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
Retirement Planning Checklist in Your 50's!
Are you ready for retirement? If you are in your 50's, here are some things to check off your list to be prepared for retirement:
- Evaluate your current plan to make sure it's on track
- Review your investment strategies
- Review your social security statements for accuracies
- Consider Roth conversions
- Get out of debt
- Consider Long Term Care Insurance
- Make sure estate planning documents are in place and review beneficiary designations.
Check out the YouTube video version of this podcast here: https://youtu.be/NfEI_cPLtqo
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-check-up
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 videos
proves helpful with your personal financial situation!
Website: www.wfa-nc.com
Facebook: https://www.facebook.com/KeithWilsonF...
Linkedin: https://www.linkedin.com/in/keithwils...
I am looking forward to seeing you achieve your financial goals!
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: 👉...