All Episodes
The Roth Guy with Jude Wilson — 159 episodes
Retiring Early Isn't Always a Choice — Here's What the Data Shows
The 4% Rule vs. the 8% Rule: What's the Right Withdrawal Rate for You?
Protecting What You Care Most About
From First Conversation To Being A Client- Here’s How We Work
The Financial Side of Taking Care of the People You Love
You Meet With Your Advisor Once a Year - Are You Making the Most of It?
A New Plan to Fix Social Security Would Hurt High Earners
You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?
Common Retirement Myths And Why They’re Dangerous
2026 Tax Changes You Need To Know
The X’s and O’s of Buying or Selling a Business in Retirement with George Rosen and George St Pierre III
Why More Retirees Are Becoming Business Owners with George Rosen and George St Pierre III
Taxes on Sale: Why Now Is the Time for Roth Conversions
Why Better Questions Build Better Retirements
Should You Have More Than One Financial Advisor?
Retirement Health Care Costs Just Jumped Again- 2025 Fidelity Update
Life Insurance Traps and Maximizing Your 401(k): Your Questions Answered!
Finding the Sweet Spot: Roth vs. Traditional 401k
Medicare 101: Avoid Costly Mistakes in 2025 with expert Kerwyn Jones
Roth IRA Q&A: Five-Year Rule, Income Limits & Conversion Mistakes
Big Beautiful Bill: Top 3 Retirement Tax Changes Explained
How To Use The Tax Bomb Calculator
Transitioning From Work To Retirement with Josh Bell
5 Ways Wishful Thinking Can Damage Your Retirement (Part 2)
5 Ways Wishful Thinking Can Damage Your Retirement (Part 1)
What To Do When The Market Drops
Annuities: Are They Tax Beneficial?
Rocket Your Roth: Lessons from Peter Thiel’s Wealth Strategy
Do Smart Investors Need a Financial Planner?
5 Huge Roth Conversion Mistakes To Avoid
Inflation-Proof Your Retirement In 2025
Kickstart Your 2025 Financial Plan: New Year Checklist!
Is Social Security Changing? A New Proposal You Need To Know About
Your Year-End Planning Checklist: Close Out The Year Strong!
Preparing For Rising Taxes: Tax Efficiency Through Tax Funnels
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2)
The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1)
National Debt Vs. Deficit: How It Affects You
The Basics of Roth IRAs Explained
Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning
Introducing The Roth Guy: Your Guide to Tax-Smart Retirement
Steering Clear of Retirement Stress
Your Financial Wellness Check-Up
The Ticking Tax Time Bomb: Important Upcoming Webinar
Are Your Good Money Habits Holding You Back?
End of Year Financial Planning For 2023
Estate Planning Wisdom for Singles with Merrell Bailey (Part 2)
Estate Planning Wisdom with Merrell Bailey: From Pets to Passwords (Part 1)
Are There Universal Retirement Truths? Part 1
Building An Estate Plan With No Regrets
When It’s Time To Change Financial Advisors
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning Part 2
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 1
Longevity Planning: 3 Ways To Rethink Old Age and Retirement
Wine Pairings with Lee Pancake
Key Finance Decisions During Major Life Events
Cyber Security With Regine Bonneau, Part 2
Cyber Security With Regine Bonneau, Part 1
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement Expenses For Which You Forgot To Plan
What’s Your Biggest Financial Fear?
Four Ways The SECURE Act 2.0 Might Impact You
Goals For The Year: Financial, Business and Personal Goals For 2023
Is There Greener Grass On The Other Side?
The Money Gridiron: What Football Teaches Us About Retirement Planning
Why You Should Consider Hiring A Tax Professional With Vikki Weaver and Kurt Alter
How Rehmann Serves Their Clients With Kurt Alter
Getting It Right: Irreversible Financial Decisions
Going Against The Grain
Should You Follow These Popular Retirement Rules of Thumb?
Inflation and Recession with Glenn Dorsey
Top 9 Financial Debates, Part 2
Top 9 Financial Debates, Part 1
From The Peanut Gallery: Can I Retire At 55?
Secret To Retirement Success: Get Out Of Your Own Way
Reasons You SHOULD Get Life Insurance
The Retirement Diet: Fixing Unhealthy Financial Habits
When Guessing At Retirement’s Most Important Questions Goes Wrong
Murky Issues That Make Retirement Planning Harder
Who Even Needs A Financial Advisor?
How Children Become Part Of The Retirement Discussion
Retirement Potpourri: Fill In The Blank
Don’t Fumble Your Retirement In The Financial Red Zone
Saying Goodbye To 2021
Opportunities For Retirement’s Late Bloomers
Where Financial Advisors Drop The Ball
Tax Consequences: Pros & Cons of Various Account Types
Risk Averse: Explaining The Buzzword
Financial Mistakes Couples Often Make
Out Of Tune Retirement
Mind The Gap
Not Your Father’s Retirement
The Things That Don’t Matter… Until They Do
5 Things You Must Know About Decumulation
Financial Planning In Today‘s Environment
Do Retirees Need Life Insurance?
Are You Flirtin’ With Disaster?
The Family Letter
The Status Of The American Pension Plan
How Women Can Make Sure They’re Involved In Financial Decisions
Retirement Planning For Business Owners
2021 Tax Tips Recap
Mailbag Show
What Are The Three Qualities Of Money?
Play Nice In Your Sandbox, Part 2
Play Nice In Your Sandbox, Part 1
A 5 Question Retirement Preparedness Quiz
What Retirees Should Know About Wills & Trusts
Retirement Concerns Of Baby Boomers
September Mailbag Show
20/20 Hindsight
Ticking Tax Time Bomb - With Jeffrey Levine Part 2
Ticking Tax Time Bomb - With Jeffrey Levine
Generosity And Prosperity With Dr. Neecie
The 5-Rule Market Crash Survival Guide
Planning For Widows With Dr. Kathleen Rehl, Part 2
Planning For Widows With Dr. Kathleen Rehl, Part 1
Are You Paying Attention To Your Biggest Assets?
Good Intentions, Wrong Advice
The CARES Act
The Worst Financial Product
Solid Financial Truths
Everything You Need To Know About Roth Conversions
All About The Benjamins – Is “Cash” Good Or Bad?
IRA Limits & Emails
Which Excuses Keep You From Retiring?
Mailbag Show
Top 5 Social Security Misunderstandings
Finding Silver Linings In Unfortunate Financial Situations
The Bucket Plan with Jason Smith, Part 2
The Bucket Plan with Jason Smith, Part 1
Paychecks & Playchecks with Tom Hegna
The Mailbag Show
Excuses Why You‘re Working With The Wrong Advisor
Why You Should Plan For Retirement With A Sense Of Urgency
Exposing 401(k) Weaknesses
These Financial Things Are Underrated
These Financial Things Are Overrated
Planning For Future Tax Rates
Don't Utter These Famous Last Words
Roth Accounts and Tax Buckets
Effects Of The Tax Reform & Email Questions
The Tax Train
The 5 Most Common “Pain Points” In Your Financial Life
The Roth Guy
Episode #14: Financial Overhaul
Episode #13: Little Missed Details
Episode #12: 50 Shades Of Gray Area
Episode #11: Mailbag - Paying Off The House, Maxed-Out 401(k), And Book Suggestions
Episode #10: Risk Tolerance
Episode #9: What It's Like To Be A Client
Episode #8: Mailbag
Episode #7: You've Lost That Financial Feeling
Episode #6: Settle the Debate
Episode #5: The Complications Of An Early Retirement
Episode #4: Retirement Planning: More Than Just Investments
Episode #3: Unique Financial Planning Challenges
Episode #2: Mailbag: Nursing Home Costs, Tax Changes, and Saving What You Have
Episode #1: Things You Can’t Control (And Things You Can)