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#17 Core Financial Planning
Are you ready to take control of your financial future? In this episode I am joined by Anthony Ruffalo, CFP and we have a candid and authentic conversation about core financial planning essentials. Financial Planning can be broken down into 3 key parts; Retirement, Education and Survivorship. Something Anthony calls RES. We will be guiding you through the key strategies to build a stable financial foundation.
Helping you to be wise with your money!
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