⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

As the year wraps up, many investors are scrambling to decide whether a Roth conversion makes sense before December 31st. In this episode, Jude breaks down the logic behind “taxes on sale” and why strategic conversions can become a powerful long-term tool when done correctly. You’ll walk away with a clearer understanding of how to avoid costly mistakes and make smarter year-end decisions.

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

📅 Year-End Roth Deadlines: why December 31st matters and when to act

🇺🇸 National Debt & Tax Rates: how today’s environment shapes tomorrow’s taxes

🧠 Roth Conversion Strategy: avoiding bumps into higher brackets and using “tax bracket filling”

💸 Deductions & Tax Cuts: understanding the temporary nature of today’s tax landscape

CONNECT 🤝

Facebook: https://www.facebook.com/CentrusFinancialStrategies/

X: https://x.com/centrusfs?s=21

LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/

CONTACT ☎

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

The Tax Bomb Website: https://thetaxbomb.com/

Call: 800-779-4592

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

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

Many people think they’re asking the right questions about retirement- but the way those questions are framed often leads to incomplete or even misleading answers. In this episode, Jude breaks down the most common questions he hears and shows how a simple reframing can uncover clearer strategies and more confident retirement decisions. Better questions lead to better answers… and better answers build better retirements.

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

❓ Smarter Questions: why reframing your thinking improves planning

💰 “How Much Do I Need?” Understanding income needs vs. magic numbers

🏥 Long-Term Care: replacing fear-based thinking with practical options

📆 Social Security Timing: choosing based on strategy- not rumors

📉 Cash vs. Risk: avoiding emotional market reactions

CONNECT 🤝

Facebook: https://www.facebook.com/CentrusFinancialStrategies/

X: https://x.com/centrusfs?s=21

LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/

CONTACT ☎

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

The Tax Bomb Website: https://thetaxbomb.com/

Call: 800-779-4592

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

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

Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, Jude tackles a listener’s question about this very dilemma. At the end of the day, having two advisors usually creates more confusion than confidence. What most people really need isn’t more voices in the mix; it’s one clear, coordinated plan.

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

⚖️ Pros & Cons: The advantages and drawbacks of having two advisors

⚠️ Confusion Risk: How conflicting advice can derail your financial strategy

📊 Diversification Myth: Why “advisor diversification” doesn’t equal better results

🧾 Double Fees: How having multiple advisors could quietly increase your costs

📉 Performance Tracking: Why comparing results between advisors can be misleading

🧭 One Captain Rule: Why every financial ship needs a single trusted leader

CONNECT 🤝

Facebook: https://www.facebook.com/CentrusFinancialStrategies/

X: https://x.com/centrusfs?s=21

LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/

CONTACT ☎

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

The Tax Bomb Website: https://thetaxbomb.com/

Call: 800-779-4592

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

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