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
What Your 70 Year Old Self Wants You To Know About Retirement
Most people think saving for retirement is simple: load up the 401(k), defer taxes, and let it grow. But here’s the truth when Required Minimum Distributions (RMDs) hit, Uncle Sam may take a bigger bite than you expect.
In this episode of That Financial Guy Show, I break down:
- Why putting everything into a 401(k) can backfire in retirement.
- The Go-Go, Slow-Go, and No-Go years of retirement spending—and why your healthiest years matter most.
- Real client stories where updating the financial plan changed everything.
- Overlooked wealth strategies like Roth conversions, brokerage accounts, and smart debt reduction.
Retirement isn’t just about having money—it’s about having flexibility and freedom to enjoy life while you can.
👉 Whether you’re 10 years from retirement or already thinking about RMDs, this episode will give you practical strategies to retire smarter, spend with confidence, and avoid costly mistakes.
Helping you to be wise with your money!
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