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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!
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🔗 Follow us on Linkedin and YouTube
Unsolicited
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 retirement. It’s not just about the numbers. It’s about your life.
When do you want to retire?
Where are you now financially?
What does retirement even look like for you?
How do we build a plan that actually works?
And most importantly… Why? Are you retiring from something—or to something?
We talk about the emotional side of retirement, not just the spreadsheets. Because the best retirement plans start with clarity, not just calculators.
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