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Content provided by Jude Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jude Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning

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Manage episode 433101947 series 3477542
Content provided by Jude Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jude Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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/

  continue reading

122 episoade

Artwork
iconDistribuie
 
Manage episode 433101947 series 3477542
Content provided by Jude Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jude Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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/

  continue reading

122 episoade

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