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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
The Plan First Financial Path - 7 Pillars
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Most people think financial planning starts with picking investments. In reality, it starts with a plan.
In this episode, I introduce the Plan First Financial Path, a holistic framework built to help people make smarter financial decisions with intention, not reaction. The Path is made up of seven interconnected pillars that work together to support your specific goals, not a one size fits all checklist.
Those seven pillars are Clarify your goals and priorities, Build a foundation, Invest with purpose, Pay less taxes over time, Protect what you are building, Turn savings into income, and Live, adjust, repeat.
These are not steps to complete once and move on from. They are a flexible, evolving approach to financial planning where the plan always comes first and the investments serve the plan, not the other way around.
This episode sets the foundation for a seven week series where we will break down each pillar in detail and show how they work together to guide real life financial decisions across every stage of life.
Helping you to be wise with your money!
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