That Financial Guy
That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and more you will find it here! Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Podcasting since 2022 • 35 episodes
That Financial Guy
Latest Episodes
The One Big Beautiful Bill: What It Really Means for Your Money
In this episode of That Financial Guy Show, I breakdown the massive new legislation known as The One Big Beautiful Bill—without the politics, just the financial facts.What’s permanent? What’s temporary? And most importa...
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14:48
The Bottom Line - The Garage
🕖 It’s Sunday night. Time for... The Bottom Line.Tonight’s story starts in a garage.Two friends. One big idea. And the company that would put a computer in every home.But just as fast as it all rose…&n...
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3:00
The 3 Conversations Every Couple Needs to Have Before Retirement
Retirement isn’t just a financial decision — it’s a relationship one. In this episode of That Financial Guy, I walk you through the three (okay, four) critical conversations every couple should have before they leave the workf...
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14:39