that are ill-suited for their financial goals.
    Important Links:
    Website: PlanWiseRetireFreePodcast.com
    Call: 800-779-4592

    • 12 min
    Solid Financial Truths

    Solid Financial Truths

    A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.
    Important Links:
    Website: PlanWiseRetireFreePodcast.com
    Call: 800-779-4592

    • 16 min
    Everything You Need To Know About Roth Conversions

    Everything You Need To Know About Roth Conversions

    The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept...
    Important Links:
    Website: PlanWiseRetireFreePodcast.com
    Call: 800-779-4592

    • 15 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Sammy FW ,

Anxiety-Free Retirement Talk

Jude makes complicated concepts really approachable. Love it!

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