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
The 3 Conversations Every Couple Needs to Have Before Retirement
Retirement isn’t just a financial decision — it’s a relationship one. In this episode of That Financial Guy, I walk you through the three (okay, four) critical conversations every couple should have before they leave the workforce.
We’ll cover:
- How to align on your retirement lifestyle and monthly spending
- What to do when one spouse wants to retire early and the other doesn’t
- How to plan for “what ifs” like illness or losing a spouse
- And why dreaming together might be the most powerful financial move of all
Whether you're five years out or already halfway packed for Margaritaville, this episode will help you retire together — not just at the same time.
🎧 Listen in and then ask your spouse the questions that really matter.
Helping you to be wise with your money!
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