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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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The Retirement That Almost Wasn't
Saturday, 14 June, 2025
What happens when you retire… and then unretire just four days later?In this episode of That Financial Guy, I tell the true story of Jim — a 64-year-old IT professional who thought he was ready for retirement until a surprise tax bill and market dip sent him back to work by Tuesday.We’ll walk through his short-lived retirement and unpack the three key lessons that could save you from the same fate:Why retirement isn’t just a math problemHow tax diversification can make or break your income strategyAnd the hidden risk of withdrawing in a down marketWhether you're a few years away or already retired, this episode offers real talk, real numbers, and a reminder that confidence without planning can be costly.👉 Need help stress-testing your retirement? Visit www.wfa-nc.comHelping 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: 👉...
