Plan Wise. Retire Free.
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....more
Jude Wilson
All Episodes (115)
From new to old
From new to old
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1. The Ticking Tax Time Bomb: Important Upcoming Webinar
Feb 08,2024 11:57 -
2. Are Your Good Money Habits Holding You Back?
Jan 31,2024 19:56 -
3. End of Year Financial Planning For 2023
Nov 29,2023 24:35 -
4. Estate Planning Wisdom for Singles with Merrell Bailey (Part 2)
Nov 09,2023 13:11 -
6. Are There Universal Retirement Truths? Part 1
Sep 28,2023 17:15 -
7. Building An Estate Plan With No Regrets
Sep 07,2023 15:57 -
8. When It’s Time To Change Financial Advisors
Aug 17,2023 16:33 -
11. Longevity Planning: 3 Ways To Rethink Old Age and Retirement
Jun 29,2023 13:53 -
12. Wine Pairings with Lee Pancake
Jun 15,2023 19:31 -
13. Key Finance Decisions During Major Life Events
May 12,2023 24:22 -
14. Cyber Security With Regine Bonneau, Part 2
May 04,2023 18:42 -
15. Cyber Security With Regine Bonneau, Part 1
Apr 20,2023 16:30 -
16. Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Apr 06,2023 17:49 -
17. Retirement Expenses For Which You Forgot To Plan
Mar 16,2023 15:19 -
18. What’s Your Biggest Financial Fear?
Mar 02,2023 15:20 -
19. Four Ways The SECURE Act 2.0 Might Impact You
Feb 16,2023 18:05 -
20. Goals For The Year: Financial, Business and Personal Goals For 2023
Jan 12,2023 14:30 -
21. Is There Greener Grass On The Other Side?
Nov 17,2022 19:24 -
24. How Rehmann Serves Their Clients With Kurt Alter
Sep 29,2022 18:27 -
25. Getting It Right: Irreversible Financial Decisions
Sep 15,2022 12:56 -
26. Going Against The Grain
Aug 25,2022 16:20 -
27. Should You Follow These Popular Retirement Rules of Thumb?
Aug 11,2022 14:59 -
28. Inflation and Recession with Glenn Dorsey
Jul 28,2022 28:31 -
31. From The Peanut Gallery: Can I Retire At 55?
Jun 02,2022 19:57 -
32. Secret To Retirement Success: Get Out Of Your Own Way
May 19,2022 13:20 -
33. Reasons You SHOULD Get Life Insurance
May 05,2022 15:50 -
34. The Retirement Diet: Fixing Unhealthy Financial Habits
Apr 21,2022 14:46 -
35. When Guessing At Retirement’s Most Important Questions Goes Wrong
Apr 07,2022 14:46 -
36. Murky Issues That Make Retirement Planning Harder
Mar 17,2022 14:02 -
37. Who Even Needs A Financial Advisor?
Mar 10,2022 16:43 -
38. How Children Become Part Of The Retirement Discussion
Feb 24,2022 16:46 -
39. Retirement Potpourri: Fill In The Blank
Feb 10,2022 12:39 -
40. Don’t Fumble Your Retirement In The Financial Red Zone
Jan 27,2022 12:04 -
43. Where Financial Advisors Drop The Ball
Nov 18,2021 15:07 -
44. Tax Consequences: Pros & Cons of Various Account Types
Nov 04,2021 16:17 -
45. Risk Averse: Explaining The Buzzword
Oct 21,2021 14:16 -
47. Out Of Tune Retirement
Sep 16,2021 15:15 -
48. Mind The Gap
Sep 02,2021 18:29 -
49. Not Your Father’s Retirement
Aug 19,2021 16:29 -
50. The Things That Don’t Matter… Until They Do
Aug 05,2021 16:16 -
51. 5 Things You Must Know About Decumulation
Jul 15,2021 18:39 -
52. Financial Planning In Today‘s Environment
Jun 10,2021 17:01 -
53. Do Retirees Need Life Insurance?
May 27,2021 13:41 -
56. The Status Of The American Pension Plan
Apr 08,2021 17:05 -
57. How Women Can Make Sure They’re Involved In Financial Decisions
Mar 25,2021 17:57 -
59. 2021 Tax Tips Recap
Feb 18,2021 17:09 -
61. What Are The Three Qualities Of Money?
Jan 21,2021 12:02 -
62. Play Nice In Your Sandbox, Part 2
Dec 23,2020 21:43 -
63. Play Nice In Your Sandbox, Part 1
Dec 10,2020 19:23 -
65. What Retirees Should Know About Wills & Trusts
Oct 23,2020 21:18 -
66. Retirement Concerns Of Baby Boomers
Oct 08,2020 18:15 -
68. 20/20 Hindsight
Sep 03,2020 16:08 -
69. Ticking Tax Time Bomb - With Jeffrey Levine Part 2
Aug 20,2020 20:17 -
71. Generosity And Prosperity With Dr. Neecie
Jul 23,2020 17:57 -
72. The 5-Rule Market Crash Survival Guide
Jul 09,2020 14:44 -
73. Planning For Widows With Dr. Kathleen Rehl, Part 2
Jun 18,2020 19:38 -
74. Planning For Widows With Dr. Kathleen Rehl, Part 1
Jun 04,2020 23:12 -
75. Are You Paying Attention To Your Biggest Assets?
May 07,2020 19:32 -
76. Good Intentions, Wrong Advice
Apr 23,2020 18:05 -
77. The CARES Act
Apr 13,2020 18:06 -
78. The Worst Financial Product
Apr 02,2020 12:57 -
79. Solid Financial Truths
Mar 19,2020 16:24 -
81. All About The Benjamins – Is “Cash” Good Or Bad?
Feb 20,2020 14:47 -
83. Which Excuses Keep You From Retiring?
Jan 14,2020 18:03 -
85. Finding Silver Linings In Unfortunate Financial Situations
Dec 05,2019 12:07 -
86. The Bucket Plan with Jason Smith, Part 2
Nov 21,2019 21:31 -
87. The Bucket Plan with Jason Smith, Part 1
Nov 07,2019 16:12 -
88. Paychecks & Playchecks with Tom Hegna
Oct 17,2019 25:01 -
90. Excuses Why You‘re Working With The Wrong Advisor
Sep 19,2019 13:53 -
91. Why You Should Plan For Retirement With A Sense Of Urgency
Sep 05,2019 20:12 -
94. These Financial Things Are Overrated
Jul 18,2019 14:40 -
97. Roth Accounts and Tax Buckets
Jun 06,2019 16:09 -
98. Effects Of The Tax Reform & Email Questions
May 16,2019 16:37 -
100. The 5 Most Common “Pain Points” In Your Financial Life
Apr 18,2019 19:05 -
106. Episode #10: Risk Tolerance
Jan 17,2019 13:09 -
109. Episode #7: You've Lost That Financial Feeling
Nov 15,2018 18:54 -
110. Episode #6: Settle the Debate
Nov 01,2018 19:44 -
111. Episode #5: The Complications Of An Early Retirement
Oct 18,2018 14:47 -
113. Episode #3: Unique Financial Planning Challenges
Oct 12,2018 17:25
Plan Wise. Retire Free.
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.
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