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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.
Podcasting since 2022 • 64 episodes
That Financial Guy
Latest Episodes
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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Episode 64
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28:36
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The Middle Class Millionaire Formula
How do ordinary families quietly become millionaires?Not by chasing hot stock tips. Not by building tech startups. Not by getting lucky.In this episode, I break down what I call the Middle Class Millionaire Formula — the simple, d...
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Episode 63
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22:34
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Live, Adjust & Repeat: Pillar 7
Retirement is not a finish line. It is a phase.In this episode, I wrap up the Plan First Financial Path with Pillar Seven: Live, Adjust, Repeat. After clarifying goals, building a foundation, protecting the plan, investing with purpose, ...
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Episode 62
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20:41
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Turn Savings Into Income: Pillar 6
This is the moment everything has been building toward.In this episode, I break down Pillar Six of the Plan First Financial Path, Turn savings into income. After clarifying goals, building a foundation, protecting the plan, investing wit...
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Episode 61
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29:58
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Pay Less Taxes Over Time - The Fifth Pillar
Most people think tax planning is about getting the biggest deduction this year. Real tax planning is about paying the least amount of tax over your lifetime.In this episode, I break down Pillar Five of the Plan First Financial Path, Pay...
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Episode 60
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31:01
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