 |
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 |
Listen Now...
Lessons Learned from 2025
Episode 48
Tuesday, 11 November, 2025
Every year teaches investors something new — and 2025 was no exception.In this episode of That Financial Guy Show, Keith Wilson looks back at the biggest financial lessons from the year — what the markets reminded us, what changed for good, and what timeless truths still hold.You’ll learn: • Why the February–April correction proved that patience beats panic every time • How corrections are normal (they happen nearly every year) — and why staying invested works • Why cash is useful, but not a long-term strategy • How The One Big Beautiful Bill changed the tax landscape — and why smart planning still matters • Why inflation never really disappears (and what it means for retirees) • How simplicity and clarity can bring more confidence than complexity ever could • And why the best financial plan is one you keep updating, not one you file awayBecause real financial success isn’t about predicting the next move — it’s about learning, adapting, and preparing for whatever comes next.🎧 Tune in to reflect on 2025 — and make sure 2026 starts on the right foot.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: 👉...
