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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
🔗 Follow us on Linkedin and YouTube
Unsolicited
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 questions like:
💥 Is investing easier or harder for younger people today?
💥 What’s the hardest thing we've ever had to tell a client?
💥 Are we scared of a stock market crash?
This one’s fast-paced, unfiltered, and packed with lessons you can actually use—because behind every financial decision is a real person trying to make sense of it all.
And at the center of it? A plan.
One that helps you navigate the noise, stay grounded, and keep moving forward—no matter what the market (or life) throws your way.
How to get in touch with us:
Keith Wilson keith.wilson@lpl.com
Anthony Ruffalo: anthony.ruffalo@lpl.com
check out our websites!
Keith Wilson https://www.wfa-nc.com/
Anthony Ruffalo: https://ruffalowealthmanagement.com/
Our YouTube Channels
Keith Wilson: https://www.youtube.com/@ThatFinancialGuy
Anthony Ruffalo: https://www.youtube.com/@anthonyruffalo2704