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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:
âś… How to build and manage your investment portfolio
âś… Strategies for a secure and stress-free retirement
âś… Estate planning essentials to protect your legacy
âś… Risk management tips to safeguard your wealth
âś… 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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Unsolicited
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 annuities, and fixed indexed annuities, we break down what they are, how they work, and where the confusion often begins.
We don’t sugarcoat it. You’ll hear the good, the bad, and the “what were they thinking?” of annuities. Most importantly, we walk through where annuities might make sense in a plan—and when they absolutely don’t.
No sales pitch. Just real talk. Because that’s how we do it here.
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