Listen "Lessons Learned from 2025"
Episode Synopsis
Every year teaches investors something new — and 2025 was no exception.In this episode of That Financial Guy Show, Keith Wilson looks back at the biggest financial lessons from the year — what the markets reminded us, what changed for good, and what timeless truths still hold.You’ll learn: • Why the February–April correction proved that patience beats panic every time • How corrections are normal (they happen nearly every year) — and why staying invested works • Why cash is useful, but not a long-term strategy • How The One Big Beautiful Bill changed the tax landscape — and why smart planning still matters • Why inflation never really disappears (and what it means for retirees) • How simplicity and clarity can bring more confidence than complexity ever could • And why the best financial plan is one you keep updating, not one you file awayBecause real financial success isn’t about predicting the next move — it’s about learning, adapting, and preparing for whatever comes next.🎧 Tune in to reflect on 2025 — and make sure 2026 starts on the right foot.Helping you to be wise with your money!To see more videos discussing personal finance Subscribe:https://www.youtube.com/channel/UCbDA...For more resources: 👉 https://wfa-nc.com/insights 📝 Get your Free Retirement Plan checkuphttps://wfa-nc.com/retirement-plan-ch...To schedule a complimentary consultation with me: 👉...
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