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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.
That Financial Guy
Latest Episodes
What A Good Financial Plan Actually Looks Like
Most people think they have a financial plan.But in reality, they just have a collection of accounts.In this episode, I break down what a real financial plan actually looks like — not theory, not fluff, but how it works in real li...
Financial Trade Offs Nobody Talks About
Most financial decisions are not about right or wrong.They’re about tradeoffs.In this episode, I walk through some of the biggest financial tradeoffs I see when working with clients — and how to think through them in a practical, ...
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You Don't Have an Investment Problem... You Have a Planning Problem!
Most people think their portfolio is the problem.Performance is off. The market feels uncertain. Something just doesn’t feel right. So the natural reaction is to start changing investments.But in many cases, the issue isn’t the in...
Retirement Strategies We Love To Hate
Some of the most criticized retirement strategies are not bad strategies… they’re just misunderstood.In this episode, I walk through several of the most commonly disliked financial strategies and explain when they may actually make sense...
Client Q&A: Savings Rates, Retirement Moves, and Inherited IRAs
In this episode, I answer three real questions that recently came up in client meetings — questions that many people are probably wondering about themselves.First, we talk about 401k savings rates. Should you count your employer match as...
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