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.
Episodes
30 episodes
The Hidden Stories Shaping Your Financial Decisions:Money Scripts
Are your financial decisions really based on logic — or are they being shaped by deep-rooted beliefs you don’t even realize you have?In this episode of That Financial Guy Show, financial planner Keith Wilson explores the concept...
•
11:51
When Helping Hurts: How to Support Your Kids Without Sabotaging Your Retirement
In today’s episode of That Financial Guy Show, I’m diving into one of the hardest conversations in retirement planning:What do you do when your adult children ask for financial help — but your retirement savings are on the li...
•
20:18
Ep#28 Stock Market Down! 7 Things to do
What to Do When the Stock Market is DownIf you've checked your investment accounts lately and felt a little uneasy — you're not alone. But the good news? Market downturns don’t have to derail your financial future.In this e...
•
21:07
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 fo...
•
30:28
EP# 26 Accounts For Kids
In this episode of That Financial Guy, I break down the various investment accounts available for kids and how they can set the foundation for a strong financial future. From saving for college to teaching them about investing early, I will exp...
•
43:00
EP#25 What to Do With That 401k When You Retire?
In this episode, I take a straightforward look at managing your 401k after retirement. I will be discussing practical options, such as whether to transfer your 401k to an IRA or maintain it in your current plan, and explain the pros and cons of...
•
19:34
Ep#24 HSA, The Right Way!
In this episode, we’re diving into the world of Health Savings Accounts (HSA)—one of the most powerful yet often misunderstood financial tools. We’ll break down how to maximize your HSA benefits, common mistakes to avoid, and stra...
•
21:04
This Will Kill Your Retirement!!
So, you have saved and invested diligently all your working life and the time has come to retire. You feel comfortable,,,, but there could be things you haven't thought about that could ruin the plans you laid forth! LIKE:-Sequence of retur...
•
33:12
Ep# 23 New Year, New Changes
There are some new tax law changes for 2025! 401k contribution limits have changed to $23,500. Over 50 is $31,000. There is now a new "super" catch up provision for ages 60 to 63 with a maximum 401k contribution of $34,750.Inherited IRA's w...
•
37:36
#22 Long Term Care: With Kelly Augspurger
In this episode I talk with Kelly Augspurger, CLTC, CSA who is a Long Term Care specialist.We dive into topics of just what is long term care? What are the chances of needing long term care? We break down the myths associated with lon...
•
49:18
Ep# 21 New Rules: Inherited IRA's
If you inherited an IRA or Roth IRA in 2020 or after, The IRS has just changed the rules! The updated 10-year rule and its impact on beneficiaries. Whether you're inheriting a traditional or Roth IRA, understanding these regulations is key to a...
•
20:23
EP# 20 Annuities: Are They Right For You?
Is an Annuity Right for You? 🤔Considering an annuity but unsure if it’s the right fit for your financial goals? In this podcast, we break down the basics of annuities, their benefits, and potential drawbacks. Whether you're planning for...
•
32:54
EP#19 Tips From A Financial Advisor
Are you ready to take control of your finances and build a brighter financial future? In this podcast, two seasoned financial advisors share expert tips to help you save smarter, spend wisely, and grow your wealth. Whether you're looking to cre...
•
38:19
EP#18 Is Life Insurance A Scam
Is life insurance worth it? What type of life insurance should I have? Is whole life better than term? That's what we will be covering in this episode. Mr. Anthony Ruffalo joins me again (even though he said he wouldn't). Helping you to...
•
30:44
Ep#17 Core Financial Planning
Are you ready to take control of your financial future? In this episode I am joined by Anthony Ruffalo, CFP and we have a candid and authentic conversation about core financial planning essentials. Financial Planning can be broken down into 3 k...
•
39:58
Ep #16 Taxes in Retirement
Do taxes go away when you retire? Well, some do. Like FICA and Medicare that was deducted from your paycheck when you were working. But there are certain taxes that still would come into play when you retire that takes some tax planning strateg...
•
Episode 16
•
12:17
Ep#15 Want to Retire Early? Consider this First!
Retiring early requires a LOT of planning. Here are 5 things to consider.Schedule a consult with me, it's free!:
•
10:41
EP#13 Custodial Accounts For Kids
Want to open an investment account for your child? Well, custodial accounts come in different flavors and it depends on what your goal is for the account. Is it saving for college? Investing for their future retirement? Or just getting them sta...
•
11:13
EP #12 Financial Mistakes to Avoid
I've been a financial advisor for over 35 years and have seen some common financial mistakes that people make like:Going to cash when the market goes down. This can be a mistake because you could miss out when a rebound happens.Lifestyl...
•
20:09
EP #11 Praising Arizona!
In this episode of That Financial Guy I talk with, my brother, Kevin Wilson. We discuss his somewhat recent move to Prescott Arizona, What are some of the changes that he experienced as far as cost of living, housing costs, and quality of life ...
•
Episode 11
•
22:41
Retirement Planning Checklist in Your 50's!
Are you ready for retirement? If you are in your 50's, here are some things to check off your list to be prepared for retirement:- Evaluate your current plan to make sure it's on track- Review your investment strategies- Review your...
•
29:36
24 Year Old Wants To Retire At 50!
Sarah, a 24 year old entering the workforce as a pharmacist, wants to retire at age 50. Lofty goals! Kudos to her for thinking about retirement at age 24, but can she do it? Mike and Lisa, ages 32 and 33, are small business owners with 2 small ...
•
20:52
Ep #8 Case Study: Conversions oh my!! Roth, Term, and debt reduction.
Randy and Linda have a difficult situation. Age 66 and 70. $550,000 in retirement accounts. No emergency fund, 100k in debt, wants to buy a house in a few years, Term insurance is expiring. He is crazy about roth conversions!! How do we h...
•
23:48
EP#7 What to do with $1,000!
So you got a cash money gift for Christmas or Birthday. Maybe it was a $1,000 gift! What do you do with it? Here are some wise ideas.For the video link of this podcast: https://youtu.be/8PMcMKx3_IoHelping you to be wise with you...
•
14:14
EP #6 Get Serious with your Money
Now is the time to get serious with your money. Many times people come to us and say, "I need to get serious with my finances". What does that mean exactly. It could mean different things to different people. Some people are in need of sticking...
•
Episode 6
•
22:36