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That Financial Guy

That Financial Guy

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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.

Recent Episodes

  • EP#18 Is Life Insurance A Scam

    1 week ago

  • Ep#17 Core Financial Planning

    3 weeks ago

  • Ep #16 Taxes in Retirement

    5 months ago

  • Ep#15 Want to Retire Early? Consider this First!

    7 months ago

  • EP#13 Custodial Accounts For Kids

    8 months ago

  • EP #12 Financial Mistakes to Avoid

    12 months ago

  • EP #11 Praising Arizona!

    12 months ago

  • Retirement Planning Checklist in Your 50's!

    1 year ago

  • 24 Year Old Wants To Retire At 50!

    1 year ago

  • Ep #8 Case Study: Conversions oh my!! Roth, Term, and debt reduction.

    1 year ago