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.
    Out Of Tune Retirement
    15:17
  2. 2.
    Mind The Gap
    18:32
  3. 3.
    Not Your Father’s Retirement
    16:32
  4. 4.
    The Things That Don’t Matter… Until They Do
    16:18
  5. 5.
    5 Things You Must Know About Decumulation
    18:41
  6. 6.
    Financial Planning In Today's Environment
    17:03
  7. 7.
    Do Retirees Need Life Insurance?
    13:43
  8. 8.
    Are You Flirtin’ With Disaster?
    15:16
  1. 9.
    The Family Letter
    23:44
  2. 10.
    The Status Of The American Pension Plan
    17:07
  3. 11.
    How Women Can Make Sure They’re Involved In Financial Decisions
    18:00
  4. 12.
    Retirement Planning For Business Owners
    15:41
  5. 13.
    2021 Tax Tips Recap
    17:11
  6. 14.
    Mailbag Show
    20:20
  7. 15.
    What Are The Three Qualities Of Money?
    12:03
  8. 16.
    Play Nice In Your Sandbox, Part 2
    21:46
  9. 17.
    Play Nice In Your Sandbox, Part 1
    19:25
  10. 18.
    A 5 Question Retirement Preparedness Quiz
    19:03
  11. 19.
    What Retirees Should Know About Wills & Trusts
    21:21
  12. 20.
    Retirement Concerns Of Baby Boomers
    18:18
  13. 21.
    September Mailbag Show
    17:46
  14. 22.
    20/20 Hindsight
    16:10
  15. 23.
    Ticking Tax Time Bomb - With Jeffrey Levine Part 2
    20:19
  16. 24.
    Ticking Tax Time Bomb - With Jeffrey Levine
    22:23
  17. 25.
    Generosity And Prosperity With Dr. Neecie
    17:59
  18. 26.
    The 5-Rule Market Crash Survival Guide
    14:45
  19. 27.
    Planning For Widows With Dr. Kathleen Rehl, Part 2
    19:39
  20. 28.
    Planning For Widows With Dr. Kathleen Rehl, Part 1
    23:14
  21. 29.
    Are You Paying Attention To Your Biggest Assets?
    19:34
  22. 30.
    Good Intentions, Wrong Advice
    18:07
  23. 31.
    The CARES Act
    18:07
  24. 32.
    The Worst Financial Product
    12:58
  25. 33.
    Solid Financial Truths
    16:26
  26. 34.
    Everything You Need To Know About Roth Conversions
    15:09
  27. 35.
    All About The Benjamins – Is “Cash” Good Or Bad?
    14:48
  28. 36.
    IRA Limits & Emails
    19:10
  29. 37.
    Which Excuses Keep You From Retiring?
    18:05
  30. 38.
    Mailbag Show
    21:31
  31. 39.
    Top 5 Social Security Misunderstandings
    16:53
  32. 40.
    Finding Silver Linings In Unfortunate Financial Situations
    12:09
  33. 41.
    The Bucket Plan with Jason Smith, Part 2
    21:33
  34. 42.
    The Bucket Plan with Jason Smith, Part 1
    16:13
  35. 43.
    Paychecks & Playchecks with Tom Hegna
    25:03
  36. 44.
    The Mailbag Show
    16:19
  37. 45.
    Excuses Why You're Working With The Wrong Advisor
    13:54
  38. 46.
    Why You Should Plan For Retirement With A Sense Of Urgency
    20:13
  39. 47.
    Exposing 401(k) Weaknesses
    18:20
  40. 48.
    These Financial Things Are Underrated
    15:06
  41. 49.
    These Financial Things Are Overrated
    14:42
  42. 50.
    Planning For Future Tax Rates
    13:07

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