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Financial and retirement planning guidance from Jude Wilson and Mike Mott. Serving retirees and pre-retirees in central Florida, with offices in Orlando and Bradenton.

Financial and retirement planning guidance from Jude Wilson and Mike Mott. Serving retirees and pre-retirees in central Florida, with offices in Orlando and Bradenton.
More Information

Location:

United States

Description:

Financial and retirement planning guidance from Jude Wilson and Mike Mott. Serving retirees and pre-retirees in central Florida, with offices in Orlando and Bradenton.

Language:

English

Contact:

9193781410


Episodes

The 5 Most Common “Pain Points” In Your Financial Life

4/18/2019
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When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Mike and Jude tell us about some times where they've helped clients through these frustrating areas.

Duration:00:19:05

The Roth Guy

4/4/2019
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We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.

Duration:00:13:07

Episode #14: Financial Overhaul

3/21/2019
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The guys share their thoughts on when a few tweaks to your retirement plan might not be enough and maybe a complete overhaul is needed.

Duration:00:12:28

Episode #13: Little Missed Details

3/7/2019
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Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.

Duration:00:18:50

Episode #12: 50 Shades Of Gray Area

2/21/2019
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Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion.

Duration:00:15:33

Episode #11: Mailbag - Paying Off The House, Maxed-Out 401(k), And Book Suggestions

2/7/2019
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Jude and Mike take on various email questions from around the Orlando area. They'll discuss the pros and cons of paying off the house versus continuing to take a tax deduction, as well as what to do if you've maxed out your 401(k) contributions. And finally, you'll hear about some of Jude and Mike's favorite books on retirement and financial planning.

Duration:00:11:06

Episode #10: Risk Tolerance

1/17/2019
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Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.

Duration:00:13:09

Episode #9: What It's Like To Be A Client

1/3/2019
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We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

Duration:00:16:24

Episode #8: Mailbag

12/6/2018
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On this episode we take questions from listeners all over Florida. We'll discuss safe investing versus growth, identifying fiduciary advisors, and more.

Duration:00:15:40

Episode #7: You've Lost That Financial Feeling

11/15/2018
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Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation

Duration:00:18:53

Episode #6: Settle the Debate

11/1/2018
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Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many different opinions on these concepts.

Duration:00:19:44

Episode #5: The Complications Of An Early Retirement

10/18/2018
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An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications presented when you retire early. Let’s tackle what early retirement means for most people and how you can put together a realistic plan to execute it if it’s the right decision for you.

Duration:00:14:47

Episode #4: Retirement Planning: More Than Just Investments

10/12/2018
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There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?

Duration:00:25:55

Episode #3: Unique Financial Planning Challenges

10/12/2018
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Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions that Jude and Mike can implement.

Duration:00:17:25

Episode #2: Mailbag: Nursing Home Costs, Tax Changes, and Saving What You Have

10/12/2018
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We've got a collection of questions for our very first mailbag episode. Barry wants to know how to deal with future nursing home costs. Shayla would like to know how the recent tax code changes could affect financial planning. Finally, Steve asks if it's short-sighted to only have an interest in saving money you already have.

Duration:00:13:51

Episode #1: Things You Can’t Control (And Things You Can)

10/12/2018
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In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.

Duration:00:20:09