That Financial Guy

By: Keith and Jack Wilson
  • Summary

  • 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.

    © 2024 That Financial Guy
    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • Ep#17 Core Financial Planning
    Oct 29 2024

    Are you ready to take control of your financial future? In this episode I am joined by Anthony Ruffalo, CFP and we have a candid and authentic conversation about core financial planning essentials. Financial Planning can be broken down into 3 key parts; Retirement, Education and Survivorship. Something Anthony calls RES. We will be guiding you through the key strategies to build a stable financial foundation.

    Show more Show less
    40 mins
  • Taxes in Retirement
    Jun 11 2024

    Do taxes go away when you retire? Well, some do. Like FICA and Medicare that was deducted from your paycheck when you were working. But there are certain taxes that still would come into play when you retire that takes some tax planning strategies.
    Lets get into those taxes you may face when you retire and ways to help minimize taxes in retirement.

    Here is the IRS social security tax calculator: https://itap1.for.irs.gov/owda/0/inve...

    Schedule a consult with me, it's free!:
    https://go.oncehub.com/keithwilson1

    Get my weekly newsletter here!:https://lp.constantcontactpages.com/s...


    Helping you to be wise with your money!
    To see more videos discussing personal finance Subscribe:
    https://www.youtube.com/channel/UCbDA...

    For more resources: 👉 https://wfa-nc.com/insights

    📝 Get your Free Retirement Plan checkup
    https://wfa-nc.com/retirement-plan-ch...

    To schedule a complimentary consultation with me: 👉https://go.oncehub.com/keithwilson1

    I want you to be more confident in your future:
    whether that be through preparing for retirement,
    financial planning, portfolio analysis, or college planning.

    I trust the information you receive through these videos
    proves helpful with your personal financial situation!

    Website: www.wfa-nc.com
    Facebook:

    Show more Show less
    12 mins
  • Ep#15 Want to Retire Early? Consider this First!
    Apr 17 2024

    Retiring early requires a LOT of planning. Here are 5 things to consider.

    Schedule a consult with me, it's free!:
    https://go.oncehub.com/keithwilson1

    Get my weekly newsletter here!: https://lp.constantcontactpages.com/s...

    Helping you to be wise with your money!
    To see more videos discussing personal finance Subscribe:
    https://www.youtube.com/channel/UCbDA...

    For more resources: 👉 https://wfa-nc.com/insights

    📝 Get your Free Retirement Plan checkup
    https://wfa-nc.com/retirement-plan-ch...

    To schedule a complimentary consultation with me: 👉https://go.oncehub.com/keithwilson1

    I want you to be more confident in your future:
    whether that be through preparing for retirement,
    financial planning, portfolio analysis, or college planning.

    Website: www.wfa-nc.com
    Facebook: / keithwilsonf. .
    Linkedin: / keithwils. .

    Show more Show less
    11 mins

What listeners say about That Financial Guy

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.