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 3 de 3

Ep #16 Taxes in Retirement 11/06/2024
Ep#15 Want to Retire Early? Consider this First! 17/04/2024
EP#13 Custodial Accounts For Kids 09/04/2024
EP #12 Financial Mistakes to Avoid 04/12/2023
EP #11 Praising Arizona! 25/11/2023
Retirement Planning Checklist in Your 50's! 20/08/2023
24 Year Old Wants To Retire At 50! 06/08/2023
Ep #8 Case Study: Conversions oh my!! Roth, Term, and debt reduction. 19/07/2023
EP#7 What to do with $1,000! 14/01/2023
EP #6 Get Serious with your Money 02/01/2023
Ep #5 Big Changes Are Coming To Your Retirement Plan! 17/12/2022
Ep #4 Do this now, before the end of the year! 25/11/2022
Ep #3 Max out your 401k? Not so fast! 12/11/2022
EP #2: Emotional Investing 30/10/2022
Making Sense of Financial Planning 18/10/2022
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