Centrus Financial Strategies

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Centrus Financial Strategies The Retirement Financial Planners for ALL Ages. We plan WITH you, not just FOR you. For more information, please visit www.adviserinfo.sec.gov.

Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA, an SEC registered investment advisor.

10/21/2026

Outdated contact information, especially a phone number you no longer use, can make identity verification and account access much more difficult. Before you apply, take a few minutes to double-check your information and make sure your contact details are current.

10/18/2026

Did you know your ex-spouse's earnings could help increase your Social Security benefits? If you were married for at least 10 years and meet certain eligibility requirements, you may qualify for benefits based on a former spouse's earnings record- even if you've been divorced for decades.

Could you be leaving thousands of dollars in Social Security benefits on the table? đź‘€Many people know they can claim Soc...
10/15/2026

Could you be leaving thousands of dollars in Social Security benefits on the table? đź‘€

Many people know they can claim Social Security at 62 or wait until 70. But what about benefits tied to an ex-spouse? Survivor benefits for your family? Or coordinating Social Security with Roth conversions?

These are the kinds of overlooked opportunities that could make a meaningful difference in your retirement.

This week, we're excited to welcome Wendy Barnett, RSSA®, to The Roth Guy podcast!

Tune in as she shares some eye-opening real-life stories, discusses common claiming mistakes, and explores how a more thoughtful Social Security strategy can fit into your overall retirement plan.

🎧 Watch now on our YouTube channel, or listen wherever you get your podcasts!

Ready to apply for Social Security? Before you hit submit, make sure you've done your homework.Choosing when to claim yo...
10/14/2026

Ready to apply for Social Security? Before you hit submit, make sure you've done your homework.

Choosing when to claim your benefits is a decision that could affect your retirement income for decades. And once you're ready to apply, knowing what information you need and what to expect can make the process much easier.

That's why Jude and Social Security specialist Wendy Barnett have put together a helpful resource: Social Security: A Step-by-Step Guide to Applying Online.

🎙️ Tune in to The Roth Guy this Thursday, October 15th, as they explore important claiming strategies, share real-life stories, and introduce this guide to help you approach the application process with greater confidence!

10/14/2026

Social Security could be one of your most valuable retirement assets, but are you making the most of it?

The right claiming strategy could potentially mean more money in additional income over your lifetime!

In our upcoming episode of The Roth Guy, we're joined by Social Security specialist Wendy Barnett to reveal benefits many retirees don't even know exist, share real-life stories of how those benefits have made a difference, and explain why the right claiming strategy could be a game-changer for your retirement.

Stay tuned! 🎙️

When it comes to Social Security, what you don't know could cost you.From claiming benefits at the wrong time to overloo...
10/13/2026

When it comes to Social Security, what you don't know could cost you.

From claiming benefits at the wrong time to overlooking benefits you may qualify for, even small decisions can have a lasting impact on your retirement income 👇

And some of the biggest mistakes? They're the ones people don't even realize they're making.

🎙️ In our upcoming episode of The Roth Guy, Jude welcomes Social Security specialist Wendy Barnett to uncover commonly missed opportunities and share real-life stories that might change how you think about your benefits.

09/30/2026

Retirement doesn’t usually look the same from beginning to end. The “go-go” years may be filled with travel and activity, followed by slower years and eventually a stage where care and independence become bigger considerations.

09/27/2026

“I wish I had started sooner.”

That’s one of the most common things people say after retirement planning finally becomes a priority- and it comes from people across every income level.

For most of your working life, the goal is accumulation. You save. You invest. You build net worth. But once you reach f...
09/24/2026

For most of your working life, the goal is accumulation. You save. You invest. You build net worth. But once you reach financial freedom, the purpose of the money begins to change.

In this episode, Jude talks about putting the “why” at the center of your wealth and using different questions to uncover what a fulfilling retirement actually looks like.

A truly holistic retirement plan doesn’t stop at investments, taxes, and income. It connects those pieces to the experiences, comfort, significance, and freedom the money was meant to provide.

➡️ Tune in to hear more: https://centrusfs.com/money-questions-that-arent-really-about-money/

09/23/2026

Market volatility can work in your favor while you’re still saving, because downturns may give you the chance to buy investments at lower prices. But once you’re retired and withdrawing money for income, those same downturns can be much harder to recover from.

Address

121 South Orange Street, North Tower Suite 1500
Orlando, FL
32801

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 8pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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