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Plan Wise. Retire Free.

By Jude Wilson

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.

  1. 1.
    September Mailbag Show09/17/2020
    17:46
  2. 2.
    20/20 Hindsight09/03/2020
    16:10
  3. 3.
    Ticking Tax Time Bomb - With Jeffrey Levine Part 208/20/2020
    20:19
  4. 4.
    Ticking Tax Time Bomb - With Jeffrey Levine08/06/2020
    22:23
  5. 5.
    Generosity And Prosperity With Dr. Neecie07/23/2020
    17:59
  6. 6.
    The 5-Rule Market Crash Survival Guide07/09/2020
    14:45
  7. 7.
    Planning For Widows With Dr. Kathleen Rehl, Part 206/18/2020
    19:39
  8. 8.
    Planning For Widows With Dr. Kathleen Rehl, Part 106/04/2020
    23:14
  1. 9.
    Are You Paying Attention To Your Biggest Assets?05/07/2020
    19:34
  2. 10.
    Good Intentions, Wrong Advice04/23/2020
    18:07
  3. 11.
    The CARES Act04/13/2020
    18:07
  4. 12.
    The Worst Financial Product04/02/2020
    12:58
  5. 13.
    Solid Financial Truths03/19/2020
    16:26
  6. 14.
    Everything You Need To Know About Roth Conversions03/05/2020
    15:09
  7. 15.
    All About The Benjamins – Is “Cash” Good Or Bad?02/20/2020
    14:48
  8. 16.
    IRA Limits & Emails02/06/2020
    19:10
  9. 17.
    Which Excuses Keep You From Retiring?01/14/2020
    18:05
  10. 18.
    Mailbag Show01/02/2020
    21:31
  11. 19.
    Top 5 Social Security Misunderstandings12/19/2019
    16:53
  12. 20.
    Finding Silver Linings In Unfortunate Financial Situations12/05/2019
    12:09
  13. 21.
    The Bucket Plan with Jason Smith, Part 211/21/2019
    21:33
  14. 22.
    The Bucket Plan with Jason Smith, Part 111/07/2019
    16:13
  15. 23.
    Paychecks & Playchecks with Tom Hegna10/17/2019
    25:03
  16. 24.
    The Mailbag Show10/03/2019
    16:19
  17. 25.
    Excuses Why You're Working With The Wrong Advisor09/19/2019
    13:54
  18. 26.
    Why You Should Plan For Retirement With A Sense Of Urgency09/05/2019
    20:13
  19. 27.
    Exposing 401(k) Weaknesses08/15/2019
    18:20
  20. 28.
    These Financial Things Are Underrated08/01/2019
    15:06
  21. 29.
    These Financial Things Are Overrated07/18/2019
    14:42
  22. 30.
    Planning For Future Tax Rates07/03/2019
    13:07
  23. 31.
    Don't Utter These Famous Last Words06/20/2019
    17:03
  24. 32.
    Roth Accounts and Tax Buckets06/06/2019
    16:10
  25. 33.
    Effects Of The Tax Reform & Email Questions05/16/2019
    16:39
  26. 34.
    The Tax Train05/02/2019
    16:15
  27. 35.
    The 5 Most Common “Pain Points” In Your Financial Life04/18/2019
    19:07
  28. 36.
    The Roth Guy04/04/2019
    13:09
  29. 37.
    Episode #14: Financial Overhaul03/21/2019
    12:29
  30. 38.
    Episode #13: Little Missed Details03/07/2019
    18:52
  31. 39.
    Episode #12: 50 Shades Of Gray Area02/21/2019
    15:34
  32. 40.
    Episode #11: Mailbag - Paying Off The House, Maxed-Out 401(k), And Book Suggestions 02/07/2019
    11:07
  33. 41.
    Episode #10: Risk Tolerance01/17/2019
    13:11
  34. 42.
    Episode #9: What It's Like To Be A Client01/03/2019
    16:26
  35. 43.
    Episode #8: Mailbag12/06/2018
    15:42
  36. 44.
    Episode #7: You've Lost That Financial Feeling11/15/2018
    18:55
  37. 45.
    Episode #6: Settle the Debate11/01/2018
    19:46
  38. 46.
    Episode #5: The Complications Of An Early Retirement10/18/2018
    14:48
  39. 47.
    Episode #4: Retirement Planning: More Than Just Investments10/12/2018
    25:58
  40. 48.
    Episode #3: Unique Financial Planning Challenges10/12/2018
    17:27
  41. 49.
    Episode #2: Mailbag: Nursing Home Costs, Tax Changes, and Saving What You Have10/12/2018
    13:53
  42. 50.
    Episode #1: Things You Can’t Control (And Things You Can)10/12/2018
    20:11

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