That Financial Guy

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.

That Financial Guy is a business podcast hosted by Keith Wilson, with 68 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Keith Wilson hosts That Financial Guy, a business show with 68 episodes published.

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  Episode #68

  What A Good Financial Plan Actually Looks Like

  Apr 21, 202628 minS0

  <p>Most people think they have a financial plan.</p><p>But in reality, they just have a collection of accounts.</p><p>In this episode, I break down what a real financial plan actually looks like — not theory, not fluff, but how it works in real life.</p><p>At its core, a financial plan should address three major areas: retirement, survivorship, and education planning — with tax strategies woven through all of it. </p><p>We walk through how to build a retirement blueprint by defining when you want to retire, what that lifestyle actually costs, and how to conne...

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  Episode #67

  Financial Trade Offs Nobody Talks About

  Apr 14, 202627 minS0

  <p>Most financial decisions are not about right or wrong.</p><p>They’re about tradeoffs.</p><p>In this episode, I walk through some of the biggest financial tradeoffs I see when working with clients — and how to think through them in a practical, real-world way.</p><p>We talk about saving more now versus living more now, paying off your mortgage versus investing, retiring early versus retiring comfortably, and how to help your children without compromising your own retirement. These are decisions that don’t have perfect answers, but they do have consequences depending on what you choose.</p><p>I...

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  Episode #66

  You Don't Have an Investment Problem... You Have a Planning Problem!

  Apr 7, 202621 minS0

  <p>Most people think their portfolio is the problem.</p><p>Performance is off. The market feels uncertain. Something just doesn’t feel right. So the natural reaction is to start changing investments.</p><p>But in many cases, the issue isn’t the investments.</p><p>It’s the lack of a clear plan.</p><p>In this episode, I walk through why so many people focus on the wrong thing and how a well-structured financial plan creates clarity, discipline, and confidence. We talk about aligning investments with specific goals, understanding time horizons, avoiding performance chasing, and why your saving...

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  Episode #65

  Retirement Strategies We Love To Hate

  Mar 31, 202627 minS0

  <p>Some of the most criticized retirement strategies are not bad strategies… they’re just misunderstood.</p><p>In this episode, I walk through several of the most commonly disliked financial strategies and explain when they may actually make sense within a well-structured plan.</p><p>I cover topics like annuities, Roth conversions, holding cash, paying off your mortgage before retirement, the 4 percent rule, spending flexibility, and delaying Social Security. These are all areas where I see strong opinions, but the real answer often depends on context.</p><p>This is not about promoting any one strategy. It is about unde...

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  Episode #64

  Client Q&A: Savings Rates, Retirement Moves, and Inherited IRAs

  Mar 24, 202629 minS0

  <p>In this episode, I answer three real questions that recently came up in client meetings — questions that many people are probably wondering about themselves.</p><p>First, we talk about 401k savings rates. Should you count your employer match as part of your savings rate? I explain why I prefer to separate your personal savings discipline from the company match, and how to think about what your true savings rate should be depending on your retirement goals.</p><p>Next, we discuss a question from a retired couple in their early 60s who asked me something very direct: “Are we c...

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