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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

PublishesWeeklyEpisodes63Founded3 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Latest Episodes

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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Big Picture Retirement®
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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 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 Podcasts
    5
    Bitofamoneynut
    United Statesa year ago
  • Love it

    Great information! As well as entertaining!

    Apple Podcasts
    5
    Kkikicat
    United Statesa year ago

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Which podcasts are similar to That Financial Guy?

These podcasts share a similar audience with That Financial Guy:

1. Big Picture Retirement®

How many episodes of That Financial Guy are there?

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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