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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

Financial Planning In Today's Environment

6/10/2021
The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the proposals that might become a reality in the future and share how he has been able to help some of his clients with taxes. Contact: Website: https://centrusfs.com/contact/ Call: 888-534-9994

Duration:00:17:01

Do Retirees Need Life Insurance?

5/27/2021
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses. Contact: Website: https://centrusfs.com/contact/ Call: 888-534-9994

Duration:00:13:41

Are You Flirtin’ With Disaster?

5/6/2021
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it… Contact: Website: https://centrusfs.com/contact/ Call: 888-534-9994

Duration:00:15:14

The Family Letter

4/22/2021
"The Family Letter" author Debi Ronca joins the show this week to talk about her book and her job as a life coach. The Family Letter: https://debironca.com/product/the-family-letter/ Contact: Website: https://centrusfs.com/contact/ Call: 888-534-9994

Duration:00:23:41

The Status Of The American Pension Plan

4/8/2021
Are pension plans truly disappearing across the country? Let’s take a look at the status of pension plans in America and how changes in that space impact you when planning for retirement. Contact: Website: https://centrusfs.com/contact/ Call: 888-534-9994

Duration:00:17:05

How Women Can Make Sure They’re Involved In Financial Decisions

3/25/2021
A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions whether married, divorced or single. Contact: Website: https://centrusfs.com/contact/ Call: 888-534-9994

Duration:00:17:57

Retirement Planning For Business Owners

3/4/2021
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues. Contact: Website: https://centrusfs.com/contact/ Call: 888-534-9994

Duration:00:15:38

2021 Tax Tips Recap

2/18/2021
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. Contact: Website: https://centrusfs.com/contact/ Call: 888-534-9994

Duration:00:17:09

Mailbag Show

2/4/2021
Jude and Mike take the time to answer a number of questions from listeners about their finances, as well as planning for the future. Contact: Website: https://centrusfs.com/contact/ Call: 888-534-9994

Duration:00:20:17

What Are The Three Qualities Of Money?

1/21/2021
If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. Contact: Website: https://centrusfs.com/contact/ Call: 888-534-9994

Duration:00:12:02

Play Nice In Your Sandbox, Part 2

12/23/2020
This is the second part of our conversation with Ron Price. Last episode we discussed how to avoid conflict, but what should you do when you're in the midst of an ongoing disagreement? Ron gives us some tips on how to navigate this tricky landscape and will also provide a few examples. Important Links: Get Ron Price's PDF: https://ronprice.mykajabi.com/freepdf-protect-your-relationships Website: https://wilsongroupfinancial.com/media/podcast/ Call: 800-779-4592

Duration:00:21:43

Play Nice In Your Sandbox, Part 1

12/10/2020
Today we welcome in speaker and author Ron Price. Ron is known for writing the book series "How To Play Nice In Your Sandbox." Since this year has been a tumultuous time in our everyday lives and in politics, we invited Ron to discuss how to avoid conflict with family this holiday season. Be sure to look out for the second part to this series where Ron will discuss navigating and resolving conflict that is already occurring. Important Links: Get Ron Price's PDF:...

Duration:00:19:23

A 5 Question Retirement Preparedness Quiz

11/5/2020
Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Important Links: Website: https://wilsongroupfinancial.com/media/podcast/ Call: 800-779-4592

Duration:00:19:00

What Retirees Should Know About Wills & Trusts

10/23/2020
People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement. Important Links: Website: https://wilsongroupfinancial.com/media/podcast/ Call: 800-779-4592

Duration:00:21:18

Retirement Concerns Of Baby Boomers

10/8/2020
We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? Important Links: Website: https://wilsongroupfinancial.com/media/podcast/ Call: 800-779-4592

Duration:00:18:15

September Mailbag Show

9/17/2020
This week we catch up on some emails sent into the podcast over the past few weeks. So let's dive in and tackle some questions from folks just like you. Important Links: Website: https://wilsongroupfinancial.com/media/podcast/ Call: 800-779-4592

Duration:00:17:44

20/20 Hindsight

9/3/2020
Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror. Important Links: Website: https://wilsongroupfinancial.com/media/podcast/ Call: 800-779-4592

Duration:00:16:08

Ticking Tax Time Bomb - With Jeffrey Levine Part 2

8/20/2020
On part 1 of this series, we discussed what the ticking tax bomb is and the havoc it can cause. Today, we will discuss proactive strategies and examples. Important Links: 5 Tips To Avoid The Ticking Tax Time Bomb PDF Website: https://wilsongroupfinancial.com/media/podcast/ Call: 800-779-4592

Duration:00:20:17

Ticking Tax Time Bomb - With Jeffrey Levine

8/6/2020
Director of Advanced Planning at Buckingham Wealth Partners joins us for a two part series on taxes and the ticking tax time bomb that looms in the distance. Important Links: Website: https://wilsongroupfinancial.com/media/podcast/ Call: 800-779-4592

Duration:00:22:21

Generosity And Prosperity With Dr. Neecie

7/23/2020
This week Dr. Neecie joins us on the podcast. She is currently the president of Life Coaching Institute and she also holds a Doctorate of Psychology from the University of Texas. It can be easy to be generous when the market is thriving, but we need to be generous during rough times like these as well. Today we discuss how generosity and prosperity are linked and some of the positive side effects of generosity. Important Links: Website:...

Duration:00:17:57