Meet The Roth Guy: Your Guide to Tax-Efficient Financial Planning

Welcome to this inaugural episode of The Roth Guy with Jude Wilson! We’re so excited to bring you this new show on YouTube and your favorite podcasting platforms. Join us as we take a look into the world of finance, retirement planning, tax planning, and more!

Just like any great superhero movie, your financial journey has its challenges- taxes, inflation, market risks- but with the right guidance, you can become the hero of your own financial story. In this first episode, you’ll meet your guide, Jude Wilson, and get a preview of what’s to come in future episodes.

Get ready for an educational and entertaining journey toward financial freedom with The Roth Guy as we provide valuable insights and resources to help you navigate your finances tax-efficiently!

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

0:00 – Intro

1:12 – What to expect from The Roth Guy

3:13 – The impact of tax policies

5:15 – Upcoming financial education

6:33 – Roth conversions

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