That Financial Guy
Claim This Podcastby Keith Wilson
Podcast Authority
Beta
Podcast Overview
<p>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. </p>
Language
🇺🇲
Publishing Since
10/19/2022
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Recent Episodes
April 21, 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...
April 14, 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 ...
April 7, 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...
69 total episodes available
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Frequently asked questions
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- What is That Financial Guy?
<p>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. </p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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