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Plan Wise. Retire Free.

Business & Economics Podcasts

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.

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-Rule Market Crash Survival Guide:

7/9/2020
So, we’ve all experienced what a market crash feels like in recent memory. If you had forgotten what it felt like in 2008, then 2020 should have been a sobering reminder of what it’s like to experience that sudden market drop. However, we can do follow some basic rules to ensure we don’t lose our shirts next time the arrow on the graph tumbles down. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:14:44

Planning For Widows With Dr. Kathleen Rehl, Part 2

6/18/2020
This is part 2 of our conversation with Dr. Kathleen Rehl. On today's show we discuss the three phases that widows experience: grief, growth, and grace. We break these phases down not only in the emotional aspect, but also how it ties into finances as well. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:19:37

Planning For Widows With Dr. Kathleen Rehl, Part 1

6/4/2020
Dr. Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she's passionate about inspiring other widows and their advisors. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:23:12

Are You Paying Attention To Your Biggest Assets?

5/7/2020
If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets? Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:19:32

Good Intentions, Wrong Advice

4/23/2020
We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it's more important than ever to discuss. You likely seek financial advice from lots of difference sources. Some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance. Important Links: Get The CARES Act PDF Here:...

Duration:00:18:05

The CARES Act

4/13/2020
In wake of the financial impacts COVID-19 has had on the economy, Congress just passed a bill called the CARES Act. We talk about some of the things retirees and pre-retirees may need to know about the CARES Act as well as offer a free download to read through on our topic. Important Links: Get The CARES Act PDF Here: planwiseretirefreepodcast.com Call: 800-779-4592

Duration:00:18:05

The Worst Financial Product

4/2/2020
OK, so there might not be such a thing as a “bad financial product”, but there are certainly inappropriate investments out there for people in certain situations. We’ll explore some examples of those kinds of situations on this episode and you might be surprised just how common it is for people to be invested in products that are ill-suited for their financial goals. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:12:57

Solid Financial Truths

3/19/2020
A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:16:24

Everything You Need To Know About Roth Conversions

3/5/2020
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept... Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:15:08

All About The Benjamins – Is “Cash” Good Or Bad?

2/20/2020
Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:14:47

IRA Limits & Emails

2/6/2020
We discuss the limit increases to 401ks and IRA as well as answer questions from listeners here in the Orlando and Bradenton area. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:19:08

Which Excuses Keep You From Retiring?

1/14/2020
Sometimes people say they don’t want to retire...and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.” Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:18:03

Mailbag Show

1/2/2020
On today's episode, we answer some of our listeners questions that have come in from the month of December. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:21:29

Top 5 Social Security Misunderstandings

12/19/2019
Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:16:52

Finding Silver Linings In Unfortunate Financial Situations

12/5/2019
Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:12:07

The Bucket Plan with Jason Smith, Part 2

11/21/2019
We continue our conversation from last time with Jason Smith. Today we look at how the bucket plan would hold up in an event like the 2008 market crash and when you should think about refilling your buckets. Important Links: Forbes Article: https://www.forbes.com/sites/advisor/2014/04/24/why-the-average-investors-investment-return-is-so-low/#2cf1802b111a Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:21:31

The Bucket Plan with Jason Smith, Part 1

11/7/2019
On today's podcast, we are joined by Jason Smith who is the chairman of Prosperity Capital and author of The Bucket Plan. We discuss how Jason got started with the bucket plan concept and his ideologies surrounding this type of planning. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:16:12

Paychecks & Playchecks with Tom Hegna

10/17/2019
On this week's podcast, we sit down with well-known financial author and speaker, Tom Hegna. Tom discusses his book Paychecks & Playchecks and different methods that can generate a lifetime income stream. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:25:00

The Mailbag Show

10/3/2019
We dedicate this week's podcast to questions from our listeners that we have received from our website. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:16:17

Excuses Why You're Working With The Wrong Advisor

9/19/2019
Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Duration:00:13:52