We talk about the ticking tax time bomb a lot on this show regarding the national deficit. It’s a reality we are faced with, and while it sounds scary, there are action steps that you can take to minimize the impact of potential future tax increases on you.

In this episode, Jude and Marc explore how tax efficiency funnels can be utilized to optimize your financial strategy and mitigate the risks associated with these rising taxes. Jude breaks down the three tax funnels- the pre-tax funnel, the post-tax funnel, and the tax-advantaged funnel- and discusses the benefits and drawbacks of each.

With the Tax Cut and Jobs Act set to expire in 2025, the window for taking advantage of current low tax rates may be closing. It’s important to strategize now and prepare for the potential changes ahead.

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

0:00 – Intro

5:06 – The pre-tax funnel

7:05 – The post-tax funnel

8:37 – The tax-advantaged funnel

9:01 – Real-world example

13:24 – Potential expiry of the Tax Cut and Jobs Act

15:17 – Action steps you can take

Connect:

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

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

We’re thrilled to be back with former U.S. Comptroller General David Walker for today’s show. With decades of experience serving under both Republican and Democratic administrations, Walker is here to share his expert insights on America's fiscal health.

Last episode, we focused on the U.S. national debt, fiscal responsibility, and the challenges posed by excessive government spending. Today, we’re covering some strategies that you can take to help protect yourself from potential economic challenges. Listen in as we talk about the importance of personal financial responsibility, including being debt-free, diversifying income streams, and planning for the long-term. We also discuss the critical role of leadership in addressing the national debt crisis.

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

0:00 – Intro

0:41 – What David learned on his bus tour

2:28 – What we can do + what David wants to see from government leadership

7:28 – Looking at your finances holistically

10:19 – David’s thoughts on recent Fed rate cuts

17:37 – Wrap up

More about David:

https://dbb.defense.gov/Board-Members/Board-Members-Bio-view/Article/3160065/

America in 2040:

https://americain2040.com/

Get your free copy of David’s new book: America in 2024 (while supplies last)

Text 941-269-2499

David’s Books:

America in 2024: Still A Superpower? A Pathway to Success

https://www.amazon.com/America-2040-Superpower-Pathway-Success/dp/1665500824

Comeback America: Turning the Country Around and Restoring Fiscal Responsibility

https://www.amazon.com/Comeback-America-Turning-Restoring-Responsibility/dp/0812980727

David on X

https://x.com/davidmwalker7

The Tax Bomb

https://thetaxbomb.com/

Connect:

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

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

In this episode of The Roth Guy, we’re excited to welcome a very special guest, former U.S. Comptroller General David Walker. With decades of experience serving under both Republican and Democratic administrations, Walker is here to share his expert insights on America's fiscal health.

From the staggering national debt to the hidden tax of inflation, Walker breaks down complex economic issues in a way that's easy to understand and paints a sobering picture of what the future could look like if current trends continue. He warns that without significant changes, the US could face slower economic growth, increased taxation, and even the potential loss of the U.S. dollar as the world's reserve currency.

What can we do in light of this outlook? Join us for part 2, where we’ll explore actionable steps you can take to prepare for whatever lies ahead.

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

0:00 – Intro

2:38 – Current fiscal condition of the US

8:49 – The impact of fiscal imbalance on Americans

14:53 – Future financial challenges + stewardship

More about David:

https://dbb.defense.gov/Board-Members/Board-Members-Bio-view/Article/3160065/

David’s Books:

America in 2024: Still A Superpower? A Pathway to Success

https://www.amazon.com/America-2040-Superpower-Pathway-Success/dp/1665500824

Comeback America: Turning the Country Around and Restoring Fiscal Responsibility

https://www.amazon.com/Comeback-America-Turning-Restoring-Responsibility/dp/0812980727

David on X

https://x.com/davidmwalker7

The Tax Bomb

https://thetaxbomb.com/

Connect:

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

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/