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Plan Wise. Retire Free.

Jude Wilson

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Plan Wise. Retire Free.

Plan Wise. Retire Free.

Jude Wilson

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About Us

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.

Latest Episodes

Ticking Tax Time Bomb - With Jeffrey Levine

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

22 MIN1 w ago
Comments
Ticking Tax Time Bomb - With Jeffrey Levine

Generosity And Prosperity With Dr. Neecie

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:PlanWiseRetireFreePodcast.com Call:800-779-4592 Dr. Neecie's Website:https://drneecie.com/ Get Dr. Neecie's Guide:http://planwiseretirefreepodcast.com/

17 MIN3 w ago
Comments
Generosity And Prosperity With Dr. Neecie

The 5-Rule Market Crash Survival Guide

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

14 MINJUL 9
Comments
The 5-Rule Market Crash Survival Guide

Planning For Widows With Dr. Kathleen Rehl, Part 2

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

19 MINJUN 18
Comments
Planning For Widows With Dr. Kathleen Rehl, Part 2

Planning For Widows With Dr. Kathleen Rehl, Part 1

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

23 MINJUN 4
Comments
Planning For Widows With Dr. Kathleen Rehl, Part 1

Are You Paying Attention To Your Biggest Assets?

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

19 MINMAY 7
Comments
Are You Paying Attention To Your Biggest Assets?

Good Intentions, Wrong Advice

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:planwiseretirefreepodcast.com Call:800-779-4592

18 MINAPR 23
Comments
Good Intentions, Wrong Advice

The CARES Act

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

18 MINAPR 13
Comments
The CARES Act

The Worst Financial Product

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

12 MINAPR 2
Comments
The Worst Financial Product

Solid Financial Truths

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

16 MINMAR 19
Comments
Solid Financial Truths

Latest Episodes

Ticking Tax Time Bomb - With Jeffrey Levine

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

22 MIN1 w ago
Comments
Ticking Tax Time Bomb - With Jeffrey Levine

Generosity And Prosperity With Dr. Neecie

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:PlanWiseRetireFreePodcast.com Call:800-779-4592 Dr. Neecie's Website:https://drneecie.com/ Get Dr. Neecie's Guide:http://planwiseretirefreepodcast.com/

17 MIN3 w ago
Comments
Generosity And Prosperity With Dr. Neecie

The 5-Rule Market Crash Survival Guide

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

14 MINJUL 9
Comments
The 5-Rule Market Crash Survival Guide

Planning For Widows With Dr. Kathleen Rehl, Part 2

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

19 MINJUN 18
Comments
Planning For Widows With Dr. Kathleen Rehl, Part 2

Planning For Widows With Dr. Kathleen Rehl, Part 1

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

23 MINJUN 4
Comments
Planning For Widows With Dr. Kathleen Rehl, Part 1

Are You Paying Attention To Your Biggest Assets?

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

19 MINMAY 7
Comments
Are You Paying Attention To Your Biggest Assets?

Good Intentions, Wrong Advice

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:planwiseretirefreepodcast.com Call:800-779-4592

18 MINAPR 23
Comments
Good Intentions, Wrong Advice

The CARES Act

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

18 MINAPR 13
Comments
The CARES Act

The Worst Financial Product

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

12 MINAPR 2
Comments
The Worst Financial Product

Solid Financial Truths

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:PlanWiseRetireFreePodcast.com Call:800-779-4592

16 MINMAR 19
Comments
Solid Financial Truths
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