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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
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 down retirement, this episode is packed with practical tips, timeless advice, and a few laughs along the way.
We talk about:
- What we wish we knew in our 20s
- The pressure and pivot points of your 30s
- Balancing growth and stability in your 40s
- Why your 50s are crunch time for retirement planning
- And how the 60s are about making it all work together
No matter where you are in your financial journey, this one’s for you.
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