That Financial Guy
Keith WilsonThat 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 inves... more
| Publishes | Weekly | Episodes | 53 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurshipInvesting | |||
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Latest Episodes
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 ... more
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 spouse inherits an IRA, and then work step by step in... more
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 money. From patience vs, impatience to lifestyle creep, ... more
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 first 10 years set the trajectory for everythin... more
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Reviews
- Great information
Glad I came across this podcast
Apple Podcasts5Flat topp
United Statesa year ago - Finally a financial podcast that is interesting and fun
I love how Keith breaks it down in a way I can understand and still makes it fun
Apple Podcasts5BitofamoneynutUnited Statesa year ago - Love it
Great information! As well as entertaining!
Apple Podcasts5KkikicatUnited Statesa year ago
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Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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How many episodes of That Financial Guy are there?
That Financial Guy launched 3 years ago and published 53 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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