That Financial Guy

About 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.

Publisher

Keith Wilson

Category

business · business · education

Language

en

Explicit

No

First episode

19 Oct 2022

Latest episode

21 Apr 2026

Latest episodes

69 episodes in the feed.

1. 

   21 Apr 2026

   What A Good Financial Plan Actually Looks Like

   Most 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 like — not theory, not fluff, but how it works in real life. At its core, a financial plan should address three major areas: retirement, survivorship, and education planning — with tax strategies woven through all of it. We walk through how to build a retirement blueprint by defining when you want to retire, what t...

2. 

   14 Apr 2026

   Financial Trade Offs Nobody Talks About

   Most 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 clients — and how to think through them in a practical, real-world way. 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 ...

3. 

   7 Apr 2026

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

   Most 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 investments. But in many cases, the issue isn’t the investments. It’s the lack of a clear plan. 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, under...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.3 / 5

6 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 31 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

41

Social presence

0

YouTube

0

Engagement

51

Contact That Financial Guy

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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