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
24 Year Old Wants To Retire At 50!
Sarah, a 24 year old entering the workforce as a pharmacist, wants to retire at age 50. Lofty goals! Kudos to her for thinking about retirement at age 24, but can she do it? Mike and Lisa, ages 32 and 33, are small business owners with 2 small children and would like to retire in their 50's at the same time fund their children's education. That's their story, let's see how Keith and Jack can shed some light on their situation!
To see the podcast on YouTube: https://youtu.be/cGcehv4IWVk
Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉 https://wfa-nc.com/connect
I want you to be more confident in your future:
whether that be through preparing for retirement,
financial planning, portfolio analysis, or college planning.
I trust the information you receive through these podcasts and videos
proves helpful with your personal financial situation!
Website: https://wfa-nc.com
Facebook:
Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...