ABOUT THIS PODCAST 🔗
That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and more you will find it here! Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Update frequency:
weekly
Average audio length:
24 minutes
Guest interviews
Has sponsors
English
United States
68 episodes
since Oct. 19, 2022
episodic
IN THIS PODCAST 🔗
LATEST EPISODE 🔗
Most people think they have a financial plan.
But in reality, they just have a collection of accounts.
In this episode, I break down what a real financial plan actually looks like — not theory, not fluff, but how it works in real life.
At its core, a financial plan should address three major areas:…
SEARCH PAST EPISODES
Search past episodes of That Financial Guy.
PREVIOUS EPISODES 🔗
Most financial decisions are not about right or wrong.
They’re about tradeoffs.
In this episode, I walk through some of the biggest financial tradeoffs I see when working with clients — and how to think through them in a practical, real-world way.
We talk about saving more now versus living more no…
Most people think their portfolio is the problem.
Performance is off. The market feels uncertain. Something just doesn’t feel right. So the natural reaction is to start changing investments.
But in many cases, the issue isn’t the investments.
It’s the lack of a clear plan.
In this episode, I walk t…
Some of the most criticized retirement strategies are not bad strategies… they’re just misunderstood.
In this episode, I walk through several of the most commonly disliked financial strategies and explain when they may actually make sense within a well-structured plan.
I cover topics like annuities…
In this episode, I answer three real questions that recently came up in client meetings — questions that many people are probably wondering about themselves.
First, we talk about 401k savings rates. Should you count your employer match as part of your savings rate? I explain why I prefer to separat…
How do ordinary families quietly become millionaires?
Not by chasing hot stock tips. Not by building tech startups. Not by getting lucky.
In this episode, I break down what I call the Middle Class Millionaire Formula — the simple, disciplined habits that consistently build seven-figure net worths o…
Retirement is not a finish line. It is a phase.
In this episode, I wrap up the Plan First Financial Path with Pillar Seven: Live, Adjust, Repeat. After clarifying goals, building a foundation, protecting the plan, investing with purpose, paying less taxes over time, and turning savings into income,…
This is the moment everything has been building toward.
In this episode, I break down Pillar Six of the Plan First Financial Path, Turn savings into income. After clarifying goals, building a foundation, protecting the plan, investing with purpose, and planning to pay less taxes over time, this is …
Most people think tax planning is about getting the biggest deduction this year. Real tax planning is about paying the least amount of tax over your lifetime.
In this episode, I break down Pillar Five of the Plan First Financial Path, Pay less taxes over time. This pillar focuses on making intentio…
Investing should support your plan, not drive it.
In this episode, I break down Pillar Four of the Plan First Financial Path, Invest with purpose. This pillar focuses on slowing down and being intentional about how and where you invest, instead of chasing speculative ideas or the next hot stock tip…
Disclaimer: The podcast and artwork embedded on this page are from Keith Wilson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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