Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning episode artwork

EPISODE · Aug 8, 2024 · 10 MIN

Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning

from The Roth Guy with Jude Wilson · host Jude Wilson

Welcome to this inaugural episode of The Roth Guy with Jude Wilson! We’re so excited to bring you this new show on YouTube and your favorite podcasting platforms. Join us as we take a look into the world of finance, retirement planning, tax planning, and more! Just like any great superhero movie, your financial journey has its challenges- taxes, inflation, market risks- but with the right guidance, you can become the hero of your own financial story. In this first episode, you'll meet your guide, Jude Wilson, and get a preview of what’s to come in future episodes.   Here’s some of what we discuss in this episode: 0:00 – Intro 1:12 – What to expect from The Roth Guy 3:13 – The impact of tax policies 5:15 – Upcoming financial education 6:33 – Roth conversions   Connect: Website: https://centrusfs.com/podcast/   Call: 800-779-4592 Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

Welcome to this inaugural episode of The Roth Guy with Jude Wilson! We’re so excited to bring you this new show on YouTube and your favorite podcasting platforms. Join us as we take a look into the world of finance, retirement planning, tax planning, and more! Just like any great superhero movie, your financial journey has its challenges- taxes, inflation, market risks- but with the right guidance, you can become the hero of your own financial story. In this first episode, you'll meet your guide, Jude Wilson, and get a preview of what’s to come in future episodes.   Here’s some of what we discuss in this episode: 0:00 – Intro 1:12 – What to expect from The Roth Guy 3:13 – The impact of tax policies 5:15 – Upcoming financial education 6:33 – Roth conversions   Connect: Website: https://centrusfs.com/podcast/   Call: 800-779-4592 Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

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Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning

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Frequently Asked Questions

How long is this episode of The Roth Guy with Jude Wilson?

This episode is 10 minutes long.

When was this The Roth Guy with Jude Wilson episode published?

This episode was published on August 8, 2024.

What is this episode about?

Welcome to this inaugural episode of The Roth Guy with Jude Wilson! We’re so excited to bring you this new show on YouTube and your favorite podcasting platforms. Join us as we take a look into the world of finance, retirement planning, tax...

Can I download this The Roth Guy with Jude Wilson episode?

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