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.
That Financial Guy
EP #6 Get Serious with your Money
Now is the time to get serious with your money. Many times people come to us and say, "I need to get serious with my finances". What does that mean exactly. It could mean different things to different people. Some people are in need of sticking to a budget. What comes in goes right out and need help with identifying where the money goes. Other folks are at the point in their life where they are making decent incomes and just socking excess cash flow in the bank instead of investing it and need direction on how to put their money to work for them. Retirement planning could very well be the largest financial goal someone could have. It's never too early to start thinking about investing for your future self in retirement. In this podcast we will give some tips and ideas of getting you on track with budgeting, reducing costs, automating your savings, debt reduction, investing and retirement planning.
For the video version of this podcast, check us out on YouTube! https://youtu.be/qbaH3EpVrEY
Helping you to be wise with your money!
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