We’re excited to announce our new podcast launching in the upcoming weeks! Join us as we discuss the impending expiration of the Tax Cuts and Jobs Act, potential future tax increases, and the importance of tax diversification in this episode. We introduce "The Roth Guy" and explore how proactive planning can help you achieve a tax-smart retirement.

Contact:

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

Call: 800-779-4592

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

Holmes and Rahe Stress Scale Study

https://www.simplypsychology.org/srrs.html

Contact:

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

Call: 800-779-4592

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.

Contact:

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

Call: 800-779-4592

With the Tax Cut and Jobs Act set to expire at the end of 2025 and the national debt skyrocketing, the tax time bomb is ticking. It's more important than ever to prepare for the inevitable tax increases that could significantly impact your financial plans. Join Jude and Marc as they discuss the importance of proactive tax planning and share more about the Ticking Tax Time Bomb webinar coming up at the end of February.

To sign up for the upcoming webinar and take control of your financial future, visit centrusfs.com or call 800-779-4592, and don't forget to check out thetaxbomb.com, for additional valuable resources.

Contact:

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

Call: 800-779-4592

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?

Contact:

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

Call: 800-779-4592

Join us for a thoughtful episode on end of year financial planning for 2023. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Listen in as we discuss essential topics like managing RMDs, exploring tax-saving opportunities, and more. We'll also chat about 2 Centrus guides designed to help you plan for a prosperous new year!

Contact:

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

Call: 800-779-4592

This is part two of our discussion with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. In this half of the conversation, she will share estate planning wisdom for singles who don’t plan on getting married. Merrell also highlights the importance of proactively planning for your estate by documenting your assets and stating preferences for inheritances and medical care decisions. Listen in to learn how to secure your estate and plan for a comfortable and stress-free retirement!

Contact:

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

Call: 800-779-4592

We're very excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. Merrell joined us on the podcast earlier this year, and is here to share more of her estate planning wisdom with us today. Listen in as she debunks the misconception that estate planning is only for the ultra-wealthy and explores some of the unique parts of the process, like planning for your pet's welfare in the event that something happens to you. We also touch on the importance of managing your digital legacy in the age of social media and online assets, offering insights and actionable advice for ensuring your loved ones can access your digital life when you're no longer around.

Contact:

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

Call: 800-779-4592