That Financial Guy

That Financial Guy

Por: Keith Wilson
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. 
55 episodios disponibles

Latest episodes of the podcast That Financial Guy

The Plan First Financial Path - 7 Pillars 13/01/2026
2025 Year In Review 06/01/2026
Why A Written Plan Changes Behavior 23/12/2025
The Complete Guide To Inheriting An IRA 16/12/2025
Money Lessons Across Generations 09/12/2025
The First 10 Years of Retirement Matter More than the Last 20 02/12/2025
The Hidden Tax Traps In Retirement 18/11/2025
Lessons Learned from 2025 11/11/2025
Why Income Planning Matters More Than Growth 04/11/2025
Money, Marriage, and Miscommunication — Why Love and Finance Don’t Always Speak the Same Language 28/10/2025
Social Security Timing: Spousal and Survivor Benefits You Can't Afford To Get Wrong! 21/10/2025
Why Maxing Out Your 401k Isn't Enough! 14/10/2025
5 Retirement Myths Busted! 07/10/2025
In Your 40's And Nothing Saved! 30/09/2025
How To Invest In Different Accounts 23/09/2025
The Psychology of Spending in Retirement 16/09/2025
Are Roth Conversions Overrated? Real Stories You Need to Hear 09/09/2025
What Your 70 Year Old Self Wants You To Know About Retirement 02/09/2025
Do This 5 Years Before Retirement 26/08/2025
8 Signs You Are Ready to Retire 22/07/2025
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