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That Financial Guy

Keith Wilson

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 inves... more

PublishesWeeklyEpisodes24Founded2 years ago
Number of ListenersCategories
BusinessEntrepreneurshipInvesting

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Latest Episodes

In this episode, we’re diving into the world of Health Savings Accounts (HSA)—one of the most powerful yet often misunderstood financial tools. We’ll break down how to maximize your HSA benefits, common mistakes to avoid, and strategies to turn your ... more

So, you have saved and invested diligently all your working life and the time has come to retire. You feel comfortable,,,, but there could be things you haven't thought about that could ruin the plans you laid forth! LIKE:

-Sequence of returns risk

-... more

There are some new tax law changes for 2025! 401k contribution limits have changed to $23,500. Over 50 is $31,000. There is now a new "super" catch up provision for ages 60 to 63 with a maximum 401k contribution of $34,750.

Inherited IRA's will now h... more

In this episode I talk with Kelly Augspurger, CLTC, CSA  who is a Long Term Care specialist.

We dive into topics of just what is long term care? What are the chances of needing long term care? We break down the myths associated with long term care an... more

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Reviews

4.3 out of 5 stars from 6 ratings
  • Great information

    Glad I came across this podcast

    Apple Podcasts
    5
    Flat topp
    United States2 months 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 Podcasts
    5
    Bitofamoneynut
    United States3 months ago
  • Love it

    Great information! As well as entertaining!

    Apple Podcasts
    5
    Kkikicat
    United States3 months ago

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That Financial Guy launched 2 years ago and published 24 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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