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That Financial Guy

That Financial Guy

De : Keith Wilson
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À propos de ce contenu audio

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.

© 2026 That Financial Guy
Direction Economie Finances privées Management et direction
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    Épisodes
    • The Plan First Financial Path - 7 Pillars
      Jan 13 2026

      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 people make smarter financial decisions with intention, not reaction. The Path is made up of seven interconnected pillars that work together to support your specific goals, not a one size fits all checklist.

      Those seven pillars are Clarify your goals and priorities, Build a foundation, Invest with purpose, Pay less taxes over time, Protect what you are building, Turn savings into income, and Live, adjust, repeat.

      These are not steps to complete once and move on from. They are a flexible, evolving approach to financial planning where the plan always comes first and the investments serve the plan, not the other way around.

      This episode sets the foundation for a seven week series where we will break down each pillar in detail and show how they work together to guide real life financial decisions across every stage of life.

      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: 👉...

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      21 min
    • 2025 Year In Review
      Jan 6 2026

      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 correction known as the Tariff Tantrum to a strong recovery that pushed markets to new highs, Keith breaks down the lessons learned. He also covers the One Big Beautiful Bill, changes to tax planning, the government shutdown, interest rate cuts, the surge in artificial intelligence stocks, and why a solid financial plan should guide decisions instead of emotions.

      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: 👉...

      Afficher plus Afficher moins
      30 min
    • Why A Written Plan Changes Behavior
      Dec 23 2025

      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 financial plan changes behavior in a way advice alone never can. A real plan isn’t about predicting the future perfectly. It’s about being prepared when life changes, because life always does.

      I walk through real client stories, including how one client’s commission-based income led to a larger emergency fund that later protected them after a job loss, how another client stopped emotionally reacting to market downturns once volatility was accounted for in their plan, and why even unexpected events like divorce are easier to navigate when a plan already exists.

      You’ll also hear why it’s better to be approximately right than one hundred percent wrong, why gathering documents and completing questionnaires actually matters, how modern digital financial plans act as living, breathing tools, and why reviewing your plan annually is essential to staying aligned with real life.

      It’s about clarity, confidence, and having a steady framework to return to when things change.

      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: 👉...

      Afficher plus Afficher moins
      20 min
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