
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
| Publishes | Weekly | Episodes | 63 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEntrepreneurship | |||

How do ordinary families quietly become millionaires?
Not by chasing hot stock tips. Not by building tech startups. Not by getting lucky.
In this episode, I break down what I call the Middle Class Millionaire Formula — the simple, disciplined habit... more
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, protecting the plan, investing with purpose, paying less... more
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 foundation, protecting the plan, investing with purpose, ... more
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 of the Plan First Financial Path, Pay less taxes... more
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Glad I came across this podcast
I love how Keith breaks it down in a way I can understand and still makes it fun
Great information! As well as entertaining!










Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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That Financial Guy launched 3 years ago and published 63 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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