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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
Why Income Planning Matters More Than Growth
You’ve spent decades focused on growing your money — but once you retire, the game completely changes.
In this episode of That Financial Guy Show, I explain why successful retirement isn’t about chasing returns, it’s about building reliable income that lasts.
You’ll learn:
• The crucial difference between investment planning and income planning
• How to protect yourself from sequence-of-returns risk — the silent portfolio killer
• Why creating a “retirement paycheck” is more important than tracking daily market swings
• How to organize your money into short-term, mid-term, and long-term buckets for stability and growth
• The role of taxes and withdrawal order in maximizing retirement income
• How to build flexibility so your plan holds up in both good and bad markets
Because the real goal isn’t to have the biggest portfolio — it’s to have the most dependable lifestyle.
🎧 Tune in and learn how to turn your savings into an income plan that works as hard as you did.
Helping you to be wise with your money!
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