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Unsolicited
Welcome to Unsolicited, where financial clarity meets actionable strategies! Hosted by financial advisors Keith Wilson and Anthony Ruffalo, this podcast breaks down the essential components of financial planning—investing, retirement planning, estate planning, risk management, and tax-saving strategies.
Our goal is simple: to help you make informed financial decisions, grow your wealth, and secure your financial future. Whether you're just starting out or fine-tuning your financial strategy, Unsolicited provides expert insights, real-world examples, and practical steps to help you stay ahead.
What You’ll Learn:
✅ How to build and manage your investment portfolio
✅ Strategies for a secure and stress-free retirement
✅ Estate planning essentials to protect your legacy
✅ Risk management tips to safeguard your wealth
✅ Tax-efficient strategies to keep more of your money
Tune in and start executing The Plan for your financial success!
🎧 Subscribe now
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Episodes
10 episodes
How Financial Advisors Add Value
In this episode of Unsolicited, Keith Wilson and Anthony Ruffalo break down what real financial advising looks like—beyond just managing investments.We dive into how great advisors bring value year after year through strategic t...
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Annuity Awareness Month
🎙️ It’s Annuity Awareness Month… or at least it was when we hit record. In this episode of Unsolicited, we dive into the world of annuities—yes, all of them. From immediate and fixed annuities to MYGAs, variable ann...
RSU's and Equity Comp: What You Really Need to Know
In this episode of Unsolicited, Keith Wilson and Anthony Ruffalo break down the often misunderstood world of RSUs—Restricted Stock Units—and what equity compensation means for executives and employees alike.We walk through the <...
Is A 529 Plan Worth It?
We dive into the world of 529 college savings plans, exploring their tax advantages, flexibility, and potential for creating generational wealth. This educational episode clarifies common misconceptions and provides practical advice for familie...
The Insurance Broker Dealer Conundrum
What happens when your broker-dealer is owned by an insurance company? You guessed it—suddenly, your “financial plan” starts looking suspiciously like a life insurance sales pitch.In this episode of Unsolicited, we unpack the in...
Planning Through the Decades: Money Moves for Every Stage of Life
In this episode of Unsolicited, Keith and Anthony take a walk down memory lane—sharing personal stories, financial missteps, and hard-earned lessons from their 20s, 30s, 40s, 50s, and 60s. Whether you're just getting started or staring...
The Retirement Planning Process
When? Where? What? How? Why?No, this isn’t a grammar lesson—it's how we start building your retirement plan.In this episode of Unsolicited Podcast, Me and Anthony Ruffalo dig into the real questions that matter when planning for ret...
EP#3: Unfiltered Q&A: Market Crashes, Hard Truths, and Why Planning Still Wins
In this episode of The Plan: Unsolicited, Keith and Anthony go off-script for a rapid-fire Q&A—sharing real stories, honest reflections, and practical insights from years of working with clients.We’re answering qu...
Ep#2 The 401k Distribution Phase: Making Your Millions Work for You
You’ve spent decades building your 401(k), and now it’s time to enjoy the fruits of your labor. But how do you make sure your money lasts while maximizing your retirement lifestyle? In this episode, Keith Wilson and Anthony Ruffalo
401k Inflection Point! - When Wealth Starts Working For You.
After years of diligent saving, strategic investing, and navigating the ups and downs of your career, there comes a moment when your 401(k) and overall wealth reach a tipping point—an inflection point where your accumulated assets start working...