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
35 episodes
The One Big Beautiful Bill: What It Really Means for Your Money
In this episode of That Financial Guy Show, I breakdown the massive new legislation known as The One Big Beautiful Bill—without the politics, just the financial facts.What’s permanent? What’s temporary? And most importa...
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14:48
The Bottom Line - The Garage
🕖 It’s Sunday night. Time for... The Bottom Line.Tonight’s story starts in a garage.Two friends. One big idea. And the company that would put a computer in every home.But just as fast as it all rose…&n...
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3:00
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 workf...
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14:39
The Retirement That Almost Wasn't
What happens when you retire… and then unretire just four days later?In this episode of That Financial Guy, I tell the true story of Jim — a 64-year-old IT professional who thought he was ready for retirement until a su...
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21:42
What Seinfeld, The Office, and Star Wars Teach Us About Money
In this episode of That Financial Guy, I’m doing something a little different. I’m pulling money lessons from some of the most iconic characters in pop culture — Seinfeld, The Office, and Star Wars.Yep, I went there.What ...
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29:45
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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Episode 16
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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!:
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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...
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11:13