The Roth Guy with Jude Wilson
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The Roth Guy with Jude Wilson is a business podcast hosted by Jude Wilson. It has 152 episodes, with the latest published April 2026.
Welcome to The Roth Guy with Jude Wilson, your go-to podcast for all things tax, finance and retirement, hosted on YouTube and available on your favorite podcasting platforms! Each episode, join Jude Wilson as we explore the essential world of retirement planning, tax strategies, and overcoming financial hurdles. Imagine your financial journey as an epic superhero tale—filled with challenges like taxes, inflation, and market risks. But don’t worry, with Jude’s guidance, you can master your financial destiny and emerge as the hero of your own story. From practical advice on navigating taxes efficiently to strategies for securing your financial future, this podcast is both educational and entertaining. Tune in to The Roth Guy with Jude Wilson and start your journey toward financial freedom with insights, tips, and resources designed to empower you. Ready to transform your approach to finance? Let’s make your financial story a heroic one!
business ·en ·152 episodes
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
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