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 • 58 episodes
That Financial Guy
Latest Episodes
Protect The Plan - The Third Pillar
A strong financial plan is not just about growth. It is about resilience.In this episode, I break down Pillar Three of the Plan First Financial Path, Protect the plan. This pillar focuses on building safeguards that keep progress intact ...
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Episode 58
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24:35
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Build A Strong Foundation - The Second Pillar
Last week, we talked about the first pillar of the Plan First Financial Path, Clarify your goals and priorities. Because once you know where you want to go, the next question becomes practical. Do your day to day money habits actually support t...
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Episode 57
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19:31
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Clarify Your Goals and Priorities - The First Pillar
Most people think financial planning starts with numbers. In reality, it starts with clarity.In this episode, I break down the first pillar of the Plan First Financial Path, Clarify your goals and priorities. Before any investment, tax, ...
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Episode 56
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15:43
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The Plan First Financial Path - 7 Pillars
Most people think financial planning starts with picking investments. In reality, it starts with a plan.In this episode, I introduce the Plan First Financial Path, a holistic framework built to help people make smarter financial decision...
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Episode 55
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21:13
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