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.
Episodes
The newest 20 of 68 episodes
- What A Good Financial Plan Actually Looks Like · 28 min · Episode 68Most 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…
- Financial Trade Offs Nobody Talks About · 27 min · Episode 67Most 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…
- You Don't Have an Investment Problem... You Have a Planning Problem! · 21 min · Episode 66Most 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…
- Retirement Strategies We Love To Hate · 27 min · Episode 65Some 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…
- Client Q&A: Savings Rates, Retirement Moves, and Inherited IRAs · 29 min · Episode 64In 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…
- The Middle Class Millionaire Formula · 23 min · Episode 63How 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…
- Live, Adjust & Repeat: Pillar 7 · 21 min · Episode 62Retirement 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…
- Turn Savings Into Income: Pillar 6 · 30 min · Episode 61This 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…
- Pay Less Taxes Over Time - The Fifth Pillar · 31 min · Episode 60Most 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…
- Invest With A Purpose - The Fourth Pillar · 22 min · Episode 59Investing 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…
- Protect The Plan - The Third Pillar · 25 min · Episode 58A strong financial plan is not just about growth. It is about resilience. In this episode, I break down Pillar Three of the Plan First Financial Path, Protect the plan. This…
- Build A Strong Foundation - The Second Pillar · 20 min · Episode 57Last week, we talked about the first pillar of the Plan First Financial Path, Clarify your goals and priorities. Because once you know where you want to go, the next question…
- Clarify Your Goals and Priorities - The First Pillar · 16 min · Episode 56Most people think financial planning starts with numbers. In reality, it starts with clarity. In this episode, I break down the first pillar of the Plan First Financial Path…
- The Plan First Financial Path - 7 Pillars · 21 min · Episode 55Most people think financial planning starts with picking investments. In reality, it starts with a plan. In this episode, I introduce the Plan First Financial Path, a holistic…
- 2025 Year In Review · 30 min · Episode 54In this year in review episode of That Financial Guy Show, Keith Wilson looks back at what actually happened in the markets in 2025 and why it mattered for investors. From the…
- Why A Written Plan Changes Behavior · 20 min · Episode 53Most people don’t fail financially because they lack information. They fail because behavior breaks down when life gets emotional, unpredictable, or uncertain. In this episode, I…
- The Complete Guide To Inheriting An IRA · 33 min · Episode 52In this episode I walk through one of the most confusing areas in retirement planning today, the rules for inherited IRA and inherited Roth IRA accounts. I start with the…
- Money Lessons Across Generations · 22 min · Episode 51In this episode of That Financial Guy Show, Keith Wilson welcomes a special guest — his son, Jack Wilson — for a candid and entertaining conversation about how different…
- The First 10 Years of Retirement Matter More than the Last 20 · 34 min · Episode 50The first decade of retirement isn’t just another phase — it’s the most important chapter of your entire retirement journey. In this episode of That Financial Guy Show, Keith…
- The Hidden Tax Traps In Retirement · 46 min · Episode 49Retirement isn’t just about what you earn — it’s about what you keep. In this episode of That Financial Guy Show, Keith Wilson breaks down the overlooked tax traps that quietly…
