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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.
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Recent Episodes
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…
Lessons Learned from 2025
Every year teaches investors something new — and 2025 was no exception.In this episode of That Financial Guy Show, Keith Wilson looks back at the biggest financial lessons from the year — what the…
Why Income Planning Matters More Than Growth
You’ve spent decades focused on growing your money — but once you retire, the game completely changes.In this episode of That Financial Guy Show, I explain why successful retirement isn’t about…
Money, Marriage, and Miscommunication — Why Love and Finance Don’t Always Speak the Same Language
They say opposites attract… until it’s time to talk about money.In this episode of That Financial Guy Show, I unpacke the emotional and practical side of managing money as a couple — and why love and…
Social Security Timing: Spousal and Survivor Benefits You Can't Afford To Get Wrong!
Your Social Security filing decision isn’t just about you, it’s about your spouse, your survivor, and your family’s long-term income.In this episode of That Financial Guy Show, I break down one of…
Why Maxing Out Your 401k Isn't Enough!
You’ve probably heard it before: “Just max out your 401(k) and you’ll be fine.” But here’s the truth, if that’s your only strategy, you could be setting yourself up for a massive tax problem later.In…
5 Retirement Myths Busted!
We’ve all heard the retirement “rules of thumb”, save a million bucks, withdraw 4%, you’ll be fine. But what if those old rules are setting you up for mistakes?In this episode of That Financial Guy…
Frequently Asked Questions
That Financial Guy has published 62 episodes since October 2022, covering topics in Business, Education.
That Financial Guy is currently highly active with new episodes weekly. Average episode length is 23m.
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