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# 27 Break The Rules!
In this episode of That Financial Guy Show, I’m challenging some of the most popular financial "rules" you've probably heard—like the 4% rule for retirement withdrawals, saving 10 times your salary, the 100-minus-your-age rule for investing, or always maxing out your 401(k). The truth is, not all of these rules make sense for everyone. Some are outdated, some are just guidelines, and a few are downright silly. I break down where these rules came from, why they might not apply to you, and how to think beyond the one-size-fits-all advice. It’s okay to break the rules—sometimes it’s even the smarter move.
Helping you to be wise with your money!
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