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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

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

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: https://wilsongroupfinancial.com/media/podcast/ 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: https://wilsongroupfinancial.com/media/podcast/ 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: https://wilsongroupfinancial.com/media/podcast/ 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: https://wilsongroupfinancial.com/media/podcast/ 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: https://wilsongroupfinancial.com/media/podcast/ 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: https://wilsongroupfinancial.com/media/podcast/ 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: https://wilsongroupfinancial.com/media/podcast/ 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: https://wilsongroupfinancial.com/media/podcast/ Call: 800-779-4592

Duration:00:14:47