⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Could one Social Security mistake cost you thousands of dollars in retirement? Jude welcomes registered Social Security analyst Wendy Barnett to uncover overlooked benefits and claiming strategies that could make a significant difference in your financial future. Through real-life stories, they explore how divorce, survivor benefits, and dependent benefits can impact retirement income. They also discuss coordinating Social Security with Roth conversions and avoiding costly claiming mistakes. Discover why understanding your options and building a personalized strategy could help you make the most of your retirement benefits.

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

💡 Maximizing Benefits: Making informed Social Security claiming decisions

💍 Divorce Benefits: Understanding the important 10-year rule

👨‍👩‍👧 Survivor Benefits: Protecting loved ones after unexpected loss

🔄 Roth Conversions: Coordinating taxes and retirement income

⚠️ Common Mistakes: Avoiding costly Social Security claiming errors

📊 Retirement Planning: Finding strategies suited to your situation

Download our Step-by-Step Social Security Guide: https://u.pcloud.link/publink/show?code=XZpUamJZTR74qhkdYPYPBHvXcAJvdf38j8uX

CONNECT 🤝

Facebook: https://www.facebook.com/CentrusFinancialStrategies/

X: https://x.com/centrusfs?s=21

LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/

CONTACT ☎

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

The Tax Bomb Website: https://thetaxbomb.com/

Centrus GPS 5 Pillars Document: https://centrusfs.com/wp-content/uploads/2026/05/The-WHY-at-the-CENTER-of-your-WEALTH-4.pdf

5 Worlds of Holistic Financial Planning Document: https://drive.google.com/file/d/1FLt7vU48BY9F1dShwOlAYRuf-sH1fEWm/view?pli=1

Read our Disclosure: https://docs.google.com/document/d/129gq1ZKnyIXyA6-vyWXMg5oCH4mx0S44/

⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Jude goes over a few today that he thinks are worth asking. None of these questions are really about money. That's kind of the point. Sometimes the best way into a financial conversation is to start somewhere else entirely.

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

🏔️ Financial Freedom: Moving from accumulating wealth to using money to buy back your time

🎯 Your Why: Putting purpose at the center of your wealth once you reach retirement

💭 Dream Sessions: Using thought-provoking questions to uncover what really matters

❤️ Retire to Something: Finding passions, experiences, and meaningful work beyond your career

🪣 Bucket List: Prioritizing experiences based on timing, health, and mobility

🧠 Financial Psychology: Why shifting from saving to spending can be one of retirement’s hardest transitions

CONNECT 🤝

Facebook: https://www.facebook.com/CentrusFinancialStrategies/

X: https://x.com/centrusfs?s=21

LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/

CONTACT ☎

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

The Tax Bomb Website: https://thetaxbomb.com/

Centrus GPS 5 Pillars Document: https://centrusfs.com/wp-content/uploads/2026/05/The-WHY-at-the-CENTER-of-your-WEALTH-4.pdf

5 Worlds of Holistic Financial Planning Document: https://drive.google.com/file/d/1FLt7vU48BY9F1dShwOlAYRuf-sH1fEWm/view?pli=1

Read our Disclosure: https://docs.google.com/document/d/129gq1ZKnyIXyA6-vyWXMg5oCH4mx0S44/edit?usp=sharing&ouid=118442068585128500668&rtpof=true&sd=true

⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually hold up over time. They all happen to start with the same letter — which either means it's a great framework or someone really wanted it to work out that way. The goal is to build a retirement that holds up over the long haul. If you want to run through these Five D’s with your own situation, that's exactly what Jude is here for.

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

⏳ Duration: Planning for a potentially long retirement

🧩 Diversification: Why retirement requires more than different funds

🛡️ Downside Protection: Preparing for market declines

✈️ Discretionary Spending: Making room for wants, not just needs

🧾 Tax Drag: How taxes can erode retirement income

📈 Inflation Drag: Protecting purchasing power over time

How to Turn a $1 Million Nest Egg Into a Lifetime Income Machine

https://www.kiplinger.com/retirement/retirement-plans/how-to-turn-a-usd1-million-nest-egg-into-a-lifetime-income-machine

CONNECT 🤝

Facebook: https://www.facebook.com/CentrusFinancialStrategies/

X: https://x.com/centrusfs?s=21

LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/

CONTACT ☎

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

The Tax Bomb Website: https://thetaxbomb.com/