That Financial Guy
Keith Wilson
Publishing Details
Contact & Outreach
About This Podcast
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.
Social Media
Explore Statistics
Recent Episodes
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…
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…
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…
Retirement Strategies We Love To Hate
Some of the most criticized retirement strategies are not bad strategies… they’re just misunderstood.In this episode, I walk through several of the most commonly disliked financial strategies and…
Client Q&A: Savings Rates, Retirement Moves, and Inherited IRAs
In this episode, I answer three real questions that recently came up in client meetings — questions that many people are probably wondering about themselves.First, we talk about 401k savings rates.…
The Middle Class Millionaire Formula
How do ordinary families quietly become millionaires?Not by chasing hot stock tips. Not by building tech startups. Not by getting lucky.In this episode, I break down what I call the Middle Class…
Live, Adjust & Repeat: Pillar 7
Retirement is not a finish line. It is a phase.In this episode, I wrap up the Plan First Financial Path with Pillar Seven: Live, Adjust, Repeat. After clarifying goals, building a foundation,…
Turn Savings Into Income: Pillar 6
This is the moment everything has been building toward.In this episode, I break down Pillar Six of the Plan First Financial Path, Turn savings into income. After clarifying goals, building a…
Pay Less Taxes Over Time - The Fifth Pillar
Most people think tax planning is about getting the biggest deduction this year. Real tax planning is about paying the least amount of tax over your lifetime.In this episode, I break down Pillar Five…
Invest With A Purpose - The Fourth Pillar
Investing should support your plan, not drive it.In this episode, I break down Pillar Four of the Plan First Financial Path, Invest with purpose. This pillar focuses on slowing down and being…
Protect The Plan - The Third Pillar
A strong financial plan is not just about growth. It is about resilience.In this episode, I break down Pillar Three of the Plan First Financial Path, Protect the plan. This pillar focuses on building…
Build A Strong Foundation - The Second Pillar
Last week, we talked about the first pillar of the Plan First Financial Path, Clarify your goals and priorities. Because once you know where you want to go, the next question becomes practical. Do…
Clarify Your Goals and Priorities - The First Pillar
Most people think financial planning starts with numbers. In reality, it starts with clarity.In this episode, I break down the first pillar of the Plan First Financial Path, Clarify your goals and…
The Plan First Financial Path - 7 Pillars
Most people think financial planning starts with picking investments. In reality, it starts with a plan.In this episode, I introduce the Plan First Financial Path, a holistic framework built to help…
2025 Year In Review
In this year in review episode of That Financial Guy Show, Keith Wilson looks back at what actually happened in the markets in 2025 and why it mattered for investors. From the early year market…
Why A Written Plan Changes Behavior
Most people don’t fail financially because they lack information. They fail because behavior breaks down when life gets emotional, unpredictable, or uncertain.In this episode, I explain why a written…
The Complete Guide To Inheriting An IRA
In this episode I walk through one of the most confusing areas in retirement planning today, the rules for inherited IRA and inherited Roth IRA accounts. I start with the simplest scenario, when a…
Money Lessons Across Generations
In this episode of That Financial Guy Show, Keith Wilson welcomes a special guest — his son, Jack Wilson — for a candid and entertaining conversation about how different generations think about…
The First 10 Years of Retirement Matter More than the Last 20
The first decade of retirement isn’t just another phase — it’s the most important chapter of your entire retirement journey.In this episode of That Financial Guy Show, Keith Wilson breaks down why…
The Hidden Tax Traps In Retirement
Retirement isn’t just about what you earn — it’s about what you keep.In this episode of That Financial Guy Show, Keith Wilson breaks down the overlooked tax traps that quietly drain retiree income…
Frequently Asked Questions
That Financial Guy has published 68 episodes since October 2022, covering topics in Business, Education.
That Financial Guy is currently sporadic with new episodes weekly. Average episode length is 23m.
Sign up on Grep.FM to access contact details for That Financial Guy, including email and social media links.
Similar Podcasts
The School of Greatness
Lewis Howes
1,946 episodes
THE ED MYLETT SHOW
Ed Mylett
685 episodes
Earn Your Leisure
iHeartPodcasts
1,483 episodes
The Secret To Success with CJ, Karl, Jemal & Eric Thomas
The Resonance Network
558 episodes
Trading Secrets
Audioboom Studios
304 episodes
The Game with Alex Hormozi
Alex Hormozi
1,069 episodes