The Plan

De: Keith Wilson and Anthony Ruffalo
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  • Resumen

  • Welcome to The Plan, where financial clarity meets actionable strategies! Hosted by financial experts Keith Wilson and Anthony Ruffalo, this podcast breaks down the essential components of financial planning—investing, retirement planning, estate planning, risk management, and tax-saving strategies.

    Our goal is simple: to help you make informed financial decisions, grow your wealth, and secure your financial future. Whether you're just starting out or fine-tuning your financial strategy, The Plan provides expert insights, real-world examples, and practical steps to help you stay ahead.

    What You’ll Learn:
    ✅ How to build and manage your investment portfolio
    ✅ Strategies for a secure and stress-free retirement
    ✅ Estate planning essentials to protect your legacy
    ✅ Risk management tips to safeguard your wealth
    ✅ Tax-efficient strategies to keep more of your money

    Tune in and start executing The Plan for your financial success!

    🎧 Subscribe now

    🔗 Follow us on Linkedin and YouTube
    © 2025 The Plan
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Economía Finanzas Personales
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Episodios
  • 401k Inflection Point! - When Wealth Starts Working For You.

    401k Inflection Point! - When Wealth Starts Working For You.
    Mar 4 2025

    After years of diligent saving, strategic investing, and navigating the ups and downs of your career, there comes a moment when your 401(k) and overall wealth reach a tipping point—an inflection point where your accumulated assets start working harder for you than your new contributions. In this episode of The Plan, we explore how this moment unfolds, why your personal finances get stronger with each raise and promotion, and how, over time, saving actually gets easier.

    Join us as we break down the mechanics of compounding, the psychological shift from saving to growing wealth, and the key financial strategies to maximize this stage of your journey. Whether you’re just starting out or approaching your own wealth inflection point, this episode will help you see the bigger picture of financial success.
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    19 m

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