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.
Episodes
58 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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2025 Year In Review
In this year in review episode of That Financial Guy Show, Keith Wilson looks back at what actually happened in the markets in 2025 and why it mattered for investors. From the early year market correction known as the Tariff Tantrum to a strong...
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Episode 54
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30:05
Why A Written Plan Changes Behavior
Most people don’t fail financially because they lack information. They fail because behavior breaks down when life gets emotional, unpredictable, or uncertain.In this episode, I explain why a written financial plan changes behavior in a ...
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Episode 53
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19:36
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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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The Hidden Tax Traps In Retirement
Retirement isn’t just about what you earn — it’s about what you keep.In this episode of That Financial Guy Show, Keith Wilson breaks down the overlooked tax traps that quietly drain retiree income and create unne...
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Episode 49
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45:55
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Lessons Learned from 2025
Every year teaches investors something new — and 2025 was no exception.In this episode of That Financial Guy Show, Keith Wilson looks back at the biggest financial lessons from the year — what the markets reminded us, what chang...
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Episode 48
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29:09
Why Income Planning Matters More Than Growth
You’ve spent decades focused on growing your money — but once you retire, the game completely changes.In this episode of That Financial Guy Show, I explain why successful retirement isn’t about chasing returns, it’s about buildi...
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18:45
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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...
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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...
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19:08
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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...
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18:03
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5 Retirement Myths Busted!
We’ve all heard the retirement “rules of thumb”, save a million bucks, withdraw 4%, you’ll be fine. But what if those old rules are setting you up for mistakes?In this episode of That Financial Guy Show, Keith Wilson takes aim a...
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26:49
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In Your 40's And Nothing Saved!
If you’re in your 40s or 50s and feel like you’ve fallen behind on retirement savings, this episode is for you. Maybe you’ve heard the advice to start investing early—but life happened, and now you’re wondering if it’s too late to build a secur...
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14:47
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How To Invest In Different Accounts
It’s not just what you invest in, it’s where you invest it that makes the difference.In this episode of That Financial Guy Show, I break down how to use different types of accounts: 401(k)s, IRAs, Roth IRAs, an...
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27:47
The Psychology of Spending in Retirement
Most retirement planning advice is about saving enough. But what happens when you’ve saved, you’re ready to retire… and you still can’t bring yourself to spend?In this episode of That Financial Guy Show, I dive into the...
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19:50
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Are Roth Conversions Overrated? Real Stories You Need to Hear
Everywhere you turn these days, people are talking about Roth conversions like they’re the ultimate retirement hack. But from what I’ve seen in working with real families, the truth is… Roth conversions can be overrated.In this episode o...
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19:36
What Your 70 Year Old Self Wants You To Know About Retirement
Most people think saving for retirement is simple: load up the 401(k), defer taxes, and let it grow. But here’s the truth when Required Minimum Distributions (RMDs) hit, Uncle Sam may take a bigger bite than you expect.In this episode of...
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20:36
Do This 5 Years Before Retirement
Two people, same age and income, but very different retirement outcomes—what made the difference? It wasn’t luck—it was strategy. In this video, I break down the five essential moves to make in the final five years before retirement. From maxim...
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14:17
8 Signs You Are Ready to Retire
Are you wondering if you’re truly ready to retire? In this episode, we explore the 8 key signs you’re ready to retire, covering everything from financial planning and health insurance to emotional readiness and lifestyle goals.Whe...
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22:57
