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 • 30 episodes
That Financial Guy
Latest Episodes
The Hidden Stories Shaping Your Financial Decisions:Money Scripts
Are your financial decisions really based on logic — or are they being shaped by deep-rooted beliefs you don’t even realize you have?In this episode of That Financial Guy Show, financial planner Keith Wilson explores the concept...
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11:51
When Helping Hurts: How to Support Your Kids Without Sabotaging Your Retirement
In today’s episode of That Financial Guy Show, I’m diving into one of the hardest conversations in retirement planning:What do you do when your adult children ask for financial help — but your retirement savings are on the li...
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20:18
Ep#28 Stock Market Down! 7 Things to do
What to Do When the Stock Market is DownIf you've checked your investment accounts lately and felt a little uneasy — you're not alone. But the good news? Market downturns don’t have to derail your financial future.In this e...
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21:07