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That Financial GuyAuthor: 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 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. Language: en-us Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Clarify Your Goals and Priorities - The First Pillar
Episode 56
Tuesday, 20 January, 2026
Most people think financial planning starts with numbers. In reality, it starts with clarity.In this episode, I break down the first pillar of the Plan First Financial Path, Clarify your goals and priorities. Before any investment, tax, or retirement strategy makes sense, you have to know what your money is actually for.I explain why vague goals lead to reactive financial decisions, how priorities create meaningful tradeoffs, and why this first pillar sets the direction for every other part of your plan. We talk about the difference between dreaming and deciding, and how clarity helps align spending, saving, investing, and risk with what matters most to you.This episode kicks off a seven-week series exploring each pillar of the Plan First Financial Path and explains why the plan always comes first, before trying to manipulate investments to reach a goal.Helping you to be wise with your money!To see more videos discussing personal finance Subscribe:https://www.youtube.com/channel/UCbDA...For more resources: 👉 https://wfa-nc.com/insights 📝 Get your Free Retirement Plan checkuphttps://wfa-nc.com/retirement-plan-ch...To schedule a complimentary consultation with me: 👉...
