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

Mostrando página 2 de 3

The One Big Beautiful Bill: What It Really Means for Your Money 08/07/2025
The Bottom Line - The Garage 06/07/2025
The 3 Conversations Every Couple Needs to Have Before Retirement 24/06/2025
The Retirement That Almost Wasn't 14/06/2025
What Seinfeld, The Office, and Star Wars Teach Us About Money 29/05/2025
The Hidden Stories Shaping Your Financial Decisions:Money Scripts 13/05/2025
When Helping Hurts: How to Support Your Kids Without Sabotaging Your Retirement 29/04/2025
Ep#28 Stock Market Down! 7 Things to do 08/04/2025
Ep# 27 Break The Rules! 25/03/2025
EP# 26 Accounts For Kids 11/03/2025
EP#25 What to Do With That 401k When You Retire? 25/02/2025
Ep#24 HSA, The Right Way! 04/02/2025
This Will Kill Your Retirement!! 21/01/2025
Ep# 23 New Year, New Changes 07/01/2025
#22 Long Term Care: With Kelly Augspurger 31/12/2024
Ep# 21 New Rules: Inherited IRA's 17/12/2024
EP# 20 Annuities: Are They Right For You? 10/12/2024
EP#19 Tips From A Financial Advisor 26/11/2024
EP#18 Is Life Insurance A Scam 12/11/2024
Ep#17 Core Financial Planning 29/10/2024
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