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 • 52 episodes
That Financial Guy
Latest Episodes
The Complete Guide To Inheriting An IRA
In this episode I walk through one of the most confusing areas in retirement planning today, the rules for inherited IRA and inherited Roth IRA accounts. I start with the simplest scenario, when a spouse inherits an IRA, and then work ste...
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Episode 52
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32:49
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Money Lessons Across Generations
In this episode of That Financial Guy Show, Keith Wilson welcomes a special guest — his son, Jack Wilson — for a candid and entertaining conversation about how different generations think about money. From patience vs, impatience to li...
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Episode 51
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22:29
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The First 10 Years of Retirement Matter More than the Last 20
The first decade of retirement isn’t just another phase — it’s the most important chapter of your entire retirement journey.In this episode of That Financial Guy Show, Keith Wilson breaks down why the first 10 years set...
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Episode 50
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33:37
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