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 • 46 episodes
That Financial Guy
Latest Episodes
Money, Marriage, and Miscommunication — Why Love and Finance Don’t Always Speak the Same Language
They say opposites attract… until it’s time to talk about money.In this episode of That Financial Guy Show, I unpacke the emotional and practical side of managing money as a couple — and why love and finance often speak complete...
•
16:49
Social Security Timing: Spousal and Survivor Benefits You Can't Afford To Get Wrong!
Your Social Security filing decision isn’t just about you, it’s about your spouse, your survivor, and your family’s long-term income.In this episode of That Financial Guy Show, I break down one of the most misunderstood parts of...
•
19:08
.png)
Why Maxing Out Your 401k Isn't Enough!
You’ve probably heard it before: “Just max out your 401(k) and you’ll be fine.” But here’s the truth, if that’s your only strategy, you could be setting yourself up for a massive tax problem later.In this episode of That...
•
18:03
.png)
.png)
.png)