• The Roth Guy with Jude Wilson

  • 著者: Jude Wilson
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The Roth Guy with Jude Wilson

著者: Jude Wilson
  • サマリー

  • 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!
    Copyright 2024 Jude Wilson
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あらすじ・解説

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!
Copyright 2024 Jude Wilson
エピソード
  • Preparing For Rising Taxes: Tax Efficiency Through Tax Funnels
    2024/11/07

    We talk about the ticking tax time bomb a lot on this show regarding the national deficit. It’s a reality we are faced with, and while it sounds scary, there are action steps that you can take to minimize the impact of potential future tax increases on you.

    In this episode, Jude and Marc explore how tax efficiency funnels can be utilized to optimize your financial strategy and mitigate the risks associated with these rising taxes. Jude breaks down the three tax funnels- the pre-tax funnel, the post-tax funnel, and the tax-advantaged funnel- and discusses the benefits and drawbacks of each.

    With the Tax Cut and Jobs Act set to expire in 2025, the window for taking advantage of current low tax rates may be closing. It’s important to strategize now and prepare for the potential changes ahead.

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    5:06 – The pre-tax funnel

    7:05 – The post-tax funnel

    8:37 – The tax-advantaged funnel

    9:01 – Real-world example

    13:24 – Potential expiry of the Tax Cut and Jobs Act

    15:17 – Action steps you can take

    Connect:

    Website: https://centrusfs.com/podcast/

    Call: 800-779-4592

    Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

    Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

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    20 分
  • The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 2)
    2024/10/08

    We’re thrilled to be back with former U.S. Comptroller General David Walker for today’s show. With decades of experience serving under both Republican and Democratic administrations, Walker is here to share his expert insights on America's fiscal health.

    Last episode, we focused on the U.S. national debt, fiscal responsibility, and the challenges posed by excessive government spending. Today, we’re covering some strategies that you can take to help protect yourself from potential economic challenges. Listen in as we talk about the importance of personal financial responsibility, including being debt-free, diversifying income streams, and planning for the long-term. We also discuss the critical role of leadership in addressing the national debt crisis.

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    0:41 – What David learned on his bus tour

    2:28 – What we can do + what David wants to see from government leadership

    7:28 – Looking at your finances holistically

    10:19 – David’s thoughts on recent Fed rate cuts

    17:37 – Wrap up

    More about David:

    https://dbb.defense.gov/Board-Members/Board-Members-Bio-view/Article/3160065/

    America in 2040:

    https://americain2040.com/

    Get your free copy of David’s new book: America in 2024 (while supplies last)

    Text 941-269-2499

    David’s Books:

    America in 2024: Still A Superpower? A Pathway to Success

    https://www.amazon.com/America-2040-Superpower-Pathway-Success/dp/1665500824

    Comeback America: Turning the Country Around and Restoring Fiscal Responsibility

    https://www.amazon.com/Comeback-America-Turning-Restoring-Responsibility/dp/0812980727

    David on X

    https://x.com/davidmwalker7

    The Tax Bomb

    https://thetaxbomb.com/

    Connect:

    Website: https://centrusfs.com/podcast/

    Call: 800-779-4592

    Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

    Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

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    19 分
  • The Truth About America’s Financial Health with Former US Comptroller General David Walker (Part 1)
    2024/10/08

    In this episode of The Roth Guy, we’re excited to welcome a very special guest, former U.S. Comptroller General David Walker. With decades of experience serving under both Republican and Democratic administrations, Walker is here to share his expert insights on America's fiscal health.

    From the staggering national debt to the hidden tax of inflation, Walker breaks down complex economic issues in a way that's easy to understand and paints a sobering picture of what the future could look like if current trends continue. He warns that without significant changes, the US could face slower economic growth, increased taxation, and even the potential loss of the U.S. dollar as the world's reserve currency.

    What can we do in light of this outlook? Join us for part 2, where we’ll explore actionable steps you can take to prepare for whatever lies ahead.

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    2:38 – Current fiscal condition of the US

    8:49 – The impact of fiscal imbalance on Americans

    14:53 – Future financial challenges + stewardship

    More about David:

    https://dbb.defense.gov/Board-Members/Board-Members-Bio-view/Article/3160065/

    David’s Books:

    America in 2024: Still A Superpower? A Pathway to Success

    https://www.amazon.com/America-2040-Superpower-Pathway-Success/dp/1665500824

    Comeback America: Turning the Country Around and Restoring Fiscal Responsibility

    https://www.amazon.com/Comeback-America-Turning-Restoring-Responsibility/dp/0812980727

    David on X

    https://x.com/davidmwalker7

    The Tax Bomb

    https://thetaxbomb.com/

    Connect:

    Website: https://centrusfs.com/podcast/

    Call: 800-779-4592

    Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

    Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

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    22 分

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