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
This Will Kill Your Retirement!!
So, you have saved and invested diligently all your working life and the time has come to retire. You feel comfortable,,,, but there could be things you haven't thought about that could ruin the plans you laid forth! LIKE:
-Sequence of returns risk
- Risk of long term care expenses
- Investing too aggressively/speculatively in retirement
- Investing too conservatively in retirement
- Over confident with your income, causing you to procrastinate
- Paralysis from analysis
- Poor tax planning and tax allocation of your assets
In this episode we discuss the killers of retirement plans and give some possible solutions.
Send your questions and comments to: keith.wilson@lpl.com
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://go.oncehub.com/keithwilson1
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: 👉...